Made for Consultants
Write a Proposal That Makes the Decision Easy
Build a client proposal around the buying decision, not a long description of your services. You connect the problem, desired outcomes, scope, proof, price, terms, and next step without inventing certainty.
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Use this when
Use this after discovery, when you understand the problem well enough to recommend an engagement. It is especially useful when several stakeholders will review the proposal, the work has meaningful dependencies, or the client needs options without an open-ended menu.
You'll need
- Client context
- Current problem
- Desired outcomes
- Recommended approach
- Scope boundaries
- Deliverables
- Timing
- Responsibilities and assumptions
- Options and fees
- Proof
- Terms and next step
- Decision posture
You'll get
- A proposal that states the decision clearly, connects the problem to a credible approach, defines outcomes without guaranteeing them, and gives each deliverable an acceptance condition
- Explicit scope boundaries, responsibilities, dependencies, change triggers, fees, terms, and next steps
- Every material [CONFIRM] item or clearly held the proposal until it can be resolved resolved
By the end of this playbook
You will have:
- A proposal that states the decision clearly, connects the problem to a credible approach, defines outcomes without guaranteeing them, and gives each deliverable an acceptance condition
- Explicit scope boundaries, responsibilities, dependencies, change triggers, fees, terms, and next steps
- Every material [CONFIRM] item or clearly held the proposal until it can be resolved resolved
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
A nonprofit COO needs a shared operating model across five programs before a board meeting. I recommend a six-week diagnostic and design engagement with an optional eight-week pilot support phase. The base fee is $24,000, the expanded option is $36,000, and the schedule depends on timely interviews and consolidated feedback.
Sample assembled prompt
Recommendation: Approve Option 2, Diagnostic, Design,... The engagement includes ten interviews, one... Software implementation, data migration, and added... Acceptance requires signature and initial payment...