What a good proposal does
A strong proposal shows the customer you understand their problem, explains how you'll solve it, sets clear expectations, and makes the next step obvious. Many small business proposals skip the first part and jump straight to price.
A reliable structure
- Summary of the customer's situation and goals
- Your recommended solution
- Scope of work, including what's not included
- Timeline
- Pricing and payment terms
- Why choose your business
- Next steps
Use your discovery notes
Give AI your notes from conversations with the customer and ask it to draft the situation and solution sections. Mentioning the customer's own words and priorities makes the proposal feel personal.
Keep scope and pricing in your hands
AI can format pricing tables and describe scope, but you must set the price and confirm every detail. Mistakes in scope or price can create disputes later.
Offer options
Presenting two or three options, such as basic, recommended, and premium, often helps customers choose based on value. AI can help describe the differences clearly.
Make it easy to read
Use headings, short paragraphs, and bullet points. Ask AI to simplify jargon.
Follow up
Send a short follow-up a few days after the proposal. AI can draft it in advance.
Build a library
Save strong proposal sections so future proposals are even faster to assemble.
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