November 4, 2025 • 39 mins
Are you still spending hours writing proposals… only to get ghosted by clients?
It’s time to flip the script. In this solo masterclass, Isar Metis breaks down how business leaders can use AI tools like ChatGPT, Claude, and NotebookLM to craft winning proposals — faster, sharper, and way more aligned with what clients actually want.
You’ll discover how to go from a recorded Zoom call (or in-person meeting) to a fully polished proposal — in minutes, not hours. Plus, you’ll learn how to deal with RFPs (even the messy government ones), write emotionally intelligent cover letters, and use visual tools that make complex proposals client-friendly.
Whether you're pitching services, closing enterprise deals, or trying to impress a board — this episode will transform how you sell.
Learn more about Advance Course (Master the Art of End-to-End AI Automation): https://multiplai.ai/advance-course/
Learn more about AI Business Transformation Course: https://multiplai.ai/ai-course/
About Leveraging AI
- The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/
- YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/
- Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/
- Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events
If you’ve enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
GMT20251103-151952_Record (00:00):
Hello and welcome to the Leveraging AI
(00:01):
Podcast, the podcast that sharespractical, ethical ways to
leverage AI to improveefficiency, grow your business,
and advance your career.
This Isar Metis, your host, andin this episode, we're going to
dive how to write winningproposals in order to get more
business while investingsignificantly less time.
If you have been listening tothis podcast for a while, you
(00:21):
know that I've been sayingmultiple times that a business
can run without hr.
It can run without marketing, itcan run without accounting.
It can run without a lot ofthings that exist in most
businesses.
It cannot run without clientsbecause if you don't have
clients, you don't have abusiness.
You could be a good nonprofit,but you cannot run a business
without clients.
But to get clients, you need tobe able to write proposals, not
just proposals.
You need to.
(00:41):
Write proposals that actuallywin you business.
So what does a good proposallook like?
So the first thing you need isto understand what the client
exactly wants.
You also want to connect withthe client emotionally because
if you can connect with thememotionally, there's a
significantly higher chancesthey're gonna buy from you.
Because humans as leavingcreatures make most of the
(01:01):
decisions based with emotion.
And then we justify it based onparameters.
And so if you can.
A present your case in an easyway to follow connected with the
client's needs and connect withthem emotionally even better.
Now, as far as what I said,making it easy to follow and
understand is a big deal ofwriting a successful proposal.
And there's actually two typesof proposals, or there's
(01:24):
probably more, but two bigcategories of how you write a
proposal or how you understandthe client's requirements.
One is based on communicationwith a prospect or an existing
client for an additional work,and that could be based on
meetings and demos and emailsand chats and different ways of
communication so you canunderstand exactly what they
need.
The other option is an RFP.
In bigger projects, the clientwill write a request for
(01:45):
proposal, which will clarifyexactly what they need, how they
want the proposal written, andso on, and then you need to
write them a proposal based onthat.
And we are going to cover bothof these options in this
episode.
Now.
Either way, writing goodproposals is really time
consuming, and in many cases isnot straightforward in
connecting the dots of exactlywhat the client wants or whether
(02:07):
through an RFP or through thedifferent means of communication
and writing a proposal that willcapture all of that in an
effective way.
Now also in many proposals, youhave two aspects.
You have the written proposal,which would be a word or a PDF
or a Google Doc, and there's thefinancial component that in most
cases, is gonna be in an Excelor a Google Sheets, and we're
gonna cover both these as well.
We are going to start with thefirst option of capturing the
(02:29):
client's requirement, which iscommunication with the client
and not an RFP'cause I believethat most of you write most of
your proposals based on that.
So what kind of a communicationscan you have?
This could be meetings inperson, either in a showroom or
at your offices, but this couldalso be a Zoom call or emails or
Slack or whatever.
Means you use in order to chatwith your clients or a
(02:50):
combination of all of the above.
So what you need is you need tocapture all of these
communications.
So the ones that are written arevery easy.
You have, they're either in somekind of a chat platform or on
your email, but thecommunications that are verbal,
you have to record.
You can either record them ifyou're on a Zoom call or teams
calls, or Google or whateverother means you have your
virtual communications.
(03:11):
Or if it's in person, you canstill record it in person.
You can either do this withseveral different types of
applications on your phone orbuy a hardware product such as
plot that is the size of acredit card gets stuck to the
back of your phone and you canthen record calls in person as
well.
But either way, you want tocapture these calls.
I do all of my communicationwith my potential clients and
(03:31):
prospects on Zoom, and so Irecord the Zoom calls and
capture all the information Iuse a tool called Fathom, which
is a tool that can recordtranscribes and get notes from
every single meeting.
And there are many other toolsthat do the same thing.
I really like Fathom for manydifferent reasons I find their
summaries to be very effectiveand it's very easy to use and it
saves all of the recordings inthe history.
(03:52):
So I can go back and take a lookat exactly what happened so I
can get the context of what wassaid and not just the summary.
But all of that doesn't reallymatter for the proposal because
when I come to write theproposal, I don't really care.
When I'm going to fathom, I havethe summary of everything that
happened as far as bulletpoints, as a summary, but I also
have a transcript, all I have todo is click on copy transcript
(04:14):
and I'm good to go.
What do I do with the transcriptthat I copied?
Well, I take the copy that Ihave and I go to ChatGPT and
inside of ChatGPTI have a customGPT that I have created, which
I'm going to show you exactlyhow to create yourself.
And in that custom GPT, uh, thatis called Multiply AI Training
and Education Proposal.
All I have to do is paste thetranscript.
(04:34):
That's it.
So then I click go and it isgoing to read it and it's gonna
write a proposal.
Now, before we jump into theproposal, I wanna say two words
about custom gpt.
Those of you who don't know whatcustom GPTs are, there are
these.
Mini automations that you canbuild inside of ChatGPT, by the
way, as I'm speaking it iswriting the proposal.
So those of you who are watchingthis on YouTube can see the
proposal being written, but I'mgonna read snippets out of it to
(04:56):
you once I'm done.
But these custom gpt are thesemini automations that you can
create.
You can get to them on the leftside menu after you have the new
chat and search and library andso on.
There's a section called GPTs.
If you haven't created any,you're just gonna have a button
called Explore.
I have about.
30 plus of them that me andother people in my company use
regularly to do almosteverything in our business run
(05:17):
through different custom gpt.
So this particular GPT writesproposals based on a transcript.
So let's see what we have rightnow.
We have a.
Proposal written, and you cansee that it shows up in this
little interesting square thingyversus the regular chat.
And you can see that it has anedit button inside the top of
that square.
This is because I requested thecustom GPT to write this in what
(05:40):
chat?
GPT Calls Canvas.
So if I click on edit now what Ihave is I have a side by side
setup where I have the chat onmy left and I have the proposal.
On my right and on the top ofthe proposal it said AI training
and consulting Proposal for weare Sass E, which is a company I
completely made up, but I reallydo this with every single
proposal that I write.
And then it says, provided toJohn Smith, founder of We Are
(06:01):
Sass e, provided by Isar Metis,CEO at multiply date, November
3rd, 2025 introduction.
This proposal outlined atailored AI training and
implementation program for weare SSE.
Initiative is designed toaccelerate your journey into the
AI enabled business operations.
By identifying and unlockinghigh ROI use cases, streamlining
proposal writing and leadgeneration, and building
(06:23):
internal capacity through customlive training sessions.
And then it goes to objectives,identify and implement high ROI.
AI use cases within the next 90days, build internal capacity
and automate core workflows suchas proposal writing and lead
generation, establish baselineAI capabilities, et cetera, et
cetera.
It goes through all the things.
Then it talks about why AItraining is urgent, and it
(06:43):
touches on exactly the topicsthat they mentioned.
As you can imagine, in thisparticular case, it was lead
nurturing and proposal writing.
Why work with Multiply?
So there's several differentbullet points.
Why to hire.
Me basically to be the onedelivering the training.
And it touches on very importantpoint that, again, are tied back
to their needs.
And then it talks about trainingformats and recommendations.
(07:05):
So it gives several differentoptions of formats and it talks
about why they should do eachone.
So there are greatjustifications.
I'll read a short snippet out ofthat.
Online workshops in parentheses,use case specific.
We recommend a series of focus,two hour workshops delivered
live via Zoom.
These workshops are designed toaddress specific bottlenecks and
high value opportunities inparentheses, proposal
(07:25):
automation, lead generation, etcetera.
Bullet point number two includelive demos and hands-on
experiences tailored to yourbusiness.
Bullet number three, involvecore team members and
freelancers regardless oflocation.
This particular real client,again, I've changed the name,
has.
A relatively small in-house teamand a very large team of
freelancers, and the idea was tocreate online workshops so other
(07:46):
freelancers from all around theworld can participate in these
workshops.
And then it goes to otheroptions that they could do
instead, or in addition to thetwo, our workshops that were
suggested.
Then it goes to a rollout plan.
What happens in November?
What happens later on?
What happened in December?
What happens next year?
Then it goes to pricing.
Then it goes to data preparationand confidentiality, like what
(08:06):
kind of data they need toprovide to me, and so on and so
forth.
It's a really long and highlydetailed proposal.
Now, I know that those of younever done anything like this
go, holy crap, I want somethinglike this.
