promptsforbusiness
Free AI prompt · ChatGPT · Claude · Gemini

Proposal executive summary

Use this to write the most-read page of your proposal: a short executive summary that shows you understand the client's problem, states the outcome and gives the investment, so a busy decision-maker can say yes from one page.

Task: writing a proposal executive summaryBest in: AnyFormat: single promptPack: Proposal writer

What you'll fill in

  • [project brief] Your project brief (from the intake prompt) or detailed notes e.g. “(paste brief)”
  • [investment summary] Your price or price range and payment terms. The model will not make these up. e.g. “$12,800 fixed fee, 50% to start, 50% at launch”
  • [decision maker] Who will read this and what they care about e.g. “Dana Ruiz, Head of Operations. Cares about launch date and less support email.”

Copy the prompt

The prompt
You are an expert proposal writer. Write the executive summary for my proposal, based on the project brief below.

The reader: [decision maker]
Investment: [investment summary]

Project brief:
"""
[project brief]
"""

Structure (about 250-300 words total):
1. Opening (2-3 sentences): their situation and problem, in their language. Show we listened. Do not start with "We are pleased to submit" or anything about us.
2. What success looks like: the 2-3 outcomes they care about, framed as what will be true for them after the project.
3. Our recommended approach: 3-4 short bullets, in plain language.
4. Timeline and investment: one or two sentences with the key date(s) and the investment exactly as I gave it.
5. Next step: one sentence telling them exactly how to proceed (e.g., reply to approve, sign by a date to hold the schedule).

Rules:
- Do not invent statistics, guarantees or results. If a benefit depends on the client, phrase it honestly ("designed to reduce...").
- Write for a busy reader who may only read this page.
- Active voice, short sentences, no jargon.

Then give me 3 alternative proposal titles that lead with the client's outcome, not our service.

How to use it

  1. Open a new chat in ChatGPT, Claude or Gemini (the others work too).
  2. Paste the prompt and replace every [bracket] with your details.
  3. Review the output, check any facts, and edit to taste.

Why Any: All major models write strong summaries when given a good brief. Claude and ChatGPT tend to be the most concise.

Tips

  • Write the summary after the scope and pricing are settled, so it matches the rest of the document exactly.
  • Read it aloud as if you were the client. Any sentence about you that does not help them can usually go.
  • Keep the investment figure identical everywhere it appears. Mismatched numbers erode trust fast.

Example output

Executive summary Ferro's customers love the coffee but struggle with the store, especially on their phones. Today, half of your subscription emails come from people asking how to skip a month, and the site breaks on mobile right when holiday traffic picks up. What success looks like - Subscribers can pause, skip or change their order themselves, without emailing your team. - A fast, mobile-friendly store that is live before your November holiday push. - A setup your team can update without a developer. Our recommended approach - Audit your current store and subscription data in Week 1. - Rebuild on a modern Shopify theme designed around your best sellers. - Move subscriptions to a self-service app, migrating existing subscribers carefully. - Test thoroughly on phones and launch with a week of hands-on support. Timeline and investment The project takes six weeks, with launch on or before November 1. The investment is $12,800 as a fixed fee: 50% to start and 50% at launch. Next step Reply to approve by September 30 and we will hold the October schedule and send the kickoff agenda. Title options 1. A store that runs itself this holiday season 2. Self-service subscriptions and a mobile-ready Ferro store 3. Fewer support emails, more subscribers: Ferro store rebuild

FAQ

Does this prompt work in ChatGPT, Claude and Gemini?

Yes. It is plain-language and written to work in all three. Best fit: Any. All major models write strong summaries when given a good brief. Claude and ChatGPT tend to be the most concise.

What do I need to fill in?

Replace each bracket with your own details: [project brief], [investment summary], [decision maker]. The more specific your input, the more useful the result.

Is this prompt free?

Yes. Copy it above and use it as often as you like. It is one of the free samples from the Proposal writer pack.

Will I get the same result as the example?

No. The example was made for a fictional business to show the shape and quality of the output. Your result depends on your input and the model, so review and edit before you use it.

Do I need a paid AI plan?

Usually not. Free plans handle most prompts. Paid plans help when you paste in long documents or run a long multi-step sequence in one chat.

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