Proposal draft from call notes
Turn rough notes into a proposal the same day.
For founders and sales teams
Fill in
{{notes}}your raw call notes{{offer}}what you will deliver{{price}}the price and terms{{company}}your business name
The prompt
Draft a proposal from these call notes.
Call notes:
{{notes}}
What I will deliver: {{offer}}
Price and terms: {{price}}
My business: {{company}}
Structure:
1. What we heard: their situation and goals, in their words where the notes allow.
2. What we will do: scope as a short list of deliverables.
3. What is not included.
4. Timeline with milestones.
5. Price and payment terms, exactly as given.
6. What we need from them.
7. Next step and how long the proposal is valid.
Rules:
- Use only facts from the notes. Where the notes are thin, write [CONFIRM WITH CLIENT] instead of filling the gap.
- Keep it under 500 words.
- Do not add guarantees, results or legal terms I did not supply.
- End with a list of questions I should answer before sending.Example
A real run of this prompt with made-up inputs.
{{notes}}
call w/ Dana Whitfield, Alder Creek Physical Therapy, Tues 2:30. 2 clinics (Bend + Redmond), 9 staff total. site is 6 yrs old, wordpress, she said it "looks like 2016 and nobody can edit it". patients cant book online - they call, front desk drowning. quote: "we lose people who just want to click a time". wants online booking + new site live by start of Jan, they run a new-year resolutions promo every year. has logo + photos from a shoot last spring. no copy written at all. uses Jane App for scheduling already (pretty sure?). google business profile is a mess, 2 listings for Redmond. budget: "under 10k". decision makers = her + biz partner Marcus, he's out until the 20th. didnt discuss hosting. blog maybe later, not now.
{{offer}}
New 8-page website for both locations, online booking connected to their existing scheduling software, copywriting for all pages, Google Business Profile cleanup, and one training session for staff on editing the site.
{{price}}
$8,400 total. 50% ($4,200) to start, 50% on launch. Hosting not included.
{{company}}
Lantern Web Studio
Output
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