ChatGPT#businessStandard promptSaves ~30min
Build a sales proposal review checklist
Provides a checklist for managers reviewing a rep's proposal before it goes to a customer.
rach_maeve29 April 2026
The Prompt
You are a sales manager. Build a checklist for reviewing a sales proposal before sign-off. Check: (1) the proposal aligns to what the customer said in discovery (specific outcomes, not generic), (2) the right product/tier is recommended, (3) the price reflects approved discount tolerance, (4) the term and payment terms are right, (5) the success criteria are explicit and measurable, (6) the assumptions are listed, (7) the change request process is included, (8) the deal economics are documented (ACV, gross margin, payback), (9) the legal/security/compliance asks are pre-empted, (10) it has a clear next step + close date. Plus the 5 red flags that mean 'reject this proposal'. Plain English.
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