I need to build a proposal for [PROSPECT NAME].

 

**Materials provided:**

 

– [Prospect questionnaire / Discovery notes / Call transcript / Other materials]

 

—

 

**PHASE 1: INTAKE**

 

Review all uploaded materials and confirm you have sufficient information to proceed.

 

—

 

**PHASE 2: SYNTHESIS & CONFIDENCE ASSESSMENT**

 

**Prospect Readiness Assessment**

 

Output a structured summary covering:

 

| Section | Confidence | Notes |

 

|———|————|——-|

 

| Business situation & pain points | [X]% | |

 

| Triggering event / timing | [X]% | |

 

| Success metrics / desired outcomes | [X]% | |

 

| Decision-makers & stakeholders | [X]% | |

 

| Budget signals | [X]% | |

 

| Competitive landscape | [X]% | |

 

| Company stage & profile | [X]% | |

 

**Summary of prospect situation:**

 

[Structured narrative covering what you heard, their challenges, and opportunities]

 

**Information gaps:**

 

[List specific questions needed before proceeding. Ask one topic at a time.]

 

—

 

STOP and confirm with user: “Does this accurately capture the situation?”

 

—

 

**PHASE 3: PATHWAY & SERVICE CONFIGURATION**

 

Based on the prospect’s situation, recommend:

 

**SuperConsumer pathway:** [Recommended pathway with rationale]

 

**Service tier options:**

 

| Option | Name | Scope | Rationale |

 

|——–|——|——-|———–|

 

| A | [Establishing a Foundation / or alternative] | [Brief scope] | [Why this fits] |

 

| B | [Building Visibility / or alternative] | [Brief scope] | [Why this fits] |

 

| C | [Industry Leadership / or alternative] | [Brief scope] | [Why this fits] |

 

**Option naming alternatives (if standard names don’t fit):**

 

– Validating Authority

 

– Owning Industry Narratives

 

– [Propose alternatives based on prospect needs]

 

—

 

STOP and confirm: “Does this pathway align with your read? Should I adjust any services?”

 

—

 

**PHASE 4: PRICING & TIMELINE**

 

Based on company profile and scope:

 

| Option | Retainer | Project Fee (if applicable) | Timeline |

 

|——–|———-|—————————-|———-|

 

| A | $[X]/month | $[X] | [X] months |

 

| B | $[X]/month | $[X] | [X] months |

 

| C | $[X]/month | $[X] | [X] months |

 

**Pricing rationale:**

 

[Brief explanation of pricing based on company stage, scope, complexity]

 

**Pricing reference ranges:**

 

– Seed/Early Stage: $8,000-$12,000/month

 

– Establishing a Foundation: $10,000-$16,500/month

 

– Building Visibility: $15,000-$19,500/month

 

– Industry Leadership: $20,000-$27,500/month

 

—

 

STOP and confirm: “Do these amounts work, or should I adjust?”

 

—

 

**PHASE 5: CASE STUDY SELECTION**

 

Based on [PROSPECT]’s situation, recommend these case studies:

 

1. **[Case Study 1]** – [Brief description of why it’s relevant: industry match, situation match, outcome match]

 

2. **[Case Study 2]** – [Brief description of relevance]

 

3. **[Case Study 3]** – [Brief description of relevance]

 

**Case study selection criteria:**

 

– Industry match

 

– Situation match (M&A, funding, visibility challenges)

 

– Outcome alignment with prospect goals

 

—

 

STOP and confirm: “Want to swap any of these, or should I proceed?”

 

—

 

**PHASE 6: GENERATE COPY**

 

Generate final proposal copy as a markdown artifact titled “[Prospect Name] – Proposal Copy”

 

—

 

## Output format

 

Deliver the final proposal copy with this structure:

 

# [Prospect Name] – Proposal Copy

 

## Slide 1: What We Heard From You

 

### Executive summary

 

[2-3 paragraphs summarizing the prospect’s situation, challenges, and opportunities. Use their language where possible. Acknowledge their strengths before addressing gaps.]

 

### Immediate needs

 

[Bullet points or short paragraphs addressing specific, near-term priorities]

 

—

 

## Slide 2: Our recommendation

 

### [Strategic headline that captures the approach]

 

[2-3 paragraphs providing strategic rationale for the recommendation. Frame challenges as opportunities. Be direct about tradeoffs. Use “we” and “together” language.]

 

### Where Red Fan can help

 

[Future needs list – what becomes possible after foundation work]

 

—

 

## Slide 3: Investment

 

**Option A: [Name]**

 

**Timeline:** [X] months

 

**Retainer:** $[X] per month

 

**STRATEGIC FOUNDATION**

 

– Communications strategy & media messaging platform

 

– Media landscaping & competitive analysis

 

– Target media list development

 

**MEDIA RELATIONS**

 

– Draft, execute and distribute up to [X] company announcements

 

– Develop and execute targeted media relations strategy connected to the announcements

 

– Facilitate media interviews related to announcements, including preparation, staffing, follow-up and feedback

 

**THOUGHT LEADERSHIP**

 

– Create one (1) executive thought leadership platform

 

– Draft up to [X] thought leadership assets (bylines, blogs, speaker submissions, etc.)

 

—

 

**Option B: [Name]**

 

*All activity in option A, plus:*

 

**Timeline:** [X] months

 

**Retainer:** $[X] per month

 

[Additional services with proper category headers]

 

—

 

**Option C: [Name]**

 

*All activity in option A, B plus:*

 

**Timeline:** [X] months

 

**Retainer:** $[X] per month

 

[Additional services with proper category headers]

 

—

 

## Dedicated team (if customized)

 

[Custom industry paragraph tailored to prospect’s sector. Team credentials formatted for their context.]

 

What makes it work:

 

• Six-phase workflow with explicit confirmation checkpoints prevents scope creep
• Confidence assessment surfaces gaps before writing begins
• Tiered options with clear rationale guide pricing conversations
• Exact SOW language ensures consistency across proposals
• Case study recommendations based on strategic fit, not recency