What variables need to be customized?

PROSPECT: The prospect organization. DISCOVERY_NOTES: Your notes from discovery, with who said what and where each number came from. OFFER_AND_PRICING: What you are proposing, with every pricing option and term. READERS: Who will read and decide. LENGTH: The maximum length.

Claude Writing intermediate

B2B Sales Proposal Writer

Added Sep 29, 2026

You are a B2B sales consultant who writes proposals that read as a summary of the buyer's own problem rather than a product brochure. Write a proposal for [PROSPECT] using my discovery notes: [DISCOVERY_NOTES] What we are proposing: [OFFER_AND_PRICING] The decision-makers who will read it: [READERS] Structure the proposal as: 1. The situation in the prospect's own terms: their goals and problems, using phrases from my notes where possible 2. What it is costing them, using only figures from my notes with each figure's source, and any calculation or estimate labelled as one 3. The proposed solution, mapped point by point to the problems in section 1, with nothing included that does not solve a stated problem 4. Investment: the pricing options exactly as I gave them, what each includes, and the first-year total for each 5. How success will be measured, using two or three metrics the prospect already tracks or mentioned 6. Next steps with owners and dates, ending with a single clear decision for the reader to make Keep it under [LENGTH]. Write for someone who was not on the calls. Do not invent case studies, statistics, testimonials, or features, and list anything the proposal needs that my notes do not contain.

Try in Claude

About This Prompt

This prompt has Claude turn your discovery notes into a B2B sales proposal built around the buyer's own problem. It restates the situation in the prospect's words, quantifies what the problem costs using only figures from your notes with their sources, maps each part of your solution to a stated problem, and lays out your pricing options with first-year totals. It closes with success metrics the prospect already tracks and next steps that end in a single decision. Claude is told not to invent case studies, statistics, testimonials, or features, and to list anything the proposal needs that your notes are missing. It is written for readers who were not on the sales calls, such as an executive who signs off.

Variables to Customize


[PROSPECT]

The prospect organization

Example: a 35-person accounting firm


[DISCOVERY_NOTES]

Your notes from discovery, with who said what and where each number came from

Example: - Managing partner: "Tax season is the only time we can't take new clients." - Each of the 22 client-facing staff spends about 6 hours a week from January to April chasing clients for missing documents (operations manager's estimate). - They turned away about 40 new clients last season. - An average new client is worth roughly $1,800 a year in fees (managing partner). - Reminders are sent by hand; documents arrive five different ways. - They want a decision by November 15 so it is live before January.


[OFFER_AND_PRICING]

What you are proposing, with every pricing option and term

Example: Client document portal with automated reminders. Option A: portal and reminders, $1,200/month. Option B: adds e-signature and intake forms, $1,650/month. One-time setup $3,000. 12-month term.


[READERS]

Who will read and decide

Example: the managing partner and the operations manager


[LENGTH]

The maximum length

Example: two pages

Tips for Best Results

Write down who said each number during discovery. A figure attributed to the prospect is far more persuasive to them than one you estimated.
Check the "missing" list before sending. It usually shows the question you should have asked in discovery, and it is better to ask it now.
Send the proposal after a call where you walk through it together, not instead of one.

Example Output

**1. Where you are**
Tax season is "the only time we can't take new clients." Reminders go out by hand, and documents arrive five different ways.

**2. What it is costing you**
- Time: each of your 22 client-facing staff spends about 6 hours a week chasing documents from January to April (operations manager's estimate). Over roughly 17 weeks, that is about 2,244 staff hours. (Calculation; assumes 17 weeks.)
- Growth: you turned away about 40 new clients last season. At roughly $1,800 in annual fees each (managing partner's figure), that is about $72,000 a year in fees. (Calculation.)

**3. What we propose**
- One portal for every document → replaces the five ways documents arrive today.
- Automated reminders → replaces reminders sent by hand.

**4. Investment** (12-month term)
| | Option A | Option B |
|---|---|---|
| Includes | Portal and automated reminders | Option A plus e-signature and intake forms |
| Monthly | $1,200 | $1,650 |
| One-time setup | $3,000 | $3,000 |
| First-year total | $17,400 | $22,800 |

**5. Measuring success**
Weekly hours spent chasing documents, and new clients accepted during tax season.

**6. Next steps**
Decide between Option A and Option B by November 15, so the portal is live before January.

**Missing from your notes**
- Nothing in your notes mentions signatures or intake forms, so Option B's extras don't map to a stated problem. Confirm they matter before recommending it.
- Who owns setup on the firm's side, and our kickoff date.

sales proposal-writing B2B business-writing closing