Sales auto deck
A prospect website and discovery call become a branded sales deck that helps the team make a relevant first proposal.
A sales workflow that combines prospect website research with information from a client call, then produces a branded deck the team can use in its sales process.
Sales needed a faster way to turn prospect discovery into a specific, visual account of website opportunities.
Built a React app that generates the PDF deck, deployed it on Vercel and connected lead capture to the CRM.
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