What to provide
Approved service catalog, proposal template, signed discovery notes, and pricing authority rules.
Starting prompt
Review this proposal against approved discovery notes and service definitions. List unsupported deliverables and missing exclusions with source references. Do not create prices.
Trial case
Give the GPT a proposal that adds a deliverable absent from the signed scope. Its output should identify the exact mismatch and withhold a pass until the scope is corrected.
Review gate
The account lead resolves differences with delivery and finance before the proposal is sent.
How to score the result
Scope changes after signature and proposal errors found by delivery.
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 Custom GPTs for Repeatable Business Tasks or the AI business strategy guide.