{"id":"sales-proposal-one-pager-from-discovery","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"intermediate","title":"Turn discovery notes into a one-page proposal with set headings","free":false,"task":"Write a one-page proposal for Calloway Freight from your discovery notes. Use exactly these 4 headings in order: Problem, Proposed solution, Investment, Next steps. Phase 2 was cut on the last call, so price only Phase 1. Don't invent savings, payback periods or customer quotes; use only numbers from the notes. Under 220 words with at most 6 bullets.","materialLabel":"Your discovery notes (attached to your prompt automatically)","material":"DISCOVERY NOTES - Calloway Freight (regional trucking, 210 drivers)\nContact: Simone Achebe, VP Finance. Also on calls: Rick Dane (Billing Lead)\n\nPain:\n- Billing team (6 people) re-keys every bill of lading into the accounting system by hand\n- Simone's estimate: about 30 hours a week of re-keying\n- Invoices go out 5-7 days after delivery; they want next-day\n- 2-3% of invoices have errors that customers dispute\n\nOur scope (as discussed Oct 22):\n- Phase 1: document capture + auto-matching to loads, integration with their accounting system. 8 weeks. $38,500 one-time + $1,200/month.\n- Phase 2: driver mobile app for photo upload. 6 weeks. $22,000.\n\nUpdate Nov 4 call: Simone wants to \"start with Phase 1 only and revisit the driver app next year.\" Total for now is Phase 1.\n\nNext steps they agreed: Simone takes proposal to CEO (Martin Calloway) at Nov 18 leadership meeting; Rick sends 50 sample bills of lading by Nov 12 so we can test matching.\n\nNote: our sales deck says customers \"typically save 40% on billing costs\" - don't have a source for this.","rules":[{"type":"maxWords","max":220},{"type":"maxBullets","max":6}],"mistakes":[{"title":"Letting the AI pick the sections","why":"AI proposals add an executive summary, about us and terms, which blows past one page.","fix":"Give the headings: \"Exactly 4 headings in order: Problem, Proposed solution, Investment, Next steps.\"","checks":["r0"]},{"title":"Pricing the old scope","why":"The notes list both phases; the AI may add them up and miss the Nov 4 change.","fix":"Add: \"Phase 2 was cut. Price Phase 1 only.\"","checks":["r1"]},{"title":"Inventing a business case","why":"AI loves an ROI line, and the deck's unsourced 40% is right there.","fix":"Add: \"No savings percentages, payback or quotes. Use only numbers from the notes.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long when you only give a total like 220 words.","fix":"Cap each part instead, like \"each section under 50 words,\" so the total lands well under 220.","checks":["maxWords"]},{"title":"Too many bullets","why":"The AI turns every section into a long bullet list.","fix":"Add: \"At most 6 bullets in total.\"","checks":["maxBullets"]}],"promptHints":[{"label":"Names the 4 headings","patterns":["proposed solution","investment","next steps"]},{"label":"Prices only Phase 1","patterns":["phase 1 only","phase 2 (was )?(cut|removed|dropped)","38,?500"]},{"label":"Bans invented numbers","patterns":["no (savings|roi|payback)","don'?t invent","40%","only numbers from"]},{"label":"Sets a size","patterns":["\\d+\\s*words","under \\d+","short","\\d+\\s*(sentences|lines)"]},{"label":"Caps bullets","patterns":["\\d+ bullets","bullets"]}],"hint":"A proposal goes to the CEO, so every number in it has to hold up. Fix the headings, price only what's in scope and ban numbers that aren't in your notes.","rubricLabels":["Uses exactly 4 headings, in this order: Problem, Proposed solution, Investment, Next steps","The Investment section prices Phase 1 only ($38,500 one-time plus $1,200 a month) and does not include Phase 2's $22,000 in the price","Does not state a percent savings (such as the 40% from the deck), a payback period, an ROI figure or a quote attributed to a customer"]}