
Designing an AI Powered Ad to Proposal System
Coaching Replay — Designing an AI-Powered Ad to Proposal System
Background
Anu is an intellectual-property attorney modernizing his intake and follow-up process.
He currently books some calls through referrals but wants a reliable way to bring in new clients online and convert every consultation into a signed engagement—without manual follow-ups or chasing payments.
Questions Discussed
How can I get more people to book consultations directly from paid ads?
What should my “Book a Call” page include to earn trust?
How does AI help turn call notes into proposals automatically?
How do I send a professional proposal with a payment link right after the call?
Concerns Raised
Whether ads would attract the right kind of clients.
How long it takes for SEO or content to start producing leads.
Avoiding wasted time rewriting the same emails and proposals.
Keeping the process professional but simple for clients.
What We Did on the Call
Mapped the full client journeyfrom ad click to signed proposal.
Designed the “Book a Call” landing page, including headings, proof points (awards, testimonials), and a single scheduling button.
Outlined three short videosto personalize the experience:
Book a Call– why speak with you
Thank You for Booking– what to expect
Next Steps– how to prepare for success
Planned the AI workflow:AI note-taker captures call summary → auto-drafts proposal → sends payment link instantly.
Connected content strategy:weekly blog + short video posts that all link to the same “Book a Call” page.
What We’re Building After the Call
Landing Page:Finalize copy, layout, and booking form inside the Engine.
Video Library:Record and upload the 3 short videos above.
AI Proposal Template:Configure automatic proposal and tap-to-pay flow.
Ad Campaign:Launch simple paid-ad test pointing to the Book a Call page.
Content Routine:Publish one post and one video each week to build visibility and lower ad costs.
Why It Matters
Brings in qualified leads through ads and content instead of referrals alone.
Turns consultations into revenue automatically with AI follow-up.
Saves hours each week on admin and proposal writing.
Creates a professional, consistent experience for every new client.





