Sales proposal generator workflow
Turn discovery-call notes into a client-centred proposal with a clear situation summary, three pricing options, explicit assumptions and a cover email.
1Summarise the client's situation
Proposals win when the client reads their own problem described better than they could. Start there, not with your company history.
3 steps and 3 ready-to-use prompts are in the full version
Get this resource with editable variables, examples and future updates as part of a download pack.
Get Pitch Deck & Proposal Pack — $39Example input
Harbourside Dental Group, 4 clinics, missed lunchtime calls, call-answering + online booking offering.
Example output
Your situation Across your four clinics, calls between 12:00 and 14:00 regularly go unanswered while front-desk staff take breaks. You estimated "at least a few new patients a week" are lost this way... Options Recommended — All four clinics, call answering 8:00-18:00 plus online booking: £5,400 setup, £1,260/month after the 10% volume discount. Why: your lost calls are spread across all sites. Confirm before sending: who signs off (practice manager or the partners?), and whether the booking system must integrate with your existing practice software.
Troubleshooting
- It invents ROI figures: add 'Only quantify using numbers from the discovery notes.'
- Proposal is generic: add direct quotes from the client to the discovery notes.
Known limitations
- Check terms, pricing and legal language against your actual contract templates.
- Do not paste confidential client information into tools your company hasn't approved.