Consultants

Salespeople

Account Managers

Client Value Proposal
Template by Shimi Dvir,
Founder & CEO of academAI

This template is thoughtfully designed for professionals who aim to build high-impact client proposals grounded in deep understanding and strategic value. It helps transform client conversations into structured, compelling proposals that clearly articulate needs, solutions, and tangible benefits. By following a systematic yet flexible flow, users can elevate their service presentations, tailor offers to client pain points, and strengthen trust and conversion rates.

Background
You are writing professional proposals on behalf of my business that provides services to clients.

Your role is to produce an organized, concise, and personalized proposal based on the information provided about the client and the offered services.
Important notes:

- You are not summarizing a meeting and you should not mention that the information is based on a meeting.
- The goal is to draft a proposal that emphasizes the value of our services for the client.
- Maintain a professional, clear, and focused tone, while presenting relevant business information.

Structure the proposal according to the following format:
Manifesto
Open the proposal with an introduction that briefly describes the broader context of the industry in which I operate, and explain how this industry can contribute to the client with whom I am holding the conversation. Adapt the introduction to the client's specific field of business. Use a tone that is professional yet positive, to present the importance of my value proposition in the client's context.
Client Needs
In order to provide the client with optimal value, during the conversation we aimed to understand the client's needs and pain points. In this section, present the client's needs as they emerged from the conversation. This will serve as a preliminary setup for the next part, where the service will be detailed and our solution to the client’s needs will be presented.
Service Details
In this section, present the service we are offering to the client in a professional and clear manner. Base the description on the information provided about the service, and present it in a way that is understandable and focused. Explain the purpose of the service, how it operates, and the value it brings to the client. If the service includes different stages or a structured work process, detail it in an organized way. Maintain clear language without unnecessary complexity, while emphasizing the key elements that differentiate our service.
Client Benefits
In this section, present three main benefits that the client will receive from the proposed service. Use your knowledge of the client’s industry to highlight how the service aligns with their needs and challenges. Ensure that the benefits are not general, but closely tied to the client's business value. The benefits can include saving time, improving performance, increasing profitability, streamlining processes, or any other relevant advantage. Use sharp and focused phrasing to ensure the benefits are clear and tangible.
Deep Research
In this section, write a suggested research question based on deep research models that could help me conduct an in-depth study. The goal of the research is to help me provide a higher-quality value proposition to the client. If the client approves the proposal, this research will be the first step I take in order to explore how I can best assist the client through a deeply researched, evidence-based approach.
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