Build a Client Proposal End-to-End

Have Cowork research, draft, and package a complete client proposal

🧪 Tested by a human Advanced 👤 Sales 👤 Consultant 👤 Manager
Build a proposal for [CLIENT NAME] for [PROJECT/SERVICE]. Steps: (1) Research recent correspondence with this client from emails and Teams, (2) Draft the proposal in Word using our [TEMPLATE] with their specific needs, (3) Create a pricing comparison in Excel with [OPTIONS — 3 tiers], (4) Build a 4-slide summary deck in PowerPoint for the pitch meeting, (5) Draft a cover email to [CLIENT CONTACT] with the proposal attached.

Works on

⭐ M365 Copilot (Best)

Copy & Open in

Prompt is copied to your clipboard when you click

Tips for Best Results

  • Reference your proposal template by name so Cowork follows your format
  • Cowork coordinates across 4 apps — review each deliverable at checkpoints
  • Add “Include a case study from a similar client” if you have reference materials

📎 More Prompts

Compile Weekly Status Report

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Compile my weekly status report for [WEEK/PERIOD]. Gather: (1) Action items completed from my emails and Teams chats, (2) Key decisions made in meetings this week, (3) Blockers or escalations raised, (4) Plans for next week based on my calendar. Write it up in Word as a formatted status report and email it to [MANAGER/TEAM] by end of day Friday.
⭐ M365

Content Repurposing Pipeline

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Repurpose this [CONTENT] into: LinkedIn post, executive summary in Word, 3-slide deck, email to stakeholders, Teams channel post. Consistent messaging.
⭐ M365 🟢 GPT 🟠 Claude

Customer Health Report

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Compile a report on [CUSTOMER] across all touchpoints. Gather emails, meetings, support tickets, contract status. Produce a health summary in Word and 3-slide deck.
⭐ M365 🟢 GPT 🟠 Claude
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