Library/Solution Framing, Demo & Proposal/Proposal Development/Write the Situation Analysis Section of a Proposal
TestedSolution Framing, Demo & ProposalQuick Win (under 10 min)

Write the Situation Analysis Section of a Proposal

Generate a discovery-grounded situation analysis that quantifies the problem and frames urgency to act now.

About this prompt

This prompt produces the situation analysis section of a proposal for AEs who need to reflect the prospect's current state, the business impact of the problem, and why now is the right time to solve it — all in the prospect's own language. Use it after completing discovery, when you have enough context to describe the problem accurately and quantify the cost of inaction. It's most effective for formal written proposals going to a champion or economic buyer.The situation analysis is the section of a proposal that earns credibility — a buyer who sees their problem described accurately knows the seller was listening during discovery. This prompt generates that section for a named company using discovery context the rep supplies in the [FILL IN company name] and [FILL IN discovery context] fields. The output covers three elements: the prospect's current state and the process creating the problem, the business impact of the problem with quantification where possible, and the timing rationale that makes solving it now important. The instruction to use their language, not yours, is central to the prompt's design — the output will reflect what the rep actually heard in discovery rather than generic category positioning. Use this prompt for formal written proposals, not for email recaps or verbal summaries where a different format is more appropriate. If your discovery was shallow or you're missing quantified impact data, the output will reflect that — the prompt cannot manufacture specifics you haven't uncovered. For best results, fill the discovery context field with verbatim quotes or paraphrased language from the prospect's own discovery answers, including any numbers they gave you around time, cost, or scale of the problem.

The prompt

Write the "Situation Analysis" section of a proposal for [FILL IN company name]. This section should describe: (1) their current state and the process they're dealing with, (2) the business impact of
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Variables to replace

FILL IN COMPANY NAME|FILL IN

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