How to Sell 3 AI Automations to B2B Agencies

TL;DR

B2B agencies can buy proposal generation, automated sales follow-up, and recurring content generation systems for $1,700 or more because these workflows address repetitive operational work. The proposal system creates tailored documents from call data, the follow-up system drafts contextual emails according to last-touch dates, and the content system begins research from a submitted keyword.

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: How can agencies automate sales proposal creation?

Agencies can collect structured information during a prospect call, including the website, problem, pain points, proposed solution, project scope, price, and expected delivery time. AI then converts those inputs into proposal fields and replaces matching variables inside a prepared Google Slides or PandaDoc template. The resulting proposal can include customized wording, pricing, and next steps before being emailed to the prospect.

Q: Why is an AI proposal generator valuable to B2B agencies?

An AI proposal generator reduces the administrative work required to write and design proposals by hand. That gives salespeople more time for customer conversations and other work that directly supports sales. It also makes it possible to place a customized proposal in a prospect’s hands by the end of a call, or potentially before the call has finished.

Q: What information does an automated proposal workflow need?

The demonstrated workflow needs details that an agency salesperson would normally establish during a discovery or closing call. These include the prospect’s website, stated problem, pain points, the agency’s proposed solution, project scope, cost, and delivery timing. AI uses this structured information to generate proposal titles, descriptions, summaries, pricing content, and other fields required by the selected template.

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

Google Slides is presented as the free option and has a built-in connection in n8n, making the automation comparatively direct. PandaDoc requires paying a fair amount of money and uses an API call through a more circuitous integration path, but it produces the higher-quality result described in the demonstration. The appropriate choice therefore depends on budget and desired proposal quality.

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

The system uses a CRM record containing contact details, lead information, notes, and a last-touch date. Once per day, it checks how long each prospect has gone without communication. When a configured interval has passed, it retrieves the prospect’s email history, gives that context to AI, creates a relevant follow-up, and updates the last-touch information.

Q: How can AI create contextual follow-up emails?

AI can create contextual follow-ups when the workflow supplies the complete communication history associated with a prospect. The demonstrated system gathers messages sent to and received from the prospect, aggregates that conversation, and includes it in the prompt. This lets the generated email reflect the sales context instead of repeatedly sending the same generic follow-up message to every lead.

Q: When should automated sales follow-ups be triggered?

The demonstrated workflow uses separate follow-up routes after 4 days, 8 days, and 14 days without a qualifying touch. It runs once per day, with an example start time of 8:04 so activity does not always appear at exactly 8:00. These intervals are presented as one configuration and can be adapted within the workflow.

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

The cyclic content generator begins with a simple form that requests a keyword and an email address. In the demonstration, the keyword is AI automation. The workflow then makes an OpenAI call using the web search API to locate relevant content outlines. Those outlines supply citations and statistics that can support content generation for SEO companies, brands, and other content-based 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.