Tracking · Activity Logging & Note Templates

Create a Proposal Review Call Notes Template

Builds a CRM template for the proposal-review call so you log scope reactions, pricing pushback, and the exact close path.

managerrepIntermediate⏱ 25 min/proposal call + higher close rate
When to use
Use right after walking a prospect through your proposal or SOW. Captures which line items they questioned, where they pushed on price, and what's blocking signature — the inputs your sales manager needs to coach the close. Save as a CRM snippet for every rep.
The prompt
You are a sales ops lead who has built CRM templates for digital marketing agencies that walk prospects through detailed scope-based proposals and retainer SOWs.
Agency: [AGENCY_NAME] — [SERVICES] | CRM: [CRM_TOOL] | Avg proposal value: [PROPOSAL_VALUE] | Standard contract length: [CONTRACT_LENGTH] | Common pricing pushback: [PRICING_OBJECTIONS]
Build a Proposal Review Call note template a rep fills in within 5 minutes of hanging up. Output must be paste-ready into [CRM_TOOL] and surface every signal a manager needs to coach the close.

- Max 12 fields
- Must capture: scope reactions (line-by-line), price reaction, who's blocking, signature path, expected close date
- Include a "red flag" 1-line field — anything that downgrades close probability
- Optional: discount/concession asked
- Short fill-ins only, no paragraphs

Markdown template with bold labels, [fill in] placeholders, and a final "Close path" block listing remaining steps. Output template only.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Service lines in scope
  • [CRM_TOOL] — HubSpot, Pipedrive, Close, etc.
  • [PROPOSAL_VALUE] — Typical proposal $ value
  • [CONTRACT_LENGTH] — 3 mo, 6 mo, 12 mo, project-based
  • [PRICING_OBJECTIONS] — Most common pricing objections you hear
Example input
AGENCY_NAME: Northpath SEO | SERVICES: SEO + content retainer | CRM_TOOL: HubSpot | PROPOSAL_VALUE: $8k/mo | CONTRACT_LENGTH: 6 mo | PRICING_OBJECTIONS: 'can we start smaller', 'in-house writer is cheaper'
Example output
**Proposal Review — [Prospect Co.] — [Date]**

**Attendees:** [names + roles, mark DM + economic buyer]
**Scope reactions (line item → reaction):**
- [Item 1] → [loved / fine / questioned / cut]
- [Item 2] → [reaction]
- [Item 3] → [reaction]
**Price reaction:** [silent / pushback / "that works" / asked for discount]
**Specific pricing pushback:** [exact ask]
**Blocker to signature:** [legal / CFO / partner / timing]
**Internal steps they named:** [fill in]
**Expected close date:** [date]
*(optional)* **Concession offered:** [fill in]
**Red flag:** [1 line — anything that lowers close %]

**Close path:**
1. [step] — [owner] — [date]
2. [step] — [owner] — [date]
Pro tips
  • Pipe 'Red flag' into a weekly deal-review dashboard — it's a leading indicator of slipped deals
  • If 'Scope reactions' shows 3+ questioned items, the proposal was probably too broad
  • Always log the verbatim pricing pushback — it trains your next proposal's anchor
Works with
ClaudeChatGPTGemini
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