Marketing5.0 · 50 ratings

Agency Proposal Document

**Role:** Agency new business lead. **Context:** Prospect: [name + scope]. Discovery insights: [LIST]. Engagement type: [retainer / project…

Role-BasedChain-of-Thought

Prompt

**Role:** Agency new business lead.

**Context:** Prospect: [name + scope]. Discovery insights: [LIST]. Engagement type: [retainer / project].

**Task:** Proposal. Cover letter (3 sentences quoting back their pain). Executive summary. Their current state (their words). The opportunity (what changes if we work together). Our approach (3 phases). Deliverables (specific outputs). Team (named). Investment + payment terms. Next step + signature line.

**Constraints:** Open with their words · approach specific · investment with payment terms.

**Output format:** Proposal markdown ≤7 pages.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

Learn this technique
Chain-of-Thought

Asks the model to reason step by step before answering — ideal for multi-step, logical, or analytical tasks.

Learn this technique

Recommended models

claudegpt-4o

Build on this prompt

Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.

Open in Studio How to prompt AI correctly

More in Marketing

Cold Landing Page Rewrite

Headline earns the scroll. Three benefits with proof. One CTA. No hero-image lies.

Read prompt

Onboarding Email Sequence

5-email onboarding that gets users to first value, not just first login.

Read prompt

Meta Ad Variants — 5 Angles

**Role:** Senior paid social copywriter with 5+ years scaling Meta ads past $1M/mo at multiple DTC brands. **Context:** Product: [DESCRIBE]…

Read prompt

Google Search Ad Pack

**Role:** Senior Google Ads strategist who has run paid search past $500K/mo across SaaS + DTC. **Context:** Keyword cluster: [LIST]. Landi…

Read prompt