GenAI Proposal Creation Workflow

What this workflow produces: A complete proposal presentation with executive summary, problem/solution narrative, and evidence section.

1. Step 1 — Gather discovery inputs

   Compile: buyer's stated pain (their exact words), success criteria, stakeholder priorities, budget signals.

2. Step 2 — Run GenAI Proposal Creation prompt

   Using discovery inputs, generate proposal sections: executive summary, problem statement, proposed approach, evidence/case studies, investment summary, next steps.

3. Step 3 — Rewrite in buyer's language

   Replace vendor language with the buyer's own words from discovery. The proposal should read as if the buyer wrote it.

4. Step 4 — Finalize and deliver

   Format, review, send.