Proposal That Mirrors Their Words

What it does

It rewrites your proposal introduction and key sections using the prospect’s exact language, pain points, and goals from discovery calls or intake forms. The result feels custom-written without starting from scratch every time.

Why I recommend it

Generic proposals get skimmed and forgotten. When prospects see their own words reflected back, they feel understood and the proposal feels like it was crafted specifically for them – which dramatically improves read rates and acceptance.

Expected benefits

Higher proposal acceptance rates
Faster approvals from prospects who feel heard
Less time writing and more time selling
Stronger positioning by reframing your solution in their context

How it works

Discovery call notes or form answers captured → AI extracts key pains, goals, and language → rewrites proposal intro, problem statement, and outcome sections → merges into your template → exports for review and sending.

Quick start

Start with just the introduction and problem statement. Paste your call notes into an AI prompt that says “rewrite this intro using their exact language” and manually insert it. Automate the merge step once you trust the output quality.

Level-up version

Add dynamic risk reversals and guarantees based on their specific objections. Generate a tailored ROI section that uses their numbers and timeline so the business case writes itself.

Tools you can use

AI: ChatGPT, Claude

Docs: Google Docs, PandaDoc, Proposify

Automation: Zapier, Make, n8n

CRM: GoHighLevel, HubSpot, Pipedrive

Technical implementation solution

No-code: Trigger on deal stage → pull CRM notes/form data → AI step rewrites sections → merge into doc template → notify rep to review.
API-based: CRM webhook → fetch call transcript or notes → AI API processes and returns personalised copy → doc generation API merges content → store in CRM or send to e-signature tool.