NB-002
Proposal copy formatting rules v1.0
Complexity
1. | Quick
time estimate
15 minutes
status
Active
entry point
Finalize
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