How the hell did you just dothis?
And so two things before we diveinto how I did this.
The reason I do this withinCanvas, which again is this
format where I can see thedocument on the right and the
(08:28):
chat is on the left, is becausenow I can edit the document.
If I wanna add another objectiveor I wanna change the
objectives, I can click insideof it and I'll just type.
And I can now type whatever Iwant inside this document.
I can delete components, I canadd components.
I can reorder components just bycopying and pasting.
Think about it as havingMicrosoft Word or Google Docs
within ChatGPT.
(08:49):
Now, the other thing that isvery helpful, because it is
within ChatGPT, I don't have todo the editing manually, so.
One of the things here, it saysWhy work with multiply and it
has already existing four bulletpoints.
The third one is combinesbusiness acumen with AI
expertise to focus on realpractical.
ROI Sounds great, but let's sayI wanna say more about it that
is related specifically to theirbusiness.
(09:10):
I can highlight this section andthen when you highlight anything
within Canvas there, it pops upa little popup.
Thing and one of the optionsthere, it says Ask Chat, GPT.
So if I click on that now, it isgoing to work related only to
the highlighted area, in thiscase, a specific bullet point,
and I can say, please providemore information about this
(09:34):
aligned with the needs of theclient.
And then it is going to rewritejust this one bullet point.
As you can see now, or those ofyou who can see, I will read it.
There used to be just onesentence, and now it's an entire
paragraph with more informationrelated specifically to the
conversation that I had with theclient.
So this is the huge benefit.
(09:56):
Canvas and basically becauseI've defined exactly the format
that I want, so you, it hasnumberings and headings and
bullet points exactly the way Iusually write proposals.
Once I'm done editing it here,I'm basically done.
All I have to do, there's a copybutton on top.
I copy it.
Paste it into my regulartemplate, either in Word or
Google Docs with my header andfooter and so on, uh, payment
(10:17):
terms, all the stuff that isstandard and I'm done and I can
send the proposal.
But how did it happen?
How does this thing work?
So I'm gonna close the canvasfor a minute and I'm gonna go
back to the custom GPT thatagain, you can see here on the
left.
And I will show you exactly howit works.
So if I go to edit GPT, how doesan.
GPT work.
Uh, by the way, I've done aentire episode about how to
(10:39):
create custom gps, and that'snot gonna be the focus of this
one.
If you want to check the customGPT episodes in which we dive
exactly how to develop them, youcan go back to episode 1 75 that
is labeled Stop Wasting Time,automate Repetitive Tasks with
Custom gpt, so you can go backand check that one again,
episode 1 75.
But now let's dive into thiscustom GPT its name, as I
(11:00):
mentioned before, is multiply AItraining and education proposal.
The description says rightsproposals based on a template
and meeting transcription.
And then there's the actualinstructions.
By the way, the name in thedescription doesn't matter, just
for you to know what it does.
So if we look at theinstructions, the instructions
are where the magic actuallyhappens, and it says the
following, you are an expertproposal writer.
Your goal is to write clear,easy to follow, and attractive
(11:21):
AI training proposals.
Cool.
Now, you obviously write yourown thing however you want it.
Now I define the inputs.
So the inputs include, and I'mquoting, use the master template
of AI training and consultationproposal in your knowledge base
as a template.
And then it gives differentoptions of the things that I do.
But then it says the following,each proposal that you write
will include one or more.
(11:42):
Of these training options, youneed only to include the
components that were discussedwith the prospect in
parentheses, based on thetranscripts and emails I will
provide to you.
Also, you have access to theMultiply AI services brochure.
Every time you will write asection from the proposal about
a specific type of service.
You must add a short descriptionof the relevant service and its
(12:05):
benefits from this brochure.
Combine it seamlessly with whatwas discussed in the call.
And in parentheses, it says whatthe prospect or client said and
how they said it.
Then it talks about what is thesecond input.
So the first input was documentsthat I'm providing it.
I'm gonna touch on that in aminute.
The second input is clientmeeting transcript and or email
communication with the prospectslash client.
(12:26):
The user will provide you with afull transcript of a discovery
call with a potential client.
The transcript who the client isand what do they do, what they
are trying to achieve with ai,team structure and distribution,
any strategic initiatives suchas up upcoming sprints,
rollouts, goals, et cetera.
And there's a bunch of those.
You obviously need to write yourown.
Yours will.
It's going to be very, verydifferent than mine.
(12:46):
I provide AI trainingconsultations to companies and
workshops to organizations.
And so this is my instructions,but yours could be very, very
different.
And then I define the output.
The output is using the templateproposal as a base, generate a
customized client readyproposal.
The final output should.
And now there's a list ofthings.
Update the title in headersbecause I have a generic title
(13:07):
in headers, right?
So include client's namesinstead of, and the template has
company name in bold letters inorder to tell it what to
replace.
Update the recipient names andrelevant dates, adjust
introduction and objectivesections, et cetera, et cetera,
et cetera.
And then it tells it all thethings it needs to update, all
the use cases that it needs tobring up.
And then it also suggests tocustomize the data prep section,
(13:29):
include any use cases and ordocuments they plan to share,
JIRA stories, test cases, uh,anything that they're going to
provide to me that was discussedin the call or in the emails.
It also suggests to add clientspecific benefits and ROI.
And the two things that I'msuggesting is reflect their
business objectives, eeg, speedof sprint execution, team
(13:49):
enablement, et cetera, whateverthey're going to mention.
And number number two, emphasizealignment with their
transformation goals.
And you've seen that in theproposal that it connects back
to what they said in the calland in the emails.
Speaker (14:00):
I have really exciting news for you today.
The biggest thing thateverybody's after with AI is
automating different tasks inyour business, right?
This is the holy grail thateverybody's chasing.
This is why these companies areworth many billions of dollars
because they promise to automatestuff that otherwise will
require people to do the work.
Well, most people hear aboutthis and drool about this, but
(14:23):
they don't have a clue how toactually build these
automations.
Many people who have taken mycourse, the AI Business
Transformation course.
Thousands of people at thispoint learned the basics of how
to pro properly and how to usedifferent AI tools.
But to learn how to actuallyeffectively build automations
that can actually automate tasksacross any aspect of the
business is something thatrequires the basic training that
(14:44):
I've.
And then going beyond.
And this is exactly what we arestarting to deliver.
Starting on the first week ofDecember.
We are launching a course thatwill teach you everything you
need to know to automate stuffin your business, how to connect
your existing tech stack, yourCRM, your ERP email marketing
platform, whatever aspect youwant together with advanced AI
(15:06):
capabilities.
To create workflows thatautomate more and more aspects
of your business, think whatthat might be worth.
This can dramatically acceleratemore or less every single thing
that you do, while dramaticallyreducing the cost, freeing
people to do more important jobthan the mundane stuff they're
doing every single day.
So everybody wins.
(15:27):
You have happier.
Partners and employees, you runfaster and you drive more
business all while investingless money than you're investing
right now, which meansregardless of the size of your
business.
This is an incredibly valuableoffer, and we're doing this for
a price that makes it a joke.
So if you want to learn more, weare launching this course again
(15:49):
the first two weeks of December.
It's gonna be two weeks onMondays at noon Eastern.
So you can join us at noonDecember 1st, and then December
8th.
And in four hours we will takeyou from, I know how to prompt
and I know how to use AI at abasic level.
To having all the tools,including templates that I've
personally created and that Iuse for myself and for my
clients, that you are going toget for free.
(16:10):
That will get you and save youhours of figuring it out on your
own.
So come and join us in December.
By the way, if you don't havethe basic knowledge and you're
saying this sounds a littleabove my head, I need to get the
basics first.
We are launching another cohortof the highly successful AI
Business transformation coursethat I've been teaching for two
and a half years, since April of2023.
And we're updating it everysingle time we're running it,
(16:32):
and we've ran it at least once amonth since.
So it's been updated many, manytimes.
We are launching another.
Cohort of that at the end ofJanuary.
So if you want to start 2026with the right foot forward,
knowing either the basics ifyou're a beginner or the more
advanced automationcapabilities, don't miss this
opportunity to start 2026 withthe right foot forward.
(16:53):
I'm not sure when we're gonnateach the next cohort of this,
so this is an amazingopportunity to finish this year
strong and start the next yeareven stronger.
All of our courses sell out,literally a hundred percent of
them.
So don't wait.
There's gonna be a link to bothcourses in the show notes of
this podcast.
Just click the link, check thelanding page, it has the
syllabus and everything you needto know about the course, and
(17:15):
you can then start automatingyour business and moving
significantly faster next year.
And now back to the episode.
GMT20251103-151952_Recordi (17:22):
Then there's a few additional things
that are very specific as far asthe formatting and how I want
it, what to include and not toinclude.
And in the very, very lastsentence, it says, write the
proposal.
In Canvas, which means it isgoing to write it in that
format.
That allows me to edit theproposal and work in
collaboration with CHA GPT onmaking it perfect.
So what else is in the customGPT?
There is the knowledge base.
(17:43):
What is the knowledge base?
The knowledge base is where youcan give the custom GPT
additional information.
In this particular case, thereare two files.
The first file is the mastertemplate of AI training and
consulting.
And that template has literallyevery single service that I.
