Prompt details

Tested on

Claude Opus 5.5

Length

570 words · 3 fill-ins

Example input

[Discovery call notes]: Call w/ Dr. Lena Ortiz + Carla (office mgr), Ortiz Family Dental, 2 locations (Eastside + Riverside), 6 dentists total - site ~8 yrs old, WordPress, built by her nephew. slow on phones, "looks dated" - losing new patients to Brightsmile (competitor) who has online booking. Carla: phones ring nonstop 8 to 10am, front desk can't keep up - want: online booking (they use Dentrix, asked if it connects?), new patient forms online instead of the PDF they print, Spanish version (about 35% of patients prefer Spanish), both locations, insurance accepted page, reviews - get ~25 new patients/month across both now, want 40 - budget: "I don't know, my friend paid 15 for hers?" Carla mentioned 12 to 20 - want it live before their new hygienist starts in about 3 months - Dr Ortiz will write bios? Carla will get photos? unclear - decision: Dr Ortiz + her partner Dr. Kim sign off - worried about getting stuck with an agency they can't reach

[Your services, rates and terms]: Two-person studio: me (strategy, design, project lead) and my partner (development). Rate: $110 an hour. Typical packages: site rebuild $9,000 to $14,000. Add-ons: online booking setup $1,500 to $3,000 depending on the system; Spanish version: client supplies the translation or we coordinate a translator at cost plus 6 hours of our time; online forms setup $1,200. Care plan $250 a month (hosting, updates, backups, 2 hours of edits). Terms: 40% deposit, 30% at design approval, 30% at launch. Two rounds of revisions per phase. Proposals valid 30 days.

[Past results to cite]: Riverbend Chiropractic: rebuilt site with online new-patient forms; form submissions went from 18 to 41 a month within 4 months of launch. Maple Street Veterinary: mobile page load went from 6.1 seconds to 1.4 seconds after the rebuild, with online booking through their scheduling system. Both clients are still on our care plan.

Example output

Proposal: New Website for Ortiz Family Dental

Prepared for Dr. Lena Ortiz, Dr. Kim and Carla, Ortiz Family Dental (Eastside and Riverside)

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1. Executive summary

Your website is about eight years old. It is slow on phones and, in your words, "looks dated." You are losing new patients to Brightsmile, which offers online booking. Your phones ring nonstop from 8 to 10am, and your front desk can't keep up. You see about 25 new patients a month across Eastside and Riverside, and you want to reach 40. You want the new site live before your new hygienist starts, about three months from now.

We propose rebuilding your site so it works well on phones and serves both locations in English and Spanish. It will include new patient forms online instead of the printed PDF, an insurance accepted page and your reviews. We will also set up online booking if Dentrix supports it. We will confirm that before you commit to that part.

Our recommended option fits within the range Carla mentioned. We are a two-person studio, so you will work directly with the two people building your site, and you will own everything we make.

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2. Goals and scope

Goals

Goal	How we'll measure it
Grow from about 25 to 40 new patients a month across both locations	This is your target. We can't promise it. We will set up tracking for online bookings and form submissions so you can see what the site contributes.
Take pressure off the phones from 8 to 10am	Count of online bookings and form submissions. We can only track these on the site; you track phone volume.
A site that is fast on phones	We test mobile load time on your current site in week 1 and again at launch, so you see the before and after.
Serve patients who prefer Spanish (about 35%)	Every patient-facing page and form available in Spanish (Options B and C).
Live before your new hygienist starts	Launch by week 12 if the client deliverables below arrive on time. [confirm: hygienist start date]

In scope (Option B, recommended)

1. A new, mobile-first website design: homepage plus page templates, with two rounds of revisions.

2. Up to 12 pages in English, including:

- Home

- About

- Our dentists

- Eastside location

- Riverside location

- Services

Claude Opus 5.5

Business Proposal – Business proposal prompt for ChatGPT and Claude

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Claude Opus 5.5

This prompt turns your discovery call notes into a client-ready proposal. Paste the notes, your rates and past results; you get scope, a timeline, three priced options, terms, a cover email and open questions.

What you get

An executive summary in the client's own words, before anything about you
Scope with an explicit out-of-scope list, and a phased timeline with what the client provides
Three priced options from your rates, with the middle one recommended
Terms, next steps, a cover email and the questions to settle before sending

How to use it

1
Paste your call notes as they are
Include the client's words, numbers, budget hints, deadline and worries. Their own phrases are what make the summary land.
2
Settle the open questions
Answer each [confirm] item with the client or yourself before the proposal goes out. Never send it with a placeholder in it.
3
Send it while the call is fresh
Send the proposal with the cover email within a day or two of the call, and book a time to walk the client through it.

Better results

Put the client's budget hint in your notes, even a vague one. The options are built around it, and the answer says plainly if the wish list does not fit.
Add past results with real numbers. The proposal cites them as what happened for those clients, never as a promise.
Follow up with: "Write the change request form for this project." It protects the scope you just set.

Questions

How do I use ChatGPT to write a business proposal?

Give ChatGPT or Claude your discovery call notes, your services and rates, and past results, then ask for a proposal with scope, out-of-scope items, a timeline, priced options and terms. Check every price and date before sending, because the client will hold you to them.

What should a client proposal include?

A client proposal should include the client's problem in their words, goals, in-scope and out-of-scope deliverables, a timeline with what the client must provide, priced options, assumptions, payment terms and how to accept. A short cover email makes it easy to say yes.

Should a proposal include three pricing options?

Three options often help: a lean one for a tight budget, a recommended middle option and a fuller one. The client compares choices inside your offer instead of only against other firms. Each option should say clearly what is not included.

Can AI write proposals for freelancers?

Yes, AI drafts freelance and agency proposals well from your notes and rates. Tools such as Proposal Genie focus on marketplace bids, while this prompt writes full project proposals for direct clients, with scope limits and priced options.

Updated 8 Nov 2026