AI Agency Proposal Generator
The AI Agency Proposal Generator automatically converts client briefing notes into a structured, professional consultancy proposal by analysing the client’s ...
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Instructor
David Tainsh
Course details
Lectures
:
3
Level
:
Beginner
- Description
- Curriculum
- Reviews
AI Agency · Proposal Generator · Free course
Do you want your proposal in their inbox before lunch, written from the call you just had?
Record the discovery call with a free notetaker, paste the transcript into one prompt, and send a full consultancy proposal the same day — diagnosis, scope, phases, timeline and price.
- Same dayNot Thursday. While the conversation is still live in their head.
- Their wordsThe proposal quotes the client back to themselves, because it was written from what they actually said.
- Nothing to installOne page of your own facts, and a recording of a call you were having anyway.
Why the proposal loses
You didn't lose that deal on price. You lost it on Thursday.
The call went well. They asked the right questions, you said you'd get something over, and then it sat there — because a proposal takes two or three hours you didn't have that week. Four things go wrong between the call and the send, and none of them is your writing.
- ×You listen, or you write
You cannot capture what someone said and follow what they meant at the same time. One of the two always loses, and it is usually the listening.
- ×Six bullets, four days later
The proposal gets built from a fragment, on the evening you finally have three spare hours — by which point two competitors have already replied.
- ×Their best line is gone
The sentence where they diagnosed their own problem was an aside. Asides never survive into notes, and that one was the whole proposal.
- ×So you describe your services
Because it is the only thing left you can still remember accurately. And a proposal that describes services is a price list with a cover page.
Fix the first one and the other three stop happening. That is the entire course.
The trap
A template is not a proposal.
A proposal template gives you the shape and leaves you the hard part — knowing what this particular client actually needs. That knowledge was in the call, and by the time you open the template it has already leaked away.
A template
- The same document every time, with the names swapped
- Written from memory, so the details drift
- Priced at whatever number felt safe on the night
- Describes what your agency does
- Still takes two to three hours to fill in
A recorded call
- Every proposal built from what this client actually said
- Nothing drifts, because nothing is being remembered
- Priced against the figure they gave you out loud
- Diagnoses their problem, in their own language
- Twelve minutes, most of it spent reading
The anatomy
Every proposal is the same eleven parts.
Learn what each part is doing and you can tell instantly when a draft is thin. The generation prompt states all eleven, so changing the structure to suit how you sell means changing one line.
- 1Opening & summary
Who it is for, and the whole engagement in a paragraph — written for the person who reads nothing else.
- 2Their situation
Their business as they described it. This is the part that proves you were listening.
- 3The diagnosis
Why the problem is happening, as opposed to what they told you. This section is what earns the fee.
- 4The recommendation
What you propose, and why it follows from the diagnosis rather than from your service list.
- 5Scope, phases & timeline
What is included, how it runs in order, and something measurable happening early.
- 6Investment & next step
The number, the payment schedule, what is excluded — and one action, not three.
The section that changes everything
The client already knows what is wrong. They don't know why.
If your proposal tells them what they told you, in tidier sentences, you have written a transcript and attached a price to it. The diagnosis section is where a proposal stops being a quote — and it is the first thing that thins out when you are writing at eleven at night.
What they say
The symptom
- "Lead generation is inconsistent"
- "We get traffic but nobody enquires"
- "Sales spend all day chasing"
What you write
The cause
- No always-on channel, so volume tracks referral timing
- No capture layer against a four-month buying cycle
- No automation, so team capacity caps the pipeline
Why it works
The reframe
- Names something they had not articulated
- Cannot be argued with — it came from their own call
- Justifies a number without you defending it
On the demo call, the client says "referrals mostly — which is great until it isn't." That is the diagnosis, buried in an aside. It is in the transcript. It would never have been in anybody's notes.
How it runs
Record it. Paste it. Send it.
Two prompts you run once for your agency, then four you run on every opportunity. There is no knowledge base to configure and nothing that breaks when a tool updates.
