How to Automate Your Prospect-to-Proposal Journey Using AI – Part 2

In Part 1, we built the foundation of your automated sales system:

• You identified your ideal client
• You created a lead magnet that solves a real problem
• You built a focused opt-in page to capture leads

Now it’s time to take those leads and move them toward the proposal stage, automatically. This is where the magic happens. Let’s keep going...

Check out the full video on this topic here.

Step 4: Craft a Thank You Page That Moves the Conversation Forward

Once someone downloads your lead magnet, don’t just say “thanks”, give them a next step.

This is your opportunity to:

• Confirm their download worked
• Deliver the promised resource
• Invite them to book a call
• Encourage them to follow you on social media
• Re-engage them with more content

Why this matters: Not everyone will book a call right away. But some will. And a well-designed thank you page can speed that decision up.

Use AI to write the thank you message, suggest the next actions, and even tweak the tone based on your audience.

Step 5: Automate Your Email Follow-Up

Here’s where client onboarding automation gets serious.

Start with a confirmation email. It should:

• Re-deliver the resource
• Highlight the value of what they’ve just received
• Encourage them to take action
• Ask them to whitelist your email

Next, build a 5-part email nurture sequence. Here’s a structure you can follow:

1. Welcome & Quick Wins – Remind them what the guide covers and suggest an immediate action
2. Success Stories – Share a client story that mirrors their situation
3. Common Mistakes – Show them what to avoid
4. Bonus Resources – Share more value (tools, blogs, templates)
5. Book a Call – Make a clear offer to meet with you

Use AI to write each of these emails individually. That way, you can personalise and expand each one properly.

You’ve now got an AI marketing funnel that educates, nurtures, and nudges leads, without you lifting a finger.

Step 6: Automate Appointment Scheduling and Reminders

If your emails are doing their job, people will want to talk to you. Make booking that conversation easy.

Use tools like:

• Calendly to schedule
• Zoom or Teams to host
• Mailchimp to automate reminders

Here’s how the automation works:

• When someone books, they get a confirmation email
• 24 hours before the meeting, they get a reminder
• 15 minutes before, another quick reminder
• You get notified as well

This is hands-free client onboarding at its best.

Step 7: Deliver a Sales Meeting That Converts

This is the only part of the journey you must do manually, but you’ll be showing up to a warm, informed prospect who already knows your value.

Your meeting should:

• Confirm their challenges and goals
• Show them how you help
• Introduce your pricing structure
• Handle objections with confidence

I recommend using a meeting agenda. AI can help you build this too based on your services, niche, and value proposition.

You can even script your discovery questions, and practice how you’ll introduce your proposal. This turns your sales meeting into a confident, natural conversation, not a hard sell.

Pro Tip

Once your system is built, test and improve one part at a time. Try a new headline. A different call to action. A better email subject line. AI can help you optimise each element quickly.

FAQ

How do I make sure people actually open my emails?

Focus on strong subject lines and segment your audience for more relevance. AI can help with both.

What if people don’t book a meeting right away?

Keep nurturing them. Use your emails to share more value and remind them what’s possible.

How often should I update the system?

Every 3–6 months, review what’s working. Use data from your email platform and booking rates to guide improvements.

Want to Learn More?

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Final Thoughts

Let’s recap what you’ve now set up:

• A lead magnet that attracts the right clients
• An opt-in page that collects their details
• A thank you page that nudges them forward
• An email sequence that builds trust
• A calendar link to book calls
• A sales process that closes clients

And most of it runs on autopilot. This is how modern accountants market smarter, not harder. You now have a repeatable, automated sales system that works around the clock.

Don’t forget to check out the full video on this topic to see the prompts I used and their results!

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Wishing you every success on your pricing journey

The Value Pricing Academy Team