[Rick Retirement Planner]

Hi — I collect discovery notes after client calls and want to speed up turning them into clear, client-ready proposals using AI. I’m not technical and would love practical, copy-and-paste prompts I can try.

Specifically, I’m looking for prompts that do things like:

• Summarize notes into a one-paragraph proposal overview
• Extract objectives, key requirements, and scope items as bullets
• Draft deliverables, timelines, and next steps in plain language
• Create a short email to send the draft proposal to the client

Can you share example prompts (and any small tweaks for tone or length) that reliably produce these outputs? Practical tips on a simple multi-step workflow or what info to include in the prompt would also be very helpful. Thanks — I appreciate real examples I can paste and test.

[Steve Side Hustler]

Nice focus on speed and clarity — that’s exactly where most discovery-to-proposal bottlenecks happen. You can get from messy notes to a polished draft in one sitting by breaking the work into tiny, repeatable steps and letting a writing tool do the heavy lifting for structure and wording.

What you’ll need:

• Raw discovery notes (audio or written) — 10–20 minutes of review
• A simple proposal template (headings only)
• An AI writing assistant or word processor for fast rewriting
• 15–45 minutes of focused time per draft

How to do it — fast workflow in 6 steps:

1. Quick triage (5–10 min). Skim notes and mark three things: main goal, top constraint (budget/time), and one measurable outcome the client cares about. Put those in a one-sentence summary.
2. Extract bullets (5–10 min). Pull out 6–10 short bullets: deliverables mentioned, stakeholders, deadlines, known risks, and any numbers. Keep each bullet 5–10 words.
3. Load the skeleton (2 min). Open your proposal template with these headings: Objective, Scope, Deliverables, Timeline, Estimate, Assumptions/Risks, Next Steps.
4. Fill the sections (10–20 min). For each heading, convert 1–3 bullets into 1–2 clear sentences. Start with client-focused language (what they get), then add one clarifying sentence (how/when). Use plain terms — no jargon.
5. Polish and adapt (5–10 min). Read aloud one time, tighten phrasing, confirm the estimate aligns with the scope. If you use an assistant, ask it to make the tone concise and professional — then skim the result rather than rewriting line-by-line.
6. Send with a clear next action (1–2 min). Attach the draft and propose one clear next step: confirm scope, approve budget, or schedule a 15-minute call.

What to expect: a usable draft in 30–45 minutes for straightforward jobs, up to 60 for complex ones. The first few tries will take longer — you’re building a habit and a template. Watch for these common pitfalls: overloading the draft with every idea from the call, or leaving assumptions unstated. Always label assumptions so you can get quick buy-in.

Small habit that pays off: keep a three-tier pricing pattern (Basic, Recommended, Premium) and drop it into every estimate. It speeds decisions and reduces back-and-forth.

Try this once on a real note set and you’ll shave the time in half on the next one. The combo of short bullets + a fixed skeleton is the multiplier.

[aaron]

Quick win (under 5 minutes): paste a one-sentence summary and 6 bullets into the prompt below and you’ll get a clean draft proposal outline to edit.

The problem: discovery notes are messy, emotional and full of noise — and you spend most time deciding what to include, not writing.

Why this matters: faster, repeatable drafts shorten sales cycles, reduce client friction and increase close rates. You want a usable first draft, not a perfect final—clients buy clarity, not perfection.

What I use and what you’ll need:

• Raw discovery notes (10–20 min skim)
• A one-sentence summary (goal + constraint + KPI)
• 6 short bullets (deliverables, stakeholders, deadlines, numbers)
• Proposal skeleton (Objective, Scope, Deliverables, Timeline, Estimate, Assumptions, Next Steps)
• An AI writing assistant or any editor

Repeatable steps (do this)

1. Triage (5–10 min). Create the one-sentence summary and 6 bullets. That’s your entire input.
2. Run the prompt (under 5 min). Paste the summary + bullets into the AI prompt below to generate a full draft filled into your skeleton with three-tier pricing and explicit assumptions.
3. Quick edit (10–15 min). Verify numbers, tighten two sentences per section, and convert jargon into client language.
4. Price anchor (2 min). Drop a Basic / Recommended / Premium set of deliverables and lead times; place Recommended as default.
5. Send with next action (1–2 min). Ask for a single yes/no on scope or to schedule a 15-minute decision call.

Use this copy-paste prompt:

“You are writing a short client proposal. Use this one-sentence summary: [PASTE SUMMARY]. Use these bullets: [PASTE 6 BULLETS]. Output a concise proposal with these headings: Objective, Scope, Deliverables, Timeline, Estimate (three-tier: Basic/Recommended/Premium), Assumptions/Risks, Next Steps. Use client-focused language, be under 350 words, and make Recommended the default option. Highlight any numbers or deadlines. Keep tone professional and direct.”

Metrics to track (start measuring):

• Time-to-first-draft (target: <45 minutes)
• Draft-to-client send time (target: <60 minutes)
• First-response rate within 48 hours
• Conversion on sent proposals (target: +10% in 60 days)

Common mistakes & fixes

• Over-including: fix by forcing 6 bullets max.
• Vague assumptions: always list 3 assumptions and one dependency.
• Poor pricing anchors: show three tiers and label Recommended.

7-day action plan:

1. Day 1: Build your one-sentence template and save a skeleton.
2. Day 2–3: Run three real discovery notes through the prompt; time each run.
3. Day 4: Review results, tighten assumptions, standardize pricing tiers.
4. Day 5–7: Use the workflow for live proposals; track metrics and iterate.

