Yellow — check before you paste15–20 minCreate & RepurposeMembers

Proposal Draft in 20 Minutes

Turn a client conversation into a proposal draft that doesn't take all night.

Best for

Sales/BDOwner-OperatorProject/Delivery LeadMarketing/Content

Bring this

Notes from your client conversation or discovery call

Output

A proposal draft ready for your review and pricing.

AI Teammate

Proposal drafter — structures, writes, and formats.

Human-Owned Zone (HOZ)

You set pricing, scope, timeline, and terms. AI drafts — you decide.

FENCE Check

Don't paste your cost structure or profit margins. Use ranges, not exact numbers.

Prompt Starter

I had a discovery call with a potential client. Here are my notes.
Draft a proposal with:
1. Executive summary (what they need, what we'll do)
2. Scope of work (3-5 deliverables)
3. Timeline (based on what I noted)
4. Investment section (I'll fill in pricing — leave a placeholder)
5. What's not included (boundary setting)
6. Next steps

My voice: [professional but not stiff, warm, direct]
Discovery notes: [paste]

Work the Mission

1Paste your call notes — messy is fine.
2Run the prompt. Review the structure.
3Fill in pricing (you decide this, not AI).
4Add specifics: examples, case studies, process details.
5Proofread. Send as PDF.

Quality Check

Scope is clear (client knows exactly what they're getting)
"What's not included" section is present (prevents scope creep)
Pricing is your decision, not AI's suggestion
Timeline is realistic (not what the client wants to hear)
You'd send this to your most important client

Progress is saved on this device.

Twist Card — when AI doesn't cooperate

AI suggests pricing? Ignore it. AI doesn't know your costs or market.
AI overpromises on timeline? Add 20% buffer to everything.
Proposal feels too generic? Add one specific insight from the discovery call that shows you listened.

Make it stick

Save the finished structure as your proposal skeleton and reuse it for the next one — the second proposal should take half as long as the first.

Want this tuned to how you actually work? Find your archetype — 7 questions, about 3 minutes.

Was this mission useful?