Intake form → LLM proposal drafts for a service business
med specificsAdded 2026-10-14
Business
Freelancer/small service business
Task
Drafting proposals for every new lead
Result
Proposals reduced from about 2 hours to 20 minutes (as reported in post)
Tools
Intake form
spreadsheet
no-code workflow
LLM
Setup
Intake form saves lead answers to sheet → new row triggers workflow → answers + two strong past proposals + fixed template sent to LLM → draft doc for editing
pricing/scope kept deterministic from a rate table
Results Grow marketing firm client in home services (HVAC/roofing/renovation)
first year bot accounted for 30% of appointments booked and "more than $134,000 of annual revenue"; previously ~300 lost leads from 2–3 day response lag