Turn Discovery Notes Into a Tailored Sales Proposal
Converts raw discovery notes into a customized, goal-mapped proposal with scope, pricing, and next steps.
A proposal should feel like a mirror of the discovery conversation, not a templated brochure. This prompt takes your raw notes and builds a structured proposal that restates the prospect's situation in their own words, maps your solution point-by-point to their stated goals, and lays out scope, pricing, and next steps clearly. Use it right after a strong discovery or demo, while the details are fresh, to turn messy notes into something polished and persuasive fast. The point-by-point mapping is what makes a proposal feel custom — each capability is tied to a goal the buyer actually voiced. It works because it forces you to reflect the buyer's priorities and language back to them, which builds confidence that you understood the problem before proposing a solution — the single biggest driver of whether a proposal gets a yes.
You are an expert at writing winning B2B sales proposals. Using my discovery notes below, draft a proposal for [COMPANY] to buy [YOUR PRODUCT]. Notes: [DISCOVERY NOTES]. Structure it as: a one-paragraph summary of their situation in their own words, the specific goals we'll help them hit, our proposed solution mapped point-by-point to those goals, expected outcomes and how we'll measure them, a clear scope of what's included and excluded, pricing for [PRICING DETAILS], and a simple next-steps section with a target start date of [START DATE]. Mirror the priorities and language from the notes — especially [TOP PRIORITY] — so it reads like it was written for them, not a template. Keep it crisp and skimmable with clear headers.
What you can expect back
Your Situation Harbor Freight is losing sales to stockouts and relying on manual counts that leave you blind to real-time inventory. With peak season ahead, the cost of running out compounds — and shrinkage is eating into margin. Goals 1. Eliminate stockouts during peak. 2. Replace manual counts with real-time visibility. 3. Reduce shrinkage. Solution - Real-time tracking → live stock levels, no manual counts. - Low-stock alerts → prevent peak-season stockouts. - Shrinkage reporting → flag discrepancies for your CFO. Expected Outcomes Fewer lost sales, faster counts, measurable shrinkage reduction — tracked against your current baseline at 30/60/90 days. Scope Included: setup, training, integrations. Excluded: hardware. Pricing $2,500/month + one-time $5k onboarding. Next Steps Sign-off → kickoff July 15.
Illustrative example — your results will vary by tool and inputs.
Get sharper results
- 01Feed in detailed notes, including exact phrases the buyer used — the proposal reuses their language verbatim.
- 02Always include an explicit 'excluded' scope line; it prevents scope creep and signals professionalism.
- 03Lead with their situation and goals, not your product — buyers skim for 'do they get us?' first.
- 04Tie outcomes to a measurable baseline so the proposal sets up a clean ROI story later.
Adapt it for your case
Ask for a condensed single-page version for a busy decision-maker.
Request good/better/best packages instead of a single price.
Add a shared timeline with owners and dates from signature to go-live.
Common questions
How detailed should my discovery notes be?
The richer the better — specific pains, goals, stakeholders, and the buyer's exact words all make the proposal more tailored. Sparse notes produce a generic draft, so capture phrasing and numbers during the call.
Should I include pricing in the proposal itself?
Usually yes, if you've earned the right through discovery and the value is clearly established first. Pricing lands far better after the situation, goals, and outcomes are laid out than as a standalone quote.
Why mirror the buyer's exact language?
Because it proves you listened. When a proposal echoes the words a prospect used to describe their problem, they trust that you understood it — and that trust is what gets the proposal approved internally.
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