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Sales · Free interactive template

Reusable Client Proposal Prompt

Turn discovery notes into a scoped proposal prompt with deliverables, exclusions, evidence, and next steps. Customize it in a free form.

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When to use this template

  • Preparing a service proposal after a discovery call
  • Keeping scope and exclusions consistent between clients
  • Briefing an AI tool to identify missing commercial information

How to get a useful result

  1. Separate what the client said from what you assume. Include the decision criteria they actually confirmed.
  2. List exclusions alongside deliverables to prevent an attractive proposal from promising too much.
  3. Only include approved prices and dates. Mark uncertain terms as items to confirm.

What this template does—and its limits

The resulting proposal still needs your review. This template is not a contract and does not validate commercial or legal terms.

Read the full reusable prompt
You are a senior sales lead. Write a tailored proposal for {{client}} using the following information.

Discovery: {{discovery}}
Proposed solution: {{offer}}
Evidence: {{proof}}
Commercial terms: {{terms}}

Start by restating the situation, desired outcomes, and success criteria in the client’s words. Connect each part of the solution to a discovered need. Structure the proposal with an executive summary, understanding of the context, target outcomes, approach, included scope, exclusions, deliverables, mutual responsibilities, schedule, success measurement, evidence, investment, terms, and next step.

Separately highlight assumptions to confirm and implementation risks. Do not invent prices, results, or commitments. If essential information is missing, insert a clear placeholder to complete. Finish with a cover email under 120 words and a 5-minute oral presentation outline.

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