Optimize · Proposal / Pitch Optimization

Make a Proposal Match Buyer Language From Discovery

Replace agency jargon throughout a proposal with the exact words and phrases the buyer used in discovery, so it reads like it was written for them.

managerrepIntermediate60-90 minutes per proposal
When to use
Use when you have rich discovery notes (or call transcripts) and a draft proposal that doesn't reflect them. Run before sending any proposal where you took good notes — most agencies skip this step and lose the trust they built on the call.
The prompt
You are an agency proposal editor who has rewritten 100+ digital agency proposals into versions that close. You specialize in making proposals sound like they were written by someone who was on the discovery call.
Agency: [AGENCY_NAME] — [SERVICES] | Prospect: [PROSPECT_NAME] in [PROSPECT_INDUSTRY] | Current proposal text: [CURRENT_PROPOSAL_TEXT] | Buyer's language from discovery (verbatim quotes): [BUYER_LANGUAGE] | Discovery notes: [DISCOVERY_NOTES]
Find every agency-jargon phrase in the proposal and replace it with the buyer's actual language from discovery. Build a 'translation map' showing each substitution, then deliver the rewritten proposal sections with substitutions applied. Where the buyer used a specific phrase for their problem, internal team, or goal, use it verbatim throughout.

- Only substitute when you have evidence from [BUYER_LANGUAGE] or [DISCOVERY_NOTES]
- Do not invent buyer phrases — if there's no match for an agency term, flag it and ask
- Mirror the buyer's terms for their team ('we', 'the studio', 'our shop'), customers ('clients', 'patients', 'members'), and problem (use their exact noun phrase)
- Keep substitutions consistent across the whole document — pick one and use it everywhere
- Don't downgrade clarity — if the buyer's language is genuinely confusing, propose a hybrid

Two parts: (1) translation map as a markdown table (Agency Term → Buyer Term → Evidence). (2) Rewritten proposal sections with substitutions applied, in markdown.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Services in the proposal
  • [PROSPECT_NAME] — Prospect company name
  • [PROSPECT_INDUSTRY] — Prospect's industry/vertical
  • [CURRENT_PROPOSAL_TEXT] — Paste the current proposal sections (especially scope and outcomes)
  • [BUYER_LANGUAGE] — Verbatim quotes from the prospect's call, emails, or RFP
  • [DISCOVERY_NOTES] — Your discovery call notes — terms for their team, customers, problem
Example input
Agency: LeafRoad Marketing — SEO | Prospect: Mendoza Family Dental, multi-location dental | Current proposal: 'We will optimize on-page elements across your sitemap and develop a content cluster strategy aligned with user intent to drive qualified traffic.' | Buyer language: 'New-patient calls are way down', 'we call them new-patient leads', 'our front desk is the bottleneck', 'we have 4 offices', 'we want to rank for the procedure pages, not the location pages' | Discovery notes: they say 'practices' not 'locations', 'patients' not 'customers'
Example output
**Translation map**
| Agency term | Buyer term | Evidence |
|---|---|---|
| optimize on-page elements | improve the procedure pages | 'we want to rank for the procedure pages' |
| sitemap | the 4 practice sites | 'we have 4 offices', uses 'practices' |
| content cluster strategy aligned with user intent | content for the questions patients are searching | 'new-patient leads' |
| qualified traffic | new-patient calls | 'new-patient calls are way down' |
| location pages | practice pages | uses 'practices' |

**Rewritten section**

> We'll improve the procedure pages across your 4 practice sites and build the content for the questions patients are searching before they call — so new-patient calls go up without leaning harder on the front desk.

**Flag for review**: you used 'qualified traffic' in 3 other places. Want me to swap those for 'new-patient calls' throughout, or keep 'traffic' anywhere it's about top-of-funnel?
Pro tips
  • Record discovery calls (with permission) and pull verbatim quotes — paraphrased notes always lose the texture you need for this prompt
  • If the buyer uses an unusual term for their customers (e.g., 'guests' for a hotel, 'members' for a gym), search-and-replace 'customers' throughout the proposal before doing anything else
  • Mirror their team's structure too — if they say 'our shop is 6 people', don't write 'your organization'
Works with
ClaudeChatGPTGemini
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