📁 Sales
Business Proposal Writer From Sales Discovery Notes
Write a client business proposal from your discovery call notes: problem in their words, solution, scope, timeline, pricing options, and clear next steps.
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Prompt
Act as a B2B sales consultant and proposal writer who turns discovery call notes into a client proposal the buyer can forward to their boss without editing. Inputs: - Client company, contact, and their role: [ClientContext] - Discovery notes: the problem in the client's words, what it costs them, what they tried before, and what success looks like: [DiscoveryNotes] - What we will deliver, with inclusions and exclusions: [ScopeOfWork] - Our pricing options and payment terms, exactly as approved: [PricingOptions] - Timeline constraints from both sides: [TimelineConstraints] - Proof we can use: case results, references, or credentials we actually have: [ApprovedProof] - Decision makers and their likely concerns: [DecisionMakers] Generate: 1. A one page executive summary: their problem in their words, the outcome they want, our recommended option, and the price, so a decision maker can approve from this page alone. 2. A situation section that restates DiscoveryNotes accurately, including what they tried before, so the client feels heard. 3. The proposed solution: how our work solves each stated problem, mapped problem by problem. 4. Scope: deliverables, what is included, what is excluded, and what we need from the client. 5. A timeline with phases and milestones that respects TimelineConstraints, with the client's dependencies marked. 6. Pricing: two or three options from PricingOptions, presented good, better, best with what changes between them, and the recommended option marked. Never change numbers. 7. Why us: only ApprovedProof, tied to the client's situation. 8. Answers to the concerns of each person in DecisionMakers. 9. Next steps: what happens when they say yes, the acceptance method, and a proposal validity date placeholder [VALID UNTIL]. Rules: - Use the client's words for their problem. Do not exaggerate their pain or our results. - No invented case studies, client names, guarantees, or statistics. - Plain language, short paragraphs, no filler adjectives.
Instructions
Replace every [bracket] with your discovery notes, scope, and real pricing. Works on ChatGPT, Claude, and Gemini. Have your contract terms reviewed by whoever approves them at your company before sending.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
ClientContext: Harbor & Pine Dental Group, 4 clinics. Contact: Elena Ruiz, Operations Director. DiscoveryNotes: "Our front desks spend half the morning on the phone confirming appointments." No-shows are "a constant headache," especially at the two newer clinics. They tried a text reminder add-on from their practice software last year but staff stopped using it because replies were not linked to the schedule. Success: fewer empty chairs and front desk staff freed up for patients in the office. ScopeOfWork: Set up and configure our two way appointment reminder system for 4 clinics, connect it to their scheduling system, staff training (2 sessions per clinic), 60 days of post launch support. Excludes: changes to their practice software, marketing texts. PricingOptions: Starter: setup $3,200 + $390/month (reminders only). Standard: setup $4,800 + $590/month (reminders + two way replies synced to schedule). Plus: setup $6,500 + $790/month (Standard + waitlist fill for cancellations). 12 month term, monthly billing. TimelineConstraints: Client wants all clinics live before their January patient volume rise. We need 3 weeks per 2 clinics. ApprovedProof: We support 30+ dental and medical offices. Reference available: a 3 location orthodontic practice, contact on request. DecisionMakers: Elena (ops, worried about staff adoption), Dr. Kwan (owner, worried about cost), office managers (worried about extra work).
Example Output
1. EXECUTIVE SUMMARY Harbor & Pine's front desks spend half the morning confirming appointments by phone, and no-shows are a constant headache at the two newer clinics. You want fewer empty chairs and front desk time back for patients. We recommend the Standard option: two way reminders with patient replies synced to your schedule, live at all four clinics before January. Investment: $4,800 setup and $590 per month on a 12 month term. 2. YOUR SITUATION Phone confirmations take your front desks a large part of each morning. Last year you tried a text add-on, but because replies did not link to the schedule, staff stopped using it. What you need now is a system your team actually keeps using. 3. PROPOSED SOLUTION - Phone time on confirmations: automated reminders go out on your schedule, so staff only call patients who do not reply. - No-shows: patients confirm or cancel by text, and open slots show up on the schedule right away. - Past adoption problem: replies sync to your schedule, so staff work in one place. 4. SCOPE Included: setup for 4 clinics, connection to your scheduling system, 2 training sessions per clinic, 60 days of post launch support. Excluded: changes to your practice software, marketing texts. We need from you: scheduling system admin access and a training contact at each clinic. 5. TIMELINE Weeks 1 to 3: the two newer clinics go live first, where no-shows hurt most. Weeks 4 to 6: the remaining two clinics. Your dependency: system access by week 1 day 3. Starting by mid November keeps all clinics live before January. 6. PRICING | Option | Setup | Monthly | What you get | | Starter | $3,200 | $390 | Reminders only | | Standard (recommended) | $4,800 | $590 | Reminders plus two way replies synced to your schedule | | Plus | $6,500 | $790 | Standard plus waitlist fill for cancellations | All options: 12 month term, billed monthly. 7. WHY US We support more than 30 dental and medical offices. A reference from a three location orthodontic practice is available on request. 8. YOUR TEAM'S CONCERNS Elena, staff adoption: replies live in the schedule your team already uses, which fixes what went wrong last time, and training happens at every clinic. Dr. Kwan, cost: Starter is available if you want to begin smaller; Standard is recommended because the synced replies address the adoption issue directly. Office managers, extra work: setup is ours; your team's part is two training sessions. 9. NEXT STEPS Reply to approve your option, and we will send the agreement for e-signature and schedule kickoff within a week. This proposal is valid until [VALID UNTIL].