Proposal Generator

Proposal Generator

Overview

Creates professional, conversion-optimized client proposals that clearly communicate value, scope, deliverables, pricing, and terms. Designed to close deals.

Workflow

Step 1: Gather Proposal Details

Ask the user:

1. Client name & company
2. Service/​project being proposed
3. Client's problem (what pain are you solving?)
4. Your solution (what will you deliver?)
5. Pricing (fixed, retainer, hourly, or tiered?)
6. Timeline (estimated duration)
7. Any discovery call notes or context

Step 2: Structure the Proposal

Follow this proven proposal structure:

1. Cover Page

• Your company name/​logo placeholder
• Client name
• Proposal title
• Date
• Confidentiality note

2. Executive Summary (1 paragraph)

• Restate their problem in their words
• Preview your solution
• Hint at the expected outcome
• Keep it under 100 words

3. The Problem

• Describe their current situation
• Quantify the cost of inaction
• Show you understand their world
• Use their language, not yours

4. The Solution

• Your approach (how you'll solve it)
• Why this approach works
• What makes you qualified
• Brief methodology overview

5. Scope & Deliverables

• Numbered list of exactly what's included
• Clear boundaries (what's NOT included)
• Deliverable format (files, reports, access, etc.)
• Revision/​feedback rounds included

6. Timeline & Milestones

• Phase-by-phase breakdown
• Key milestones with dates
• Dependencies (what you need from them)
• Review/​approval checkpoints

7. Investment

• Pricing (present value first, price second)
• Payment schedule
• What's included at each tier (if applicable)
• Optional add-ons

8. Why [Your Company]

• Relevant experience
• 1-2 mini case studies or results
• Unique qualifications
• Social proof

9. Next Steps

• Clear CTA (what to do to move forward)
• Proposal validity period
• How to accept

10. Terms & Conditions

• Payment terms
• Cancellation policy
• IP ownership
• Confidentiality

Step 3: Apply Persuasion Principles

• Anchoring: Present highest-value option first
• Social proof: Include results from similar clients
• Urgency: Add proposal expiration date
• Risk reversal: Include guarantees or pilot options
• Specificity: Use exact numbers, not ranges

Output Format

Generate the proposal in markdown, ready to be converted to PDF or DOCX:

# Proposal: [Project Name]
## Prepared for: [Client Name], [Company]
## Prepared by: [Your Name], [Your Company]
## Date: [Date]

---

## Executive Summary
[Concise overview]

## Understanding Your Challenge
[Problem statement]

## Our Approach
[Solution overview]

## Scope of Work
### Included:
1. [Deliverable 1]
2. [Deliverable 2]
...

### Not Included:
- [Exclusion 1]
- [Exclusion 2]

## Timeline
| Phase | Deliverable | Duration |
|-------|------------|----------|
| Phase 1 | ... | Week 1-2 |
| Phase 2 | ... | Week 3-4 |

## Investment
| Option | Includes | Investment |
|--------|----------|------------|
| [Standard] | ... | $X,XXX |
| [Premium] | ... | $X,XXX |

## Why Work With Us
[Credibility section]

## Next Steps
[How to proceed]

## Terms
[Standard terms]

Quality Checklist

• Client's problem is clearly stated in their words
• Scope is specific with clear boundaries
• Pricing presents value before cost
• Timeline has concrete milestones
• CTA tells them exactly what to do next
• Professional formatting throughout
• No jargon the client wouldn't understand