How I Use AI + Automation to Prep for Discovery Calls (and Write Proposals Faster)
- Jacqueline Murray
- Nov 4, 2025
- 1 min read
Updated: 1 day ago
Every service-based business has the call.
It goes by many names: a Discovery Call, a Consultation, or even a Clarity Call.
Whichever your preference, it’s always that first conversation where a potential client is ready to learn what you can do for them.
Ideally, your system notifies you when someone (and if it doesn’t, we need to talk).
Now you shift gears to reviewing their answers to your questionnaire and prepping your proposal.
Usually, it takes only 30 minutes, but something always comes up. Next thing you know, you’re scrambling to perfect your pitch just minutes before the call. Sound familiar?
That’s where AI-assisted automation steps in.
In this video, you’ll see an example of a workflow I built in Make.AI to help streamline your proposal in 3 steps:
The automation activates the moment a new call is booked.
AI reviews the lead’s responses to summarize what they’re looking for.
It even suggests your best-fit offer to pitch on the call.
It’s like having a virtual assistant who already knows your lead before you hop on Zoom.
This setup doesn’t just save you time — it helps you show up prepared, confident, and ready to close, every single time.
Check out this walkthrough and see if this is a workflow you’d like for your business.
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