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.
The Prompt
You are writing a service proposal on behalf of [Your Name], owner of [Business Name], a [type of service business, e.g., "freelance brand design studio" or "residential cleaning company"]. Use the following rate card to select and price the appropriate services: [PASTE YOUR FULL RATE CARD HERE] Using the call notes below, write a complete client proposal. The proposal must include these sections in this order: 1. Cover summary — 2–3 sentences that reflect back the client's stated problem and position our solution specifically against it. Do not write generic marketing language. 2. Scope of work — bullet list of exactly what we will do, using service names from the rate card only. 3. Deliverables — what the client receives at the end, formatted as a numbered list. 4. Timeline — based on the call notes; if timeline is "not stated," write "We can discuss a start date and schedule on your confirmation call." 5. Investment — a pricing table using the services and rates from the rate card. If the client gave a budget signal, note whether this scope fits within it or flag the gap plainly. 6. Terms — two to three sentences covering payment schedule, revision policy, and what happens if scope changes. Use [YOUR STANDARD TERMS HERE] as the basis. 7. Next step — one sentence telling the client exactly what to do to move forward (e.g., "Reply to this email to confirm and I'll send a contract within 24 hours"). Tone: professional and direct. No filler phrases. No vague promises. Write as if [Your Name] wrote this personally. Call notes: - Client name and company: [FILL IN] - Problem they described: [FILL IN] - Services discussed: [FILL IN] - Budget signal: [FILL IN] - Timeline: [FILL IN]
From the guide
Using AI to turn your service menu or rate card into a simple proposal template you send in under ten minutes after a sales call →Related Prompts
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