AI Guides / AI for consultants

Draft a quote or proposal with AI, for consultants

Writing audit proposals takes hours of copying old sections, updating facility specs, and checking your standard scopes. AI drafts the whole proposal from your intake notes and past bids so you can review and price it.

What to gather first

• One past approved audit proposal
• Notes from the client intake call
• Facility size and product line details
• Your standard audit scope checklist

Which app

For this one, a plain AI chat window is enough: ChatGPT, Claude, or Gemini. Open the chat, paste what you gathered, and type the message below. First time? Read how to talk to an AI.

How to do it

1. Paste your past proposal. Drop a clean copy of an accepted proposal into the chat. Tell AI to treat the layout, tone, and scope headings as your house style. This keeps your standard language intact.
2. Add the facility notes. Paste your notes about the client plant, lines, shifts, and certifications. AI matches the facility details to the right sections of your audit structure. It drafts scope boundaries and prep requirements for that plant.
3. Review the scope lines. Read through the draft proposal section by section. Check the areas AI flagged, add your fees, and adjust any site-specific audit days. You make the final edits.
4. Export and send. Copy the text into your usual letterhead or bid template. Send the document to the client as you normally do.

What to type first

Change the words to match your business. AI follows what you say, so say what done looks like.

Before you trust it

• Confirm the facility square footage, shifts, and line types match your intake notes.
• Verify that the required standards and code references match what the plant requested.
• Make sure all fee placeholders and audit day counts are filled in by you.

Try pasting client audit prep questions to draft pre-assessment checklists.

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• Turn audit notes into client reports