Provide, which I will neveractually use in a real proposal,
but it allows the AI to thenpick and choose the different
services that was defined in theconversation with the client.
(18:06):
So as you heard in theinstructions, I tell it to pick
and choose the just thecomponent that it needs.
The other document is theMultiply I Services brochure.
This has a much longerdescription.
Of the different services that Iprovide.
And the AI knows how to pickfrom that in order to describe
the services and the benefitthat they provide to the client
based on what they said andbased on their needs.
And then the final section here,it says capabilities.
(18:28):
And in the capabilities you canchoose different options like
web search, canvas, imagegeneration code, interpreter,
and data analysis.
And the only thing I checked isCanvas because it's the only
thing I need.
And that is it.
If you take this exact conceptand make it your own meaning,
combine your proposal templateand your information about the
services and product that yousell with instructions on how to
(18:50):
use a transcript or any othermeans of communication with the
client, you'll be able to writeyour own proposals.
Something that used to take meabout two hours, takes me about
15 minutes.
Right now with most of the heavylifting actually done by ai.
But as we mentioned, this isjust one aspect of the proposal.
You also need the financial sideof it.
You want to deliver an Excel,sometimes a very complex Excel
(19:11):
with multiple tabs and multipleand multiple formulas that are
connecting it together.
And the best way to do that isactually in Claude.
So ChatGPT is great, and it'seven okay at running formulas in
Excel.
But once you start getting intoreally complex Excel files,
especially with multiple tabs.
Claude becomes a much, muchbetter tool, at least as of
right now.
(19:32):
So let's look at a similarexample in Claude.
So what I've done here in thisparticular one, and I'm not
gonna run it in real timebecause it takes it a while to
create.
So what you can see here is a.
Audio visual proposal generationand that the reason I chose that
is A, because I have a lot ofclient in the smart home
industry, but also because ithas a gazillion different
(19:52):
options and different things.
And what you can see here isthat I'm looking at a page out
of a multiple page Excel filethat was completely created by
Claude, and all I had to do is avery similar thing.
You can see that I uploaded adocument that's called Kline
Showroom Meeting.
Text, which is basically a texttranscript that was taken from a
hardware device inside the demoroom and it captured the entire
(20:13):
conversation with the client.
And all I did is just sta andclick go and it said, and now,
Claude said, I've reviewed theclient showroom meeting
transcript before I begincreating the Excel proposal.
I need to clarify severalimportant items to ensure
accuracy, and it's gonna ask memultiple questions.
Why does he ask me questions?
Because the instructions that ithas inside the cloud project.
Ask it to ask it.
Clarifying questions.
(20:34):
So it says, okay, what are thenames of the clients?
What is the theaterconfiguration?
Are we looking at the theatersystem tier or other things?
So different options of how thatmay look like, what kind of
audio details it is going toinclude.
It provides me several differentoptions based on the
conversation.
What is the video wall size?
Because two options werementioned in the conversation.
What is the speaker selection?
So there's several differentoptions for that room by room
(20:57):
count.
So what is going to be thenumber of speakers in each and
every one of the rooms, becausethat may have not been finalized
or agreed upon in the meetingtranscript that it has tv,
location and sizes, vinyl playerlocation.
So a lot of very relevantquestion that it needs to answer
in order to do the proposalproperly.
And then it goes on and on andon.
There are 14 different questionsbecause I wanted to do this at a
(21:18):
demo and I wanted to run thisquick.
I basically said, act as an AVexpert, answer all these
questions on your own and createthe Excel proposal.
I will obviously never do thatwith a real proposal.
I will actually answer all thesequestions in details, most cases
by voice.
So I click on voice type I voicetype most of what I do right
now, and just answer all ofthose questions and then.
Claude went ahead and startedworking on the proposal, wrote
(21:40):
all the different components,and provided me with this highly
detailed excel with the diningroom and kitchen and pantry and
what are the speakers and whatare the control panels and
everything that exists in everysingle room.
And this is, again, just onepage out of like six or seven
pages each and every one of themwith different sets of systems
that all feed back into thisExcel file.
You can see up here on the top,because I connected it with my
(22:01):
Google Drive.
I have a drive button and if Iclick on that, I can download it
straight into Google Sheets.
You can do the same thing byconnecting Claude to SharePoint
and then download it as an Excelfile straight into SharePoint.
Is this perfect?
No.
Does that get me 85% of the waythere?
A hundred percent, and sometimesit gets me 98% there with all
(22:22):
the different tabs all arranged,all in the format.
That my client is using toprovide answers to their
clients, and it all is generatedinstead of in a few hours.
In a few minutes.
And again, all these minutes arespent by Claude and not by you.
So all you have to do is uploadthe transcripts or any other
notes or communications that youhad with a client and it will
(22:42):
write this proposal.
And then the following step isvery similar, right?
It is combined into a.
Proposal as you have seenbefore.
So I can actually take theoutput from this, upload it to
the other custom GPT, or createa similar concept inside of
Claude.
So in Claude, custom GPTs arecalled projects, and this works
exactly the same.
So now let's take a look of howthis is created.
(23:04):
So this thing.
If I go to projects in Claude,and this, it looks like a little
folder thing on the left menu inClaude, you can see that I have
AV proposal generation and youcan see that it has multiple
files connected to it, likeshowroom meeting, agenda
template, round examples, blah,blah, blah, blah, blah.
Uh, different PDF files ofdifferent things and how the
output should look like.
And then it has instructionsjust like we have seen before.
(23:25):
So cloud project, AV proposalgenerator, converting client
consultation transcripts intodetailed Excel proposal.
And then it has project overviewand knowledge requirements and
core workflow and the differentphases.
So that's phase one, transcriptand analysis.
And it has several differentphases.
You can see that in phase one,it goes through transcript
analysis and clarification.
That's where it's gonna reviewthe transcript and ask me
(23:46):
questions and it, and there's abunch of them.
And then there's phase two, theactual Excel generation.
But inside the extra generationthere are multiple steps and
it's going to generate thathighly detailed Excel file.
So quick summary before wecontinue.
Once you create either a cloudproject or a custom GPT in chat,
GPT, you can then take thetranscript or communications
(24:07):
that you had with clients andprospects, upload them and get a
proposal that is almostcompletely ready, both the
pricing side of it in a highlycomplex multi tab Excel file.
And the written proposal thatwill go with that.
But now let's talk for a minuteabout working with RFPs, because
some proposals have that.
By the way, I have two reallyinteresting bonus things in the
(24:29):
end.
So even if RFPs are notinteresting to you, stick
around.
I promise you it will beworthwhile.
But let's talk about RFPs for aminute.
So in this particular case, Iwent to a government website and
downloaded a construction RFP.
It's called Solicitation Offerand Award.
It has a solicitation number.
It has multiple different pages,multiple different documents,
and exactly what it's going tobe.
And it is for renovating theIndian Education Acquisition
(24:51):
Center in Indian School Roads,suite 3 5 2 A in Albuquerque.
That is the actual, what thesolicitation is about, and I'm
not gonna read all of it to you,but it's a really, really long.
Ugly government generated PDF,that is an RFP.
Most RFPs are like that.
It has multiple, multipledetails across multiple pages
and in most cases acrossmultiple documents as well.
(25:11):
So how do you use that to writethe document?
The first thing to write theproposal, the first thing you
need is to understand exactlyhow the document structure works
or the documents work, and toget answers.
On whether you can even bid onthat.
Do you have the right expertise?
Do you have the right licensing?
Do you have the right insurance,do you have, et cetera, et
cetera.
(25:32):
And that goes into the processof how do you work with a
document inside of these AItools, and this is what I'm
going to teach you right now.
So the trick here is to have adetailed understanding of what's
in the document while reducingthe hallucinations that AI has
when it's reading documents.
And reducing the amount of timeit will take you to verify that
(25:52):
is not actually hallucinating.
So you can see that I started aconversation with ChatGPT, by
the way, on this particularprocess of working with
documents as of right now, soNovember of 2025.
ChatGPT works better than Claudeand Gemini.
In the capacity that I'm goingto show you.
So I've uploaded the multipledocuments.
It's just one PDF, but there'smultiple documents in it.
And then, or you can upload itby the way, as separate
(26:14):
documents.
And then I wrote the following.
You are an expert governmentproposal writer who specializes
in writing winning proposals forgovernment construction RFPs.
You'll be provided with adocument as an attachment in
several questions you shouldanswer.
But then before I actually askedthe question, I added the
following component.
Which is the most criticalaspect, all of this, and is what
I really want you to rememberfrom the whole RFP thing.
(26:35):
So a few important rules forthis process.
One, you must use informationonly from the document I
attached.
Two, do not use any othersources for any step of this
task.
Sounds redundant, but it's notreally because it covers the two
sides of that story, and itincreases the chances that the
AI will use just the informationthat you provided it.
Number three, and this is whereit becomes very, very critical.
(26:58):
If you cannot find theinformation that is directly
related to the questions you areasked in the original document.
Simply respond with, and then inquotation marks, I put
insufficient information.
You can put whatever thing inthat.
Quotations.
You can say information notavailable, or NA, or whatever
you want.
Why is this so important?
Because these AI systems arebuilt to please.
(27:19):
They want to provide you ananswer.
You're gonna ask a question,you're going to get an answer.
