From client notes to a proposal you can stand behind.
A useful proposal starts with the right interpretation of the conversation. Bring the notes, review what is confirmed, and settle the commitments before you share.
Try with my client notesBring the conversation and your business context
The client conversation
Paste discovery notes or an existing call transcript. The attachment control accepts a plain-text .txt or .md file; it does not record or transcribe the call.
Your side of the offer
Choose your business profile and check the services, proof points, voice and pricing guidance that should shape this proposal.
The document you need
Use the client-notes flow for a proposal, statement of work or follow-up document. For prompt-led creation, choose a proposal, service overview, statement of work or business case.
Bring the brief into focus
A small example, with the uncertainty left visible
“Northline wants a clearer outcome and a delivery plan the team can agree on. We discussed two phases, but only phase one is being considered right now.”
“Maya’s team will supply the existing materials. They would like the first phase completed in six weeks, but the inputs are not ready yet.”
“A budget range came up, but no price was agreed. Maya and one other person may both need to review the work. We still need to confirm who gives final approval.”
Separate a requirement from a promise
| In the notes | How to treat it | What belongs in the proposal |
|---|---|---|
| A clear outcome and delivery plan | Confirmed need | State the client’s goal, the first-phase deliverables and how progress will be reviewed. |
| Only the first phase is being considered | Confirmed boundary | Keep later phases outside the current offer until the client approves them separately. |
| The client will provide existing materials | Confirmed responsibility | List the client inputs and approvals as dependencies, with handover dates still to agree. |
| The client wants a six-week delivery | Requested timing | Treat six weeks as a target. Confirm dependencies, review timing and the start date. |
| A budget range was mentioned | Not an approved price | Use your own approved pricing guidance. Keep the fee as a placeholder until you decide it. |
| Two people may need to approve the work | Open question | Confirm the decision maker and review process before adding approval commitments. |
A client’s budget is not your quote. A desired launch date is not an agreed delivery promise. Review both before approving the brief.
Resolve the questions that change the work
- Which first-phase deliverables are included, and who approves the final scope?
- When will the client’s materials and approvals be available?
- What is excluded from phase one, and what would require a separate agreement?
- How many review rounds are included, and who makes the final decision?
- What price, payment terms and project start conditions are you prepared to offer?
Review the brief, then create the draft
Correct the analysis
Check the buyer, goals, requested deliverables and seller context. Fix the interpretation wherever the notes have been misunderstood.
Answer the clarifications
Resolve the blocking scope and commercial questions. Keep optional or unconfirmed work visibly separate from agreed deliverables.
Approve the strategy and outline
Review the proposed angle, scope, exclusions and pricing guidance. Approve the direction and adjust the outline before generation.
Finish in the editor
Check every claim, variable, price and timeline. Refine the design and wording, preview the client experience, and share only when the offer is ready.
What a reviewed excerpt might look like
Scope and delivery plan
We propose the first phase of work for Northline, with the deliverables and review criteria agreed before work begins. Northline will supply the existing materials and nominate a final approver.
The current offer covers phase one only. Later phases and additional deliverables require a separate agreement before they become part of the scope.
The client’s requested six-week delivery remains a target, subject to input handover, review timing and an agreed start date. The project fee remains {{PROJECT_FEE}} until the seller approves pricing.
Start with a conversation you already had.
Bring your client notes and review the proposal direction before generating your draft.