Client & sales work

Discovery Call → Client Proposal

The problem

Proposals take a full day to write, restate the client's problem in your words, and compete on price because nothing else distinguishes them.

Who it's for: Freelancers, Consultants, Agencies
What it produces: A proposal that mirrors the client's own language, prices by outcome, and pre-answers objections.
What you need: Discovery call notes or transcript; Your services and rates; Past comparable projects
Tools: Claude · ChatGPT · Notion
Level: Intermediate
Format: 6 steps · Intermediate

The workflow — 6 steps

Step 1

Mine the call for their exact words

Extract the client's own phrasing for the problem and the cost of not solving it. Proposals win when the client recognises their own words on page one.

From this discovery call transcript, extract verbatim: (1) how they described the problem, (2) what they said it costs them, (3) what they said they have already tried, (4) any deadline or trigger event, (5) words they repeated. Quotes only — no paraphrasing.

"""
{transcript}
"""

Step 2

Identify the real decision criteria

What they said they want and what they will decide on are rarely the same. Separate stated criteria from the signals underneath.

Based on the transcript, list their STATED decision criteria and their LIKELY ACTUAL criteria (risk, speed, internal politics, who gets blamed). Note which signals support each inference and flag where you are guessing.

4 more steps in the full workflow

The remaining steps include the exact prompts, the Notion template and the worked example. They're part of the AI Workflow System — a one-time purchase, no subscription, 30-day money-back guarantee.

Unlock the full workflow Try a free workflow first

What changes when you run it

Before

A full day writing a 9-page proposal in your own vocabulary, one price, sent and then chased twice.

After

A 3-page proposal in the client's own words, three outcome-priced options, four objections pre-answered, follow-ups scheduled.

Free prompts used in this workflow

Prompts are the ingredients; this workflow is the recipe. Each of these is free to copy.

Browse the full free prompt library →