How can a sales team automate proposals with a custom AI?

A sales team can automate proposals by using a no-code platform like LaunchLemonade to build a custom AI, training it on their product details, pricing, and case studies to generate accurate, personalized first drafts instantly.

For most sales teams, the thrill of a great discovery call is quickly followed by the dread of the proposal. It’s the tedious, time-consuming part of the job: digging for the right case study, finding the latest pricing sheet, and piecing together paragraphs from old documents. It’s the “copy, paste, and pray” method, and it’s a major bottleneck that keeps them from what they do best: selling.

One sales team, stuck on this proposal hamster wheel, decided there had to be a better way. Instead of buying another complex software, they asked a simple question: “What if we could teach an AI to do this for us?”

Building the “Proposal Pro” AI: A 3-Step Playbook

The team used LaunchLemonade to build a custom AI that became their new secret weapon. Here’s how they did it in three simple steps.

Step 1: Crafting the Master Instruction

This is where the magic happens. They wrote a clear, detailed instruction that tells the AI exactly what to do. It acts as a master template, guiding the AI to pull the right information for each unique client.

A Simple Instruction to Get Started: “You are a sales proposal writer for our company, ABC Solutions. Using the provided knowledge base, create a three-page proposal for a new client. The client’s name is [CLIENT NAME], and their main problem is [CLIENT'S MAIN PROBLEM]. The proposal must include: an introduction that addresses their problem, a ‘Our Solution’ section recommending [PRODUCT A] and [PRODUCT B], a relevant case study, and a pricing table for the recommended products.”

Step 2: Feeding the Brain with Winning Content

An AI agent is only as smart as the information it has access to. The team created a comprehensive Knowledge Base by uploading their most valuable assets:

• Product specification sheets and one-pagers

• The official pricing list

• A library of approved case studies and testimonials

• Their top 5 most successful proposals from the past year

This gave it a solid, factual foundation to work from, ensuring every output was accurate and on-brand.

Step 3: Integrating It Into Their Workflow

Now it became a core part of their daily process. After a discovery call, a sales rep would spend two minutes filling in the bracketed details in the instruction. Within seconds, it would generate a polished, 90% complete draft in Google Docs. The rep could then spend ten minutes personalizing the final 10% before sending it off.

The Results: More Than Just Speed

The impact was immediate and profound. They weren’t just faster; they were better.

• From Hours to Minutes: Proposal creation time dropped by over 80%. What used to take half a day now took less than 15 minutes from start to finish.

• Consistency and Accuracy: Every proposal was perfectly on-brand and used the latest approved pricing and product information. No more rogue discounts or outdated feature lists.

• More Time for What Matters: As sales experts at Hey Iris point out, AI automates the tedious parts of proposal creation, allowing teams to “concentrate on building relationships and tailoring your value proposition and the work that actually closes deals.”

• Higher Close Rates: With faster, more professional proposals, the team could respond to more opportunities. Automating proposal creation allows businesses to “close deals faster and more efficiently,” leading to better customer engagement and higher conversion rates.

By embracing AI, the team transformed their most-dreaded task into a strategic advantage, making their process “faster, more accurate, and more efficient.” They weren’t replaced by AI, they were empowered by it.

Ready to take the “work” out of your sales workflow?

Book a demo. Try LaunchLemonade!