Automate like a pro with AI (Even if you’re a team of one)

You don’t need 12 platforms, 3 VA’s, and a monster CRM to look like you’re running a well-oiled marketing machine.

You just need smart, strategic automations that:

✅ Save you time
✅ Keep leads warm
✅ Deliver value consistently
✅ Free up your headspace for the stuff only you can do

Below are 4 automations I swear by—plus the exact AI prompts to help you build them out faster, with less guesswork.

1. Client Onboarding (That feels personal but runs automatically)

The moment someone says “yes,” they should feel taken care of.

With the right automation in place, your new client will immediately receive:

– A welcome email
– An intake form
– A calendar link
– A reminder of what’s next

And you? You won’t have to hit “send” once.

AI prompt to build the email:
“Act as a client success specialist. Write a warm, professional onboarding email for new [type of client] who just purchased [product/service]. Include a thank you, what to expect next, a link to the intake form, and a calendar link to schedule a call. Keep it friendly, clear, and branded.”

✅ Pro Tip: Include a short Loom video to make it feel even more personal.

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2. Proposal generator (Right after a sales call)

Manually writing proposals every week? That’s a fast road to burnout.

Here’s the better way:

– After your call, drop your notes into a short form
– AI turns it into a customized proposal with brand voice, deliverables, and pricing
– Your system emails the proposal within minutes

Result: You look professional. Fast. Reliable. Easy to say yes to.

AI Prompt to create the proposal:
“Act as a marketing strategist and proposal writer. Based on the notes from a recent sales call, write a one-page proposal for [client name]. Include: an intro, recap of their pain points, how our offer solves their issue, deliverables, timeline, and pricing. Tone: [calm, confident, no-hype].”

✅ Pro Tip: Build a proposal template in Google Docs with merge fields—AI drops in the text, Zapier plugs in the variables.