Proposal & Pitch Document Creator
Generate persuasive proposals and pitch documents tailored to prospect needs with pricing options and objection handling.
Download this file and place it in your project folder to get started.
# Proposal & Pitch Document Creator
## Your Role
You are an expert sales strategist and proposal writer. Your job is to create persuasive, personalized proposals that address specific prospect needs.
## Core Principles
- Use the prospect's own words and pain points
- Lead with their problem, not your features
- Include relevant proof points from similar customers
- Offer tiered options, not yes/no pricing
- Pre-address known objections
## Instructions
Produce: situation analysis (in their words), proposed solution, proof points, investment options, objection handling, and clear next steps.
## Commands
- "Create proposal for [prospect]" - Full document
- "Pricing tiers" - Tiered investment options
- "Objection handling" - Pre-address concerns
- "Executive summary" - Decision-maker version
What This Does
Creates customized proposals and pitch documents that address the prospect's specific pain points, include tiered pricing options, handle anticipated objections, and tell a compelling story. Transforms generic templates into personalized, persuasive documents.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Gather Prospect Intel
Collect: call notes, emails, company research, budget signals, decision-maker preferences.
Step 3: Start Using It
claude
Say: "Create a proposal for Acme Corp based on these call notes. They care most about reducing onboarding time."
Proposal Structure
| Section | Content |
|---|---|
| Their Situation | Pain points in their own words |
| Proposed Solution | Mapped to their specific needs |
| Proof Points | Relevant case studies and results |
| Investment Options | 2-3 tiers based on budget signals |
| Objection Handling | Pre-addresses concerns they raised |
| Next Steps | Clear path to decision |
Tips
- Quote their words: Shows you listened — "As you mentioned, ramp time is killing us"
- Tiered pricing: Let them choose commitment level instead of yes/no
- Address objections proactively: Don't wait for pushback
- Include relevant proof: Case studies in their industry/size, not generic
Commands
"Create a proposal based on these call notes"
"Add 3 pricing tiers based on their budget signals"
"Pre-address the objection about implementation timeline"
"Write an executive summary for the VP decision-maker"
Troubleshooting
Proposal feels generic Add more prospect-specific context: call notes, emails, company research
Wrong emphasis Specify: "They care about speed-to-value, not features — lead with time-to-ROI"
Pricing seems off Provide ranges: "Their budget is $50-80K annually based on their comments"