Library/Meeting Prep & Discovery/Discovery Question Design/Write an Executive Summary for a Sales Proposal
TestedMeeting Prep & DiscoverySame-Day Use (under 30 min)

Write an Executive Summary for a Sales Proposal

Produces a one-page, outcome-focused executive summary written for a senior buyer who won't read the full proposal.

About this prompt

Generates a concise executive summary section for a sales proposal, written for an economic buyer or executive who will read the summary and skip the rest. Takes the prospect company, their pain, your solution, the value delivered, and the investment and produces a clean, jargon-free summary capped at one page. Use it when finalizing a proposal for a deal where the economic buyer is unlikely to read the full document.In most B2B deals, the economic buyer reads the executive summary and delegates the rest. If the summary reads like a product brochure, the deal stalls before it reaches the committee. This prompt takes five inputs — [COMPANY], [PAIN], [SOLUTION], [VALUE], and [INVESTMENT] — and produces an executive summary framed for an executive reader: their problem stated back to them, the solution described in business terms rather than product features, the value delivered with specifics, and the investment in context of the return. The output is scoped to one page and written without technical jargon. The [VALUE] input should be as specific as possible — 'reduce manual reconciliation time by 40%' produces a better summary than 'improve efficiency.' Use this for final proposals to mid-market and enterprise accounts where a decision committee will review and the economic buyer won't attend the debrief.

The prompt

Input Required: [company name], [industry] Prompt I'm preparing for a discovery call with [company name] in the [industry] industry. Generate 5 open-ended questions to uncover: ● Current workflow and
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Variables to replace

COMPANY NAME | INDUSTRY

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageDiscovery
SeatAE, SDR
DifficultyBasic
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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