Free Resource — JP Automations
The AI
Client Folder
Fill in one brief per client. AI generates your proposal, invoice, contract, and CRM entry — in under 5 minutes.
Setup takes 30 minutes once. Every deal after that takes under 5 minutes.
What's inside:
✓The client brief template — fill it in once, use it for everything
✓Proposal prompt — generates a client-ready proposal from your brief
✓Invoice prompt — line items, VAT, payment terms, all formatted
✓Contract prompt — plain-English service agreement, UK-ready
✓CRM prompt — structured Notion entry from your brief in one paste
✓Exact folder structure to keep every client organised