From messy call notes to a proposal that closes.

Proposals lose deals in two ways: they take a week to arrive, and when they do, they talk about you instead of the client's problem. Speed and clarity win more work than polish.

If you take notes on the call, or record it with the client's permission and get a transcript, AI can draft the proposal in minutes, in the client's own words.

How to use it

• After the call, paste your notes or the transcript and add your pricing for this kind of job.
• Ask for two or three options. People like to choose, and the middle option usually wins.
• Edit the draft, check every number, and send it the same day while the call is fresh.

Draft a client proposal from my call notes.

My business: [name], [what we do]
Client: [name, business, industry]
My pricing guidance for this kind of job: [rates or packages; the AI must only use these numbers]
Call notes or transcript:
[paste]

Write a proposal of 1 to 2 pages:
1. Title: "[Client] — [project in plain words]"
2. "What you told us": their situation and goals in 3 to 5 bullet points, using their words.
3. "What we will do": the approach in plain steps.
4. Options: 2 or 3 packages (e.g. Essential / Recommended / Complete), each with what is included, timeline and price from my pricing guidance. Mark the recommended one.
5. "Not included" and "What we need from you".
6. Timeline: key milestones.
7. Next step: one clear action and a date.

Rules: never invent prices, results or guarantees. If something from the call is unclear, list it under "To confirm" at the end. Confident, plain, no jargon. Canadian English.

What a good proposal does

• Starts with their problem, in their words, so they feel heard.
• Makes the scope unmistakable: what is included, what is not, and what you need from them.
• Offers options, not one take-it-or-leave-it number.
• Ends with one next step and a date: "Reply yes by Friday and we start on the 12th."

Always ask before recording a call, and never paste a client's private information into an AI tool your company has not approved. Remove names and sensitive details if in doubt.