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Create client proposals in seconds

Turn discovery-call notes into a polished proposal tailored to your scope, deliverables, and pricing with Notion Agent.

Creator
Daniel Somoza
Website
noxenstudio.com

Prompt

Act as a sales person. Using our historical data, help me create a winning proposal for a new lead. STEP 1 - LEAD ANALYSIS: Analyze this discovery call to understand what are the client paint points, and the direction of what we want to propose him. STEP 2 - PATTERN MATCHING: From our accepted proposals that you can find at {Proposals Database} , analyze the proposal that could answer to similar pain points than the current lead. STEP 3 - PROPOSAL BLUEPRINT: Draft a full proposal based on the ones that you can find at {Proposals Database}, and add it to the database.

Learn more

Turn notes from a discovery call into a polished client proposal. Pull in AI meeting notes from your last call, then let Notion Agent structure the proposal to match your preferred format. Tailor the proposal based on your needs, and it’s ready to share.

Key benefits:

  • Efficiently create proposals from your AI meeting notes

  • Agent will customize scope, deliverables, and pricing based on workspace context

  • Manage proposals, meeting notes, and customer information in one connected place

Perfect for: consultants, agencies, freelancers, sales teams, and anyone who wants to create client-ready proposals efficiently

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