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.
A picture made with AI to show the idea.
Your prompt
Fill in your details. Skip any you like.
Claude and ChatGPT open with your prompt already typed in. It's copied too, just in case.
The prompt that gets copied
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.
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.
Step by step
- Create a Project and add 2 or 3 proposals that won, your pricing and a case study.
- Add instructions: lead with the client's pain, end with a timeline, ask questions first.
- Start a chat in the Project after each call and paste the prompt with your notes.
- 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.
- Made for
- Coaches, Consultants, Small business owners
- Works in
- Claude, ChatGPT
