Skip to content
Tip 44 of 72Habits, team and depth

Build Proposals from Client Words

Start every proposal from what the prospect said they need, in their own words.

The proposals that win sound like the client wrote half of them. They name the problem the way the client named it on the call, not the way your template does.

If your discovery calls run through a connected meeting tool such as Granola or Fireflies, those words are already in Armbrain. Start there.

Then read it as the client would. Every need they raised should have an answer, and nothing should be in there that they did not ask for.

The draft stays with you until you send it. For the full path from first call to kickoff, see Armbrain for new business.

Try it

  • Armbrain, draft a proposal for Fieldstone Software from the needs they raised on our calls, in my voice, with three options, what each includes and excludes, and the risks. Leave prices blank for me.

  • Armbrain, which needs from our calls does the Fieldstone Software proposal draft not answer yet?

Prompt of the day

Collect the needs in their words

Change these first:

PROSPECTCOMPANY = Fieldstone Software PROSPECTCONTACT = Maya Armbrain, from my two calls with PROSPECTCONTACT at PROSPECTCOMPANY, list what they said they need, in their own words, so I can build the proposal.

Why it works: Quoting the prospect keeps the proposal anchored to their problem, and it gives you a checklist to confirm every need has an answer.