ACES Engine

ACES Prospect Engine v4.1

Roman Marketing Group · GoHighLevel Agency Partner

PROSPECT
RESEARCH &
PROPOSAL ENGINE

Single prospect or bulk upload — run the engine, get the full package, send the proposal email in one flow.

🔍

Prospect Details

Business Name *

Website / URL

Industry / Niche

Contact Name

Title / Role

Location

Client Email

Intel / What You Know

⚡

Services to Pitch🔴 core | 🔵 optional

🔗

Affiliate & Output

Affiliate AccountTracking Active

Sales Rep

Live URL

https://acescrm.com/Home?am_id=roman

RMG AI Engine

🔗 Self-Hosted Mode — Proxy URL Required

This page is hosted outside Claude.ai. To run the AI inline, enter your Cloudflare Worker proxy URL below. See the Hosting Guide for setup instructions.

Generated Prompt — Paste into your AI assistant

✉

Send Proposal Email

To (client email) *

Subject

Email Body

Sends through your connected Gmail · PDF attached

📋

Bulk Prospect Upload

Upload a CSV or paste prospect data. The engine queues all prospects and generates a full package for each.

📂

Drop your CSV here or click to browse

Required column: business name · Optional: website, industry, contact, email, location, notes

CSV Column Format

business namewebsiteindustrycontactemaillocationnotes

Only business name is required. Headers are case-insensitive.

✉

Send Proposal Email

Send the proposal PDF to the prospect via your connected Gmail. Auto-populates when you run the engine.

To (client email) *

Subject

Business Name

Email Body

How PDF Attachment Works

Your connected Gmail MCP is used to create a draft with the email body and proposal PDF attached. Review in Gmail drafts before sending.

🎤

Demo Script & Presentation Notes

Word-for-word talking points for every slide. Click a slide number to view the script.

⚙

GHL Workflow Blueprint

Build this in your ACES CRM sub-account. Set it up once — runs forever.

🤖

ACES Sales Bot — GHL AI Employee Prompt

Paste into GHL → Settings → AI Employee → Bot Instructions.

Bot System Prompt

GHL Setup Steps

1. Sub-account → Settings → AI Employee → Enable
2. Name: "ACES Sales Advisor" · Channels: SMS + Live Chat Widget
3. Paste prompt above → Save
4. CRM Integration: Contact Creation ON · Pipeline: ACES Sales Pipeline · Tag: prospect-new
5. Add chat widget embed code to your website footer

📗

Complete System Guide

IDENTIFY

Rep spots prospect → adds to GHL or bot captures lead → Workflow 1 fires

RESEARCH

Open engine → fill form → Run Engine → AI generates all outputs

SEND AUDIT

Email audit PDF → move to Audit Sent stage → Workflow 2 fires

DEMO & CLOSE

Run demo using script + Canva deck → Workflows 4–5 handle follow-up

🏗 Hosting This Engine

GHL → Sites → Funnels → New Funnel → Custom HTML page. Add membership protection for rep-only access. Or host free on Netlify. Or upload to the RMG team folder.

📧 Email with PDF

After running the engine, use the Send Proposal tab or the email panel. Your Gmail MCP is used to draft with the proposal PDF attached.

📊 Rep Leaderboard

GHL → Reporting → Dashboards → New Dashboard. Add widgets: Demos Booked, Clients Won, Pipeline Value, Conversion Rate — all filtered by user.

🔄 Referral Loop

In Workflow 5 (Client Won) — add Wait 30 days → SMS: "How's it going? Know any other business owners we could help?" Bot captures referrals automatically.