Write a Sales Proposal the Same Day as the Meeting

The meeting went well. Now someone has to write the sales proposal, and for a small team that someone is you, at 9 p.m., starting from a blank page. By the time it goes out, the other side has moved on to their next meeting.

This guide shows how Réson helps on both sides of the meeting: a prep brief before it, and a one-page proposal and recap email right after. The example is Eternal Gardens meeting Theo, from a made-up studio called Northwind.

Prefer a page with the transcript? Watch it on the Réson walkthrough page.

Before the meeting: a prep brief, an hour ahead

When a meeting is booked, from a call, an email reply or your booking page, Réson queues a prep brief for an hour before it starts. If the meeting is sooner, it writes the brief right away. You can also open Meetings and tap Prep now.

The brief fits on one screen. It covers:

• the history: how you found them, calls, emails and what they said,
• what you know about their company, with the evidence Lead Finder collected and its sources,
• their likely goals, based on that evidence,
• questions worth asking,
• what to watch for, such as a budget concern they raised in a reply.

It's built from what your workspace already knows, plus your own offer. It's internal only and never sent to the prospect. For Theo, it reminds Eternal Gardens that Northwind publishes a webcomic with its own cast, that Theo said yes on the first call, and that he asked whether fans can talk to the characters in Chinese as well as English.

Use the brief to ask better questions

The most useful part of the brief is usually the questions. Good ones are specific to the prospect and hard to answer with a yes or no. For Theo, they look like this:

• What would make a pilot a success for Northwind by the spring release?
• Who else needs to agree before you start?
• How do your readers talk about the characters today, and where?

Write the answers down during the call, in a line each. Those notes become the input for the proposal, and they're the difference between a proposal that repeats your brochure and one that repeats what the customer told you.

After the meeting: tell Réson what was agreed

When the call ends, open Theo's contact or ask the assistant, and say what happened in plain words:

Theo wants a pilot for two of Northwind's characters, English and Chinese, launching before their spring release. He needs pricing for his partner.

That's enough. Réson drafts the proposal from three things: what you just told it, the relationship so far, and your business's own public facts.

What goes into the sales proposal

The draft is one page, because a proposal someone can read in two minutes gets read. It has:

• a short summary of what they asked for, in their terms,
• what you'll do, step by step,
• what they'll get and when,
• the price and terms,
• the next step, with a date.

Anything Réson doesn't know stays as a visible placeholder, like [price and terms] or [launch date]. It doesn't guess numbers or promise dates you never mentioned. That rule matters more in a proposal than anywhere else. A made-up price in a document with your name on it is worse than a gap you fill in yourself.

Read it, fill the placeholders, change anything that isn't how you'd say it, and it's done.

Download the PDF and send the recap yourself

The proposal page prints to a clean PDF, ready to attach. Réson also drafts a short recap email: thanks for the time, the two or three points you agreed, the proposal attached, and the next step.

Copy the email, attach the PDF and send it from your own mailbox. Réson doesn't send proposals for you. The deal moves to the proposal stage, the proposal is saved on Theo's timeline, and it shows up on your pipeline.

How fast should a proposal go out?

The same day, if you can. The details are fresh for both of you, and it shows you were listening. A proposal that arrives a week later competes with everything else that happened that week.

A good rhythm is to block fifteen minutes straight after each sales meeting. Tell Réson what was agreed, review the draft, fill the gaps and send. If you need a teammate's input on pricing, send the recap now and the proposal tomorrow, and say so in the recap.

A proposal is one part of a sales plan. If you haven't written one, the US Small Business Administration's guide to marketing and sales is a good general starting point.

The whole loop, start to finish

This is the last step of a loop that starts with one sentence:

1. Find sales leads with one sentence in Lead Finder.
2. Call them from the Call Desk and book the meeting on the call.
3. Email the rest with sales follow-up emails that sort their own replies.
4. Prepare with a brief, then send the proposal the same day.

Try it on your next meeting

Open Meetings, tap Prep now on your next booking, and after the call, ask Réson for the proposal. You can watch the flow in the brief to proposal walkthrough or read about Réson's outreach tools.