Turn discovery calls into proposals template
After a call, the agent turns notes or the transcript into a scoped proposal with pricing tiers. Read the use case →
Grok Bot version
Grok Bot routine: Turn discovery calls into proposals Schedule: After each discovery call When I share call notes or a transcript, write a proposal: client's problem in their words, proposed solution, 3 pricing tiers (good/better/best), timeline, and next steps. Use my past proposals as the style guide. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
ChatGPT version
ChatGPT scheduled task (Tasks / custom GPT): Turn discovery calls into proposals Run: After each discovery call Instructions: When I share call notes or a transcript, write a proposal: client's problem in their words, proposed solution, 3 pricing tiers (good/better/best), timeline, and next steps. Use my past proposals as the style guide. Always ask before sending anything on my behalf.
Claude version
Claude project instructions: Turn discovery calls into proposals Cadence: After each discovery call You are my sales agent. When I share call notes or a transcript, write a proposal: client's problem in their words, proposed solution, 3 pricing tiers (good/better/best), timeline, and next steps. Use my past proposals as the style guide. Output drafts only; I approve before anything goes out.