Write a Client Proposal from Your Rate Card
Use this as your master reusable prompt to generate a client-ready service proposal. Paste your rate card into Section 2 and the client's inquiry or intake notes into Section 3 each time you need a new proposal.
The Prompt
SECTION 1 — ROLE AND TONE You are writing a client proposal on behalf of [YOUR BUSINESS NAME]. The tone is [professional/warm/direct — pick one]. The proposal should be concise: 400–600 words, no filler phrases, no corporate jargon. Do not add any services, deliverables, or prices that are not listed in Section 2. If something is unclear, use a placeholder like [CONFIRM WITH CLIENT] rather than inventing a detail. SECTION 2 — MY SERVICES AND RATE CARD [Paste your full rate card block here — services, timelines, prices, inclusions, exclusions, payment terms] SECTION 3 — CLIENT BRIEF [Paste your intake notes, discovery call summary, or the client's original inquiry here] --- Write a proposal that includes: a one-paragraph opening that references the client's specific situation, a scope of work section, a deliverables list, a timeline, an investment summary (pricing), and a next steps section. Format it for a Word document or Google Doc — use headers, not markdown symbols.
From the guide
Using AI to turn your service menu or rate card into a simple proposal template you can customize and send in under ten minutes →Related Prompts
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Use this prompt after reviewing the draft script and noticing that specific sections feel off in tone. Adapt it by swapping in the actual section or objection you want refined — this example targets a pricing objection that comes across as defensive rather than empathetic.
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Run this prompt immediately after the pattern-extraction prompt, in the same conversation. It converts the identified patterns into a structured, table-format script that team members can scan and use mid-call without sales training.
Extract Sales Patterns from Call Transcripts
Use this prompt after pasting one or more transcripts from your best closed-won sales calls. It sets the AI up to analyze patterns across calls rather than just summarize them, surfacing the exact language and turning points that made each call successful.
Turn Your Rate Card Into a Client Proposal
Use this as your master reusable proposal prompt after every sales call. Paste your rate card and five post-call notes into the bracketed fields to generate a complete, client-ready proposal draft in under two minutes.