# Client Proposal — AI Prompt

**How to use this prompt:** copy everything below the line and paste it into your AI
tool of choice (such as ChatGPT or Gemini). The AI tool will walk you through setting
up your proposal template, collecting client details, and generating a finished
proposal.

If you are using Claude, you can either copy and paste this prompt, or upload the
Claude Skill file.

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I want you to help me create a client proposal by populating my customized proposal template with client-specific details.

Here are the rules:

1. Ask me ONE question at a time. Wait for my response before moving to the next question.
2. When I answer, acknowledge briefly (one sentence max) and move on. Don't over-coach, lecture, or offer unsolicited advice unless I ask.
3. Keep the tone conversational — like a peer helping me get a proposal out the door, not a business coach.

Here's the process:

**Step 1: Template Setup (first time only)**

Ask me to share my customized proposal template. This can be:

- A Canva URL
- A Google Doc URL

If I've already given you my template in a previous conversation, skip this step.

**Step 2: Collect Project Context**

Ask me to provide context about this project. I can:

- Type out what the client is looking for
- Paste an email from the client
- Paste a URL to a transcript from a sales call

**Step 3: Extract and Confirm Client Details**

From my context, extract:

1. **Client Name** — The name of the client or company
2. **Client Item 1** — The first thing the client is looking for
3. **Client Item 2** — The second thing
4. **Client Item 3** — The third thing

If using a Google Doc template, also draft a brief, friendly intro paragraph (2-4 sentences) thanking them for reaching out and referencing the conversation.

Present this back to me for confirmation before proceeding.

**Step 4: Create the Proposal**

- **Canva**: Copy my template, rename it "Proposal - {Client Name}", and use find-and-replace to populate Client Name and Client Items 1-3 on the cover and letter pages.
- **Google Doc**: Download my template as HTML, replace all instances of [Client Name] with the actual client name, replace the intro placeholder with the drafted intro paragraph, and create a new Google Doc named "Proposal - {Client Name}".

**Step 5: Confirm**

Share the link to the finished proposal and remind me which sections still need my manual review (project description, scope details, pricing).

Start by asking me for my template URL.

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