Business
Client proposal from discovery notes
Turns call notes into a proposal that restates the client's problem in their words.
Prompt
Discovery call notes:
{{notes}}
My services and rates:
{{services}}
Write a proposal with:
- Their problem, in THEIR words from my notes (quote where possible)
- What success looks like for them
- Proposed scope — specific deliverables, not vague services
- What's explicitly NOT included
- Timeline with milestones
- Investment
- Next step (one clear action)
Rules:
- Do not promise anything my services list doesn't cover
- If the notes don't tell you their budget or deadline, list those as "to confirm"
- No filler about our "passion for excellence"Fill these in
Replace each highlighted variable before sending. Leaving them in place is the most common reason these prompts under-perform.
| Variable | What to put | Example |
|---|---|---|
{{notes}} | Your discovery call notes | Client wants a website, mentioned slow current site... |
{{services}} | What you offer and rates | Web design NPR X, SEO NPR Y |
Tips for better output
- The "NOT included" section prevents most scope disputes. Never remove it.
- Quoting their own words back is the single biggest trust signal in a proposal.