How I Create Client Proposals in Minutes, Not Hours AI Workflow Revealed



AI Summary

Summary: Proposal Writing with AI

  1. Initial Experience
    • Spent 5-6 hours writing a proposal that was rejected.
    • Wrote a second proposal in 22 minutes using AI, which was accepted.
    • AI-generated proposal was viewed as superior by consulting peers.
  2. Core Offer
    • Start with defining a core offer based on client needs.
    • Perform additional research to enhance the offer.
  3. Generating Options
    • Use AI to create three different proposal options with varying value:
      • Tier 1: Core offer (e.g., a basic system).
      • Tier 2: Additional features (e.g., evaluation framework).
      • Tier 3: Support and training services.
  4. Price Research
    • Leverage AI for market pricing of offerings.
    • Determine a pricing strategy based on research findings.
  5. Context Integration
    • Upload context from meetings (transcripts or notes) into a proposal writer AI.
    • Use the AI to incorporate nuances related to client pain points and preferences.
  6. Proposal Generation Process
    • Use AI tools (e.g., ChatGPT, Claude) to write proposals, allowing for inline edits.
    • Review and refine proposals based on user input, iterating as necessary.
  7. Reviewing Structure and Quality
    • Ensure proposals address client needs and justify prices.
    • Utilize a structured approach to proposal writing, including an executive summary, problems, and solutions.
  8. Conclusion
    • The process demonstrates reduced proposal writing time from hours to minutes using AI.
    • Detailed writing prompts can enhance proposal quality and acceptance rates.