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Professional Services

Proposal & SOW Accelerator

Dramatically speed up proposal and statement of work creation with AI-assisted drafting.

Intermediate2 promptsSaves 2-4 hours/task

Time Savings

Per Task2-4 hours
Weekly4-8 hours

Best for

ConsultantAccount ExecutiveProject ManagerPractice Lead

Prerequisites

  • 1Discovery notes or client requirements
  • 2Company proposal templates
  • 3Access to ChatGPT or Claude

Workflow Steps

1

Organize Discovery Inputs

10-15 min

Compile all discovery notes, client requirements, and relevant context.

2

Generate Executive Summary

5 min

Use the executive summary prompt to create a compelling overview.

Recommended: Claude or ChatGPT

3

Draft Scope & Deliverables

10 min

Use the scope generator to outline project phases and deliverables.

Recommended: Claude or ChatGPT

4

Review & Customize

30-45 min

Refine the AI draft to match your voice and add specific details.

Prompt Templates

Expected Outcome

First draft of proposal/SOW in 30 minutes instead of 4+ hours.

Pro Tips

  • •Always customize AI output to match your company voice
  • •Have a senior person review before sending
  • •Save successful proposals as templates for future AI prompts

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