NB-002

Proposal copy formatting rules v1.0

COMPLEX

Complexity

1. | Quick

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time estimate

15 minutes

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status

Active

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entry point

Finalize

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LOIS BENCHMARK

Active

When to Use

Formatting the Investment slide and ensuring consistent copy standards.

Tags

The Prompt

NOTE:
Select and copy the prompt in full or click the “copy prompt to clipboard” button. Paste the prompt into a Notepad or Google Doc and edit before submitting.

Prompt:

 

Format the proposal copy according to Red Fan standards:

 

**Investment slide formatting:**

 

– Option name in bold

 

– Timeline and Retainer on separate lines, bold labels

 

– Category headers in bold caps (STRATEGIC FOUNDATION, MEDIA RELATIONS, etc.)

 

– Bullets with capital letter at start of each line

 

– Use written number with numeral in parentheses: “one (1)” or “up to three (3)”

 

– Horizontal rule (—) between options

 

– “All activity in option A, plus:” in italics for Option B

 

– “All activity in option A, B plus:” in italics for Option C

 

**Do NOT include:**

 

– Terms section (standard in template)

 

– Out-of-pocket considerations (standard in template)

 

– Additional services line (standard in template)

 

– Case study copy (user pulls from library)

 

**Writing standards:**

 

– AP Style throughout

 

– Lowercase job titles (chief marketing officer, not Chief Marketing Officer)

 

– No Oxford comma in simple series

 

– Sentence case for headlines

 

– Active voice

 

– Specific over general

 

**Service descriptions:**

 

– Use exact SOW language from frameworks document

 

– Use (X) format for quantities: “one (1)” or “up to three (3)”

 

– Capitalize first letter of each bullet point

 

**Voice and tone:**

 

– Confident but not arrogant

 

– Strategic and specific, never generic

 

– Acknowledge prospect strengths before addressing gaps

 

– Frame challenges as opportunities

 

– Use “we” and “together” language

 

– Be direct about tradeoffs and risks (shows expertise)

 

**What to avoid:**

 

– Generic positioning language (“industry leader,” “innovative solutions”)

 

– Overpromising or unsupported claims

 

– Cookie-cutter language that could apply to any prospect

 

– Excessive superlatives

 

– Burying strategic insight under tactics

 

What makes it work:

 

  • Clear formatting rules prevent inconsistency across proposals
  • Explicit exclusions save template editing time
  • Voice guidance maintains Red Fan’s positioning
  • Anti-patterns prevent common mistakes