Write a proposal first draft
A practical way to use AI for this job in a small business, with a prompt you can copy.
The prompt
Write a proposal for [client] for [project]. Their problem: [problem]. What I'll do: [scope]. Timeline: [timeline]. Price: [price]. What's not included: [exclusions]. Structure: summary, the problem, my approach, timeline, investment, next steps. Plain English, under 2 pages.
Replace everything in [square brackets] with your own details. Don't paste in anything you wouldn't want stored by the AI provider.
Steps
- Fill in the facts, especially exclusions.
- Run the prompt.
- Put it into your proposal template.
- Read it as the client would.
My verdict
Big time-saver. Exclusions save arguments later, so don't skip them.
More sales use cases
Next: Handle common objections · All sales · Want a bot to do this automatically? See bot setup guides.