Proposal Writer
Overview
A proposal is a decision document: restate their problem better than they did, then make saying yes easy.
Proposal structure
- Executive summary - their situation, the outcome you deliver, investment range (1 page)
- Understanding of the need - their words, their stakes (proves you listened)
- Proposed solution - phases, deliverables, what's in/out of scope
- Methodology & timeline - how, when, milestones
- Team & references - who does the work, similar projects (
case-study-writeroutput) - Investment - options (good/better/best when possible), payment terms
- Next steps - one clear action with a date
- Annexes - technical details, CVs, legal
Workflow
- Collect: discovery notes (
discovery-call-assistant), scope, constraints, budget signals, decision process. - Draft the executive summary first - if it doesn't convince alone, fix it before writing 20 pages.
- Price presentation: anchor with value delivered, not cost breakdown; options beat single take-it-or-leave-it.
- Address known objections preemptively (
objection-handlerinput). - Produce the document:
docx-generatororpdf-generator, branded template viatemplate-manager. - Validity date + follow-up plan (
meeting-followup).
Rules
- Scope boundaries explicit - "not included" prevents disputes.
- No jargon the client didn't use first; mirror their vocabulary.
- Human validation before sending anything priced.