Proposal outline from your call notes

Their problem in their words, your plan, clear scope. Ready to price.

Right after a discovery call, while it's fresh.proposalsscopingdocuments
ChatGPT Claude
Turn my discovery call notes into a proposal outline.

Notes from the call (raw is fine): <paste>
What I'm proposing to do: <your plan in a few lines>
My constraints: <availability, what I won't do, dependencies on the client>

Write the outline:
1. Their situation, in their words: 4–6 sentences quoting the notes where possible.
2. What success looks like for them, as they described it.
3. What I'll deliver: numbered, concrete, each with what "done" means.
4. What's explicitly out of scope, and what I'll need from them (access, decisions, content), with dates.
5. How we'll work: cadence, communication, how changes are handled.
6. Timeline in phases, with what they see at the end of each.
7. Investment: leave the numbers blank as <price>, but structure it (e.g. fixed fee, milestones, monthly) and explain each structure's trade-off for THIS client in one line.
8. Two options: the plan above, and a smaller first step.
9. Next step and validity date.

Do not invent details that were not in my notes. Mark assumptions as [assumption].

Replace every <placeholder> with your own details before you send it.

How to use it

  1. 1Paste raw notes. Messy is fine; the model structures them.
  2. 2The price is yours to set. The prompt leaves it blank on purpose.
  3. 3Send within 48 hours of the call. Speed is part of the impression.

Reviewed 2026-09-20

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