First-draft proposals from discovery notes

The problem

Proposals take hours to write and often start from a copy of an old one, with leftover details from another client. The delay means the prospect waits while interest cools.

What SI does

SI reads the discovery notes and a few of your past proposals, then drafts a proposal in your usual structure: the client's situation in their words, scope, what is not included, timeline, pricing options from your rate sheet, and next steps. It highlights any section where it lacked information instead of guessing.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Kitchen and bath remodeler

  Notes from a walkthrough become a proposal with demolition, plumbing and tile scope, an allowance line for fixtures, and a flag that cabinet sizes are still unknown.

• Web design studio

  A discovery call becomes a proposal with three package options and a timeline built from the studio's standard phases.

• Employee benefits consultant

  Notes from a meeting with a 40-person company become a proposal outline with the review steps and a section marked for the consultant to fill in.

What it takes to set up

Your proposal template, a rate sheet, and two or three good past proposals. Setup is often a day or two.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Using these discovery notes [paste], my template [file], rate sheet [file] and these past proposals [files], draft a proposal for [client]. Include situation, scope, exclusions, timeline, [2-3] pricing options and next steps. Mark any section where information is missing. Pause and show me before sending, submitting, posting or changing anything.