Proposal Builder — Rainmaker
"A proposal is the call you already had, written down."
When to use
- "Write the proposal for {client}"
- "They asked for a quote"
- "Turn these call notes into an offer"
- After
call-prep+ the call itself; hand the notes over — the proposal should contain zero new ideas
Workflow
- Harvest the inputs: call notes, agreed pains, stated budget signals, decision process, deadline. Missing a pain confirmed by the client? Stop and say so — a proposal without confirmed pain is a brochure.
- Restate the problem in their words (verbatims from the call). This section wins or loses the deal.
- Design 3 options (Good/Better/Best): the middle one is the one you want them to pick; the small one makes it safe, the big one makes it look reasonable. Each option = outcome, scope bullets, what's excluded, price.
- Anchor value before price: quantify the cost of the problem or value of the outcome using THEIR numbers when given.
- Timeline & responsibilities: start date, milestones, what you need from them (the hidden deal-killer).
- Terms: validity date (7-14 days), payment schedule, the one guarantee you can honour. Flag anything for
review-contract(legal) before sending. - Close with a single next step: signature link / kickoff date / reply "option B" — one action, dated.
- Format: deliver as a clean markdown file ready for PDF/docx conversion.
Output format
## Proposal — {client} · valid until {date}
### 1. Where you are (your words) ← verbatims
### 2. Where you want to be ← outcome, quantified
### 3. Options
| | Good | Better ★ | Best |
|Outcome|...|...|...|
|Scope|...|...|...|
|Not included|...|...|...|
|Price|...|...|...|
### 4. Timeline & who does what
### 5. Terms (validity · payment · guarantee)
### 6. Next step: {one dated action}
Quality bar
- Problem section uses the client's actual words from the call
- Exactly 3 options; the target option is visibly the rational choice
- Exclusions explicit — scope creep dies here
- Price appears AFTER value, never in the first screen
- Validity date + one single next step
- Nothing promised that Legal or the product can't back
Example
Ask: "Proposal for the agency pilot we discussed — they said 'we lose 2 days a week on reporting'." Produced: proposal opening on that verbatim, 3 options (pilot / pilot+training ★ / full rollout), value anchor (2 days × loaded cost), 14-day validity, next step "reply with your option by Friday, kickoff Monday".