A B2B consulting firm offering high-ticket strategy services wanted to shorten their sales cycle and eliminate the bottleneck of manual proposal writing. We implemented a fully automated AI proposal generation system—allowing them to send out personalized, signed proposals within 60 minutes of each sales call. Close rates improved by 38%, and the sales team gained back hours every week.

Each sales meeting was automatically recorded and fed into an AI transcription system. Once complete, the transcript was parsed by a custom proposal engine designed to extract key insights, pain points, pricing cues, and next steps discussed on the call.

The system generated a white-labeled, client-branded proposal using the extracted data, with the salesperson’s name, pricing package, and deliverables pre-filled. Proposals were reviewed, signed, and sent out—all automatically—often before the prospect had even left their desk.

From call to close—faster than everBefore PopsClix, it took 2–3 days (and a lot of follow-up) for sales reps to send out proposals. Now, they send custom, professional proposals within an hour—dramatically increasing conversion rates and keeping momentum high while the lead is still warm. It’s faster, smoother, and fully hands-off.