Even if the information doesn'texist in the document, in many
cases it will make it up inorder to answer your question.
However, if you providedinstructions what it's doing,
it's actually better than justproviding a random question
because it is following yourinstructions, which is what it's
built to do.
So if you're telling it what tosave, the information doesn't
exist.
There's a much, much higherlikelihood it is not gonna make
(27:42):
it up, and it's actually gonnasay that the information doesn't
exist in the same exact.
Wording that you requested.
Then number four is for everyquestion you are asked about
this document, documents youmust include in every segment of
your answer a citation in thefollowing format.
And then I have squigglybracket, document name, page
number, heading exact quote.
(28:04):
Sometimes ask for it in a tableinstead of just, uh, this
format, but either way.
You will see if I scroll downand I look at the answer it
answers.
So I ask you the question aboutwhat is the performance period
of this job once awarded, andyou can see that it tells me
performance period, 365 days inparentheses, 365 calendar days
from notice to proceed.
(28:24):
And then it shows me in squigglybrackets, exactly what I said.
It gives you the documentnumber, the page number, the
name of the section.
Then it actually gave me theexact quote.
It also gave me another onebecause it found another
reference to this in a separatedocument in that file.
So you can see there's anotherplace on page 16 in Section F1
commencement.
(28:45):
Prosecution and completion ofwork, so you can see that it is
very, very detailed in providingme these citations.
Why are these citationsimportant?
They're important for tworeasons.
Reason number one, it forces theAI to ground itself in something
that actually exists in thedocument.
Reason number two, it allows meto very quickly verify that what
the AI is telling me is actuallycorrect.
Because all I need to do rightnow is to go to the original
(29:07):
document and copy and paste thequote that it has given me, and
hit command F on the documentand see if this quote actually
exists.
So let's try this.
I am gonna hit command F.
I'm gonna paste it.
You can see that it actuallyexists exactly where it says.
So now it highlights thatsection.
I can see that it's really inthe page that it said.
I can see it's in this sectionthat it says, and now I know
(29:29):
this information is accurate,and I will do this for every
single information that the AIgives me.
And yes, it'll take me anotherthree minutes to do, or five or
15 or 25 doesn't matter, but Iwill know that all the
information that I got, thatfinding it manually across
several different documents willtake me hours.
Now I have the answers to all myquestions related to this RFP,
and then I also can verify thatinformation is real.
(29:50):
And once I have.
All of that.
Then I will take the outputs ofthis process, of the questions
that I asked, and then I willupload them to a very similar
process to what I showed youbefore.
In this particular case, theinstructions of the custom GPT
instead of relating toinformation that is coming from
a conversation, it is going tobe based on the information from
the RFP, but other than that, itis a very, very similar process.
(30:12):
So a quick recap of what youneed to do based on what we've
done so far, and then I'm gonnagive you the two bonuses that I
promised you.
One is you must record all yourcalls with the client and or
prospect, whether it's in personor on Zoom or over your phone.
You need to record these calls.
For all your salespeople inorder to do this process
effectively, and if you're notdoing it right now, then start
doing it.
Two is you need to create asolid, comprehensive template on
(30:36):
both the Excel side and the wordslash Google Docs side because
that is going to be the baselinefor what the AI is going to use
then.
You're gonna start in a regularchat, so not in a custom GPT and
not in a clouded project.
You're going to start in aregular chat and explain to it
what you're trying to do.
Including how you read thetemplate and how to capture the
customer's voice and tone andtheir needs and their fears and
(30:58):
all of that.
And after you work with the AIin the conversation, at the end
of that, when it is able toproduce a proposal based on the
conversation you had with it,you ask the AI to generate the
actual instructions for thecustom GPT and or Claude
project.
You then go to the cloud projector custom GPT, you upload the
relevant files.
You make sure that they arereferenced correctly by the
(31:18):
instructions.
If not, you need to add thatmanually.
You make final tweaks, you testit, you iterate until you get it
absolutely working the way youwant, in the format you want, in
the length you want, and so on.
And you are good to go.
Once you have that, all you needto do to get a proposal written
is to give either the clubproject or the custom GPT the
call.
Transcript of whatever calls youhad, chats, if you had any
(31:38):
emails, if you had any, and anyother means of communication
that you had.
If it's an RFP, you need toupload the RFP plus the
questions that you asked, the AIand the answers that you got
from the ai, and make sure thatin the instructions it says to
create it in Canvas or inClaude.
It's called artifact, but it'sthe same thing.
It's the side by side setupwhere you can make edits.
So make sure that yourinstructions mention that.
(31:59):
And that's it.
When you get the output from theai, you can make changes
manually or together with the aias I showed you before, by
highlighting a section andasking the AI to provide
additional details, doadditional research, whatever it
is that you require to make theproposal better, copy and paste
it into your template, and youare good to.
Go.
Now, I promised you two smallimportant bonuses.
So bonus number one, in manycases you wanna write an email
(32:22):
or a cover letter to go with aproposal.
You're not just sending it, youwant to add something to it.
And over there it is even moreimportant to capture the
emotional aspect and to make aconnection on the emotional
level with the potential client.
And I have a custom GPT to dothat as well.
So let's take a quick look atone of them.
This is an example I've actuallydone to Truist, which is a local
bank here in Florida.
They're actually in other placesas well.
(32:42):
Really big bank.
And I will show you straight theinstructions of what it does,
but what it does in this case, Ialready have the proposal, so I
finished step one and you cansee this is a custom GPT.
And in this custom GPT, what Ihave is the instructions that
are actually very simple andstraightforward, and they say
You are an expert salescommunicator specializing in
capturing the attention ofpotential clients with proposal
cover letters.
(33:03):
Your task is to review theproposal that is uploaded, plus
the information about the clientand to use Canvas to draft a
perfect cover letter that wouldpersonalize to the client and
will use the Truist bank spiritand tone.
And again, in this particularcase, this is an example about
Truist, but you will obviouslymake it about yourself.
But then the instructions areactually very simple.
(33:23):
Here are the instructions.
One, ask the user to upload theproposal.
Once you have the proposal, askthe user for a link to the
client's website.
Once you receive the link to theclient's website, please perform
a thorough research on theclient.
Don't just look at the homepageof the website, but dive deeper
to their About Us Page productand services pages, and learn as
much as you can about them.
(33:44):
Number four, check theinformation in your knowledge
base.
You will find the followingabout truist and Truist stories.
Use these in three ways.
4.1, learn about Truist cultureand what we stand for.
4.2, learn about the Truistbrand and what we believe in.
4.3, learn the style in which wecommunicate.
(34:05):
The entire language comesstraight from our website.
I would like you to capture thestyle in which we communicate
and use it in the cover letter,and there's several different
sections.
In number five, it asks it tofind parallels and connections,
emotional connections betweenwhat the client does and the way
the client communicates, and thecore values that they have to
what Truist has on theirwebsite.
(34:26):
And then it writes the coverletter in Canvas, which I can
edit and then use as the coverletter.
So it helps me find emotionalconnections and alignment
between the client.
Myself without actually havingto do this manually every single
time, and this makes a very,very big difference when people
feel that you actually investedthe time in learning about their
brand in learning about whatthey stand for, and that what
(34:48):
you stand for is actually wellaligned with it.
This definitely helps get theattention and will allow people
to be in the right mindset in amuch more positive mindset when
they review the proposal.
And then the last thing that Iwanna show you.
In many cases, proposals arereally highly complex and
complicated and not easy tofollow.
Despite all of our attempts, asan example, those AV proposals
that I mentioned before, in manycases has multiple rooms and in
(35:11):
some cases multiple buildingsand in each and every one of
them, multiple systems.
So even if you're very organizedand trying to explain
everything, it still becomes avery complex proposal.
And what I wanna show you is twoways on how to make it easy for
the clients to understand what'sgoing on.
Both of them are happeninginside of Notebook, lm, which is
a free Google tool that you canget to by typing notebook,
(35:31):
lm.google.com.
This tool does a gazillion otherthings amazing, but in general,
it's just very, very good ataggregating and summarizing and
presenting information frommultiple sources in a way that
is easy to consume, which isexactly what we're trying to do
with the proposal.
So what you can see here on theleft is that I've uploaded first
of all three different PDFs,which are the different
components of the proposal, theAV infrastructure, security
(35:53):
system, and lighting control.
Again, in your case, that mightbe very different things, and
then there are multiple URLs todifferent components and systems
that are included in thisproposal.
You can see that it gives me ageneral summary of what this
thing is, but then on the topright, you have different
options.
You have audio overview, videooverview, mind map reports, and
so on.
And what I've used here, just toshow you an example, the first
(36:14):
one is I'm using the audiooverview.
If I hit play, you're going tohear two different people
explain about this proposal fora modern home.
Exactly.
Think of it like the, well, theblueprint for making a house
truly smart.
It covers everything.
That's right.
It's not just, you know, a listof TVs.
It details the equipment.
Sure.
But also all the pre-wiringneeded for AV security, even
(36:36):
lighting control.
It's a whole package, acomprehensive plan for a fully
connected residence.
Awesome.
Right.
So then it goes, this is a 22minute.
Podcast that explains all thedifferent components of this
proposal that your client canlisten to instead of you having
to do the meeting.
