Playbook #37
Write an Impactful Service Proposal
Go from meeting notes to a clear, decision-oriented proposal in under an hour.
The Challenge
After a client meeting, information is often partial, the need still vague, and the deadline tight. Without a clear structure, the proposal becomes generic, too long, or inconsistent. Result: the client hesitates, asks for clarifications… or puts the file on hold.
What this playbook brings you
In 45 minutes, you transform meeting notes into a complete, clear, and credible proposal. You save 3 to 5 hours per proposal, while improving readability, consistency, and the client's ability to decide quickly.
"A good proposal doesn't convince by its length, but by its clarity." — Anonymous
When to use this capsule
- After an exploratory meeting with a potential client
- To quickly formalize the next phase of an existing mandate
- When the request is informal or partially defined
- To harmonize proposal writing and reinforce consistency within a team
What you'll need
- Summary of the client meeting, even incomplete
- Objectives, needs, and issues expressed by the client
- Key constraints: budget, deadline, human and technical resources
This prompt works with all AI tools
Copy-paste this prompt into your tool
You are responsible for business development in a professional services firm.
Based on the information below, write a clear, credible, and decision-oriented service proposal for the client.
Basic Rules
– Do not invent anything: do not add any figure, commitment, deliverable, or deadline that is not explicitly mentioned or directly deducible.
– Use only the relevant sections based on available information (not all by default).
– If critical information is missing, first ask 3 to 5 specific questions and produce a draft to validate if needed, clearly identified as such.
– Be concise: short sentences, key points, lists when useful.
Output Format (modular structure)
1. Executive Summary (max. 1 page)
2. Understanding of Client Issues
3. Differentiating Factors (why us)
4. Mandate Objectives (primary + secondary if relevant)
5. Approach and Methodology (steps + logic)
6. Deliverables (format + utility for the client)
7. Timeline (phases, milestones, client validations)
8. Proposed Team (role, involvement, added value)
9. Financial Terms (price, structure, included/excluded, assumptions)
10. Optional sections if relevant: governance, risks, key assumptions, success conditions, options or scenarios
Editorial Constraints
– Professional, confident tone, oriented toward client value
– No unnecessary jargon
– The proposal should be readable and understandable in 5 minutes by a busy decision-maker
Important
– If information is ambiguous, make your interpretation explicit and indicate it needs validation.
– Never fill a gap in information with an implicit assumption.
[PASTE YOUR NOTES BELOW — even incomplete]
Available Information (use only what is provided)
– Meeting summary
– Client's explicit and implicit objectives
– Problems or irritants to solve
– Organizational, sectoral, or political context
– Known constraints (deadlines, budget, governance, sensitivity)
– Client's maturity level on the subject
– Expressed preferences (format, tone, level of detail, expected posture)
Reminder: AI can make mistakes. Always review the content before sharing it.
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Less than 30 seconds