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MISSION TYPE
Proposal automation that starts from the sales call
The best proposals repeat the buyer's own words back to them. These missions draft yours from the call, ready before the second meeting.
Missions
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Proposal Generation
Turn the sales call into a digital sales room
Best For
Sales
Output
A personalized digital sales room built from the call
Systems used
Fathom
FollowUp
GetAccept
Distribute
Inspired by
Fathom team
Proposal Generation
An AI proposal generator that drafts from the sales call
Best For
Sales
Founder/Solo-operator
Output
A custom proposal draft built from the discovery call
Systems used
Fathom
Notion
Google Drive
Inspired by
Anzhelika Tauber
Why teams use Fathom for proposal automation
A strong proposal reflects what the buyer said: their problem, their goals, the objections they raised and the timeline they gave. Writing it from memory or scattered notes takes hours and misses details, and generic templates read like they were written for someone else.
Fathom captures every sales call word for word. The missions above turn that transcript into a first draft: a proposal built in ChatGPT or Claude, an HTML proposal generated the moment the call ends, or a personalized digital sales room through partners like GetAccept, Distribute and FollowUp. You review and edit, and the research is already done.
Start with the offer you sell most often. Once the drafts consistently reflect the call, add a follow-up that sends the buyer a recap, next steps and the proposal together.
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FAQs
Questions? We’ve got you covered.
How do you write a sales proposal with AI?
Give a skill in ChatGPT or Claude the Fathom transcript from your discovery call, along with your pricing and proposal template. Ask it to draft the problem, proposed solution, scope and next steps in the buyer's own words, then review and edit before you send.
Will an AI-drafted proposal sound generic?
Not when it starts from the call. Because the draft draws on the buyer's goals, objections and timeline from the transcript, it reflects their situation instead of a template. Add your format and a few past winning proposals to the skill so it matches how your team writes.
Which Fathom plan do I need to run these skills in ChatGPT or Claude?
Any Fathom plan, including Free. The skills read your calls through Fathom's MCP integration with ChatGPT and Claude, which is on every plan, as is the Public API.
What is proposal automation?
Proposal automation uses software to assemble sales proposals from existing information instead of writing each one from scratch. Starting from the sales call transcript means the proposal reflects what the buyer actually asked for, not only what's in your template.
