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Turn call notes into a polished proposal
A clear, client-focused proposal with scope, timeline, prices and next steps, built from your rough notes in about fifteen minutes.
When to use it
After a client asks 'can you send me something?'
Step by step
Collect your notes and prices
Gather your notes about what the client wants, plus your prices, timescales and any terms you always include.
Ask AI to draft the proposal
Paste everything into your AI assistant with this prompt.
Prompt to copyWrite a proposal from [my business] to [client company] using these notes: [paste notes]. My prices and packages: [paste]. Structure: 1) Your goals (in the client's own words where possible), 2) What I'll do (bullet points), 3) What's not included, 4) Timeline with milestones, 5) Investment (a table with 2 or 3 options, recommended one marked), 6) Why me (2 short points), 7) Next steps to get started. Plain British English, confident but not salesy, under 600 words. Use only my prices; don't invent any numbers. Mark anything you're unsure of with [CHECK].Polish it in a document
Paste it into Google Docs or Word, add your logo, check every figure and [CHECK] note, then export it as a PDF.
Send with a short personal note
Email it with two lines recapping the main benefit and suggesting a time to talk it through.
What you get
Investment Option A: Essentials - 5-page website, 3 weeks - £1,950 Option B (recommended): Essentials plus online booking and 2 months of support - £2,600 Not included: copywriting for blog posts, paid advertising. Next steps: sign below and pay a 30% deposit to book a May start.
Tips
- Offering three options usually works better than a single price.
- Have contract terms and payment conditions checked by a qualified professional once, then reuse them.