
The meeting that should be a proposal
Three meetings. Everyone agrees. Nothing's happened.
Verbal agreements aren't agreements. They're intentions that fade. The proposal that captures scope, timeline, and cost creates commitment. The conversation that keeps circling creates delays. At some point, you need to stop talking and start writing.
The scenario:
You've had productive discovery conversations with a prospect. You need to convert that into a proposal that moves the deal forward.
The prompt:
You're creating a proposal from discovery notes.
Discovery notes: [paste key points from conversations]
Create a proposal structure that includes:
- Executive summary (the problem and your approach in 3 sentences)
- Scope of work (clear deliverables with boundaries)
- Timeline and milestones - Investment and payment terms
- What you need from them - Why you (brief differentiation)
- Next steps with specific ask
Keep it under 4 pages. Include a one-paragraph email to send with it.