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All skills
Productivity

Turn discovery into a proposal

Call notes become a recap email and a scoped proposal.

Fill it in

Raw is fine.

What you intend to charge and how.

Short, so they can forward it internally.

Your prompt

Turn these notes into a proposal.

[your call notes]

Pricing: [your pricing]
Write their goal back in their words. The single strongest thing in a proposal is
the buyer recognising their own sentence, because it proves you listened; a
restatement in your vocabulary reads as a template.

Scope by what is EXCLUDED as much as by what is included. Every dispute in a
services engagement comes from something both sides assumed, and the exclusions
section is where you find those before signing.

Give a timeline with dependencies on them: what you need, from whom, by when. A
plan that assumes instant client feedback slips in week one.

Write a short recap email too, forwardable internally without editing.
Use Turn discovery into a proposalOpens with everything above already filled in.

Why this works

The strongest thing in a proposal is the buyer recognising their own sentence, because it proves you listened. This writes their goal back in their words, and scopes by what is excluded, since every services dispute comes from something both sides assumed.

More productivity skills

  • Document to slides
  • Meeting notes

Use it now in a chat in 1 click

Use Turn discovery into a proposal
Turn this into tasks
  • Weekly review
  • Decision brief
  • Build an investor deck