Uh, or it could be in anylanguage you want, which is very
helpful.
So it's just a great way topresent the overall really
detailed proposal.
But what is actually even coolerin these kinds of really
(36:58):
complex, multi-level,multi-layered proposals is
actually to use a mind map.
So if I click on the mind map,you can see those of you who
don't know what a mind map is.
It's this multi-level.
Brainstorming ideation tool, butin this case, it's just taking
the information straight fromthe proposal.
So you can see on the left itsays project proposal, and the
first thing it does, it hasthree different components, AV
infrastructure, security system,and lighting control system.
(37:20):
I did not create this, itunderstood this on its own.
So let's click on the av.
Infrastructure and then it opensfirst floor, second floor,
exterior cable and hardware,labor and costs.
So either broken down by thecomponents, broken down by cost,
or broken down by the floor ofthe house and or exterior.
So let's go to the second flooras an example.
So now I can see on the secondfloor, it shows me the rooms.
(37:42):
Office, guest room two, guestsuite three, and then WIC.
So let's look at the office andguest room, and if I click on
that, it shows me all thedifferent components that is
going to be there, and it's like25 of them.
If I click on one of those, solet's say Leon Speakers
something, it is going to thenwrite me a summary.
Of these speakers about how theyare what they do.
(38:03):
Based on all the information inthe proposal, I could have
clicked on other steps and see asummary of the floor and all the
things that comes with it, orthe entire exterior or any level
that I want.
I can dive in and get a writtensummary.
So it's a really, really easyway for me to understand a
really complex, multi-tierproposal.
Forget about me.
It allows the client to veryeasily in a graphic.
(38:25):
Way to follow the differentcomponents and dive into
whatever section they wantwithout looking at three
different proposals with threedifferent PDFs, each and every
one of them 25 pages long, andtrying to understand how the
structure and how it works.
So these are just severaldifferent ways on how you can
enhance.
The deliverable of your proposalto make it easier for your
client to actually understandwhat it is that you're offering,
(38:46):
which dramatically increases thechances that they're actually
going to hire you to do the job.
That is it for today.
If you enjoy this episode,please hit the subscribe button
and also give us a nice reviewon either Apple Podcast or
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(39:07):
With other people that canbenefit from this podcast.
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So why don't do this, it willtake you about three seconds to
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That's it for today, and untilthe next episode, have an
amazing rest of your week.
Hello and welcome to the Leveraging AI
(00:01):
Podcast, the podcast that sharespractical, ethical ways to
leverage AI to improveefficiency, grow your business,
and advance your career.
This Isar Metis, your host, andin this episode, we're going to
dive how to write winningproposals in order to get more
business while investingsignificantly less time.
If you have been listening tothis podcast for a while, you
(00:21):
know that I've been sayingmultiple times that a business
can run without hr.
It can run without marketing, itcan run without accounting.
It can run without a lot ofthings that exist in most
businesses.
It cannot run without clientsbecause if you don't have
clients, you don't have abusiness.
You could be a good nonprofit,but you cannot run a business
without clients.
But to get clients, you need tobe able to write proposals, not
just proposals.
You need to.
(00:41):
Write proposals that actuallywin you business.
So what does a good proposallook like?
So the first thing you need isto understand what the client
exactly wants.
You also want to connect withthe client emotionally because
if you can connect with thememotionally, there's a
significantly higher chancesthey're gonna buy from you.
Because humans as leavingcreatures make most of the
(01:01):
decisions based with emotion.
And then we justify it based onparameters.
And so if you can.
A present your case in an easyway to follow connected with the
client's needs and connect withthem emotionally even better.
Now, as far as what I said,making it easy to follow and
understand is a big deal ofwriting a successful proposal.
And there's actually two typesof proposals, or there's
(01:24):
probably more, but two bigcategories of how you write a
proposal or how you understandthe client's requirements.
One is based on communicationwith a prospect or an existing
client for an additional work,and that could be based on
meetings and demos and emailsand chats and different ways of
communication so you canunderstand exactly what they
need.
The other option is an RFP.
In bigger projects, the clientwill write a request for
(01:45):
proposal, which will clarifyexactly what they need, how they
want the proposal written, andso on, and then you need to
write them a proposal based onthat.
And we are going to cover bothof these options in this
episode.
Now.
Either way, writing goodproposals is really time
consuming, and in many cases isnot straightforward in
connecting the dots of exactlywhat the client wants or whether
(02:07):
through an RFP or through thedifferent means of communication
and writing a proposal that willcapture all of that in an
effective way.
Now also in many proposals, youhave two aspects.
You have the written proposal,which would be a word or a PDF
or a Google Doc, and there's thefinancial component that in most
cases, is gonna be in an Excelor a Google Sheets, and we're
gonna cover both these as well.
We are going to start with thefirst option of capturing the
(02:29):
client's requirement, which iscommunication with the client
and not an RFP'cause I believethat most of you write most of
your proposals based on that.
So what kind of a communicationscan you have?
This could be meetings inperson, either in a showroom or
at your offices, but this couldalso be a Zoom call or emails or
Slack or whatever.
Means you use in order to chatwith your clients or a
(02:50):
combination of all of the above.
So what you need is you need tocapture all of these
communications.
So the ones that are written arevery easy.
You have, they're either in somekind of a chat platform or on
your email, but thecommunications that are verbal,
you have to record.
You can either record them ifyou're on a Zoom call or teams
calls, or Google or whateverother means you have your
virtual communications.
(03:11):
Or if it's in person, you canstill record it in person.
You can either do this withseveral different types of
applications on your phone orbuy a hardware product such as
plot that is the size of acredit card gets stuck to the
back of your phone and you canthen record calls in person as
well.
But either way, you want tocapture these calls.
I do all of my communicationwith my potential clients and
(03:31):
prospects on Zoom, and so Irecord the Zoom calls and
capture all the information Iuse a tool called Fathom, which
is a tool that can recordtranscribes and get notes from
every single meeting.
And there are many other toolsthat do the same thing.
I really like Fathom for manydifferent reasons I find their
summaries to be very effectiveand it's very easy to use and it
saves all of the recordings inthe history.
(03:52):
So I can go back and take a lookat exactly what happened so I
can get the context of what wassaid and not just the summary.
But all of that doesn't reallymatter for the proposal because
when I come to write theproposal, I don't really care.
When I'm going to fathom, I havethe summary of everything that
happened as far as bulletpoints, as a summary, but I also
have a transcript, all I have todo is click on copy transcript
(04:14):
and I'm good to go.
What do I do with the transcriptthat I copied?
Well, I take the copy that Ihave and I go to ChatGPT and
inside of ChatGPTI have a customGPT that I have created, which
I'm going to show you exactlyhow to create yourself.
And in that custom GPT, uh, thatis called Multiply AI Training
and Education Proposal.
All I have to do is paste thetranscript.
(04:34):
That's it.
So then I click go and it isgoing to read it and it's gonna
write a proposal.
Now, before we jump into theproposal, I wanna say two words
about custom gpt.
Those of you who don't know whatcustom GPTs are, there are
these.
Mini automations that you canbuild inside of ChatGPT, by the
way, as I'm speaking it iswriting the proposal.
So those of you who are watchingthis on YouTube can see the
proposal being written, but I'mgonna read snippets out of it to
(04:56):
you once I'm done.
But these custom gpt are thesemini automations that you can
create.
You can get to them on the leftside menu after you have the new
chat and search and library andso on.
There's a section called GPTs.
If you haven't created any,you're just gonna have a button
called Explore.
I have about.
30 plus of them that me andother people in my company use
regularly to do almosteverything in our business run
(05:17):
through different custom gpt.
So this particular GPT writesproposals based on a transcript.
So let's see what we have rightnow.
We have a.
Proposal written, and you cansee that it shows up in this
little interesting square thingyversus the regular chat.
And you can see that it has anedit button inside the top of
that square.
This is because I requested thecustom GPT to write this in what
(05:40):
chat?
GPT Calls Canvas.
So if I click on edit now what Ihave is I have a side by side
setup where I have the chat onmy left and I have the proposal.
On my right and on the top ofthe proposal it said AI training
and consulting Proposal for weare Sass E, which is a company I
completely made up, but I reallydo this with every single
proposal that I write.
And then it says, provided toJohn Smith, founder of We Are
(06:01):
Sass e, provided by Isar Metis,CEO at multiply date, November
3rd, 2025 introduction.
This proposal outlined atailored AI training and
implementation program for weare SSE.
Initiative is designed toaccelerate your journey into the
AI enabled business operations.
By identifying and unlockinghigh ROI use cases, streamlining
proposal writing and leadgeneration, and building
(06:23):
internal capacity through customlive training sessions.
And then it goes to objectives,identify and implement high ROI.
AI use cases within the next 90days, build internal capacity
and automate core workflows suchas proposal writing and lead
generation, establish baselineAI capabilities, et cetera, et
cetera.
It goes through all the things.
Then it talks about why AItraining is urgent, and it
(06:43):
touches on exactly the topicsthat they mentioned.
As you can imagine, in thisparticular case, it was lead
nurturing and proposal writing.
Why work with Multiply?
So there's several differentbullet points.
Why to hire.
Me basically to be the onedelivering the training.
