Hire an AI sales call proposal planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A follow-up email, a team summary and CRM updates from the call
• A proposal with the buyer's needs, value, price, timeline and proof
• A margin and terms check with a clear yes, no or counter
• A mutual action plan to signature to share with the buyer

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You just finished a call and the buyer asked for a proposal.

• Follow-up. The follow-up email in your voice, a summary for your team and the CRM updates from the call.
• Proposal. The buyer's needs in their words, the value, the price, the timeline and proof.
• Deal desk review. Margin after discount, each term marked ok or flagged, and a clear yes, no or counter with changes.
• Mutual action plan. The why-buy case and a dated plan to signature with tasks for both sides, to share with the buyer.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way April Dunford and Matthew Dixon would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Write the follow-up. Drafts the follow-up email, a team summary and the CRM updates from the call.
• Draft the proposal. Writes the proposal with the buyer's needs, value, price, timeline and proof.
• Check margin and terms. Checks the margin after discount and every term, and gives a clear yes, no or counter.
• Send the proposal. A pause. Send the follow-up and the corrected proposal yourself.
• Plan the path to signature. Writes the why-buy case and a dated plan to signature with tasks for both sides, to share with the buyer.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id turn-a-sales-call-into-a-checked-proposal-and-a-plan-to-signature only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/turn-a-sales-call-into-a-checked-proposal-and-a-plan-to-signature/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The call transcript or your notes
• Your price list, discount limits and standard terms
• Your offer and what you can promise on timeline
• Proof you can use: results, quotes with permission (optional)

Helpful context (optional)

• Your proposal template
• Past proposals that won
• The buyer's procurement rules, if they shared them

Tools and access

• Any good chat AI: Every step is a plan or a piece of writing.
• A call recorder with transcripts: A transcript gives the buyer's exact words to quote in the proposal.
• Your CRM: Takes the updates and the action plan dates.

Functions and deliverables

• Sales call proposal planner: Share call notes, offer terms and cost rules. Get a follow-up draft, proposal, margin review and a dated plan to discuss with the buyer.
  • A follow-up email, a team summary and CRM updates from the call
  • A proposal with the buyer's needs, value, price, timeline and proof
  • A margin and terms check with a clear yes, no or counter
  • A mutual action plan to signature to share with the buyer
• Call follow-up drafter: Turn your call notes or transcript into a follow-up email, a team summary and CRM updates for you to approve. Nothing is sent unless you ask, and no CRM change is made without your yes.
  • A follow-up email draft
  • A short summary for your team
  • Proposed CRM updates to approve
  • A list of next steps and owners
  Source: Anthropic.
• Sales proposal writer: Turn an RFP or call notes into a sales proposal with a summary, price table, timeline and case studies, ready for you to polish and send.
  • An executive summary
  • Requirement-by-requirement answers
  • A pricing table
  • Case study sections
  Source: Burhan Sebin.
• Deal desk reviewer: Give it a discount or redlined deal. Get margin and risk scores plus a route for human review.
  • Deal score and verdict
  • Approver chain and timing
  • Risky terms with counters
  • Margin after discount
  Source: Alireza Rezvani.
• Mutual action plan builder: Name a deal. Get a why-buy case and a dated plan to signature to share with the customer.
  • A customer-facing business case
  • A dated plan to signature with owners
  • A list of claims that still need proof
  • A draft email to your champion
  Source: Anthropic.
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• April Dunford: Work out why buyers should choose your product. Use April Dunford's positioning method to find real alternatives, buyer value and a clear sales pitch.
  • Your problem worked on the way April Dunford would: their questions, their method, their push-back
  • The answer or the work, in April Dunford's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Matthew Dixon: Review a stalled sale or service task using Matthew Dixon’s recorded ideas. Ask what blocks the buyer and reduce needless customer effort.
  • Your problem worked on the way Matthew Dixon would: their questions, their method, their push-back
  • The answer or the work, in Matthew Dixon's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You just finished a call and the buyer asked for a proposal.
• Your proposals take days and quote terms nobody checked.
• Deals stall after the proposal because nobody set the next step.

Limits to check before starting

• You only need a price quote and there was no call: write the quote yourself from your price list, or ask the buyer for a short call first.
• You have no call notes or transcript yet: have the call first, then come back with what was said.
• The buyer named a rival and you need a plan to beat them: use the Competitive sales deal planner.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It holds HANDOFF.md and the 4 skill files in the order they run: Call follow-up drafter, Sales proposal writer, Deal desk reviewer and Mutual action plan builder.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Paste the transcript or notes and your price and discount rules. It drafts the follow-up and the proposal.
• Read the deal desk review. If it says counter, change the proposal before sending.
• Send the follow-up and the proposal yourself. Share the action plan and agree the dates with the buyer.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/turn-a-sales-call-into-a-checked-proposal-and-a-plan-to-signature for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.