Generate post-call proposal drafts from transcripts, pricing, and case studies

Create a proposal trigger checklist before connecting transcripts to drafting. In HubSpot or your proposal intake document, require opportunity stage, estimated deal size, confirmed pain, buyer fit, timeline, next step, stakeholder involvement, pricing request, and proposal owner. Add fields for approval path, pricing sensitivity, legal risk, security review needed, and missing information. Do not trigger this workflow for curiosity calls, unqualified discovery, or deals where the buyer has not agreed to review a proposal. QA the checklist with sales leadership by testing it against five recent opportunities that should have received proposals and five that should not have.

Create a deal workspace folder or Google Doc for the opportunity before drafting anything. Add the Gong call link or transcript, HubSpot opportunity fields, account notes, stakeholder list, product interest, current stage, close date, pricing notes, and any previous loss or renewal history. Verify that the transcript is the right call, the speaker names are usable, and the CRM record reflects the latest stage and next step. If the call recording is incomplete or the CRM record is stale, assign a cleanup task before using AI. The proposal should be grounded in the current deal reality, not whatever happened to be in the transcript.