Beartaria & Frens AI Workshop: Building a Client Proposal in Real Time : Module 3
Welcome to Module 3 of the Beartaria & Frens AI Workshop, focusing on workflow and building a client proposal in real time. This module will guide you through a step-by-step process to create an effective and visually appealing client proposal using AI tools and techniques.
RI
by Rapid Impact
Step 1: Analyze the Discovery Session Transcript
1
Review Transcript
Carefully read through the discovery session transcript, paying attention to key details and client comments.
2
Identify Key Points
Highlight important information, such as client goals, challenges, and preferences mentioned during the session.
3
Note Questions
Make note of any questions or areas that require further clarification from the client.
Step 2: Summarize Discovery Session
1
Extract Pain Points
Identify and list the main challenges or pain points expressed by the client during the discovery session.
2
Compile Client Needs
Summarize the client's primary needs and wants based on the information gathered.
3
Outline Future Projections
Note any future goals or projections the client mentioned for their business or project.
4
Organize Vital Information
Compile other essential information that will be relevant for creating the proposal.
Step 3: Work with AI Chatbot
Input Client Data
Enter the client's pain points, wants, needs, and future projections into your favorite AI chatbot.
Compare with Services
Ask the AI to compare and contrast the client's requirements with your business services.
Generate Roadmap
Work with the AI to create a roadmap with milestones based on the analysis.
Step 4: Use Gamma.app for Layout
1
Import Data
Take the resulting data as text and drop it into Gamma.app to begin the layout process.
2
Organize Content
Use Gamma.app's features to organize the content effectively.
3
Choose Presentation Style
Select appropriate presentation styles and templates that best suit your proposal.
Step 5: Refine the Presentation
Enhance Images / MJ
Select and adjust images to complement the content and enhance visual appeal. Search on MidJourney / Create new.
Tweak Text
Adjust and refine the text to ensure clarity and impact.
Optimize Pages
Organize and structure the pages for optimal flow and readability.
Experiment with Templates
Try different layouts to find the most effective presentation of your proposal.
Step 6: Finalize and Publish : Create Yes!
Add Contact Links
Include contact information and relevant funnel links in the proposal.
Post to Domain
Upload the completed proposal to a domain for easy viewing by the client.
Final Review
Conduct a final review to ensure all elements are in place and functioning correctly.
Conclusion: Streamlined Proposal Creation