BUSINESS TEMPLATE · T18

Proposal Outline

Structures a clear proposal.

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Customer objective

What result is the proposal intended to help create?

ExampleCreate a consistent onboarding process across three locations.

Scope

What work is included?

ExampleDiscovery, process design, SOP, training.

Deliverables

What tangible outputs will be provided?

ExampleOnboarding map, SOP, checklist, manager training.

Timeline

Use only dates or durations you can commit to.

ExampleKickoff Oct. 5; target completion Nov. 2.

Responsibilities

Clarify what each side must provide.

ExampleClient supplies current documents and staff availability.

Price / terms

State the actual commercial terms.

Example$8,500; 50% at kickoff, 50% at completion.

Evidence

What proof supports your ability to deliver?

ExampleRelevant case study and implementation example.

Next step

What should the buyer do to proceed?

ExampleApprove proposal and schedule kickoff.

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.