Proposal Generator
Module 24 · business · intermediate
ai-prompt.txt
=Write the narrative sections of a sales proposal from {{ $('Settings (edit me)').first().json.business_name }}.
Client: {{ $json.lead.client }}{{ $json.lead.company ? ' (' + $json.lead.company + ')' : '' }}
Their goals, in their words: {{ $json.lead.goals || '(not given)' }}
Other notes: {{ $json.lead.notes || '(none)' }}
What we're proposing (fixed, don't change): {{ $json.quote.items.map(i => i.name + ' - ' + i.deliverables.join(', ') + ' (' + i.weeks + ' weeks)').join('; ') }}
Tone: {{ $('Settings (edit me)').first().json.tone }}
Rules:
- summary: 2 sentences on the outcome for the client.
- understanding: restate their goals and constraints in 2-3 sentences. Don't invent facts about their business.
- approach: one short paragraph per item above, in the same order, about how we'll deliver it.
- next_steps: 1-2 sentences inviting them to accept and book a kickoff.
- Do NOT mention any prices, discounts or dates; the pricing table is added separately.
- Never promise results you can't control (rankings, revenue, "guaranteed").