Library/Solution Framing, Demo & Proposal/Proposal Development/Write Proposal Executive Summary from Discovery Notes
TestedSolution Framing, Demo & ProposalQuick Win (under 10 min)

Write Proposal Executive Summary from Discovery Notes

Draft a sub-200-word executive summary that mirrors the client's language and quantifies expected outcomes using

About this prompt

This prompt writes the executive summary section of a sales proposal, using the client's own language from discovery to frame the problem, state the solution, and quantify the expected outcome. It is for AEs and AMs preparing a formal proposal after a completed discovery process. Use it when you have specific metrics and pain points from discovery conversations and need to open the proposal with something the economic buyer will read rather than skip.Executive summaries fail when they read like a vendor brochure instead of a strategic partner's assessment. This prompt generates a sub-200-word summary structured to land with economic buyers: it opens with the client's primary business challenge in their own language, states your solution in one sentence, quantifies the expected outcome, and creates urgency for acting now. Replace [CLIENT COMPANY] with the prospect's name, [INDUSTRY] with their vertical, and [METRICS FROM DISCOVERY CALL] with the specific numbers they shared — cost, time, risk, or missed revenue. Paste your raw discovery notes or pain point summary into [PASTE DISCOVERY NOTES OR PAIN POINTS] to give the AI the raw material it needs. This prompt is most valuable after a thorough discovery call where the prospect has shared quantifiable problems; it will produce generic output if the discovery inputs are vague. For best results, include at least one number the prospect cited — even an estimated one — and let the AI anchor the outcome statement around it.

The prompt

You are a senior consultant specializing in [INDUSTRY] with 15+ years of experience. Write a compelling executive summary for a sales proposal to [CLIENT COMPANY]. The summary should: - Open with the
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Variables to replace

INDUSTRY|CLIENT COMPANY|METRICS FROM DISCOVERY CALL|PASTE DISCOVERY NOTES OR PAIN POINTS

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

StageProposal
SeatAE, AM
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySolution Framing, Demo & Proposal
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