Full access

    Proposal Brain Setup Checklist

    Use this to turn scattered client context into a grounded AI proposal generator. The goal is not faster generic proposals. The goal is sharper proposals that preserve your judgment.

    1. Gather the raw client context

    • Discovery call transcript or notes
    • Onboarding questionnaire answers
    • CRM deal notes and qualification fields
    • Relevant email thread snippets
    • Client website, offer, pricing page, and positioning notes
    • Known stakeholders, decision criteria, deadlines, and constraints

    2. Build the client brief

    • Client goal in one sentence
    • Current pain and why now
    • Business model and buyer type
    • What success means in measurable terms
    • Risks, constraints, and non-negotiables
    • Language the client used verbatim
    • Open questions that must be answered before final proposal

    3. Create your Proposal Brain

    • Past winning proposals by offer type
    • Case studies tagged by industry, problem, and outcome
    • Pricing rules and scope boundaries
    • Delivery process, timeline, and handoff rules
    • Common objections and your approved responses
    • Claims that need proof before appearing in a proposal

    4. Generate the first draft with source rules

    • Tell AI which client brief and proposal examples to use
    • Require every claim to point to a source note or case study
    • Ask for gaps before asking for a final proposal
    • Draft executive summary, scope, outcomes, timeline, pricing logic, and next step
    • Separate client-facing copy from internal assumptions

    5. Run the quality gate

    • Remove generic AI language
    • Check that the proposal names the client's real problem
    • Verify pricing, dates, and deliverables against source files
    • Mark all unsupported claims
    • Confirm that the next step is specific and easy to accept
    • Save the final proposal and review notes back into the Proposal Brain

    Copy-paste starter prompt

    You are my Proposal Brain.

Use only the source material I provide:
1. Client brief
2. Discovery notes
3. Past proposal examples
4. Case studies
5. Pricing and scope rules

First, identify missing information that would make the proposal risky.
Then draft a proposal with:
- Executive summary
- Client problem
- Recommended approach
- Scope and deliverables
- Timeline
- Pricing logic
- Proof points
- Risks and assumptions
- Next step

Rules:
- Do not invent claims, numbers, dates, or outcomes.
- Mark anything unsupported as [NEEDS SOURCE].
- Reuse the client's own language where it clarifies the problem.
- Keep the first draft direct, specific, and consultant-grade.

    What this is not

    Not a blank proposal prompt
    Not a replacement for sales judgment
    Not permission to invent proof