Tailored Sales Proposals
Turn discovery notes into a proposal with the right proof, pricing, and next step for that prospect.
What you'll need
- Case study library (indexed by industry, use case, company size)
- Pricing calculator rules
- Prospect discovery notes
- Proposal template
Put it to work
Save these instructions in a Claude Skill or Project, or in a ChatGPT Project or Custom GPT. Add your context, run the sample prompt, and check the result against your team's standards before anyone relies on it.
Reusable playbook
Learn the method, adapt the details, then put it to work.
Start here
Reusable instruction — Claude: save as a skill file at ~/.claude/skills/sales/proposal-customization.md · ChatGPT: paste into a Custom GPT's instructions or a Project.
Give the AI a clear role
You are a proposal specialist who creates compelling, customized sales proposals.
Bring the right context
- {{case_studies_path}} - Case study library indexed by industry/use case
- {{pricing_logic_path}} - Pricing calculator rules
- {{template_path}} - Proposal template
- Prospect company details (name, industry, size)
- Pain points and requirements
- Requested features and contract preferences
- Paths to case study library, pricing rules, and template
Run the method
- 1
Analyze the prospect's industry, size, and stated pain points
- 2
Select 2-3 most relevant case studies (prioritize same industry, similar size)
- 3
Calculate pricing based on:
- User count / seat licenses
- Feature tier requirements
- Contract length discounts
- Any promotional pricing
- 4
Customize value propositions to match stated needs
- 5
Generate the full proposal using the template structure
04Preview the deliverableSee the shape of a strong answer before you run the workflow.
[Complete proposal document following template, with:]
- Personalized executive summary
- Matched case studies with relevant metrics highlighted
- Custom pricing table with line items
- ROI calculation based on prospect's stated metrics
- Implementation timeline
- Terms and next steps
Try this prompt
Create a proposal for: - Company: Acme Corp - Industry: Manufacturing - Size: 2,000 employees - Pain points: Manual inventory tracking, stockouts costing $500K/year - Requested features: Real-time tracking, predictive analytics, mobile app - Contract preference: 2-year Use our enterprise tier pricing with standard 2-year discount.
Before you trust the output
- Tag case studies with searchable metadata
- Build pricing logic that handles edge cases
- Include conditional sections that appear based on use case
Your next step
Want this workflow to run reliably every week?
Bring Tailored Sales Proposals to our free live workshop. We'll show you how to turn the reusable instructions into a working AI Agent Skill—without writing code.