How to Sell 3 Simple AI Automations for $1.7K or More to B2B Agencies

TL;DR

You can sell three simple AI automations, proposal generation, sales follow-up, and recurring content generation, to B2B agencies for $1,700 or more each. The proposal workflow turns sales-call data into a tailored Google Slides or PandaDoc proposal, while the follow-up system uses CRM and email history and the content system starts research from a submitted keyword. Read on to understand how each workflow operates and what makes it valuable.

Transcript

Here are three boring AI automations you can sell right now to B2B agencies, digital marketing companies, and SEO businesses for 1.7K a pop or up. I built these using a combination of nadn and make.com. And in this video, I'm just going to walk you through how they work and why you might want to sell them. Obligatory. I have all these templates hos... Read More

Key Insights

• Proposal generation is a laborious part of agency sales because producing the right wording and design manually takes time. Automating the process allows salespeople to spend more time talking with customers and less time handling sales administration.
• The proposal workflow is driven by structured sales-call information, including the prospect’s website, problem, pain points, proposed solution, project scope, cost, and delivery timing. AI transforms these inputs into the copy variables required by a predefined proposal template.
• Google Slides is the free proposal-generation option demonstrated in the workflow. The automation replaces fields inside an existing Slides template, produces a polished proposal with pricing and next steps, and sends the result to the prospect by email.
• PandaDoc is the higher-quality paid proposal option described in the demonstration. It uses a slightly different copy format and requires an API call because its integration follows a more circuitous path than the built-in Google Slides connection in n8n.
• The follow-up system is powered by CRM records and a last-touch field. It runs daily, calculates how long each prospect has gone without communication, triggers follow-up activity after configured intervals, and updates the relevant field afterward.
• Email history is the context source for personalized follow-ups. The workflow gathers every sent and received message associated with a prospect, feeds that conversation history into AI, and generates a dynamic message suited to the existing sales discussion.
• Draft creation is the cautious follow-up configuration shown in the demonstration. A salesperson can review and send the generated email, although the workflow could instead automate sending. The presented routes trigger after 4, 8, and 14 days.
• The cyclic content generator starts with a keyword and email submitted through a form. It uses an OpenAI call with the web search API to find content outlines, then draws citations and statistics from that research for regular content production.

Questions & Answers

Q: What three AI automations can you sell to B2B agencies for $1,700 or more?

The three systems are an AI proposal generator, an automated sales follow-up system, and a cyclic content generator. They address repetitive work involving proposal preparation, prospect follow-ups, and recurring content research and production.

Q: How does an AI proposal generator work for a B2B agency?

A salesperson records structured information during a discovery or closing call, including the prospect’s problem, pain points, proposed solution, project scope, cost, and delivery timing. AI converts those details into copy variables and replaces fields in an existing Google Slides or PandaDoc template. The completed proposal can include tailored wording, pricing, and next steps before being emailed to the prospect.

Q: Why is an AI proposal generator valuable to an agency?

Creating proposals manually requires time for both writing and design. Automating most of that work lets salespeople spend more time talking with customers and less time on sales administration. It can also make a polished proposal available by the end of a call or even before the call ends.

Q: Should an agency use Google Slides or PandaDoc for automated proposals?

Google Slides is the completely free option demonstrated, and its connection is built into n8n. PandaDoc costs a fair amount of money and requires a PandaDoc API call through a more circuitous workflow, but it is described as producing a higher-quality result. Both approaches generate proposal copy and place it into a prepared template.

Q: How does the automated sales follow-up system work?

The system runs once per day and compares CRM records against each prospect’s last-touch date. When a configured interval is reached, it gathers sent and received email history, gives that context to AI, and creates a relevant follow-up draft. It then updates the applicable last-touch information.

Q: When does the automated sales follow-up workflow trigger?

The demonstrated configuration uses follow-up routes after 4, 8, and 14 days. The workflow checks records daily and determines how long each prospect has gone without qualifying communication. These intervals are configurable within the workflow.

Q: How does AI personalize automated follow-up emails?

The workflow collects the messages sent to and received from a prospect and aggregates that conversation history. AI uses this context to draft a message suited to the existing sales discussion instead of producing the same generic follow-up for every lead. The demonstrated setup creates a draft so a salesperson can review and send it.

Q: How does the cyclic AI content generator begin its workflow?

The workflow begins with a form that collects a keyword and an email address. It then makes an OpenAI call using the web search API to find relevant content outlines. Those outlines provide citations and statistics that can support recurring content generation for SEO companies, content-based brands, and other businesses.

Summary & Key Takeaways

• The proposal generator converts information collected during a sales call into customized proposal copy. AI produces fields that match an existing Google Slides or PandaDoc template, including the prospect’s problem, proposed solution, scope, price, and next steps. The completed proposal can then be delivered to the prospect by email.

• The automated follow-up system checks CRM records once per day and compares each prospect’s last-touch date with configured intervals. It gathers sent and received email history, gives that context to AI, and creates a unique follow-up draft. The demonstrated schedule uses follow-ups after 4, 8, and 14 days.

• The cyclic content generator serves businesses that regularly produce content, including content-based brands and SEO companies. A form collects a keyword and email address, then an OpenAI call using the web search API finds relevant content outlines. Those outlines provide citations and statistics that can support the subsequent content-generation process.