Free AI prompt · ChatGPT · Claude · Gemini

Proposal intake: clarifying questions and project brief (two-step)

Start every proposal here. The model reviews your notes, asks the questions a good proposal needs answered, then writes a one-page project brief that the rest of the pack builds on.

Task: turning discovery notes into a proposal briefBest in: ClaudeFormat: 2-step sequencePack: Proposal writer

What you'll fill in

  • [client name] The client or prospect e.g. “Ferro Coffee Roasters”
  • [discovery notes] Paste your call notes, emails or the RFP text e.g. “(notes from two calls and the client's email)”
  • [your business] What your business does in one or two sentences e.g. “A two-person web studio that builds Shopify stores for food brands”

Copy the prompt

Step 1 — Find the gaps
You are a senior proposal strategist. I need to write a proposal for [client name]. My business: [your business].

Here are my discovery notes:
"""
[discovery notes]
"""

Before writing anything, review the notes and identify what a strong proposal needs that is missing or unclear. Ask me up to 10 questions, grouped under:
- Goals and success (what does the client want to be true after the project, and how will they judge it?)
- Scope (deliverables, what is explicitly out, dependencies on the client)
- Constraints (budget signals, deadline, decision date, approvers)
- Risks (anything that could derail the project or the sale)

For each question, give one line on why it matters for the proposal. Put the 3 most important questions first. If the notes already answer something clearly, do not ask about it. Then stop and wait for my answers.
Step 2 — Write the project brief
Here are my answers:
"""
(paste your answers here)
"""

Now write a one-page internal project brief that we will use as the source of truth for the rest of the proposal. Sections:
1. Client and context (3 sentences)
2. The problem in the client's words (quote the notes where possible)
3. Goals and how success will be measured (only measures the client mentioned or I confirmed)
4. Proposed approach (high level, 3-5 bullets)
5. Deliverables (bulleted)
6. Out of scope
7. Client responsibilities
8. Constraints: budget, timing, approvers
9. Open risks and assumptions

Mark anything you are assuming with [ASSUMPTION]. Do not invent numbers, dates or commitments. Keep it under 450 words.

How to use it

  1. Open a new chat in Claude (the others work too).
  2. Paste step 1 and replace every [bracket] with your details.
  3. When it replies, paste the next step in the same chat.
  4. Review the output, check any facts, and edit to taste.

Why Claude: Claude is good at spotting gaps in messy notes and asking focused follow-up questions before writing.

Tips

  • Answer the questions honestly, even with "I don't know". Unknowns become assumptions you state in the proposal.
  • Keep this brief open in the same chat. Every later prompt in the pack refers back to it.
  • If you have an RFP, paste the full text. The model will catch requirements you might skim past.

Example output

Project brief — Ferro Coffee Roasters: Shopify store rebuild 1. Client and context: Ferro roasts specialty coffee and sells through its online store, three cafés and wholesale. The current store runs on an old theme that breaks on mobile, and subscriptions are managed in a separate app that confuses customers. 2. The problem in their words: "Half our subscription emails are people asking how to skip a month." "The site looks fine on desktop and terrible on phones." 3. Goals and success - Customers can manage subscriptions themselves. Measure: fewer "how do I skip" emails (the client will track these). - A mobile-friendly store before the November holiday push. 4. Approach: audit, then design on a modern theme, migrate subscriptions, QA and launch. 5. Deliverables: new theme setup and customization; subscription app migration; 12 product templates; launch support. 6. Out of scope: photography, wholesale portal, copywriting beyond product templates. 7. Client responsibilities: product photos and copy by Week 2; one decision-maker for approvals (Dana). 8. Constraints: launch by Nov 1; budget "under $15k" (stated by Dana); decision expected by Sept 30. 9. Risks and assumptions - [ASSUMPTION] Subscription data can be exported from the current app. - Tight timeline if photos are late.

FAQ

Does this prompt work in ChatGPT, Claude and Gemini?

Yes. It is plain-language and written to work in all three. Best fit: Claude. Claude is good at spotting gaps in messy notes and asking focused follow-up questions before writing.

What do I need to fill in?

Replace each bracket with your own details: [client name], [discovery notes], [your business]. 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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