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.
A sample of what you get back, made with AI.
Your prompt
Fill in your details. Skip any you like.
ChatGPT and Claude open with your prompt already typed in. Gemini can't be filled in from a link, so its button copies your prompt: paste it into the new chat.
The prompt that gets copied
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.
Record your discovery call, paste the transcript, and get a proposal that uses the client's own words, goals and worries.
Step by step
- Record the call with your meeting app's transcript turned on, and ask permission first.
- Copy the transcript and paste it with the prompt.
- Check the scope and details, then add your own pricing.
- 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.
- Made for
- Coaches, Consultants, Small business owners
- Works in
- ChatGPT, Claude, Gemini
