Your choice also saves this guide’s current worked-example checkmarks. Only this browser; no account or sync. View saved guides
Saving needs JavaScript. Reading and downloading this guide does not save it.
Make a start
One step at a time.
4 steps
Start with the synthetic worked example or other non-sensitive inputs. Run one prompt at a time in your chosen AI tool. Replace any bracketed placeholders with the requested material, check each reply, and supply the source or earlier outputs that step needs. Paste them again if the tool lacks that context.
Set up the worked example
Open
Open a chat AI that accepts pasted text and start a new conversation. For the final step, also open a document editor you can use to save and preview a PDF locally. An AI-written page layout is not an exported file.
Add the sample
In step 1, replace [paste approved facts] with all of “The starting point” (Synthetic input), from “Synthetic brief from Example Orchard Studio:” through “no public client name or performance metrics supplied.” Include the brief, all offer tiers, capacity condition, exclusions and permitted proof. The referenced eight-page PDF is fictional and is not supplied; do not upload or invent one. Send later prompts in the same chat after checking each answer. Use “The intended result” (Illustrative output) as a comparison only.
Start with the synthetic example, then adapt each prompt to your task.
01
Extract the explicit requirements
Keep inferred worries separate from the actual brief.
Your starting prompt
Extract the supplied brief into goals, deliverables, source materials, desired dates and unanswered questions. Quote evidence for each requirement. Put any hypothesis about unstated concerns in a separate optional section, not in the agreed scope.
BRIEF AND MY OFFER RULES:
[paste approved facts]
Expect
A source-backed summary of goals, deliverables, materials, desired dates and unanswered questions. Any hypothesis about unstated concerns is clearly separate from the supplied brief.
Check
The client requests an editable landing-page content draft from its supplied eight-page PDF, facts and two photos, not a built website. The desired handover is 2026-11-12; launch is undecided.
If it differs
If it adds a website build, launch date or client worry to scope, send: “Remove unsupported scope and assumptions. Quote the brief for each requirement, keep launch undecided and list missing information as questions.”
02
Build options from your rules
The prices and scope come from you, not from the model’s guess about the market.
Your starting prompt
Draft a proposal using only the supplied prices, scope, revision limits and capacity. Preserve conditional timing and exclusions. Do not invent tax treatment, payment terms, availability, guarantees, case-study metrics or client names.
Expect
A draft proposal with Basic £300, Standard £450 and Premium £600 using the exact supplied inclusions, exclusions and conditional handover.
Check
Standard adds three launch emails to Basic, with one revision round across all deliverables. Premium adds a 30-minute call and FAQ with up to six approved-fact answers. Handover by 2026-11-12 depends on approved material by 2026-11-05.
If it differs
If package limits or timing change, send: “Restore each package from my offer rules, including one revision round across the package. Keep handover conditional on timely approved source material. Leave payment schedule and tax treatment to be agreed.”
03
Check it as a reader
Check whether each option is clear and whether dependencies look like unconditional promises.
Your starting prompt
Audit this proposal against the brief and offer rules. Flag unsupported promises, scope overlap, hidden exclusions and unresolved terms. Return a corrected full proposal and a short questions-to-agree list. Do not pretend to be the real client or predict whether they will hire me.
Expect
A corrected full proposal and a short list of terms or questions to agree, with unsupported promises flagged.
Check
Only the permitted twelve-page product-guide experience appears as proof, without a named past client or performance result. Design, code, publishing, extra revisions and paid promotion stay excluded. No client acceptance or hiring prediction is established.
If it differs
If a claim lacks support, quote it and send: “Remove this unsupported claim. Recheck all inclusions, exclusions, dates and proof against the original brief and offer rules, then return the full corrected proposal.”
04
Prepare a reviewable document
Use your editor’s export preview, then check the exported file before deciding whether to send it.
Your starting prompt
Format the approved text into a one-page-friendly document with headings for goal, approach, options, timing, proof, exclusions and next step. Preserve all conditions if it needs a second page. Supply a final factual checklist; do not send or accept the proposal.
Expect
Organized proposal text under goal, approach, options, timing, proof, exclusions and next step, plus a factual checklist. A second page is acceptable if needed to retain every condition.
Check
Use the worked-example checks. Copy only the checked proposal text into your document editor, save it and use the editor’s PDF export and preview. Open the saved PDF and verify that all prices, conditions and exclusions are readable and present. A chat reply alone is not a saved PDF.
If it differs
If anything is clipped or missing, adjust the editor layout or allow another page, export again and reopen the file. If the AI changed facts while formatting, send: “Restore the checked wording without removing conditions for length.” If export is unavailable, keep the reviewed editable document and do not claim a PDF exists. Nothing is sent or accepted.
Optional: improve the result
Create a controlled reuse template
Save approved facts separately from generated wording.
Advanced prompt
Extract reusable headings and explicit variables from the reviewed proposal. Mark rates, availability, client facts, revision policy and proof as fields requiring confirmation for every new client. Create a consistency checklist; never silently carry a prior client’s details into a new draft.
