AI Sales Proposal Workflow

5 steps to a reviewable draft

1. 01

   Separate facts from gaps

   List confirmed buyer facts, approved commercial details and unanswered questions in three separate groups.

   Result: A clean input sheet that prevents guesses from entering the proposal.

2. 02

   Define the proposal argument

   Write one sentence for the buyer problem, one for the proposed change and one for the expected business effect.

   Result: A three-sentence argument tied to the buyer's stated goal.

3. 03

   Generate the first draft

   Give the model your fact sheet and ask for a short proposal with explicit placeholders wherever information is missing.

   Result: A structured draft that shows its information gaps instead of filling them with guesses.

   Your prompt

   Copy prompt

   Draft a sales proposal using only the confirmed information below.
   
   Buyer and goal: {{buyer_goal}}
   Current problem: {{current_problem}}
   Proposed scope: {{scope}}
   Confirmed price and timing: {{commercial_terms}}
   Approved proof: {{proof}}
   Open questions: {{open_questions}}
   
   Use these sections: buyer goal, proposed approach, scope, evidence, commercial terms, next step. Mark every missing fact as [NEEDS INPUT]. Do not invent metrics, dates, names, prices or customer results.

   Example input

   The buyer needs weekly reporting to take less than two hours. Scope covers setup and training; price is still open.

   Example output

   Buyer goal — Reduce the time spent preparing the weekly report. Commercial terms — [NEEDS INPUT].

4. 04

   Check every sentence

   Compare names, numbers, dates, scope and proof against the source notes. Remove or label anything you cannot confirm.

   Result: A fact-checked draft with no unsupported claim.

5. 05

   Tighten the next step

   End with one specific action, an owner and a realistic date that the buyer has already discussed or can choose.

   Result: A proposal ready for account-owner review and buyer formatting.