Sales

AI Proposal Builder Kit

Turn meeting notes into a clearer proposal — scope and deliverable builder, pricing options, risk review, and decision tracking.

45 min setup BeginnerNew

Works with

ChatGPTClaudeGoogle DocsMore

The AI Proposal Builder Kit is the done-for-you version of the AI Proposal System guide. Stop sending proposals that sound polished but leave the buyer unclear — convert calls and notes into a proposal that explains the problem, outcome, scope, pricing options, risks, and next step. Not a prompt to "write a proposal" — a full proposal workflow.

Workflow Walkthrough

Coming soon · Setup walkthrough

What You'll Build

A proposal workflow map and intake worksheet
A buyer recap and outcome map
A scope and deliverable builder
A pricing and options builder
A proposal prompt stack with QA and risk review
A follow-up sequence and decision tracker (CSV)

Workflow Steps

  1. 1

    Intake

    Collect the conversation facts with the worksheet.

  2. 2

    Recap

    Map the buyer's problem and desired outcome first.

  3. 3

    Scope

    Build deliverables, exclusions, and responsibilities.

  4. 4

    Price

    Structure options with the pricing builder.

  5. 5

    QA

    Run the risk review before anything is sent.

  6. 6

    Track

    Follow up on a cadence and log the decision.

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