Proposal from discovery call notes
A proposal that repeats the client's goals back in their words, with clear scope and price.
Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 79/100 for following the rules and doing the task.
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Example output
I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.
Example inputs
- Client and project: Harbor Dental, website refresh
- Call notes: Site looks dated, patients can't find the booking button on phone, 5 pages, want it before Jan. They'll provide photos.
- Price, timeline, and payment terms: $3,200, 4 weeks, 50% upfront and 50% at launch
What you told me
Your site looks dated, and patients can't find the booking button on their phones. You'd like a refreshed five-page site live before January.
My approach
Start with the phone layout, since that's where patients get stuck. Make booking the clearest button on every page. Then update the design across all five pages using the photos you provide.
Deliverables
- Redesign of 5 pages
- A booking button on every page, built for phones first
- Launch on your current domain
Not included
Photography, copywriting beyond small edits, and ongoing maintenance.
Timeline
4 weeks from kickoff.
Investment
$3,200. 50% up front, 50% at launch.
Next step
Reply "yes" and I'll send the agreement and first invoice.AI drafts can be wrong. Check every fact, name, and number before you send anything. Prefer doing it by hand? Copy-paste version. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.
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