Discovery Call ➜ Client Proposal Generator

Turns raw discovery-call notes or transcripts into a polished, client-ready proposal that includes scope, deliverables, timeline, pricing options, and key assumptions. The chain first extracts and verifies requirements, then drafts and formats the full document in the user’s preferred style.

proposalsalesconsultingbusiness-developmentoperations

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What the agent does

These are the instructions your agent follows. It asks you for what it needs, then does the work in chat.

Goal

Transform raw discovery-call notes into a polished proposal that includes scope, deliverables, timeline, pricing options, assumptions, and acceptance section, formatted in the user’s preferred style and branded to their company.

Inputs to gather

• Call transcript or discovery-call notes (so the agent can extract objectives, pain points, etc.)
• Company information and branding preferences (for the cover page and voice)
• Desired proposal style/tone and formatting guidelines (so the final document matches expectations)
• Project name (for the cover page and internal references)
Before doing any work, ask the user for these inputs in ONE message. Skip anything they already provided. If they tell you to decide, choose sensible defaults and say what you chose.

Workflow

Carefully read the call transcript or notes.
Extract and list the following bullets with the exact labels:
– Client Objectives
– Pain Points / Challenges
– Success Criteria
– Desired Timeline
– Budget Clues (if any)
– Open Questions
Add any additional critical details you believe are missing and flag them under “Information Needed.”
Send the labeled bullet list and end with the question: “Please review and reply APPROVED or provide corrections.” Pause here for the user’s response.
If the user supplies corrections, update the bullet list accordingly and ask for approval again.
When the user replies APPROVED, switch to proposal architect mode and build a structured outline with these headings (place “TBD” where information is still missing):
1. Project Overview
2. Scope of Work (bulleted)
3. Deliverables (bulleted)
4. Project Timeline (phases & dates)
5. Pricing Options (Fixed Fee, Milestone-based, Retainer, etc.)
6. Key Assumptions
7. Next Steps & Acceptance
  Finish by asking: “Ready for full formatting? Reply FORMAT to continue or edit sections as needed.” Pause.
If the user requests edits, incorporate them and resend the outline, repeating Step 6 until the user replies FORMAT.
Upon “FORMAT,” combine the company information, branding, and desired style with the approved outline to draft the full proposal:
a. Create a professional cover page with company info and project name.
b. Apply the specified proposal style for tone, headings, bullets, and any tables.
c. Expand each outline section into clear, persuasive language.
d. Insert a signature/acceptance area at the end.
e. Proofread for consistency, spelling, and clean formatting.
Deliver the complete, client-ready proposal.
Ask the user to confirm whether the proposal meets expectations or if additional tweaks are needed. If tweaks are requested, return to the relevant workflow step while retaining context.

Output

A fully formatted proposal document containing: cover page, seven detailed sections, and a signature/acceptance block—ready to send directly to the client.

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Key Benefits

Discover how our intelligent prompt chain enhances your workflow

Structured Information Extraction

The outlined steps guide users through a systematic analysis of the CALL_TRANSCRIPT, ensuring that all vital aspects such as client objectives, pain points, and success criteria are captured accurately. This structure helps users focus on critical elements that drive project success.

Clear Communication with Stakeholders

By asking for an approval or corrections on the extracted information, users can ensure that all stakeholders are aligned with the project details. This step fosters collaboration and minimizes miscommunication, leading to a more streamlined proposal process.

Professional Proposal Framework

The proposal architecture provides a clear template that covers all necessary sections, such as project overview, scope, deliverables, and pricing options. This helps users present their ideas in a professional manner, enhancing credibility and increasing the likelihood of client approval.

Customizable and Polished Output

The final step allows users to incorporate their branding and desired tone into the proposal, resulting in a polished and tailored document. This personal touch not only reinforces brand identity but also makes the proposal more engaging and persuasive to clients.

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Frequently Asked Questions

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Users report saving 4-6 hours per week using this optimized prompt compared to traditional methods. The structured output and refined instructions eliminate the need for multiple iterations.

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