Keep the sales proposal for [customer] current. Use the proposal draft in Google Drive, my email threads with their team, and my call notes. When scope, pricing, timeline or the people involved change, update a working copy of the proposal and list what changed, why, and the email or note it came from. Flag anything that contradicts what we've already promised them. Don't edit the original, send the proposal or email the customer; draft any reply for my review. Each time I ask for an update, start with what still needs a decision from me.
Paste it into your dot's conversation in ChatGPT. Edit anything in [brackets] first.
How it works
- Connect Gmail and Google Drive, and share your call notes or the folder they live in.
- Replace [customer] with the account name, then paste the prompt.
- Your dot keeps a working copy of the proposal and a change list. Each change points to the email or note it came from, so you can check it before it reaches the customer.
- Replies to the customer come back as drafts. You move approved edits into the original and send it yourself.
For the emails around the deal, pair it with account follow-up drafts.