01
Build the meeting truth list
You separate confirmed client needs and constraints from your own assumptions before judging the draft.
Made for Consultants
Review Your Proposal Before Sending
35 min
Intermediate
Business & Entrepreneurship
Get More Clients
You compare your draft with the client meeting, find gaps or risky wording, and make targeted fixes that improve your chances of approval.
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Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
A polished proposal can still lose the work if it misses the client's priorities, leaves scope open to interpretation, or makes the next step unclear.
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What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Check meeting-to-proposal alignment
You compare the truth list with the proposal to find missing priorities, unsupported additions, and mismatched language.
03
Test scope, fees, and boundaries
You check whether both sides can tell what is included, what is excluded, what each side must do, and what triggers added cost or time.
04
Remove approval friction
You make the proposal easier to approve without adding claims or unnecessary detail.
05
Make the send decision
You run a final consistency check on the revised document and decide whether it is ready.
Make Your Play
Review Your Proposal Before Sending
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Paste or upload the complete proposal you plan to send, including scope, timeline, fees, terms, and next steps.
0/10000
Paste or upload notes, a transcript, or a summary of what the client said during the meeting.
0/10000
List the confirmed fee, payment schedule, timing, expenses, validity period, and any negotiated terms.
0/10000
Describe objections, risks, or questions the client raised or may raise when reviewing the proposal.
0/10000
Describe who will review, approve, sign, or fund the proposal and what you know about the decision timeline.
0/10000
Choose how strict you want the final review to be.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Build the meeting truth list
You separate confirmed client needs and constraints from your own assumptions before judging the draft.
02
Check meeting-to-proposal alignment
You compare the truth list with the proposal to find missing priorities, unsupported additions, and mismatched language.
03
Test scope, fees, and boundaries
You check whether both sides can tell what is included, what is excluded, what each side must do, and what triggers added cost or time.
04
Remove approval friction
You make the proposal easier to approve without adding claims or unnecessary detail.
05
Make the send decision
You run a final consistency check on the revised document and decide whether it is ready.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Start with your latest complete draft, even if it still feels rough. Add your meeting notes and known terms, then run the review. Fix every must-fix item before considering optional improvements. Check all revised facts against your source material.
Advanced instructions
Ask for a strict review and challenge whether each deliverable supports a stated outcome. Pay close attention to dependency language, acceptance criteria, change control, client responsibilities, and any gap between the sales conversation and the written commitment. Use the replacement wording selectively so the proposal still sounds like you.
Use this when
Use this after drafting a proposal and before sending it to a prospective client. It works best when you have meeting notes, agreed commercial terms, and a clear sense of who will approve the work.
You'll need
- Proposal draft
- Meeting notes
- Commercial terms
- Likely client concerns
- Approval process
- Review depth
You'll get
- A clear send-readiness verdict
- Every must-fix issue or deliberately accepted it resolved Your outcomes, deliverables, boundaries, fees, responsibilities, and next step are consistent
- You can trace each major proposal claim to the meeting or another confirmed source.
By the end of this playbook
You will have:
- A clear send-readiness verdict
- Every must-fix issue or deliberately accepted it resolved Your outcomes, deliverables, boundaries, fees, responsibilities, and next step are consistent
- You can trace each major proposal claim to the meeting or another confirmed source.
Examples
Progress 1 of 5