It's yours.

Here's the full method: the 7 parts, the prompt that fills them from your call, the text that sends the proposal, and the 3 mistakes that stall it. Use it on the call you had today.

The tool

One-page proposal builder

Enter seven things: the client's name, their goal in their words, the problem, the deliverables (one per line), the timeline, the investment and the start date. You get a one-page proposal draft to edit and send.

Client nameTheir goal, in their wordsThe problem todayDeliverables (one per line)TimelineInvestmentStart date

How to read it: Check the goal line first. It should sound like the client, not like you. Read the investment line out loud. Add one sentence of your own to the plan, then send it the same day.

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Make it yours

Type once. Every copy block below fills in.

The client's first nameThe date you can startThe problem in the way, in one lineTheir goal, in their own wordsHow long it takes, with a date if you have one

The 7 parts, and why each one is there

1. Their goal, in their words. Open with the sentence they said on the call. It proves you listened, and it's the line they'll quote when they show the proposal to someone else. 2. The problem in the way. A goal alone is a wish. The problem, and what it's costing them, shows why now matters. Use their words again. 3. The plan. Three to five steps from the problem to the goal, outcome first. It shows you have a path and gives them something to picture. 4. What they get. The deliverables as plain nouns, one per line. Vague deliverables lead to arguments about scope later, so be exact. 5. The timeline. Give dates as well as durations. A date is something they can plan their month around. 6. The investment. One number, in one place, with the payment terms next to it. Show two options at most. More than two usually means no decision. 7. The next step and start date. A proposal with no next step is a brochure. Give one action, one date. The whole thing fits on one page. If it runs longer, it's usually talking about you.

Why it works: Each part answers a question the client is already asking: what do I want, why isn't it happening, how will you fix it, what will I get, when, how much, and what do I do now.

Step 1: the AI prompt that turns your call into the 7 parts

1. Open ChatGPT or Claude in a new chat. 2. Paste the prompt below. 3. Paste your own call transcript where it says so. Most call recorders produce one. 4. If the answer is cut off, type 'continue'. 5. Move to the next section and check it before you copy anything.

You are my proposal writer. Below is the transcript of a sales call I just had. Turn it into the 7 parts of a one-page proposal. Rules: 1. Use only what is in the transcript. Do not invent prices, dates, results or promises. If a part is not in the transcript, write MISSING and tell me what to ask the client. 2. Part 1 must quote the client's goal in their own words, exactly as they said it. 3. Write at a grade 7 reading level. Short sentences. Plain words. No hype words. No em dashes. 4. Use the client's words for their problem, not mine. Give me these 7 parts, each under its own heading: 1. THEIR GOAL: one sentence in their words, then a short quote from the call. 2. THE PROBLEM: what is in the way and what it costs them, in one or two sentences, in their words. 3. THE PLAN: 3 to 5 steps that take them from the problem to the goal. Outcome first. 4. WHAT THEY GET: the deliverables as a list of plain nouns, one per line. 5. TIMELINE: milestones with dates or durations, only if we said them on the call. 6. INVESTMENT: the price and payment terms exactly as we discussed. If we discussed options, show two at most. 7. NEXT STEP AND START DATE: the one action they take to say yes, and the start date. After the 7 parts, write a 3-line text message I can send with the proposal. Finally, list anything the client asked about or worried about on the call that the proposal still needs to answer. Here is the transcript: [PASTE YOUR TRANSCRIPT HERE]

Why it works: The rules stop the AI from making up prices and promises, and the MISSING flag shows you exactly what to ask the client before you send.

Step 2: check the output in 60 seconds

Before you copy anything into the builder, check: 1. Is the goal in the client's words, as they said it? 2. Does the problem name what it's costing them? 3. Are the deliverables nouns you can count, like 'a landing page' or 'four calls a month', and not 'support' or 'strategy'? 4. Is there exactly one price, and does it match what you said on the call? 5. Is there one next step and one start date? 6. Does anything say MISSING? If so, text the client one question to fill the gap, or cut that line. If the prompt put in a promise you didn't make on the call, delete it.

Why it works: The AI saves the writing time. You still own what the proposal promises.

Step 3: what to type in each box of the builder

Example only. Change everything. Client name: Dana Their goal, in their words: 'I want a full calendar of good calls without chasing people.' The problem: Leads come in but nobody follows up fast, so they go cold. Deliverables (one per line): a follow-up sequence / a booking page / a weekly report Timeline: six weeks, finishing 14 December Investment: $4,000, or two payments of $2,000 Start date: 3 November The builder turns those seven boxes into a one-page draft. Read it once and change anything that doesn't sound like you.

Why it works: A worked example shows the level of detail that works. Their goal stays word for word, and the deliverables stay countable.

The text that sends the proposal

Send it right after you email the proposal, so they know to look. Same day as the call, if you can.

Hey {client_name}, your proposal is in your inbox. It goes from where you are now ({the_problem}) to where you want to be ({their_goal}), with a timeline of {timeline} and a start date of {start_date}. Read it when you have five minutes. If it looks right, reply 'yes' and I'll send the agreement. If anything is off, tell me and I'll fix it.

Why it works: It points to the email, repeats their goal so they hear themselves, and gives one clear next step.

The email that carries the proposal

Subject: {client_name}, your proposal Hey {client_name}, Thanks for the call. As promised, your one-page proposal is attached. The short version: you want {their_goal}. What's in the way is {the_problem}. The plan fixes that in {timeline}, starting {start_date}. Next step: reply 'yes' and I'll send the agreement and the first invoice. If you'd rather walk through it first, pick a time here: [your calendar link]. Talk soon,

Why it works: The email repeats the three things they care about so they can say yes without opening the attachment.

The 3 mistakes that stall proposals

1. Sending it late. The call ends, the proposal takes two days, and the excitement is gone. Send it the same day. With the prompt, the draft takes minutes. 2. Writing about you. Page one is your story, your logo and your process. Start with their goal and their problem, in their words, and keep your history to one line at the end. 3. No next step, or too many. The proposal ends with 'let me know what you think', or it offers three packages and a menu of add-ons. Give one action, one date, and at most two options.

Why it works: These are the three places a good call goes to die after it ends.

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