Once
Write your facts sheet
One page: your services, the problems clients describe out loud, what you deliver and what you charge. You paste it alongside every transcript from then on.
On the call
Record it
A free notetaker joins, transcribes and costs nothing. You get the numbers said out loud, and otherwise just have the conversation.
+ 2 minutes
Debrief and diagnose
Two prompts turn the transcript into a summary, a list of everything you forgot to ask, and the sentence your proposal will open with.
+ 5 minutes
Generate the proposal
One prompt, using the transcript and your facts sheet. Eleven parts, priced from your own ranges, with any budget gap named rather than hidden.
+ 20 seconds
Check it, then send
A final prompt audits every claim against the transcript. On the demo run it caught six things, including a system the client never mentioned.
The commercial bit
When the right scope costs more than they said they'd spend.
Most AI proposal workflows quietly price to whatever number the client mentioned. You either leave money on the table or agree a scope you cannot deliver profitably — and you find out in week six. There are three ways to handle it, and only one of them survives.
- ×Discount it
Same scope, smaller number, thinner margin. It teaches the client your first number was never real, and every future proposal gets negotiated.
- ×Quietly cut the scope
The number fits but the diagnosis no longer does. They buy something that cannot deliver the outcome you just described to them.
- ✓Split the commitment
Full scope stated at its real cost, with a first stage sized to their stated budget that delivers something measurable. The second decision gets made on evidence.
The prompt does this for you, because the budget figure was captured from the call in the first place.
The three lessons
Theory. Recording. Generation.
Fifteen slides each, with a three-page SOP and prompt sheet behind every one.
Lesson one
Why proposals win
- Why good agencies lose winnable work
- Diagnosis versus description
- The eleven parts and what each does
- Your one-page agency facts sheet
Lesson two
Record the call
- Fathom or Otter, and why it matters
- Telling the client, without the awkwardness
- The questions that must be said out loud
- Debrief and diagnosis prompts
Lesson three
Generate and send
- The generation prompt, line by line
- Handling the budget gap honestly
- The check that runs before you send
- Formatting and getting it out
The tool question
Fathom or Otter — and why the free plans are not equal.
Both record and transcribe. Only one of them fits a discovery call on a free plan, and the difference will cost you the part of the conversation that sets your price.
Fathom — start here
- Unlimited recording and transcription, free
- Zoom, Google Meet and Microsoft Teams
- No time limit, no card, storage included
- Summaries are capped — irrelevant, you want the transcript
Otter — careful on free
- 300 transcription minutes a month
- Capped at 30 minutes per conversation
- A 45-minute call stops transcribing at 30
- Which is usually right where budget comes up
Neither is affiliated with us and you do not need the paid tier of either to complete this course.
What you finish with
You don't watch it. You finish with a proposal you can send.
Every lesson leaves you holding something, and the last one leaves you holding a document.
- A one-page agency facts sheet with your services and real price ranges
- A checklist of what must get said out loud on a discovery call
- A recorder set up, tested and running on your next call
- A diagnosis that names a cause the client had not articulated
- A complete eleven-part proposal, priced from your own numbers
- A six-point check that catches invented facts before they reach a client
- A branded Word shell to drop the finished proposal into
- A repeatable twelve-minute routine you use on every call from now on
Everything you download
Three SOPs, six prompts, and a real call to practise on.
One prompt sheet per lesson, each with a full standard operating procedure, the prompts written out in full, and a quick-reference card you will actually keep.
- SOP-P1 — build your agency facts sheet, in four steps
- SOP-P2 — record and diagnose the call, in five steps
- SOP-P3 — generate, check and send, in four steps
- The facts sheet and question checklist prompts
- The call debrief, with a gaps list you send before the proposal
- The diagnosis prompt that separates symptoms from causes
- The proposal generator, which refuses to invent a client fact
- The send check — six points, run against the transcript
- A full discovery call transcript, annotated with what to notice
- A worked example showing every prompt output from that call
- The anatomy reference, and a branded client proposal shell
Every prompt runs in Claude, in a normal chat. There is nothing to configure and nothing to maintain.
