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EEThe Enterprise Engine

Proposal Planning & Scope Kit

Turns messy client asks into verified requirements, a locked in-scope/out-of-scope matrix, a defensible solution plan, and a priced proposal with a ready follow-up sequence. Every step yields a named artefact you can send or use internally, from first intake through post-deal reuse.

  • 14 steps
  • Instant delivery
  • ChatGPT · Claude · Gemini

Try step 1 free.

Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 13 steps, examples and checklist unlock after purchase.

Intake: Client Ask Snapshot

[CLIENT RAW NOTES/EMAILS/BRIEF] [KNOWN CONTEXT] [INITIAL CALL NOTES] [ATTACHED MATERIALS/URLs] [YOUR AGENCY OFFERINGS] [DATES/DEADLINES] [ANY NON-NEGOTIABLES]
Act as a capture lead and condense messy inputs into a clear, decision-ready Intake Brief we can verify with the client.
Work through it like this:
1) Extract the stated objectives, problem, audience/users, and any explicit deliverables or exclusions. 2) Pull constraints (time, budget signals, approvals, tech, brand, legal), success criteria, and decision drivers (why now, what matters most). 3) Normalise into crisp statements; avoid solutioning unless the client stated it. 4) Identify unknowns and risky assumptions; propose the minimum set of clarifying questions. 5) Timestamp, assign short trace IDs (OBJ-#, REQ-#, Q-#, ASM-#), and note source snippets for evidence.
Give me the output as:
Intake Brief v1 with sections: Overview; Stated Objectives (OBJ-#); Current State; Constraints; Known Requirements (REQ-#, verb-noun form); Success Criteria (measurable); Decision Drivers; Key Dates; Inputs Provided; Assumptions to Validate (ASM-#); Open Questions (Q-#); Risks/Flags; Next 3 Actions (owner/date). Include a compact table mapping ID | Statement | Source.
Quality bar: A new team member could read this alone and run a client playback without guessing—no invented facts, each point traceable to a source.
If information is missing, mark it MISSING in-line and list targeted clarifying questions under Open Questions.

What's inside.

A system prompt, then 14 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.

  1. 01Intake: Client Ask Snapshot
  2. 02Intake: Stakeholder & Decision Profile
  3. 03Requirements & Scope: Requirement Verifier
  4. 04Requirements & Scope: Scope Boundary Map
  5. 05Solution & Pricing: Solution Blueprint
  6. 06Solution & Pricing: Risk & Assumption Register
  7. 07Solution & Pricing: Effort & Cost Model
  8. 08Proposal & Validation: Priced Proposal Draft
  9. 09Proposal & Validation: Compliance & QA Checklist
  10. 10Proposal & Validation: Executive Summary Builder
  11. 11Delivery & Reuse: Objection Playbook
  12. 12Delivery & Reuse: Follow-Up Sequence
  13. 13Delivery & Reuse: Proposal Package & Version Log
  14. 14Delivery & Reuse: Deal Debrief & Template Update

The details.

WHO IT'S FOR

Service businesses and agencies that receive vague client requests and must turn them into clear, signable proposals.

WHAT YOU'LL MAKE

  • Intake Brief (from Step 1)
  • Verified Requirements Log (from Step 3)
  • In/Out Scope Matrix (from Step 4)
  • Solution Blueprint (from Step 5)
  • Effort & Cost Model with price (from Step 7)
  • Final Proposal Package & Version Log (from Step 13)

HOW IT WORKS

If time is tight, complete Steps 1–4 to lock requirements and scope, then jump to Step 7 for a defensible price and Step 8 for a client-ready draft.

14 steps, each building on the last: Intake: Client Ask Snapshot → Intake: Stakeholder & Decision Profile → Requirements & Scope: Requirement Verifier → Requirements & Scope: Scope Boundary Map → Solution & Pricing: Solution Blueprint → Solution & Pricing: Risk & Assumption Register → Solution & Pricing: Effort & Cost Model → Proposal & Validation: Priced Proposal Draft → Proposal & Validation: Compliance & QA Checklist → Proposal & Validation: Executive Summary Builder → Delivery & Reuse: Objection Playbook → Delivery & Reuse: Follow-Up Sequence → Delivery & Reuse: Proposal Package & Version Log → Delivery & Reuse: Deal Debrief & Template Update. Includes two worked examples, fix-it prompts and a quality checklist.

WHAT IT WON'T DO

This kit won’t replace legal, financial, or technical certifications; consult qualified professionals for contractual terms, regulatory compliance, or specialised engineering sign-off.

DELIVERY

Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.

This is a prompt toolkit you run yourself, not software or professional advice.

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