FREE TOOL · PROPOSALS FOR CLIENTS YOU ALREADY HAVE
Free proposal generator for pilots, expansions and renewals
Turn call notes into a short, clear proposal for an existing client: a pilot, an expansion, a renewal or extra scope. Get the proposal, a cover email and an AI prompt you can paste into ChatGPT or Claude.
Free. No sign-up. Runs in your browser: nothing you type is stored or sent.
Use the client proposal generator
Your proposal
# Pilot proposal: Northwind Foods Prepared by Your agency for Alex Morgan ## Why now The new landing pages raised enquiry volume in Q3 (as confirmed in the 14 Oct review). You told us: "We want the same quality of work across all three product lines, but we do not have capacity to brief every team." ## What we will do - Run the reporting and planning routine for the two product lines not yet covered - Weekly progress note and one monthly review call - One shared plan with owners and dates ## What you get, and what is not included Included: Setup, weekly notes, monthly review, one planning workshop Not included: - Anything outside the two named product lines - New creative production ## Plan and timeline 12 weeks from the agreed start date, with a checkpoint at the midpoint. ## Investment $6,000 for the full 12 weeks. This covers: Setup, weekly notes, monthly review, one planning workshop. ## How we will measure success - Both product lines have a written plan with owners by week 3 - Monthly review held on time in all 3 months - Sponsor confirms the routine is useful at week 12 ## What happens next At the end we look at the results together and choose one of three paths: continue, adjust or stop. Stopping costs you nothing further. ## What we need from you - One named owner per product line - Access to the current performance reports ## Next step If this looks right, reply to confirm and we will send the start date and the shared plan within two working days.
Check before sending
- Every result you cite was confirmed by the client.
- One price, one start date, one decision date.
- The success measures could be checked by someone who was not in the room.
- The end of the pilot is a choice for the client, not a surprise.
Use it with AI: ready-made prompt
Paste into your AI assistant to turn call notes into a proposal for an existing client: a pilot, an expansion or a renewal. Check every fact and number before you send anything to a client.
How to use the client proposal generator
- 01
Choose the type
Pilot, expansion, renewal or new scope. The closing paragraph changes with the type.
- 02
Add your facts
Results the client has confirmed, the problem in their words, scope, price, success measures and what you need from them.
- 03
Copy and check
Copy the proposal or the cover email, or copy the AI prompt and let your assistant refine it. Check every fact before sending.
What is a proposal for an existing client?
A proposal for an existing client is a short document that offers more work, a pilot or a renewal to someone who already trusts you. Because the client knows you, it can be one to two pages: why now, what you will do, the price, how you will judge success and what happens at the end.
What a short client proposal should include
Start with why now, in the client's own words. Then say what you will do, what is included and what is not, how long it takes and what it costs. Close with the measures you will both use to judge the result and the decision at the end.
Keep it to a page or two. An existing client does not need your company history; they need a clear decision to make.
- One price, one start date and one decision date.
- Success measures someone outside the meeting could check.
- A stated exit: continue, adjust or stop.
- A short list of what you need from the client.
How to propose a pilot to a client you already work with
A pilot lowers the cost of saying yes. Limit it to a small scope and a fixed period, agree the success measures before you start, and say clearly what happens at the end. Decide up front whether the pilot is paid; a paid pilot signals that both sides take it seriously.
Keep an honest line between the pilot and the larger engagement it may become. Do not promise the larger engagement inside the pilot proposal.
Using AI to write the proposal
AI is good at structure and wording and bad at facts it does not have. Give your assistant the real context, ask it to mark anything missing as "To confirm", and check every number, date and quote before sending. The prompt on this page is built that way.
What to do after you send it
Agree a date for the reply when you send the proposal and put it in the email. Offer a short call to walk through it. If there is no reply by the date, follow up once with something useful, not "just checking in". The follow-up email generator helps with that.
Frequently asked questions
How long should a proposal for an existing client be?
One to two pages. The client already knows you, so spend the words on why now, scope, price, success measures and the decision at the end.
What is the difference between a proposal and a statement of work?
A proposal persuades and asks for a decision. A statement of work is the detailed contract-style scope, deliverables and terms that follows once the client agrees.
Should a pilot be paid?
Often yes, at a reduced scope. A paid pilot shows commitment on both sides and gives the work proper attention. Whether it fits depends on the client and the size of the pilot.
Can I use ChatGPT or Claude to write a proposal?
Yes, as a drafting tool. Give it real facts, tell it to flag gaps instead of guessing, and check every number, date and quote yourself. Use the AI prompt on this page.
Is this proposal generator free?
Yes. It is free, needs no account and runs in your browser. Nothing you type is stored or sent.
More free B2B account management tools
- Mutual action plan builder A shared, dated plan with one owner per step, for pilots, renewals and expansions.
- Client follow-up email generator No reply? After a meeting? Get the right follow-up email, in your tone.
- Price increase letter generator A respectful price increase letter, call points and follow-up plan.