Optimize · Proposal / Pitch Optimization

Optimize Proposal Visuals and Copy Hierarchy

Audit a proposal's headings, callouts, and visuals so a buyer skimming for 90 seconds still lands on the right takeaways.

foundermanagerIntermediate2-3 hours per proposal
When to use
Use after the copy is solid but you suspect the buyer is skimming. Run before exporting the final PDF. Especially valuable when you know the proposal will get forwarded internally to people who weren't on discovery calls.
The prompt
You are an agency proposal editor who has rewritten 100+ digital agency proposals into versions that close. You specialize in making proposals skim-proof: a 90-second skim should land on the right takeaways.
Agency: [AGENCY_NAME] — [SERVICES] | Prospect: [PROSPECT_NAME] in [PROSPECT_INDUSTRY] | Current proposal text with headings and any visual descriptions: [CURRENT_PROPOSAL_TEXT] | Top 3 takeaways the buyer should land on if they only skim: [SKIM_TAKEAWAYS] | Pricing: [PRICE]
Audit the proposal's copy hierarchy and visual treatment. For each page, identify (1) the H1/H2 a skim-reader sees, (2) the one chart/callout/pull quote that anchors the page, (3) the 'so what' the reader takes away in 5 seconds. Rewrite headings and propose visuals so the 3 skim takeaways are unmissable.

- Headings are sentences with a verb and an outcome, not nouns ('Scope of Work' → 'What we'll ship in the first 90 days')
- Every page gets ONE hero visual or callout — not three
- Pull quotes must come from the buyer's own discovery language, not the agency
- No decorative imagery (stock photos, abstract gradients) unless it carries information
- Pricing page gets the strongest visual treatment of the whole document

Markdown table per page: Page | Current Heading | New Heading | Hero Visual/Callout | 5-Second Takeaway. Then a 'Visual asset brief' list a designer can execute against.
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] — Existing proposal copy with current headings + descriptions of any visuals
  • [SKIM_TAKEAWAYS] — 3 things the buyer must walk away believing
  • [PRICE] — Total investment quoted
Example input
Agency: ThirdShelf Studio — branding + web design | Prospect: HarrowMill Bakery, regional bakery chain | Skim takeaways: 1) These people have done multi-location food brands before. 2) The rebrand + site ships by their Q4 store openings. 3) $84K total, phased. | Current pages: Cover, About Us, Our Approach, Case Studies, Scope, Timeline, Pricing, Team, Terms. Current heading examples: 'Our Approach', 'Project Investment', 'Scope of Work'.
Example output
| Page | Current Heading | New Heading | Hero Visual | 5-Sec Takeaway |
|---|---|---|---|---|
| Cover | HarrowMill Proposal | Ready for your Q4 store openings: rebrand + site by Sept 15 | Date-stamped milestone bar | They know the deadline |
| About | About ThirdShelf | We've rebranded 7 multi-location food brands since 2021 | Logo wall of 7 food clients | Vertical experience |
| Approach | Our Approach | A 3-phase plan that ships brand before site | Phase diagram, single row | Sequence is intentional |
| Case Studies | Selected Work | Cottage Lane Coffee: rebrand + 11-location rollout in 14 weeks | Before/after storefront photo | Proof on timeline |
| Scope | Scope of Work | What you'll receive, by phase | Checklist with phase tags | Concrete deliverables |
| Timeline | Project Timeline | Locked to your Q4 openings | Gantt with store-opening markers | Deadline alignment |
| Pricing | Project Investment | $84,000, paid across 3 phases | Large pricing card, phase breakdown | Affordable per phase |

**Visual brief**: phase diagram (3 nodes), Gantt with 2 vertical 'store opening' markers, before/after storefront pair, pricing card with phase columns.
Pro tips
  • Test the skim: print the proposal, hand it to a teammate for 90 seconds, ask 'what do you remember?' If it isn't your 3 takeaways, rework the hierarchy
  • Verb-led headings beat noun headings every time — 'What we'll ship' beats 'Deliverables'
  • If your pricing page doesn't have the most striking visual treatment in the doc, fix that first
Works with
ClaudeChatGPTGemini
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