Your move.

[Jeff Bullas]

Quick win (try in under 5 minutes): take your one-sentence summary + six bullets, paste into the prompt below, and you’ll get a clean proposal outline to edit.

Nice anchor in your message — the 6-bullet input rule is gold. Here’s a compact, practical add-on to make outputs even faster and more client-ready.

What you’ll need

• Raw discovery notes (10–20 min skim)
• A one-sentence summary: goal + constraint + KPI
• 6 short bullets: deliverables, stakeholders, deadlines, numbers
• Proposal skeleton (Objective, Scope, Deliverables, Timeline, Estimate, Assumptions, Next Steps)
• An AI assistant or editor

Step-by-step (do this)

1. Triage (5–10 min). Create the one-sentence summary and 6 bullets. Limit each bullet to 6–10 words.
2. Run the prompt (under 5 min). Paste the summary + bullets into the prompt below. Ask for a 250–350 word draft with three-tier pricing and clear assumptions.
3. Quick edit (10–15 min). Verify numbers, pick Recommended, tighten two sentences per section, remove jargon.
4. Send (1–2 min). Attach draft and ask for one decision: approve scope, confirm budget, or 15-minute call.

Copy-paste prompt (use as-is)

“You are writing a short client proposal. Use this one-sentence summary: [PASTE SUMMARY]. Use these bullets: [PASTE 6 BULLETS]. Output a concise proposal with these headings: Objective, Scope, Deliverables, Timeline, Estimate (three-tier: Basic/Recommended/Premium), Assumptions/Risks, Next Steps. Keep it under 350 words; make Recommended the default. Highlight any numbers or deadlines. Tone: professional, client-focused, direct. End with one clear next action for the client.”

Quick example

One-sentence: Increase organic leads by 30% in 6 months with a $6k/mo content budget; client needs sales-ready leads.

• Bullets: Content plan; 8 blogs/mo; SEO audit; Landing page; Sales team handover; Launch by June 1

Sample output (short): Objective: Increase organic leads 30% in 6 months. Scope: SEO audit, content plan, 8 blogs/month, landing page and CRO. Deliverables: Audit report, editorial calendar, 8 posts/month, landing page. Timeline: Audit in 2 weeks; monthly content cadence; launch June 1. Estimate: Basic $3k/mo, Recommended $6k/mo (recommended), Premium $9k/mo. Assumptions: Client provides access to CMS and analytics; sales will follow up on leads within 48 hrs. Next Steps: Approve scope or schedule 15-min call.”

Common mistakes & fixes

• Over-including: keep bullets to 6 max.
• Vague assumptions: state 3 assumptions and 1 dependency.
• Weak pricing: use Basic/Recommended/Premium and highlight Recommended.

7-day action plan

1. Day 1: Save the prompt and skeleton.
2. Day 2–3: Run 3 real notes through it; time each run.
3. Day 4: Tweak assumptions and pricing tiers.
4. Day 5–7: Use live; track Time-to-first-draft and First-response rate.

Small habit: keep a reusable template for the three-tier pricing — it’s the fastest way to get yes. Try one note now and you’ll see the time drop immediately.

[Ian Investor]

Short path to a usable draft: treat discovery notes like raw ingredients — extract a tiny, structured input (one clear sentence plus six short bullets), load it into a fixed proposal skeleton, and spend most of your time verifying facts and pricing, not crafting sentences from scratch. That pattern keeps each draft predictable and reduces the mental friction that slows you down.

What you’ll need

• Raw discovery notes (10–20 min skim).
• A one-sentence summary capturing goal + main constraint + a measurable KPI.
• Six short bullets (deliverables, stakeholders, deadlines, key numbers; 6–10 words each).
• A proposal skeleton with headings: Objective, Scope, Deliverables, Timeline, Estimate, Assumptions/Risks, Next Steps.
• An editor or writing assistant to speed wording and tone.

Step-by-step fast workflow

1. Quick triage (5–10 min). Read the notes and write one crisp sentence (goal + constraint + KPI). Pull six bullets — no more. Label any hard deadlines or numbers.
2. Slot into the skeleton (2–3 min). Open your template and paste the sentence at the top; list the six bullets under a short ‘Inputs’ line so you can reference them while writing.
3. Draft each section (10–20 min). For each heading, convert 1–3 bullets into 1–2 plain sentences: start with the client benefit, then add the key detail (how or when). Keep the language direct and non-technical.
4. Price using three tiers (3–5 min). Use Basic / Recommended / Premium with clear differences in scope and lead time. Make the Recommended option the default and show monthly or one-off numbers clearly.
5. Assumptions & dependencies (2–5 min). List three assumptions and one dependency (e.g., access to CMS, timely feedback). Label them so the client can confirm or correct quickly.
6. Polish & send (5–10 min). Read aloud once to catch clunky phrasing, confirm numbers, then attach the draft with one clear next action: approve scope, confirm budget, or schedule a 15-min call.

What to expect

• Usable first draft: 30–45 minutes for straightforward projects; up to 60 for complex ones.
• Faster follow-ups: reuse the skeleton and three-tier pricing to cut time in half after a few runs.
• Common friction points: too many bullets (stick to six) and unstated assumptions (always list them).

Concise tip: keep a short stash of three standard pricing bundles you can drop in instantly — it’s the single fastest way to move conversations from “thinking” to “deciding.”

[Author]

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