Automated Sales Pipeline & Proposal Generation
The Problem
Most people lose deals not because they were outcompeted but because they forgot to follow up at the right moment. Writing proposals takes hours per prospect.
How It Works
Ray connects to your email and CRM. Each day he reviews the last 24 hours of emails, calls, and interactions. He identifies who needs a follow-up and what kind. He writes and sends the appropriate material, updates the CRM, and sends you a morning summary.
The Prompts That Drive This
The prospect analysis prompt defines decision logic: what signals indicate readiness to close versus still nurturing. The proposal writing prompt defines service tiers, problems each solves, and language that converts.
Related Use Cases
Inbox & Scheduling That Handles Itself
Email and calendar management is a constant low-grade drain. Scheduling back-and-forth, filtering what matters, drafting replies to routine requests.
Social Watchlist Monitoring & Alerts
Knowing when a competitor ships something, when a journalist covers your space, or when a keyword starts trending. By the time you find them manually, the moment is often gone.
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