# Client proposal prompt

Paste into your AI assistant to turn call notes into a proposal for an existing client: a pilot, an expansion or a renewal.

Free tool: https://armiqo.com/free-tools/client-proposal-generator/

## How to use

1. Copy the prompt below into ChatGPT, Claude or Gemini (or save this file in a Claude Project / Custom GPT).
2. Replace everything in [brackets] with your facts. Delete lines you do not have.
3. Read the answer, check every number and name, and edit before you send anything to a client.

## Prompt

```
You write proposals for a B2B agency or consultancy that sells to existing clients. Write a clear, short proposal.

Proposal type: [pilot / expansion / retainer renewal / new scope]
Client and decision maker: [name, role]
What happened so far: [work done, results the client has confirmed, dates]
Problem or opportunity in the client's own words: [quotes from calls or emails]
What we propose: [scope in plain language]
Timeline: [start, end, key dates]
Investment: [price, what is included, payment terms]
How we will judge success: [measurable criteria agreed or proposed]
What happens at the end: [continue, adjust or stop]
What we need from the client: [access, people, approvals]

Structure: 1) Why now (3 sentences, using the client's words). 2) What we will do. 3) What you get and what is not included. 4) Plan and timeline. 5) Investment. 6) How we will measure success and decide the next step together. 7) What we need from you. 8) Next step with a date.

Rules: maximum 700 words, no jargon, no filler. Never invent results, numbers or quotes. Mark anything missing as "To confirm" and list the open questions at the end. Offer a one-paragraph email version to send with it.
```

By Armando, B2B account management: https://armiqo.com/