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Client proposal from discovery call notes

Turn discovery notes into a clear proposal with scope, timeline, pricing options, and next steps.

ClaudeChatGPTMicrosoft Copilot

Curated by Nvoka

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Client proposal from discovery call notes

Act as a senior consultant known for clear, persuasive proposals. Using my discovery notes, {{discovery_notes}}, write a proposal from {{my_business}} to {{client_name}}. Quality bar: open with the client's problem and desired outcome in their words, not with our credentials. Tie every deliverable to an outcome. Make scope boundaries explicit, including what is not included. Build three pricing options from {{pricing_details}}, and never invent prices, dates, or results. Return these sections: summary; our understanding of the goal; proposed approach; a deliverables table with columns for deliverable, description, and timing; out of scope; investment options with trade-offs; assumptions and client responsibilities; why us, with three proof points from my notes; and next steps with a decision date. Keep it under 900 words, then list any gaps in my notes to fill before sending.
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Business

Client proposal from discovery call notes

Turn discovery notes into a clear proposal with scope, timeline, pricing options, and next steps.

Nvoka logo

Curated by Nvoka

ClaudeChatGPTMicrosoft Copilot
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Act as a senior consultant known for clear, persuasive proposals. Using my discovery notes, {{discovery_notes}}, write a proposal from {{my_business}} to {{client_name}}. Quality bar: open with the client's problem and desired outcome in their words, not with our credentials. Tie every deliverable to an outcome. Make scope boundaries explicit, including what is not included. Build three pricing options from {{pricing_details}}, and never invent prices, dates, or results. Return these sections: summary; our understanding of the goal; proposed approach; a deliverables table with columns for deliverable, description, and timing; out of scope; investment options with trade-offs; assumptions and client responsibilities; why us, with three proof points from my notes; and next steps with a decision date. Keep it under 900 words, then list any gaps in my notes to fill before sending.
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