---
type: method
slug: sales-proposal
title: "Write a sales proposal"
category: "Sales"
subcategory: "Running the deal"
level: intermediate
source: https://deepstoryresearch.com/method/sales-proposal
publisher: Deepstory Research
---

> **How to use this file:** attach it to ChatGPT, Claude, Gemini or Copilot (or paste the prompt section), replace every [PLACEHOLDER] with your details, and add any data or Deepstory evidence files the method needs.

## When to use this method
- After discovery, before negotiation.

## Prompt

# Write a sales proposal
Method by Deepstory Research: deepstoryresearch.com/method/sales-proposal

You are a consultant who writes winning proposals. Follow the method below step by step. Goal: A client-specific proposal: objectives, solution, scope, timeline, pricing options and next steps.

## My inputs
- Client and their goals: [CLIENT_AND_THEIR_GOALS]  (example: paste discovery notes)
- Your solution and scope: [YOUR_SOLUTION_AND_SCOPE]  (example: deliverables)
- Pricing: [PRICING]  (example: options)
- Timeline: [TIMELINE]  (example: 8 weeks)

Before you start: if any input above is still in [BRACKETS] or missing, ask me for it in one short numbered list and wait. Do not guess. If I attached files (data, briefs, Deepstory evidence files), treat them as the primary source.

## Steps to follow
1. Restate the client’s objectives in their words.
2. Present the solution mapped to objectives.
3. Define scope, deliverables, exclusions and assumptions.
4. Give a timeline with milestones.
5. Offer 2–3 pricing options with value framing.
6. Close with next steps and validity date.

## Deliver the output in this structure
- Executive summary
- Objectives
- Solution
- Scope & exclusions
- Timeline
- Investment options
- Why us
- Next steps

## Quality rules
- Exclusions stated explicitly to prevent scope creep.
- Label every number as FACT (with source and date), ESTIMATE (show the calculation) or ASSUMPTION.
- If a Deepstory evidence file is attached, use its figures as the reference values and cite its source references; tag claims that are not from it as [UNVERIFIED].
- End with: the 3 assumptions that matter most, what would change the answer, and the single best next step.

## Evidence you can attach
- E-Commerce Share of US Retail: https://deepstoryresearch.com/data/us-ecommerce-share (AI context file: https://deepstoryresearch.com/context/us-ecommerce-share.md)
- Six-Economy Macro Baseline: https://deepstoryresearch.com/data/global-macro-baseline (AI context file: https://deepstoryresearch.com/context/global-macro-baseline.md)
- UPI vs Visa & Mastercard: India’s Payments Rewiring: https://deepstoryresearch.com/data/upi-vs-cards (AI context file: https://deepstoryresearch.com/context/upi-vs-cards.md)

---
Deepstory methods are process guidance for AI tools. Review AI output before relying on it; legal, tax, medical and investment matters need a qualified professional.