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Sales

Turn Call Notes into Proposal

Draft a clean proposal from rough notes so follow-up happens while context is fresh.

$5910 min setupUpdated Mar 25, 2026
Generic AgentClaude-Style WorkflowChatGPT Project

Install

Ready to use in your workflow

Buy once, unlock the install guide, and keep the protected package files in your dashboard.

What you get

  • Proposal draft with scope and outcomes
  • Assumptions and open questions
  • Suggested timeline and next step
  • Cleaner handoff into pricing review

What it does

This skill takes rough discovery notes and turns them into a proposal draft that feels deliberate instead of improvised. It pulls the actual client goals out of a messy conversation, turns them into a clear scope, and highlights assumptions before they become delivery problems.

It works best for service businesses, agencies, and consultancies that need to move quickly after calls without losing nuance.

Who it is for

  • Founders selling services directly
  • Agencies sending proposals every week
  • Consultants who want cleaner post-call follow-up

Requirements

Call notes or transcript

Discovery notes, transcript export, or summary bullets

Service context

Your offer, deliverables, and preferred proposal structure

Pricing guidance

Optional. Used to shape the framing, not calculate final price.

Sample output

Project: Landing page reposition + paid acquisition support
Scope: Messaging strategy, page outline, ad concepting, weekly review loop
Assumptions: Client owns design implementation, analytics access available
Next step: Confirm timeline and target launch window before pricing finalization.

What's in this pack

7 layers of value, not just a prompt

✓

Outcome definition

What exact job this pack solves

✓

Operating instructions

Step-by-step workflow the agent follows

✓

Input contract

Required and optional fields defined as a schema

✓

Output contract

Exact output structure the agent must return

✓

Worked examples(5 files)

3 good, 2 bad, and 1 edge-case scenario

✓

Test & eval set

Bundle option

Founder Growth Pack

This pack is also included in Founder Growth Pack, which groups related workflows for a faster setup.

View bundle

Related packs

Keep the workflow moving.

Verified

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Qualify Inbound Leads

Score inbound leads for fit, urgency, and next step so reps or founders know where to spend attention first.

Founding price: $4910 min setup13 filesBundle eligible
Generic AgentClaude-Style WorkflowCodex-Style Workflow
View pack

Test cases with expected outputs and pass/fail criteria

✓

QA checklist

Human review checklist for output quality

FAQ

Will this generate pricing automatically?

No. It frames the proposal so pricing can be added deliberately by a human operator.

Can it handle transcripts instead of notes?

Yes. It is especially useful when a transcript is too noisy to turn into a proposal manually.

Curated

Ops

Meeting Prep Brief

Create a prep brief with context, goals, risks, and suggested questions before customer, candidate, or internal meetings.

Free6 min setup3 filesBundle eligible
Generic AgentClaude-Style WorkflowChatGPT Project
View pack
Verified

Research

Research Prospects Before Outreach

Generate a prospect brief with company context, angles, red flags, and a suggested opener before writing outreach.

Founding price: $3915 min setup13 filesBundle eligible
Generic AgentClaude-Style WorkflowMCP-Friendly
View pack