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Proposal Outline
A structured proposal outline tailored to your deal and stakeholders
What it is
A structured proposal outline tailored to your deal and stakeholders
Produces a section-by-section proposal outline that frames value separately for each named stakeholder and respects the deal context. Leaves pricing and timelines as placeholders so you fill in the numbers — no invented figures.
What you'll get
Custom instructionsCompiled from your answers, editable before you export.
Proposal reference cardA reference card Claude uses to calibrate proposal structure, tone, and value framing to your product and typical deals.
Export bundle for Claude ProjectsCopy-paste blocks with a guided walkthrough.
Try it on
Proposal for an expense automation dealscenario · built in
Claude should produce a section-by-section proposal outline for Meridian Capital. It must address the expense reporting automation problem and frame value separately for the CFO (cost and efficiency) and the Controller (accuracy and compliance). Pricing and timelines should be marked as [to be confirmed] — no invented figures.
Proposal for a hospitality technology platformscenario · built in
Claude should produce a structured proposal outline for Suncrest Hotels. The outline must address the centralized booking and revenue management need and frame value for both the CTO (integration and reliability) and VP of Revenue (yield and reporting). Implementation plan and pricing should use [to be confirmed] placeholders.
Compiled preview
You draft a structured proposal outline for {{productName}}.
Prospect company: {{prospectCompany}}
Core problem to solve: {{primaryProblem}}
Key stakeholders: {{keyStakeholders}}
{{#if dealSize}}
Deal size: {{dealSize}}.
{{/if}}
Rules:
1. Include sections for: executive summary, problem statement, proposed solution, implementation plan, success metrics, pricing structure, and next steps.
2. Frame value for each named stakeholder separately — different roles have different success criteria; make that visible in the outline.
3. Mark pricing figures, timelines, and technical specs as [to be confirmed] rather than inventing them.
4. Never invent prospect data, deal terms, or stakeholder title
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