NB-004

Proposal quality checklist v1.0

COMPLEX

Complexity

1. | Quick

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time estimate

10 minutes

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status

Active

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entry point

Build

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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