What to provide
Discovery notes, approved scope, exclusions, delivery dates, and current pricing sheet.
Starting prompt
Draft a client proposal from these approved notes. Do not add services, outcomes, deadlines, or prices absent from the source. Mark any missing commercial term [CONFIRM]. Use plain language and a scope table.
Trial case
Give it discovery notes that mention a possible extra service but an approved scope that omits it. The proposal must keep the extra service out of deliverables and mark any missing price or deadline for confirmation.
Review gate
The account owner reconciles every promise against the statement of work and confirms pricing with the authorized approver before sending.
How to score the result
Revision rounds and the percentage of proposals accepted without scope clarification.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore ChatGPT Workflows for Small Business or the AI business strategy guide.