What it does
It automatically assembles a customised package of testimonials, case studies, and examples relevant to a specific prospect’s industry, service need, or challenge. The packet is generated and sent with one click, showing proof that matters to them.
Why I recommend it
Generic proof feels irrelevant; manually customising proof packets takes too long. Automated, targeted proof builds trust faster and closes deals by showing prospects “people like them” already succeeding with you.
Expected benefits
- Higher close rates from relevant social proof
- Less time assembling proposal attachments
- Stronger trust-building in sales conversations
- Better use of your testimonial library
How it works
Sales trigger (call booked, proposal sent) → automation filters proof library by prospect’s industry/service/challenge tags → assembles PDF or shared link with 3 – 5 relevant items → sends to prospect and logs in CRM.
Quick start
Tag your existing testimonials and case studies by industry, service, and outcome. Create a simple template. Manually select and send relevant proof first. Automate filtering and delivery once the format works.
Level-up version
Use AI to match proof to prospect based on their specific pain points and goals. Generate personalised cover pages. Track which proof items lead to closed deals and prioritise accordingly.
Tools you can use
Storage: Airtable, Google Drive, Notion
Documents: Google Docs, Canva, PandaDoc
CRM: GoHighLevel, HubSpot, Pipedrive
Automation: Zapier, Make, n8n
Technical implementation solution
- No-code: Trigger on deal stage → filter proof database by tags → generate PDF from template → email link to prospect → log in CRM.
- API-based: CRM webhook → query proof database with filters → doc generation API creates packet → email API sends → CRM API logs activity.
Where it gets tricky
- Maintaining accurate tags as your proof library grows
- Ensuring the filter logic doesn’t return too few or too many items
- Keeping proof current
- Permission-granted
