01
Discovery call booked
Sales Engine allocated call to calendar and created record in CRM.
02
Call Prep Agent
Researches the company and lead, creates a full call prep doc and links it to the CRM record - ready before the call starts.
⚡ Managed AI Agent
03
Otter AI transcribes
Full call transcript generated automatically - pain points, goals, budget signals, and objections all captured.
⚡ Auto-triggered on call end
04
Transcript pushed to CRM
Make.com routes the transcript and contact data into the CRM. Lead record updated with full call notes.
⚡ Make.com Automation
05
AI agent generates proposal
Managed AI agent reads the transcript and builds a tailored proposal - scope, pricing, and outcomes matched to what the prospect said on the call.
⚡ Managed AI Agent
06 - Proposal delivered (in parallel)
05a
Slack to team
Proposal draft and call summary posted to internal Slack for review before sending.
05b
Email draft to client
Gmail draft created with proposal attached - ready to review and send with one click.
07
CRM updated + proposal logged
Proposal status, sent timestamp, and deal stage updated automatically. Full audit trail in the CRM.
Proposal out in minutes, not hours
Every discovery call automatically becomes a tailored proposal - zero manual work from your team.
Every discovery call automatically becomes a tailored proposal - zero manual work from your team.