Proposal that mirrors what they said
Write a proposal for {{company}}. Source material: {{paste call notes and their stated goals, constraints, and quotes}}. Our offer: {{scope and price}}.
Structure:
1. THEIR SITUATION — in their words, quoting them. If they see anything they didn't say, we lose credibility.
2. WHAT SUCCESS LOOKS LIKE — their definition, with their metric and their timeline.
3. WHAT WE'LL DO — scope in plain terms, phased, with what happens in the first 30 days.
4. WHAT WE WON'T DO — explicit out-of-scope. This protects both sides.
5. WHAT WE NEED FROM YOU — access, decisions, time, named roles.
6. INVESTMENT — the price, what it includes, and the value comparison in their numbers.
7. RISKS — two honest ones and how we handle them.
8. NEXT STEP — one action with a date.
Under two pages. No company history section, no logo wall, no stock photos, no adjectives about ourselves. Flag anything I'm asserting that they didn't confirm.
How to use it
Section 4 closes faster than section 6. Ambiguous scope is what stalls signature.
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