And it touches on very importantpoint that, again, are tied back
to their needs.
And then it talks about trainingformats and recommendations.
(07:05):
So it gives several differentoptions of formats and it talks
about why they should do eachone.
So there are greatjustifications.
I'll read a short snippet out ofthat.
Online workshops in parentheses,use case specific.
We recommend a series of focus,two hour workshops delivered
live via Zoom.
These workshops are designed toaddress specific bottlenecks and
high value opportunities inparentheses, proposal
(07:25):
automation, lead generation, etcetera.
Bullet point number two includelive demos and hands-on
experiences tailored to yourbusiness.
Bullet number three, involvecore team members and
freelancers regardless oflocation.
This particular real client,again, I've changed the name,
has.
A relatively small in-house teamand a very large team of
freelancers, and the idea was tocreate online workshops so other
(07:46):
freelancers from all around theworld can participate in these
workshops.
And then it goes to otheroptions that they could do
instead, or in addition to thetwo, our workshops that were
suggested.
Then it goes to a rollout plan.
What happens in November?
What happens later on?
What happened in December?
What happens next year?
Then it goes to pricing.
Then it goes to data preparationand confidentiality, like what
(08:06):
kind of data they need toprovide to me, and so on and so
forth.
It's a really long and highlydetailed proposal.
Now, I know that those of younever done anything like this
go, holy crap, I want somethinglike this.
How the hell did you just dothis?
And so two things before we diveinto how I did this.
The reason I do this withinCanvas, which again is this
format where I can see thedocument on the right and the
(08:28):
chat is on the left, is becausenow I can edit the document.
If I wanna add another objectiveor I wanna change the
objectives, I can click insideof it and I'll just type.
And I can now type whatever Iwant inside this document.
I can delete components, I canadd components.
I can reorder components just bycopying and pasting.
Think about it as havingMicrosoft Word or Google Docs
within ChatGPT.
(08:49):
Now, the other thing that isvery helpful, because it is
within ChatGPT, I don't have todo the editing manually, so.
One of the things here, it saysWhy work with multiply and it
has already existing four bulletpoints.
The third one is combinesbusiness acumen with AI
expertise to focus on realpractical.
ROI Sounds great, but let's sayI wanna say more about it that
is related specifically to theirbusiness.
(09:10):
I can highlight this section andthen when you highlight anything
within Canvas there, it pops upa little popup.
Thing and one of the optionsthere, it says Ask Chat, GPT.
So if I click on that now, it isgoing to work related only to
the highlighted area, in thiscase, a specific bullet point,
and I can say, please providemore information about this
(09:34):
aligned with the needs of theclient.
And then it is going to rewritejust this one bullet point.
As you can see now, or those ofyou who can see, I will read it.
There used to be just onesentence, and now it's an entire
paragraph with more informationrelated specifically to the
conversation that I had with theclient.
So this is the huge benefit.
(09:56):
Canvas and basically becauseI've defined exactly the format
that I want, so you, it hasnumberings and headings and
bullet points exactly the way Iusually write proposals.
Once I'm done editing it here,I'm basically done.
All I have to do, there's a copybutton on top.
I copy it.
Paste it into my regulartemplate, either in Word or
Google Docs with my header andfooter and so on, uh, payment
(10:17):
terms, all the stuff that isstandard and I'm done and I can
send the proposal.
But how did it happen?
How does this thing work?
So I'm gonna close the canvasfor a minute and I'm gonna go
back to the custom GPT thatagain, you can see here on the
left.
And I will show you exactly howit works.
So if I go to edit GPT, how doesan.
GPT work.
Uh, by the way, I've done aentire episode about how to
(10:39):
create custom gps, and that'snot gonna be the focus of this
one.
If you want to check the customGPT episodes in which we dive
exactly how to develop them, youcan go back to episode 1 75 that
is labeled Stop Wasting Time,automate Repetitive Tasks with
Custom gpt, so you can go backand check that one again,
episode 1 75.
But now let's dive into thiscustom GPT its name, as I
(11:00):
mentioned before, is multiply AItraining and education proposal.
The description says rightsproposals based on a template
and meeting transcription.
And then there's the actualinstructions.
By the way, the name in thedescription doesn't matter, just
for you to know what it does.
So if we look at theinstructions, the instructions
are where the magic actuallyhappens, and it says the
following, you are an expertproposal writer.
Your goal is to write clear,easy to follow, and attractive
(11:21):
AI training proposals.
Cool.
Now, you obviously write yourown thing however you want it.
Now I define the inputs.
So the inputs include, and I'mquoting, use the master template
of AI training and consultationproposal in your knowledge base
as a template.
And then it gives differentoptions of the things that I do.
But then it says the following,each proposal that you write
will include one or more.
(11:42):
Of these training options, youneed only to include the
components that were discussedwith the prospect in
parentheses, based on thetranscripts and emails I will
provide to you.
Also, you have access to theMultiply AI services brochure.
Every time you will write asection from the proposal about
a specific type of service.
You must add a short descriptionof the relevant service and its
(12:05):
benefits from this brochure.
Combine it seamlessly with whatwas discussed in the call.
And in parentheses, it says whatthe prospect or client said and
how they said it.
Then it talks about what is thesecond input.
So the first input was documentsthat I'm providing it.
I'm gonna touch on that in aminute.
The second input is clientmeeting transcript and or email
communication with the prospectslash client.
(12:26):
The user will provide you with afull transcript of a discovery
call with a potential client.
The transcript who the client isand what do they do, what they
are trying to achieve with ai,team structure and distribution,
any strategic initiatives suchas up upcoming sprints,
rollouts, goals, et cetera.
And there's a bunch of those.
You obviously need to write yourown.
Yours will.
It's going to be very, verydifferent than mine.
(12:46):
I provide AI trainingconsultations to companies and
workshops to organizations.
And so this is my instructions,but yours could be very, very
different.
And then I define the output.
The output is using the templateproposal as a base, generate a
customized client readyproposal.
The final output should.
And now there's a list ofthings.
Update the title in headersbecause I have a generic title
(13:07):
in headers, right?
So include client's namesinstead of, and the template has
company name in bold letters inorder to tell it what to
replace.
Update the recipient names andrelevant dates, adjust
introduction and objectivesections, et cetera, et cetera,
et cetera.
And then it tells it all thethings it needs to update, all
the use cases that it needs tobring up.
And then it also suggests tocustomize the data prep section,
(13:29):
include any use cases and ordocuments they plan to share,
JIRA stories, test cases, uh,anything that they're going to
provide to me that was discussedin the call or in the emails.
It also suggests to add clientspecific benefits and ROI.
And the two things that I'msuggesting is reflect their
business objectives, eeg, speedof sprint execution, team
(13:49):
enablement, et cetera, whateverthey're going to mention.
And number number two, emphasizealignment with their
transformation goals.
And you've seen that in theproposal that it connects back
to what they said in the calland in the emails.
Speaker (14:00):
I have really exciting news for you today.
The biggest thing thateverybody's after with AI is
automating different tasks inyour business, right?
This is the holy grail thateverybody's chasing.
This is why these companies areworth many billions of dollars
because they promise to automatestuff that otherwise will
require people to do the work.
Well, most people hear aboutthis and drool about this, but
(14:23):
they don't have a clue how toactually build these
automations.
Many people who have taken mycourse, the AI Business
Transformation course.
Thousands of people at thispoint learned the basics of how
to pro properly and how to usedifferent AI tools.
But to learn how to actuallyeffectively build automations
that can actually automate tasksacross any aspect of the
business is something thatrequires the basic training that
(14:44):
I've.
And then going beyond.
And this is exactly what we arestarting to deliver.
Starting on the first week ofDecember.
We are launching a course thatwill teach you everything you
need to know to automate stuffin your business, how to connect
your existing tech stack, yourCRM, your ERP email marketing
platform, whatever aspect youwant together with advanced AI
(15:06):
capabilities.
To create workflows thatautomate more and more aspects
of your business, think whatthat might be worth.
This can dramatically acceleratemore or less every single thing
that you do, while dramaticallyreducing the cost, freeing
people to do more important jobthan the mundane stuff they're
doing every single day.
So everybody wins.
(15:27):
You have happier.
Partners and employees, you runfaster and you drive more
business all while investingless money than you're investing
right now, which meansregardless of the size of your
business.
This is an incredibly valuableoffer, and we're doing this for
a price that makes it a joke.
So if you want to learn more, weare launching this course again
(15:49):
the first two weeks of December.
It's gonna be two weeks onMondays at noon Eastern.
So you can join us at noonDecember 1st, and then December
8th.
And in four hours we will takeyou from, I know how to prompt
and I know how to use AI at abasic level.
To having all the tools,including templates that I've
personally created and that Iuse for myself and for my
clients, that you are going toget for free.
(16:10):
That will get you and save youhours of figuring it out on your
own.
So come and join us in December.
By the way, if you don't havethe basic knowledge and you're
saying this sounds a littleabove my head, I need to get the
basics first.
We are launching another cohortof the highly successful AI
Business transformation coursethat I've been teaching for two
and a half years, since April of2023.
And we're updating it everysingle time we're running it,
(16:32):
and we've ran it at least once amonth since.
So it's been updated many, manytimes.
We are launching another.
Cohort of that at the end ofJanuary.
