Write a sales proposal

Finance manager · Time: 30 min · Sales

Tools that fit this task

• ChatGPT $20/mo
• Claude $20/mo
• Copilot in Word $20/mo
• Gamma $8/mo
• Pitch Free
• Beautiful.ai $12/mo

Prompt

Role: you are a sales manager who writes proposals without generic phrases.
Context: client [Client], {{company type}}. Their problem in their own words: {{quote from the conversation}}. Our solution: {{what we do}}. Estimate by line: {{work block | volume | price | amount}}, {{line 2}}, {{line 3}}. Timeline: {{stages and dates}}. Next step: {{what we ask them to do and by when}}.
Task: write a proposal in this structure: the client's problem, how we solve it, what exactly is included, the estimate by line with a "how to read the estimate" note, the timeline, the next step. No single grand total and no promises beyond the estimate.
Format: up to 500 words, warm business tone, no long dashes. Every amount in the text comes only from the estimate lines.

Steps

1. Write down which client problem you solve, in the client's own words from the last conversation
2. Build the estimate line by line: work block, volume, unit price, amount, with no single big grand total
3. Give the assistant the client problem, estimate lines and timeline with a prompt for the proposal
4. Get the text: the client's problem, the solution, what is included, the estimate by line, the timeline, the next step
5. Check that every amount in the text matches the estimate lines and that there are no promises beyond the estimate
6. Lay it out in the company template or Gamma and send it with a clear next step and a date

How to check the result

The client sees their problem in the first paragraph, every amount in the text is a sum of named lines, and the proposal has a next step with a date

Pitfalls

• The model adds benefits and guarantees you do not give: check every claim about results
• Prices and terms for a specific client are a trade secret, so in a public service the client appears as [Client]

Data that stays out of public AI tools

• Management reports with real names of divisions, products and clients: into a public service with codes and placeholder names
• Receivables and payables with counterparty names and amounts: a trade secret, replace them with codes
• Terms of loans, collateral and investor agreements: never into third-party services without a corporate agreement

• Write a sales proposal with ChatGPT and a line-by-line estimate

Other tasks for finance managers

• Analyze budget variances, actual versus plan
• Build a 12-week cash flow forecast
• Explain the numbers to the business owner
• Design a KPI dashboard for the business owner
• Get a spreadsheet formula from a plain-language request
• Run a quick counterparty check before a deal
• Build a quarterly results presentation
• Reconcile the trial balance with the bank and source documents
• Categorize a bank statement by cash flow line
• Find discrepancies in a counterparty reconciliation statement
• Run a risk review of a contract for your side
• Write a weekly report to your manager

AI tools for finance managers · Prompt: Write a sales proposal