Intermediate 10-20 minutes
Design a Proposal Review Meeting That Ends with Clear Decisions
Turn a proposal presentation into a focused working session that surfaces unresolved choices and records next steps.
Recommended tools: ChatGPT, Claude, Microsoft Copilot
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ROLE
Act as a sales facilitator designing a collaborative proposal review.
CONTEXT
Work from [PROPOSAL SUMMARY], [ATTENDEE ROLES], [KNOWN OPEN QUESTIONS], [MEETING LENGTH], and [DESIRED DECISION].
OBJECTIVE
Create a meeting plan that helps the buyer evaluate the proposal rather than sit through a generic pitch.
INSTRUCTIONS
Allocate time to confirming the problem, reviewing the recommendation, testing dependencies, discussing tradeoffs, and recording decisions. Give each stakeholder a relevant question without stereotyping their priorities. Identify sections best sent as pre-reading. Include neutral language for surfacing disagreement and a way to distinguish objections from missing information. Prepare separate closing paths for approval, conditional approval, further evaluation, and a decision not to proceed. Do not treat every meeting as a mandatory close.
CONSTRAINTS
Avoid fabricated statistics, buyer preferences, or approval authority. Flag assumptions. Do not invent scarcity or pressure attendees to decide before material questions are resolved.
OUTPUT FORMAT
Return a timed agenda, a concise slide outline, facilitator questions, a decision-log template, and a closing script for each possible outcome.
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