So if you want to start 2026with the right foot forward,
knowing either the basics ifyou're a beginner or the more
advanced automationcapabilities, don't miss this
opportunity to start 2026 withthe right foot forward.
(16:53):
I'm not sure when we're gonnateach the next cohort of this,
so this is an amazingopportunity to finish this year
strong and start the next yeareven stronger.
All of our courses sell out,literally a hundred percent of
them.
So don't wait.
There's gonna be a link to bothcourses in the show notes of
this podcast.
Just click the link, check thelanding page, it has the
syllabus and everything you needto know about the course, and
(17:15):
you can then start automatingyour business and moving
significantly faster next year.
And now back to the episode.
GMT20251103-151952_Recordi (17:22):
Then there's a few additional things
that are very specific as far asthe formatting and how I want
it, what to include and not toinclude.
And in the very, very lastsentence, it says, write the
proposal.
In Canvas, which means it isgoing to write it in that
format.
That allows me to edit theproposal and work in
collaboration with CHA GPT onmaking it perfect.
So what else is in the customGPT?
There is the knowledge base.
(17:43):
What is the knowledge base?
The knowledge base is where youcan give the custom GPT
additional information.
In this particular case, thereare two files.
The first file is the mastertemplate of AI training and
consulting.
And that template has literallyevery single service that I.
Provide, which I will neveractually use in a real proposal,
but it allows the AI to thenpick and choose the different
services that was defined in theconversation with the client.
(18:06):
So as you heard in theinstructions, I tell it to pick
and choose the just thecomponent that it needs.
The other document is theMultiply I Services brochure.
This has a much longerdescription.
Of the different services that Iprovide.
And the AI knows how to pickfrom that in order to describe
the services and the benefitthat they provide to the client
based on what they said andbased on their needs.
And then the final section here,it says capabilities.
(18:28):
And in the capabilities you canchoose different options like
web search, canvas, imagegeneration code, interpreter,
and data analysis.
And the only thing I checked isCanvas because it's the only
thing I need.
And that is it.
If you take this exact conceptand make it your own meaning,
combine your proposal templateand your information about the
services and product that yousell with instructions on how to
(18:50):
use a transcript or any othermeans of communication with the
client, you'll be able to writeyour own proposals.
Something that used to take meabout two hours, takes me about
15 minutes.
Right now with most of the heavylifting actually done by ai.
But as we mentioned, this isjust one aspect of the proposal.
You also need the financial sideof it.
You want to deliver an Excel,sometimes a very complex Excel
(19:11):
with multiple tabs and multipleand multiple formulas that are
connecting it together.
And the best way to do that isactually in Claude.
So ChatGPT is great, and it'seven okay at running formulas in
Excel.
But once you start getting intoreally complex Excel files,
especially with multiple tabs.
Claude becomes a much, muchbetter tool, at least as of
right now.
(19:32):
So let's look at a similarexample in Claude.
So what I've done here in thisparticular one, and I'm not
gonna run it in real timebecause it takes it a while to
create.
So what you can see here is a.
Audio visual proposal generationand that the reason I chose that
is A, because I have a lot ofclient in the smart home
industry, but also because ithas a gazillion different
(19:52):
options and different things.
And what you can see here isthat I'm looking at a page out
of a multiple page Excel filethat was completely created by
Claude, and all I had to do is avery similar thing.
You can see that I uploaded adocument that's called Kline
Showroom Meeting.
Text, which is basically a texttranscript that was taken from a
hardware device inside the demoroom and it captured the entire
(20:13):
conversation with the client.
And all I did is just sta andclick go and it said, and now,
Claude said, I've reviewed theclient showroom meeting
transcript before I begincreating the Excel proposal.
I need to clarify severalimportant items to ensure
accuracy, and it's gonna ask memultiple questions.
Why does he ask me questions?
Because the instructions that ithas inside the cloud project.
Ask it to ask it.
Clarifying questions.
(20:34):
So it says, okay, what are thenames of the clients?
What is the theaterconfiguration?
Are we looking at the theatersystem tier or other things?
So different options of how thatmay look like, what kind of
audio details it is going toinclude.
It provides me several differentoptions based on the
conversation.
What is the video wall size?
Because two options werementioned in the conversation.
What is the speaker selection?
So there's several differentoptions for that room by room
(20:57):
count.
So what is going to be thenumber of speakers in each and
every one of the rooms, becausethat may have not been finalized
or agreed upon in the meetingtranscript that it has tv,
location and sizes, vinyl playerlocation.
So a lot of very relevantquestion that it needs to answer
in order to do the proposalproperly.
And then it goes on and on andon.
There are 14 different questionsbecause I wanted to do this at a
(21:18):
demo and I wanted to run thisquick.
I basically said, act as an AVexpert, answer all these
questions on your own and createthe Excel proposal.
I will obviously never do thatwith a real proposal.
I will actually answer all thesequestions in details, most cases
by voice.
So I click on voice type I voicetype most of what I do right
now, and just answer all ofthose questions and then.
Claude went ahead and startedworking on the proposal, wrote
(21:40):
all the different components,and provided me with this highly
detailed excel with the diningroom and kitchen and pantry and
what are the speakers and whatare the control panels and
everything that exists in everysingle room.
And this is, again, just onepage out of like six or seven
pages each and every one of themwith different sets of systems
that all feed back into thisExcel file.
You can see up here on the top,because I connected it with my
(22:01):
Google Drive.
I have a drive button and if Iclick on that, I can download it
straight into Google Sheets.
You can do the same thing byconnecting Claude to SharePoint
and then download it as an Excelfile straight into SharePoint.
Is this perfect?
No.
Does that get me 85% of the waythere?
A hundred percent, and sometimesit gets me 98% there with all
(22:22):
the different tabs all arranged,all in the format.
That my client is using toprovide answers to their
clients, and it all is generatedinstead of in a few hours.
In a few minutes.
And again, all these minutes arespent by Claude and not by you.
So all you have to do is uploadthe transcripts or any other
notes or communications that youhad with a client and it will
(22:42):
write this proposal.
And then the following step isvery similar, right?
It is combined into a.
Proposal as you have seenbefore.
So I can actually take theoutput from this, upload it to
the other custom GPT, or createa similar concept inside of
Claude.
So in Claude, custom GPTs arecalled projects, and this works
exactly the same.
So now let's take a look of howthis is created.
(23:04):
So this thing.
If I go to projects in Claude,and this, it looks like a little
folder thing on the left menu inClaude, you can see that I have
AV proposal generation and youcan see that it has multiple
files connected to it, likeshowroom meeting, agenda
template, round examples, blah,blah, blah, blah, blah.
Uh, different PDF files ofdifferent things and how the
output should look like.
And then it has instructionsjust like we have seen before.
(23:25):
So cloud project, AV proposalgenerator, converting client
consultation transcripts intodetailed Excel proposal.
And then it has project overviewand knowledge requirements and
core workflow and the differentphases.
So that's phase one, transcriptand analysis.
And it has several differentphases.
You can see that in phase one,it goes through transcript
analysis and clarification.
That's where it's gonna reviewthe transcript and ask me
(23:46):
questions and it, and there's abunch of them.
And then there's phase two, theactual Excel generation.
But inside the extra generationthere are multiple steps and
it's going to generate thathighly detailed Excel file.
So quick summary before wecontinue.
Once you create either a cloudproject or a custom GPT in chat,
GPT, you can then take thetranscript or communications
(24:07):
that you had with clients andprospects, upload them and get a
proposal that is almostcompletely ready, both the
pricing side of it in a highlycomplex multi tab Excel file.
And the written proposal thatwill go with that.
But now let's talk for a minuteabout working with RFPs, because
some proposals have that.
By the way, I have two reallyinteresting bonus things in the
(24:29):
end.
So even if RFPs are notinteresting to you, stick
around.
I promise you it will beworthwhile.
But let's talk about RFPs for aminute.
So in this particular case, Iwent to a government website and
downloaded a construction RFP.
It's called Solicitation Offerand Award.
It has a solicitation number.
It has multiple different pages,multiple different documents,
and exactly what it's going tobe.
And it is for renovating theIndian Education Acquisition
(24:51):
Center in Indian School Roads,suite 3 5 2 A in Albuquerque.
That is the actual, what thesolicitation is about, and I'm
not gonna read all of it to you,but it's a really, really long.
Ugly government generated PDF,that is an RFP.
Most RFPs are like that.
It has multiple, multipledetails across multiple pages
and in most cases acrossmultiple documents as well.
(25:11):
So how do you use that to writethe document?
The first thing to write theproposal, the first thing you
need is to understand exactlyhow the document structure works
or the documents work, and toget answers.
On whether you can even bid onthat.
Do you have the right expertise?
Do you have the right licensing?
Do you have the right insurance,do you have, et cetera, et
cetera.
(25:32):
And that goes into the processof how do you work with a
document inside of these AItools, and this is what I'm
going to teach you right now.
So the trick here is to have adetailed understanding of what's
in the document while reducingthe hallucinations that AI has
when it's reading documents.
And reducing the amount of timeit will take you to verify that
(25:52):
is not actually hallucinating.
So you can see that I started aconversation with ChatGPT, by
the way, on this particularprocess of working with
documents as of right now, soNovember of 2025.
