Preview site. Not yet public.
AI Use Cases for Small Businessby Brendan Byrne
Sales · Use case 19 of 40

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 job
Write a proposal first draft
Tool(s)
ChatGPT or Claude
Time saved
2-3 hours per proposal (estimate). My rough estimate, not a measured result.

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

  1. Fill in the facts, especially exclusions.
  2. Run the prompt.
  3. Put it into your proposal template.
  4. 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.