Warm-up
Check yourself
Where should your walk-away price and margin notes live?
Exercise 5
Build a Proposal System and Send Version One
About 35 min
Your task
You'll create an Offer facts sheet, a one-page proposal template, and a first proposal drafted by Claude. Then you'll set up an OpenAI Dot (or Cowork) to keep drafts current, and freeze a dated PDF ready to send.
- Time
- 35 minutes
- You'll need
- Claude, ChatGPT with a Dot (Pro or Business Premium) or Claude Cowork, your Pipeline and call notes from Exercise 4
- Builds on
- Lesson 5
Coaching clients
This course comes with private coaching.
Private coaching with David opens every course here, with a syllabus built around your business. Already a client? Sign in with the email you paid with.