Crafting a proposal isn’t always quick and easy.
Most of the time, especially for established businesses, you follow a long template that you have to fill out completely to make sense of everything.
But here’s the thing.
We’re not all like that.
Sometimes we just need something quick like a one-pager, maybe you’re just starting out and you need a proposal guide, or maybe you’re bulk-sending proposals as part of your lead generation strategy.
That’s why we’ve engineered a cool prompt that can fill in the blanks for you.
All you need to do is enter your details and your customers, and boom.
Proposal ready.
In today’s guide, we’re looking at crafting proposals with ChatGPT, and what you can do to leverage them for your company’s growth.
Let’s begin.
What Will I Be Using This For?
This guide is designed for:
- Startups that need a quick proposal template
- Businesses that deal with custom products
- People looking to build a templated deck and need a starting point
- Lead generation masters that need a proposal generator to send proposals en masse
It was one of our more versatile prompts at BAMF given how much tweaking you can do to it and its different use cases.
Towards the end of the guide, we’ll even give you examples of how to use the outputs to build other marketing and sales materials.
Read more: How to Write LinkedIn Connection Request Messages with ChatGPT
The Prompt for Proposals with ChatGPT
I am a *what do you do for a living* from *your company name* that needs to write a one-page proposal for a prospective client in the *what is their industry, their company name is prospect’s company name*. Their current pain points are *add a few pain points that they have here*. Do note that they did not explicitly state these pain points.
I am able to provide:
– *your service 1*
– *your service 2*
– *your service 3*
The characteristics of my brand (and the voice that should be used) are the following:
– *your brand characteristic 1*
– *your brand characteristic 2*
– *your brand characteristic 3*
Please provide:
– an introduction
– objective and problem statement
– proposed solution
– timeline and deliverables
– budget or cost
– my expertise or experience
– a CTA
– a closing that will help me close the deal
It needs to be concise and persuasive, and easily deployable as a single-page PDF which I will be adding personalization to later. Keep things concise, actionable, use bullet points and tables whenever necessary. Add plenty of areas where I can add customization/personalization.
As usual, we added as much context as we can, but this time, since we will be representing an organization, we added personalization tokens for that as well.
There’s a focus on pain points here since you want to show your client that you can solve a problem.
Be comprehensive with this section.
Next up, you’ll notice the line “Do note that they did not explicitly state these pain points.” we added this line because we wanted to make sure that in case you would use this for bulk proposals, it didn’t end up producing an output making it feel like there was an initial sales discovery call.
We moved on to talk about the services that we could provide, you can change these out depending on the client, but be sure to keep the brand voice consistent for all your proposals.
Finally, we got to the instructions, we decided to ease up on limitations here to give it some “wiggle” room. However, during testing, we discovered that it performed consistently.
The Output
For this particular sample, we used the following prompt:
I am a digital marketer from XYZ marketers that needs to write a one-page proposal for a prospective client in the SaaS space, their company name is ABC Software. Their current pain points are their inability to maintain stable stream of leads, a lack of lead nurturing and a robust sales pipeline. Do note that they did not explicitly state these pain points.
I am able to provide:
– lead generation services
– social media management
– LinkedIn services
The characteristics of my brand (and the voice that should be used) are the following:
– no nonsense
– confident
– data-driven
Please provide:
– an introduction
– objective and problem statement
– proposed solution
– timeline and deliverables
– budget or cost
– my expertise or experience
– a CTA
– a closing that will help me close the deal It needs to be concise and persuasive, and easily deployable as a single-page pdf which I will be adding personalization to later. Keep things concise, actionable, use bullet points and tables whenever necessary. Add plenty of areas where I can add customization/personalization.
Here’s what we got.
It easily incorporated bullets and tables, this makes the data presentation easier for the reader’s eyes.
Lastly, sealing the deal.
Here’s where you can have fun with your personalization.
Feel free to add a case study here if you want to for added social proof.
Converting the Proposal
For starters, you’ll have to customize it.
This just goes beyond adding your letterhead, saving it as a PDF, and sending it out via email.
You really need to get into it and edit it so it sounds like it’s written in your organization/brand’s voice, only then can you start incorporating colors, and other visual elements.
However, don’t just stop at proposal letters.
You can easily turn this into a quick deck.
Take out the relevant sections from the proposal letter, give each a section in a branded deck, and then use it either to present to your client or as an appendix to your initial letter.
The possibilities are indeed endless because you now have the “meat” of your USP for your prospect.
You can even use this as a basis for a quick video pitch if you want, as most of it can be used as a script.
Read more: How to Get LinkedIn Top Voice: The Science Behind the Community
Takeaways
Sooner or later, you’re going to need to create your own template decks – something more robust that has your brand colors and all the information a potential client will need.
If you leverage this prompt well, you have the building blocks for your template deck.
But what happens when you run across a client that wants a custom solution?
Nothing to fear.
You can still use the prompt here.
In everything that you do with AI, whether it be proposals with ChatGPT or anything else for that matter, make sure that you insert as much personalization as you can. That’s the only way to make a connection with your audience.
Stay Golden folks.