Who it is for
Built for people who write proposals regularly.
Agency owners, consultants and freelancers selling scoped engagements — SMMA, AI, PPC, SEO, design, or anything quoted after a conversation.
For you if…
- You write proposals after discovery calls, regularly
- You have sent one you knew was weaker than the call that earned it
- You want a proposal you can defend line by line
- You will record the call, not just watch the lesson
Not for you if…
- You want a proposal template to fill in by hand
- You would rather not tell a client you are recording
- You would send a claim the client never made
- You sell a fixed product with no scoping conversation
What it costs
Nothing. It is free.
$0
Free forever. No card, no trial, no upsell wall.
3 lessons · 6 prompts · 3 SOPs · a real call transcript · a full worked example
The whole course, at no cost. Sign up, work through it, and use it on your next call.
Quick answers
The questions people ask before starting.
Do I need to be technical?
No. You install a notetaker, then paste prompts into a chat window. There is nothing to configure and nothing to maintain afterwards.
What does it cost to run?
Nothing beyond what you already have. Fathom's free plan covers the recording, and the prompts run on Claude's free tier or any paid plan.
Is it awkward telling a client I'm recording?
Less than you would think. One sentence at the top of the call — that you have a notetaker running so you can write things up properly rather than typing while they talk — reads as professional, because the reason is obviously true and obviously in their interest.
Can I use my own services and pricing?
That is the whole setup. Lesson one walks you through a one-page facts sheet with your services, the problems your clients describe, and your real price ranges. You paste it alongside every transcript from then on.
What stops it inventing things about my client?
The transcript. Every prompt is instructed never to state a fact that was not said on the call, and to flag anything missing as an assumption to confirm. The final check then lists every claim the transcript does not support.
Will the proposal sound like AI wrote it?
It will sound like the call, because that is what it was written from. The generation rules block activity language and unsupported numbers, and the final check strips anything that slipped through.
Does this work for retainers as well as projects?
Yes. The anatomy reference includes variations for retainers, jobs under four weeks, and fixed-scope productised work — each one changes a single line of the generation prompt.
How long does it take?
About forty minutes across the three lessons. You will have a working setup before you finish, and you can use it on your next call the same week.
Record the call. Send the proposal.
The part that never shows up in the finished document is the three hours it didn't take, or the three days it didn't sit in a drafts folder.
A Digital Plan · adigitalplan.com
Agency Proposal Generator
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1
Lesson 1 — Why Proposals WinIn this lesson I’ll take you through what a winning proposal actually contains, and why good agencies keep losing work on proposals they should have won. We’ll look at the difference between diagnosing a client’s problem and simply describing it back to them, which is the one thing separating a proposal from a quote. I’ll walk you through the eleven parts of a proposal and what each one is doing, then show you how to write the one-page facts sheet that Claude needs from you before it can write anything. By the end you’ll have your services, the problems clients describe out loud, and your real price ranges captured on a single page you’ll reuse on every proposal from now on.
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2
Lesson 2 — Record The Call
I’ll show you how to set up a free meeting notetaker so you never write another set of discovery-call notes, and why the transcript beats your notes every single time. We’ll compare Fathom and Otter, and I’ll explain why Otter’s free plan quietly costs you the budget conversation, then work through telling a client you’re recording without making it awkward. You’ll learn which questions have to be answered out loud for any of this to work, because a transcript can only hold what was actually said. By the end you’ll have a recorded call, a full transcript, and two prompts that turn it into a real diagnosis plus a list of everything you forgot to ask.
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3
Lesson 3 — Generate And Send
In this lesson we’ll take the transcript and your facts sheet and turn them into a complete proposal with one prompt, and I’ll explain what every instruction in that prompt is doing. You’ll see how to handle the moment the right scope costs more than the client said they’d spend, splitting the commitment rather than discounting the work or quietly cutting it. We’ll then run a final check that audits the draft against the transcript and catches invented client facts, unsupported numbers and unpriced promises before anything leaves. By the end you’ll have a finished proposal in a branded document, ready to send the same day as the call.
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