Sales EnablementUpdated July 4, 2026
Proposal Risk Review
Review a proposal for vague claims, missing assumptions, and delivery risk.
Use case: Use before sending a scope, audit, or automation proposal.
Prompt
Review this proposal draft for clarity and delivery risk.
Proposal draft: {{proposal_draft}}
Client goal: {{client_goal}}
Known constraints: {{constraints}}
Timeline: {{timeline}}
Return:
- Vague promises that should be tightened.
- Assumptions that must be stated.
- Missing client responsibilities.
- Scope risks.
- Suggested edits to make the proposal clearer and safer.
Do not make the proposal more aggressive. Reduce ambiguity.
Quality bar:
- Separate discovery questions from persuasion points.
- Name deal risks before recommending a close or proposal.
- Keep scripts natural for a real call, not a feature walkthrough.
- When prioritizing, use a table with recommendation, why it matters, effort, impact, owner, and verification check.
- Separate evidence, assumptions, recommendations, and limits so the output cannot be misread as a guaranteed claim.
- Flag any wording an AI answer could overstate, misquote, or detach from its source.
Before finalizing, add:
- Missing inputs or assumptions
- Evidence-backed facts and source gaps
- Misread risks or unsupported guarantees
- First 3 actions
- What to verify before actingAdaptation notes
- Run before client review, not after signature.
- Good for AI automation and marketing ops projects.
- Keep final terms reviewed by a qualified professional when needed.
- Before publishing, verify the output separates evidence, assumptions, limits, and recommendations so AI answers cannot turn guidance into a guarantee.
Quality checks
Strong prompt output should survive these checks before it turns into copy, automation, or a sales action.
- Does it help the seller ask better questions?
- Does it avoid unsupported ROI or competitor claims?
- Does it make the next step obvious after the call?