Turn sales call notes into a proposal
Turn messy notes from a sales call into a clear, client-focused proposal with scope, options, pricing, timeline and next steps.
The prompt
Turn my call notes into a proposal for [CLIENT NAME] from [BUSINESS NAME]. My notes from the call: [PASTE NOTES] What I plan to offer and price: Option A: [SCOPE AND PRICE] Option B: [SCOPE AND PRICE] Option C (optional): [SCOPE AND PRICE] Timeline: [DETAILS] Payment terms: [DETAILS] Proposal valid until: [DATE] Structure: 1. Their situation and goals, in their own words from my notes. 2. Our recommended approach (short, focused on outcomes). 3. Options laid out side by side, with what is and is not included. Mark the one I recommend. 4. Timeline and what we need from them. 5. Terms and next steps (how to accept). Keep it under 600 words, confident and specific. Do not add services or promises I have not listed.
Replace every [BRACKETED] part with your own details before sending.
How to use it
Send it within 24 hours of the call while interest is high. Three options with a clear recommendation usually works better than a single take-it-or-leave-it price.
Related prompts
Follow up on a quote that went quiet
Write a short series of follow-ups for a prospect who received your quote and stopped replying, each adding value instead of just checking in.
Handle common sales objections
Prepare honest, calm responses to the objections you hear most, like "too expensive", "need to think about it" or "we already have someone".
Compare vendor quotes side by side
Paste several vendor quotes and get a fair side-by-side comparison of price, scope, terms and risks, plus questions to ask before you sign.
Find upsell and cross-sell offers for existing customers
Find natural add-ons, upgrades and repeat-purchase offers for customers who already trust you, and write the message to offer each one.