Write a proposal from your discovery call notes

Send a clear proposal with scope, timeline, and price within a day of the call.

Want it faster? Fill in a form and open the finished prompt in ChatGPT, Claude, Grok, or another AI.

Tools: Claude, ChatGPT. Either works; use the one you already pay for.

Steps

Right after the call, write down: their goal, the deliverables discussed, deadline, budget hints, and who approves.
Paste notes and your rates into the prompt.
Check that every deliverable is something you said you'd do. Remove extras the AI added.
Export to PDF or paste into your proposal tool and send.

Prompts

Proposal

I'm a freelance [SERVICE]. Write a proposal from these call notes:
[PASTE]

My rate/pricing: [DETAILS]

Sections: their goal in their words, what I'll deliver (specific, numbered), what's not included, timeline with milestones, price and payment terms, number of revision rounds, next step. Under 500 words. Confident, not salesy.

Replace anything in [BRACKETS]. AI output can be wrong, so check facts, names, and numbers before you use it.

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