Meeting → Proposal → Payment → Follow-up Automation

Categories: Sales Automation, AI Proposals, Revenue Ops

This workflow automatically turns a booked sales call into a customized proposal, a Stripe payment link, and a follow-up email — without manual work.

It’s designed to handle everything after a sales call so momentum doesn’t die.

Booked call → proposal → payment → done.

What This Workflow Does

This automation runs the moment a sales call is booked and executes a complete post-call sales flow:

• Looks up the lead in a lightweight CRM
• Generates a tailored proposal using AI
• Creates a Google Slides proposal deck
• Creates a unique Stripe checkout link
• Sends a personalized follow-up email with proposal + payment

No manual copy-pasting. No delays. No forgotten follow-ups.

Why This Exists

Most deals are lost after the call — not during it.

This system removes:

• Manual proposal writing
• Post-call follow-up delays
• Inconsistent sales ops
• Awkward “just following up” emails

It replaces all of that with a single, reliable close flow.

Human on the outside. Fully automated underneath.

How It Works (High Level)

1. Calendly Trigger (Sales Call Booked)

• Workflow starts immediately after a meeting is scheduled
• Ensures proposals are sent while context is still fresh

2. CRM Lookup (Google Sheets)

• Finds the lead using email or company name
• Works even if the lead is unqualified or incomplete
• Simple, transparent CRM (no heavy tooling required)

3. AI Proposal Generation

• Uses structured inputs (problem, solution, scope, urgency, cost)
• Outputs a complete proposal as strict JSON
• Written in a clear, spartan, professional tone

4. Google Slides Proposal Creation

• Copies a proposal template
• Auto-fills all sections using AI output
• Generates one unique proposal per lead
• Shareable link created automatically

5. Stripe Checkout Session

• Creates a unique payment link per lead
• Attaches metadata (lead, company, package)
• No manual invoicing required

6. Follow-up Email

• Sends proposal + payment link immediately
• Personalized with name and company
• Keeps the close frictionless

Tools Used

• n8n — workflow orchestration
• OpenAI — proposal generation
• Google Sheets — lightweight CRM
• Google Slides — proposal delivery
• Stripe — payment collection
• Email (Gmail / SMTP) — follow-up delivery
• Calendly — trigger source

Who This Is For

• Automation & no-code agencies
• Consultants and service businesses
• Freelancers selling repeatable offers
• Sales-led teams that want speed + consistency
• Anyone tired of manual proposals and follow-ups

Customization Notes

• Swap Google Sheets for Airtable, HubSpot, or Notion
• Proposal tone and structure are fully prompt-driven
• Stripe metadata can be extended for analytics or CRM sync
• Can support multiple triggers (Calendly, forms, manual intake)

Difficulty & Cost

• Difficulty: Intermediate (conceptually simple, operationally solid)
• Estimated setup time: 30–45 minutes
• Ongoing cost: OpenAI + Stripe fees only

Summary

This is not just a proposal generator.

It’s a post-call revenue system that turns intent into action automatically.

Meeting → proposal → payment → follow-up
No manual steps. No dropped balls.