Call Follow-Up: Add Proposal Requests to CRM and Send FYI on Slack
Automatically update CRM, notify the team, and track leads when a proposal is requested after a meeting.
Overview
Streamline your post-meeting process and never miss a follow-up when a client requests a proposal. This agent listens for new meeting transcripts, identifies if a proposal was requested, and then automatically:
- Updates your CRM with the contact and their status.
- Sends a Slack notification to your team with key details.
- Logs the lead into your tracking spreadsheet.
Perfect for business development teams, sales operations, and agencies who want to ensure no opportunity slips through the cracks — and that every lead is followed up promptly and consistently.
Why you should use the Call Follow-Up: Add Proposal Requests to CRM and Send FYI on Slack template:
Managing proposal requests manually is tedious, prone to human error, and easy to forget, especially after busy days full of meetings.
This automation helps you:
- Respond quickly when clients show buying signals.
- Keep your CRM clean and segmented with minimal manual effort.
- Notify your internal team instantly when proposals are needed.
- Maintain a reliable lead tracking database for reporting and forecasting.
- Save time and ensure consistency across your sales process.
It’s an essential workflow for any growing business development team looking to scale client engagement effectively.
How the template works:
When a new meeting transcript becomes available, the agent:
- Finds the Meeting Details - Pulls transcript and participant information. - Checks for proposal request indications.
- Updates CRM (Relatable) - Creates or updates a contact. - Adds the contact to both "Prospective Clients" and "Needs Proposal" spheres. - Updates relevant contact fields like company, email, and phone number.
- Posts to Slack (Slack Channel Message) - Notifies the business development or sales channel. - Message format: "FYI - proposal requested for [service types] (posted by [automation platform])"
- Logs the Lead (Google Sheets) - Adds a new row in your Leads Tracking Document with: - Meeting date - Contact person and company - Requested services - Other important meeting notes