How to write a business proposal with AI
A client asked for a website refresh and needs to know what your quote covers. Turn the brief into a proposal with deliverables, exclusions and a clear approval step.
Editorial starting points · Affiliate disclosure
A proposal with a clear scope
Define scope before drafting the quote
Define scope before drafting the quote.
Example: Write down five pages, client-supplied photos, two revision rounds and a target launch date that still needs confirmation.
Claude
Draft scope and pricing
Draft a proposal for [project scope] using client-supplied photos, [agreed revision rounds] and the fees and target date I provide.
Claude
Make responsibilities and exclusions visible
Move the agreed website scope from your tool into a your tool proposal; keep fees, milestones and exclusions together rather than hiding them in decorative pages.
Resolve approval and revision questions
Resolve approval and revision questions.
Example: Check that the proposal names who supplies copy and what counts as an extra revision; send the draft for client questions before work begins.
Other tools for this task
Canva
Slides & design
Designs that combine templates, text and images.
Before you write a business proposal
Should the proposal include a contract?
A proposal can describe scope, but get appropriate advice on the agreement and terms you need for the engagement.
What if the client has not set a budget?
Ask about the spending range and priorities before promising a fixed set of deliverables.
Can I include examples from another client?
Use only work you have permission to share and remove confidential project details.