Task prompt · Sales
Write a sales proposal from my call notes
by Agent Yard TeamTurn messy discovery call notes into a clear proposal the buyer can say yes to.
You'll attach
Needs file
Works with
ChatGPT
Claude
Gemini
Grok
CopilotUse cases
- Turn messy discovery call notes into a clear proposal the buyer can say yes to.
- When you already have a file and want the AI to work from it instead of starting from scratch.
- Reuse it as often as you like: fill in the blanks (client company; what i sell; my price or packages) with new details and copy again.
- As one step of the Close more deals prompt pack.
Featured in: Best Claude prompts for sales, Best Gemini prompts for sales, Best AI prompts for meetings and notes.
How to use it
- Open chatgpt.com or claude.ai (or another AI listed here).
- Attach the file (PDF, Word, CSV or Excel), or paste its text into the prompt.
- Fill in the highlighted blanks ([CLIENT COMPANY], [WHAT I SELL], [MY PRICE OR PACKAGES]) below, or edit them after pasting.
- Copy the prompt, paste it into the chat and send.
Fill in the blanks (optional)
Prompt
The attached file has my notes from a discovery call with [CLIENT COMPANY]. I sell [WHAT I SELL]. Write a proposal with these sections: 1. Their situation, in their words from the notes. 2. What they want to achieve and how they'll measure it. 3. What I'll do: scope, deliverables and timeline. 4. Pricing: use [MY PRICE OR PACKAGES]. Don't invent numbers. 5. What's not included. 6. Next steps with a date. Keep it under two pages and in plain language. At the end, list any gaps in my notes I should confirm before sending.
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