Optional: use your own input+
Draft a proposal from your own brief and rules
Open a new conversation in a text chat AI. Use authorized non-sensitive brief text and proof you are allowed to mention; removing names alone may leave confidential material. Replace all bracketed sections below together, including client label, deliverable counts, prices, currency, revision rules, dependencies, dates and evidence. After checking the extraction, send: “Draft the full proposal using only my approved options, prices, scope, revision limits, capacity and proof. Preserve exclusions and conditional dates. Leave missing payment, tax and other terms as questions.” “Audit against my brief and offer rules. Remove unsupported promises, scope, client claims and proof. Return the corrected full proposal and questions to agree.” “Format the checked wording with clear headings for goal, approach, options, timing, proof, exclusions and next step. Keep all conditions even if it takes more than one page. Add a factual checklist. Do not send or accept it.” If you need a file, copy the checked text into a document editor, save and export to PDF, then reopen it to inspect every page. If export fails, keep the editable file; do not treat chat text as a PDF. Use these personal checks; the worked-example checks and original advanced extension are sample-only unless adapted to your own approved facts.
Your own-input prompt
Help me draft a proposal for human review. First extract goals, deliverables, source materials, requested dates, my offer rules and unanswered questions, with a short source quote for each requirement. Keep a client request separate from something I can actually offer. Do not add inferred worries to the scope. Do not draft yet; wait for my next message. Keep unknown terms unknown and ask about conflicts. Use only the material supplied here. Do not invent rates, discounts, tax treatment, payment terms, guarantees, capacity, client identities or results. This is drafting only: do not contact anyone, publish, send, sign, accept work or create a payment commitment.
CLIENT BRIEF
[Paste the complete relevant authorized, non-sensitive brief, including requested deliverables, source materials and desired dates. Use a neutral client label if needed.]
MY APPROVED OFFER RULES AND PROOF
[Supply your actual options, prices/currency, inclusions, revision limits, exclusions, available capacity, date dependencies and permitted evidence. State which terms remain to be agreed; do not copy the sample’s rates or promises.]
Check your own result
Every option uses your supplied price, currency, deliverables and revision limits together, without sample values or added work.
Dates retain your actual capacity conditions, and missing payment, tax or approval terms stay unresolved.
Experience and results have permitted source support; no client name, performance result or acceptance is invented.
The final saved file, if made, includes every condition and exclusion on readable pages; sending or accepting remains a separate decision.
Show, then try
See the shape of the result.
This input is synthetic. The output is a written illustration of the intended result, not a verified AI-tool run.
01 / The starting point
Synthetic input
Synthetic brief from Example Orchard Studio: turn our supplied 8-page service PDF into a clear landing-page content draft. We supply facts and two photos. Need an editable document, not a built website. Please quote options. Desired handover 2026-11-12; launch date not decided.
Freelancer-supplied offer rules:
Basic £300: one landing-page copy draft, one revision round.
Standard £450: Basic plus three launch emails, one revision round across all deliverables.
Premium £600: Standard plus a 30-minute handover call and FAQ with up to six answers from approved facts.
Capacity: can hand over by 2026-11-12 if approved source material arrives by 2026-11-05; otherwise agree a new date.
Exclusions: design, code, publishing, extra revisions, paid promotion. Payment schedule and tax treatment must be agreed before acceptance.
Permitted proof: wrote a 12-page product guide for a previous client; no public client name or performance metrics supplied.
Copies text only. For image or file tasks, use the source files named in the steps too.
DRAFT PROPOSAL — FOR REVIEW
Project: clearer service landing-page copy for Example Orchard Studio.
Your goal: turn the supplied 8-page PDF into an editable landing-page draft using your approved facts and two photos. Website design, building and launch are outside this proposal.
Approach: 1 confirm the audience, source facts and one primary action; 2 draft the agreed assets;3 collect one consolidated revision round and hand over editable text.
Options:
Basic — £300: landing-page draft + one revision round.
Standard — £450: Basic + three launch emails; one revision round across the package.
Premium — £600: Standard +30-minute handover + FAQ of up to six source-supported answers.
Timing: proposed handover 2026-11-12, conditional on approved source material arriving by 2026-11-05. Agree a new date if that dependency changes.
Relevant experience: I have written a 12-page product guide. No client identity or conversion result is claimed.
Excluded: design, coding, publishing, extra revisions and paid promotion.
Before acceptance: confirm audience and desired action, approve the exact deliverables, define consolidated feedback, agree payment schedule and tax treatment, and confirm source rights.
Next step: choose an option for discussion and answer those questions. No work or payment commitment is created by this draft.
These checks use the worked example and its particular facts. With your own material, check your actual names, numbers, sources and rules; do not reuse the sample’s values as the answer.
Unsaved checks stay in this tab and reset when you reload. If you choose Save guide, its current example checkmarks are kept in this browser when storage is available.
!
A few things to watch for.
Client emails and portfolio materials may be confidential even if names are removed.
A persuasive draft must not invent client anxieties, evidence or guaranteed results.
A proposal can create commitments when accepted; check the complete terms yourself before sending or agreeing.