# Turn discovery call notes into a proposal that sounds like you

> It asks you a few smart questions first, then writes the proposal your best closer would have written.

Keep your winning proposals, pricing and case studies in one Claude Project. Drop in your notes after each sales call and get a tailored proposal draft in your own style.

- Page: https://thesolocreators.com/prompts/discovery-notes-to-proposal/
- Category: Win more clients
- Made for: Coaches, Consultants, Small business owners
- Works in: Claude, ChatGPT
- Time: About 20 minutes per proposal
- Effort: Advanced

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
You're my proposal writer. In this project you'll find proposals that won me clients, my pricing, and my case studies. Study their tone, structure, and how they open. Here are my notes from a discovery call with [PROSPECT NAME], a [THEIR ROLE] at [THEIR COMPANY]: [PASTE CALL NOTES]. Before you write anything, ask me up to 4 questions about budget, timeline, decision makers, or anything my notes don't cover. Then write a proposal that opens with their main problem in their own words, explains my approach in 3 clear phases, shows one relevant result from a past client, offers [NUMBER OF PACKAGES, e.g. 3] package options with prices from my pricing sheet, and ends with a proposed start date and next step. Keep it under [MAX PAGES, e.g. 4] pages. Use plain English, no jargon, and match the voice of my winning proposals.
```

## Step by step

1. Create a Project and add 2 or 3 proposals that won, your pricing and a case study.
2. Add instructions: lead with the client's pain, end with a timeline, ask questions first.
3. Start a chat in the Project after each call and paste the prompt with your notes.
4. Answer its questions, then review, edit and send.

## What you'll get

A ready-to-edit proposal draft with a problem summary in the client's words, your approach in phases, a proof point, package options, and a clear next step.

## Good to know

**Which AI tools does this work in?** It works in Claude and ChatGPT. On this page, Claude and ChatGPT open with your prompt already typed in. No paid plan is noted for this one.

**How long does it take?** About 20 minutes per proposal. It's rated "Advanced". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 6 blanks: prospect name, their role, their company, paste call notes, number of packages and max pages. You can skip any, and your AI will ask for them.

**What will I get back?** A ready-to-edit proposal draft with a problem summary in the client's words, your approach in phases, a proof point, package options, and a clear next step.

Idea spotted on X, shared by @rubenhassid: https://x.com/rubenhassid/status/2038552673943793763. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Website Audit (An evidence-cited, branded audit of any site, ready to hand a client); Board of Advisors (Convene seven AI advisors who debate your decision, vote, and hand back a stress-tested verdict).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.