B2B Pilot Proposal Generator
Convert raw discovery notes into a structured, client-ready pilot proposal instantly.
Customise & copy
Add the context you have. The prompt updates as you work.
Enter the company name and primary contact details.
List the operational bottlenecks discussed.
Agreed-upon pilot duration, scope, or constraints.
Paste raw or bullet-point discovery call notes.
Select the desired tone for the proposal.
Live prompt
5 fieldsYou are a senior B2B solutions architect. Convert the raw discovery call notes below into a structured, client-ready pilot proposal. Do not invent any metrics, testimonials, or technical requirements not mentioned in the notes. Exclude all conversational filler, hype openers, and politeness padding. Client Details: Acme Corp, John Doe (VP of Operations) Stated Pain Points: Manual data entry causing 3-day reporting delays and high error rates. Agreed Pilot Constraints: 4 weeks, focusing only on the European regional team. Raw Discovery Notes: - Client uses legacy CSV exports - Team spends 10 hrs/week formatting - Wants automated sync to Salesforce by Q3 Proposal Tone: Formal and Direct Strictly adhere to the following output format: 1. Executive Summary: Frame the core challenge based strictly on the provided notes. 2. Proposed Pilot Scope & Deliverables: Define specific, actionable deliverables. 3. Timeline & Milestones: Provide a high-level timeline matching the agreed constraints. 4. Success Metrics: Define clear criteria for a successful pilot based on the inputs. 5. Next Steps: Outline immediate actions for both parties.
Proof before you use it
A real example
Tested on gemini-3.1-flash-lite on 2026-09-05
{
"client_name": "Apex Fintech, Marcus Vance (Head of Compliance)",
"pain_points": "KYC document review backlog taking up to 7 business days per applicant.",
"proposal_tone": "Collaborative and Concise",
"discovery_notes": "- Compliance team overwhelmed by PDF verification\n- Needs API check integration\n- Security review already passed by their internal IT\n- Wants to test automated flagging accuracy",
"pilot_constraints": "14 days, processing 100 sample historical applications."
}A small ritual that works
How to use it
- 01Input the client's name and primary contact details.
- 02Paste your raw discovery notes and define the agreed-upon constraints.
- 03Select your preferred tone and generate the structured proposal.
- 04Review the output for accuracy and send directly to the client.
Why it works
The prompt enforces a strict structural translation of raw notes into a formal, client-ready proposal without conversational filler. By demanding adherence to predefined variables (client name, pain points, pilot constraints, discovery notes, and tone), it ensures that the generated proposal directly maps operational bottlenecks to structured deliverables, timelines, and metrics.
Where it fails
The prompt relies heavily on the quality and density of the input notes. If the raw discovery notes are sparse or lack operational details, the model is vulnerable to hallucinating technical requirements, hardware deliverables, or specific metrics not present in the source text, as demonstrated in the test evaluations.
Customisation tips
Modify the 'proposal_tone' variable options or add explicit schema guidelines to restrict the generation of unmentioned hardware or technical interfaces. Ensure that discovery notes explicitly include metrics if you expect them to appear in the success metrics section.
Watch-outs
- Models may hallucinate specific technical implementations, such as hardware delivery or interface types, if the raw notes are too brief.
- Success metrics can easily become overly specific or untethered from the raw discovery notes if not strictly constrained by prompt instructions.
- Next steps sections may assume operational prerequisites (like credential handoffs or secure access) that were never discussed in the discovery call.
Works in
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