# Turn a sales call into a ready proposal before lunch

> The client gets a proposal that sounds like you took perfect notes, while the call's still fresh in their mind.

Record your discovery call, paste the transcript, and get a proposal that uses the client's own words, goals and worries.

- Page: https://thesolocreators.com/prompts/sales-call-to-proposal-before-lunch/
- Category: Win more clients
- Made for: Coaches, Consultants, Small business owners
- Works in: ChatGPT, Claude, Gemini
- Time: About 15 minutes
- Effort: A few steps

## The prompt

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

```text
Here's the transcript of a discovery call with a potential client:

[PASTE THE TRANSCRIPT]

I'm a [YOUR ROLE, e.g. business coach] and I offer [YOUR OFFER, e.g. a 90-day sales coaching program]. Write a short proposal I can send today. Use the client's own words wherever you can.

Include:
1. What I heard: their situation and goals in 3 bullets.
2. What's at stake if nothing changes, using what they actually said.
3. My recommended plan, in clear phases, with what they get in each.
4. What I need from them to start.
5. Next steps with a suggested date.

Leave a clear placeholder where the price goes. Don't invent facts, numbers, or promises that aren't in the transcript. After the proposal, list any open questions I should confirm before sending.
```

## Step by step

1. Record the call with your meeting app's transcript turned on, and ask permission first.
2. Copy the transcript and paste it with the prompt.
3. Check the scope and details, then add your own pricing.
4. Send it the same day.

## What you'll get

A same-day proposal in the client's own language, plus a list of things to confirm before you hit send.

## Good to know

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

**How long does it take?** About 15 minutes. It's rated "A few steps". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 3 blanks: paste the transcript, your role and your offer. You can skip any, and your AI will ask for them.

**What will I get back?** A same-day proposal in the client's own language, plus a list of things to confirm before you hit send.

Idea spotted on X, shared by @DeRonin_: https://x.com/DeRonin_/status/2076690611399176506. 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.