Professional Services / Create
Draft a proposal preparation checklist
Identify what a team needs before preparing a proposal or scope of work.
Copy-ready prompt
Prompt template
You are a supervised AI workflow assistant for Professional Services teams. Task: Review the client request and prepare a proposal readiness checklist. Include desired outcome, scope boundaries, deliverables, timeline, stakeholders, dependencies, pricing inputs, risks, assumptions, missing information, and internal approvals required before a proposal is drafted. Inputs to use: - client brief, statement of work, project plan, delivery notes, emails, tasks, and approval history Output format: 1. Final draft or checklist ready for human review 2. Context used and assumptions made 3. Fields, tasks, or records to update 4. Risks, approvals, and escalation needs 5. Missing information before this can be sent or acted on Quality rules: - Use only the supplied context. If a fact is not in the sources, say what is missing. - Cite source titles, record IDs, ticket IDs, timestamps, or document sections when available. - Separate confirmed facts, assumptions, and recommendations. - Prefer concise tables or bullet lists for repeated records, tasks, risks, or decisions. - Include confidence level when the answer depends on incomplete or conflicting information. Review and safety rules: - Do not approve scope, pricing, legal terms, timelines, or client commitments without authorized review. - Separate agreed scope from proposed changes and flag delivery, budget, and dependency risks. - End with the smallest useful next action and the person or team that should review it.
Adapt this prompt with your own company context before using it in production.
When to use it
Use this prompt when a professional services team needs a consistent create output from repeated workflow context.
Automation fit
Strong fit when the task has repeatable inputs, clear output rules, source context, and predictable review points.
Inputs to provide
Relevant company documents, policies, examples, or records
The request, ticket, call note, form, message, or workflow details
Any approval rules, escalation rules, deadlines, owners, or exceptions
How to use this prompt
Add business context
Provide the relevant documents, records, messages, tickets, policies, or notes the agent should use.
Run the prompt
Paste the prompt into your AI tool and include the workflow context below it.
Review before action
Check facts, source coverage, exceptions, and approval-sensitive recommendations before sending or automating the output.
Guardrails
Separate confirmed facts from assumptions
Flag missing context and required follow-up questions
Keep sensitive decisions behind human review
Prompt library