# Discovery call to proposal: editable worksheet

Blank planning file. Replace every placeholder with authorized project facts. This is not a generated client proposal, a statement of legal approval or a promise of free AI generation.

## Project and decision

- Project title:
- Client / decision maker:
- Call date and source-note version:
- Decision the proposal should support:
- Intended audience:

## What was actually agreed?

| Note / source | Confirmed requirement | Proposed option | Open question | Excluded work |
| --- | --- | --- | --- | --- |
| [Fill in] | | | | |

## Deliverables and acceptance

| Deliverable | What the client can inspect | Completion check | Owner | Client dependency |
| --- | --- | --- | --- | --- |
| [Fill in] | | | | |

## Scope and commercial review

- Approved fee and currency, if known:
- What that fee includes:
- Options requiring a separate decision:
- Proposed milestones and approval dates:
- Revision rounds / change process to confirm:
- Missing copy, access, assets or decisions:
- Next action and decision owner:

## Prompt to adapt

Draft a client proposal from the source notes below. Audience: [buyer and decision maker]. Project: [title]. Separate confirmed requirements, proposed options, exclusions, client dependencies and open questions. Use only approved prices and dates; leave missing values as [TO CONFIRM]. For every deliverable, include a concrete acceptance check. Explain the recommendation in plain language and end with the decision we need. Do not invent customer results, testimonials, integrations, discounts or guarantees. Source notes: [authorized notes].

## Review before generating or sharing

- [ ] Scope, fees, dates and dependencies match approved source notes.
- [ ] Options and unresolved questions have not become promises.
- [ ] Each deliverable has a concrete acceptance check.
- [ ] The next decision and reviewer are clear.
- [ ] The generated draft and actual exported file were inspected separately.

Guide: https://brainbaby.ai/blog/ai-discovery-call-to-proposal
Prepare a brief: https://brainbaby.ai/document-creator#proposal-brief
Current account access and usage limits apply to AI generation.

Original Brainbaby worksheet · CC BY 4.0 · https://creativecommons.org/licenses/by/4.0/