Claude Prompt to Write a Sales Proposal

This prompt uses Claude’s writing strength to generate compelling, customer-focused sales proposals that emphasize value over features. Perfect for sales professionals, freelancers, and agencies who need to turn a conversation into a signed deal. Claude will create a professional proposal that addresses the prospect’s specific needs.

Works Best With: Claude (3.5 Sonnet recommended) | Also works in: ChatGPT, Gemini

The Prompt

Write a sales proposal for [PROSPECT NAME] at [COMPANY] for [YOUR PRODUCT/SERVICE].
Their main pain point is [PAIN POINT].
We discussed [DISCUSSION POINTS].
The budget is approximately [BUDGET].
Timeline: [TIMELINE].

Structure the proposal:
– Executive summary (2 sentences max)
– Their situation & challenges (3-4 sentences)
– How we solve it (specific to their needs)
– Deliverables & timeline
– Investment & ROI
– Next steps

Tone: Professional but conversational. Emphasize value and outcomes, not features.

When to Use This Prompt

• You’ve had initial conversations and need to move to a formal proposal
• You want a proposal that speaks to their specific situation, not a generic template
• You need to articulate ROI and value clearly to multiple stakeholders
• You’re dealing with a larger deal that requires more detailed documentation

What You’ll Get

Claude will generate a professional, well-structured proposal that clearly connects their pain point to your solution, explains deliverables without excessive jargon, presents pricing and ROI in a customer-focused way, and includes clear next steps to move the deal forward.

Why This Prompt Works

• Situation-specific: Including their actual pain point and discussion points ensures the proposal feels custom, not like a template sent to 50 prospects

• Value-first structure: Opens with their situation, not your company. Buyers want to see you understand them before pitching your solution

• Claude’s strength: Claude excels at nuance and writing natural, persuasive copy without sounding salesy or overly formal

• Clear deliverables: Specific timeline and ROI language removes ambiguity and builds confidence in your ability to execute

How to Customize This Prompt

1. [PROSPECT NAME] — Their decision-maker or stakeholder name
2. [COMPANY] — Their company name
3. [YOUR PRODUCT/SERVICE] — What you’re selling in plain language
4. [PAIN POINT] — The specific challenge they mentioned (e.g., “too many manual processes” or “high customer churn”)
5. [DISCUSSION POINTS] — Key topics from your conversation (e.g., “Q1 launch, team scaling, budget constraints”)
6. [BUDGET] & [TIMELINE] — What they told you about budget and when they need it

Pro Tips

• Paste in discovery notes: Include exact quotes from your conversation. Claude will weave them in naturally, showing you were listening

• Add case studies: Ask Claude to reference similar wins: “We’ve seen a 40% efficiency improvement with companies similar to yours”

• Request metrics-focused: If they’re data-driven, ask Claude to emphasize ROI calculations and measurable outcomes

• Review & customize: This is a starting point. Edit the ROI section and deliverables to match your actual offering