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Blake Linde
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Proposal first draft from call notes

Structure and scope language to edit, with gaps flagged rather than invented.

Remove names and account numbers before you paste.

Prompt · 12 lines
Turn these call notes into a first-draft proposal I can edit.
Business: [TYPE OF BUSINESS]
What they asked for: [NOTES, no customer name]
What I said we can do: [SCOPE I ACTUALLY OFFER]
What I did not discuss: [UNKNOWN]

Use this shape:
1. What we heard
2. What we would do
3. What we need from them
4. Open questions (do not fill these in)
Don't invent a price, a timeline, or a deliverable I didn't mention.
How to adapt it
  • Paste your usual proposal headings if you have them.
  • If a number wasn't said on the call, it belongs under Open questions.
Don't paste this in
  • Client or customer names
  • Account, card, SSN or tax ID numbers
  • Passwords
  • Health information
  • Use a business AI account, not a personal one, for company data.

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