☕🤖Tutorial: Close Clients 2x Faster With AI (Proposal Engine)
PLUS: All prompts to create the perfect AI Proposal Engine...
Hey AI Breakers 👋
Most proposals lose for one dumb reason: They’re generic.
But clients don’t want fluff.
They want clarity:
Do you understand my problem?
Do you have a plan?
Can you prove it?
What happens next?
In today’s guide, you’ll build an AI Proposal Engine that turns messy notes, calls, or emails into a clean, client-ready proposal in under an hour.
Let’s build it 👇
🌟 The Goal
By the end of this, you’ll be able to:
✅ Turn any discovery call into a proposal in 15–30 minutes
✅ Make every proposal feel custom, not templated
✅ Add stronger positioning and proof without extra work
✅ Reduce back-and-forth with clearer scope + deliverables
✅ Increase close rate with a better “decision path”
🧠 What Great Proposals Actually Do
A proposal isn’t a document.
It’s a decision device.
The best proposals do 5 things:
Re-state the client’s situation better than they can
Diagnose the real bottleneck (not symptoms)
Present a simple plan with milestones
Define scope so there’s no confusion later
Make the next step feel obvious and low friction
We’ll build that as a repeatable system using prompts 👇
🚀 Prompt #1 - The Client Diagnosis (turn chaos into clarity)
Before you pitch a plan, you need to prove you understand the problem.
This is where most proposals fail:
They jump straight to deliverables without showing insight.
Use this prompt right after a discovery call or when a client sends a messy email. It will turn raw notes into a clean “what’s happening + why” diagnosis.
Prompt:
You are a senior consultant who turns discovery notes into clear client diagnosis.
Context:
Client name: [Client]
Industry: [Industry]
Goal: [What they want]
Constraints: [budget, timeline, team, tools]
Here are my discovery notes / transcript:
[Paste notes]
Deliver:
- Executive summary (2–4 sentences)
- Current situation (what’s happening now)
- Key challenges (ranked)
- Root cause diagnosis (what’s actually causing the issues)
- Opportunities (quick wins + strategic wins)
- Success metrics (what we will measure)
Make it clear, specific, and written like a real consultant. No buzzwords.💡 Tip: If you don’t have notes, paste the client’s website + a short summary of what you observed.
🧭 Prompt #2 - The Strategy Blueprint (plan that feels premium)
Now that you have the diagnosis, you need a plan that feels:
structured
realistic
measurable
easy to say yes to
This prompt creates a strategy section that reads like a $10K proposal without being bloated.
Prompt:
Act as a senior strategist.
Using this diagnosis:
[Paste output from Prompt #1]
Create a proposal-ready strategy plan.
Include:
- Objective (1 sentence)
- Strategy pillars (3–5 max)
- For each pillar:
--- what we’ll do
--- why it matters
--- expected impact
- Timeline overview (Week 1–4 or Month 1–3)
- Assumptions (what must be true for this to work)
Make it concise and specific. Write like you’re presenting to a founder who wants clarity.🧠 Tip: Ask it to include “what we’re NOT doing” to increase trust and reduce scope creep.
📦 Prompt #3 - The Scope Builder (deliverables that prevent scope creep)
A huge reason proposals create problems later is vague scope.
You need deliverables that are:
clear
measurable
and hard to misunderstand
This prompt turns strategy into a clean scope with deliverables, responsibilities, and what’s excluded.
Prompt: