AI Blocks › Sell and negotiate
Turn a sales call into a checked proposal
Give it the call notes. Get the follow-up, a costed proposal, a margin check and a dated plan.
Turn a sales call into a checked proposal is a free AI workflow for the job "Sell and negotiate". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks · Thinking: high
What it does
The day after a good call is where deals die. The follow-up goes out late, the proposal takes a week, and when it arrives it quotes a discount nobody approved and a timeline nobody checked. The buyer, who was warm on Tuesday, is weighing a rival by Friday. This workflow gets the proposal out the same day, checked. From the call it drafts the follow-up email, a summary for your team and the CRM updates. It then writes the proposal: the buyer's needs in their words, the value, the price, the timeline and proof. Before anything is sent, a deal desk review checks the margin after discount and every redlined term, and gives a clear yes, no or counter. Last it writes a mutual action plan: the why-buy case and a dated path to signature with tasks for both sides. You send the follow-up and the proposal yourself.
You give it
- 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)
- Your offer (optional)
- Tool connection (optional)
You get
- 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
Use it when
- 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.
Steps
- Call follow-up drafter: Paste call notes or a transcript. Get a follow-up email, a team summary and CRM updates to approve.
- Sales proposal writer: Give it the prospect needs. Get a proposal or RFP reply with value, price, timeline and proof.
- Deal desk reviewer: Give it a deal with a big discount or redlined terms. Get margin, risky terms and a verdict.
- Mutual action plan builder: Name a deal. Get a why-buy case and a dated plan to signature that you can share with the customer.
How to use it
- Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
- 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.