Free guide · works with ChatGPT, Claude or Gemini
Proposal Planning & Scope Kit: a free AI prompt to start
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.
Step 1, free.
Copy this, paste it into your AI, and swap the [BRACKETS] for your own details.
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.
How to get a good answer.
- 01Fill every [BRACKET] with real detail. Vague in, vague out.
- 02Read the answer, then reply with what's wrong or missing. The AI fixes it in seconds.
- 03Check facts, prices and anything legal or safety-related yourself before you use it.
The rest of the workflow.
Step 1 gets you started. The full Proposal Planning & Scope Kit takes you all the way, 14 steps in order:
- 01Intake: Client Ask Snapshot (free above)
- 02Intake: Stakeholder & Decision Profile
- 03Requirements & Scope: Requirement Verifier
- 04Requirements & Scope: Scope Boundary Map
- 05Solution & Pricing: Solution Blueprint
- 06Solution & Pricing: Risk & Assumption Register
- 07Solution & Pricing: Effort & Cost Model
- 08Proposal & Validation: Priced Proposal Draft
- 09Proposal & Validation: Compliance & QA Checklist
- 10Proposal & Validation: Executive Summary Builder
- 11Delivery & Reuse: Objection Playbook
- 12Delivery & Reuse: Follow-Up Sequence
- 13Delivery & Reuse: Proposal Package & Version Log
- 14Delivery & Reuse: Deal Debrief & Template Update
Pay once, keep it. Delivered instantly with a copy button on every prompt.
Questions
Does this work with the free version of ChatGPT?
Yes. The prompt works in the free versions of ChatGPT, Claude and Gemini, on a phone or a computer.
What do I put in the [BRACKETS]?
Your real details: notes, numbers, names, whatever the bracket asks for. The more specific you are, the better the answer.
Is the AI's answer always right?
No. Treat it as a strong first draft: check facts, figures and anything legal or safety-related before you use it.
What's in the full Proposal Planning & Scope Kit?
14 steps run in order, a system prompt that sets the AI up for the job, worked examples, fix-it prompts and a quality checklist. It's NZ$19.50 once, no subscription.
Know someone who'd use this?
Send them the free prompt: