NB-004
Proposal quality checklist v1.0
Complexity
1. | Quick
time estimate
10 minutes
status
Active
entry point
Build
LOIS BENCHMARK
Active
When to Use
Final review before delivering proposal to prospect.
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.
Run quality check on [PROSPECT NAME] proposal copy:
Content quality:
- “What We Heard” reflects THIS prospect’s specific situation and words
- “Our Recommendation” provides strategic rationale (not just a sales pitch)
- Options are differentiated with clear value progression
- Case studies are relevant to the prospect industry and situation
- All copy follows AP Style and Red Fan voice guidelines
Formatting:
- Option names fit the prospect’s situation
- Horizontal rules between options
Pricing:
- Pricing is appropriate for company stage and scope
- Pricing rationale is documented (not included in deliverable)
- All options have timeline and retainer clearly stated
Exclusions verified:
- Terms/OOP NOT included (standard in template)
- Case study copy NOT included (user pulls from library)
- Additional services line NOT included
Process:
- User has confirmed all major decisions
- Final output delivered as markdown artifact