When this happens
A prospect reaches out, or you jot down notes after a walkthrough or estimate visit.
This happens automatically
A proposal gets drafted from your own template at your own rates, sent out for signature, and the invoice gets opened the moment they sign.
What you get
A branded proposal in the client's inbox an hour after the call — you approve it before it goes out. A day later: a signed contract and an invoice already on its way.
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Inquiry in, proposal out. Claude drafts from your template using discovery notes, prices against your rate card, sends for signature, and opens a QuickBooks invoice on execution.
Want this wired up for your business?
We scope, build, host, and hand over. Most automations like this go live within 2 weeks.
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