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Send a proposal with a cover email that lists attachments exactly
- For Sales and customer success
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Intermediate
About this exercise
Write the cover email for a proposal. Line 1 must be exactly "Subject: Proposal for Harwick Dental". Start with "Hi Dr. Okafor,". Plain text under 100 words. List the 3 attached files as dash bullets with the exact file names, state the total price and the quote expiry date, and offer a 20-minute walkthrough on one of the two dates in the notes. Don't summarize or interpret the contract terms. Sign off "Hamid".
Common mistakes when you ask AI for this
- Listing the MSA as attached. The AI adds the MSA to the files. Try: Add: "Only the 3 files that are attached."
- Interpreting terms. The AI explains the clauses. Try: Add: "Don't summarize or interpret contract terms."
- Missing price or expiry. The AI omits the validity date. Try: Add: "State the total and the expiry date."
- Long email. The AI writes a long cover note. Try: Add: "Plain text under 100 words."
What a strong prompt includes
- Sets subject and opener
- Lists exact file names
- States price and expiry
- Offers the two slots
- Bans interpretation and discounts
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