Write a sales proposal

Manager · Time: 30 min · Sales

Tools that fit this task

• ChatGPT $20/mo
• Claude $20/mo
• Copilot in Word $20/mo
• Gamma $8/mo
• Canva AI $10/mo
• Pitch Free

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

• Meeting recordings that discuss salaries, dismissals and deals: anonymize the transcript before uploading it to a public service
• Plans, prices and terms for specific clients: a trade secret, refer to the client as [Client]
• Ratings and feedback for specific people: personal data, into the prompt as [Employee 1]

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AI tools for managers · Prompt: Write a sales proposal