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Business CommunicationIntermediateOutline

Outline a Client Proposal

Structure a proposal around the client's problem, your approach, scope, timeline and pricing.

When to use it: Use after a discovery call when you need to send a proposal.

Works with: Any chat assistant

Customize this prompt

What you'll need

  • Client (required)
  • Problem (required)
  • Approach (required)
  • Scope (optional)
  • Timeline (optional)
  • Pricing model (optional)

The prompt

Help me write a client proposal.

Client and their situation: [CLIENT]
Their problem in their words: [PROBLEM]
My proposed approach: [APPROACH]
Scope (included / not included): [SCOPE]
Timeline: [TIMELINE]
Pricing model: [PRICING]

Draft:
1. A short summary of their problem and the outcome they want.
2. The approach in phases with deliverables.
3. Scope, including what's out of scope.
4. Timeline.
5. Investment, presented clearly (use my pricing; don't invent amounts).
6. Next steps.

Keep the focus on the client's outcome, not on me. Mark anything you need from me as [to confirm].

Words in [BRACKETS] are placeholders. Fill them in below, or replace them yourself after copying.

Customize the prompt

Fields marked * are required. Leave optional fields empty to fill them in later.

Suggestions: Fixed fee · Monthly retainer · Hourly · Per deliverable

What you'll get

A six-section proposal draft with items marked to confirm.

How to use it

  1. Fill in the fields above (at least: Client, Problem, Approach) and select Generate My Customized Prompt.
  2. Copy the result, or open it directly in ChatGPT, Claude or Gemini.
  3. Review the answer and ask follow-up questions to refine it.
  4. Edit the final result in your own words and check any facts before using it.

Open the original prompt in an assistant

We never ask for your AI account login. ChatGPT and Claude open with the prompt filled in when it's short enough for a link; Gemini always needs a paste.

Tips

  • Use the client's own words for their problem; it shows you listened.

Limitations

  • AI can make mistakes. Check names, facts and figures before you use the result.

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