ChatGPT works better than Claudeand Gemini.
In the capacity that I'm goingto show you.
So I've uploaded the multipledocuments.
It's just one PDF, but there'smultiple documents in it.
And then, or you can upload itby the way, as separate
(26:14):
documents.
And then I wrote the following.
You are an expert governmentproposal writer who specializes
in writing winning proposals forgovernment construction RFPs.
You'll be provided with adocument as an attachment in
several questions you shouldanswer.
But then before I actually askedthe question, I added the
following component.
Which is the most criticalaspect, all of this, and is what
I really want you to rememberfrom the whole RFP thing.
(26:35):
So a few important rules forthis process.
One, you must use informationonly from the document I
attached.
Two, do not use any othersources for any step of this
task.
Sounds redundant, but it's notreally because it covers the two
sides of that story, and itincreases the chances that the
AI will use just the informationthat you provided it.
Number three, and this is whereit becomes very, very critical.
(26:58):
If you cannot find theinformation that is directly
related to the questions you areasked in the original document.
Simply respond with, and then inquotation marks, I put
insufficient information.
You can put whatever thing inthat.
Quotations.
You can say information notavailable, or NA, or whatever
you want.
Why is this so important?
Because these AI systems arebuilt to please.
(27:19):
They want to provide you ananswer.
You're gonna ask a question,you're going to get an answer.
Even if the information doesn'texist in the document, in many
cases it will make it up inorder to answer your question.
However, if you providedinstructions what it's doing,
it's actually better than justproviding a random question
because it is following yourinstructions, which is what it's
built to do.
So if you're telling it what tosave, the information doesn't
exist.
There's a much, much higherlikelihood it is not gonna make
(27:42):
it up, and it's actually gonnasay that the information doesn't
exist in the same exact.
Wording that you requested.
Then number four is for everyquestion you are asked about
this document, documents youmust include in every segment of
your answer a citation in thefollowing format.
And then I have squigglybracket, document name, page
number, heading exact quote.
(28:04):
Sometimes ask for it in a tableinstead of just, uh, this
format, but either way.
You will see if I scroll downand I look at the answer it
answers.
So I ask you the question aboutwhat is the performance period
of this job once awarded, andyou can see that it tells me
performance period, 365 days inparentheses, 365 calendar days
from notice to proceed.
(28:24):
And then it shows me in squigglybrackets, exactly what I said.
It gives you the documentnumber, the page number, the
name of the section.
Then it actually gave me theexact quote.
It also gave me another onebecause it found another
reference to this in a separatedocument in that file.
So you can see there's anotherplace on page 16 in Section F1
commencement.
(28:45):
Prosecution and completion ofwork, so you can see that it is
very, very detailed in providingme these citations.
Why are these citationsimportant?
They're important for tworeasons.
Reason number one, it forces theAI to ground itself in something
that actually exists in thedocument.
Reason number two, it allows meto very quickly verify that what
the AI is telling me is actuallycorrect.
Because all I need to do rightnow is to go to the original
(29:07):
document and copy and paste thequote that it has given me, and
hit command F on the documentand see if this quote actually
exists.
So let's try this.
I am gonna hit command F.
I'm gonna paste it.
You can see that it actuallyexists exactly where it says.
So now it highlights thatsection.
I can see that it's really inthe page that it said.
I can see it's in this sectionthat it says, and now I know
(29:29):
this information is accurate,and I will do this for every
single information that the AIgives me.
And yes, it'll take me anotherthree minutes to do, or five or
15 or 25 doesn't matter, but Iwill know that all the
information that I got, thatfinding it manually across
several different documents willtake me hours.
Now I have the answers to all myquestions related to this RFP,
and then I also can verify thatinformation is real.
(29:50):
And once I have.
All of that.
Then I will take the outputs ofthis process, of the questions
that I asked, and then I willupload them to a very similar
process to what I showed youbefore.
In this particular case, theinstructions of the custom GPT
instead of relating toinformation that is coming from
a conversation, it is going tobe based on the information from
the RFP, but other than that, itis a very, very similar process.
(30:12):
So a quick recap of what youneed to do based on what we've
done so far, and then I'm gonnagive you the two bonuses that I
promised you.
One is you must record all yourcalls with the client and or
prospect, whether it's in personor on Zoom or over your phone.
You need to record these calls.
For all your salespeople inorder to do this process
effectively, and if you're notdoing it right now, then start
doing it.
Two is you need to create asolid, comprehensive template on
(30:36):
both the Excel side and the wordslash Google Docs side because
that is going to be the baselinefor what the AI is going to use
then.
You're gonna start in a regularchat, so not in a custom GPT and
not in a clouded project.
You're going to start in aregular chat and explain to it
what you're trying to do.
Including how you read thetemplate and how to capture the
customer's voice and tone andtheir needs and their fears and
(30:58):
all of that.
And after you work with the AIin the conversation, at the end
of that, when it is able toproduce a proposal based on the
conversation you had with it,you ask the AI to generate the
actual instructions for thecustom GPT and or Claude
project.
You then go to the cloud projector custom GPT, you upload the
relevant files.
You make sure that they arereferenced correctly by the
(31:18):
instructions.
If not, you need to add thatmanually.
You make final tweaks, you testit, you iterate until you get it
absolutely working the way youwant, in the format you want, in
the length you want, and so on.
And you are good to go.
Once you have that, all you needto do to get a proposal written
is to give either the clubproject or the custom GPT the
call.
Transcript of whatever calls youhad, chats, if you had any
(31:38):
emails, if you had any, and anyother means of communication
that you had.
If it's an RFP, you need toupload the RFP plus the
questions that you asked, the AIand the answers that you got
from the ai, and make sure thatin the instructions it says to
create it in Canvas or inClaude.
It's called artifact, but it'sthe same thing.
It's the side by side setupwhere you can make edits.
So make sure that yourinstructions mention that.
(31:59):
And that's it.
When you get the output from theai, you can make changes
manually or together with the aias I showed you before, by
highlighting a section andasking the AI to provide
additional details, doadditional research, whatever it
is that you require to make theproposal better, copy and paste
it into your template, and youare good to.
Go.
Now, I promised you two smallimportant bonuses.
So bonus number one, in manycases you wanna write an email
(32:22):
or a cover letter to go with aproposal.
You're not just sending it, youwant to add something to it.
And over there it is even moreimportant to capture the
emotional aspect and to make aconnection on the emotional
level with the potential client.
And I have a custom GPT to dothat as well.
So let's take a quick look atone of them.
This is an example I've actuallydone to Truist, which is a local
bank here in Florida.
They're actually in other placesas well.
(32:42):
Really big bank.
And I will show you straight theinstructions of what it does,
but what it does in this case, Ialready have the proposal, so I
finished step one and you cansee this is a custom GPT.
And in this custom GPT, what Ihave is the instructions that
are actually very simple andstraightforward, and they say
You are an expert salescommunicator specializing in
capturing the attention ofpotential clients with proposal
cover letters.
(33:03):
Your task is to review theproposal that is uploaded, plus
the information about the clientand to use Canvas to draft a
perfect cover letter that wouldpersonalize to the client and
will use the Truist bank spiritand tone.
And again, in this particularcase, this is an example about
Truist, but you will obviouslymake it about yourself.
But then the instructions areactually very simple.
(33:23):
Here are the instructions.
One, ask the user to upload theproposal.
Once you have the proposal, askthe user for a link to the
client's website.
Once you receive the link to theclient's website, please perform
a thorough research on theclient.
Don't just look at the homepageof the website, but dive deeper
to their About Us Page productand services pages, and learn as
much as you can about them.
(33:44):
Number four, check theinformation in your knowledge
base.
You will find the followingabout truist and Truist stories.
Use these in three ways.
4.1, learn about Truist cultureand what we stand for.
4.2, learn about the Truistbrand and what we believe in.
4.3, learn the style in which wecommunicate.
(34:05):
The entire language comesstraight from our website.
I would like you to capture thestyle in which we communicate
and use it in the cover letter,and there's several different
sections.
In number five, it asks it tofind parallels and connections,
emotional connections betweenwhat the client does and the way
the client communicates, and thecore values that they have to
what Truist has on theirwebsite.
(34:26):
And then it writes the coverletter in Canvas, which I can
edit and then use as the coverletter.
So it helps me find emotionalconnections and alignment
between the client.
Myself without actually havingto do this manually every single
time, and this makes a very,very big difference when people
feel that you actually investedthe time in learning about their
brand in learning about whatthey stand for, and that what
(34:48):
you stand for is actually wellaligned with it.
This definitely helps get theattention and will allow people
to be in the right mindset in amuch more positive mindset when
they review the proposal.
And then the last thing that Iwanna show you.
In many cases, proposals arereally highly complex and
complicated and not easy tofollow.
Despite all of our attempts, asan example, those AV proposals
that I mentioned before, in manycases has multiple rooms and in
(35:11):
some cases multiple buildingsand in each and every one of
them, multiple systems.
So even if you're very organizedand trying to explain
everything, it still becomes avery complex proposal.
And what I wanna show you is twoways on how to make it easy for
the clients to understand what'sgoing on.
Both of them are happeninginside of Notebook, lm, which is
a free Google tool that you canget to by typing notebook,
(35:31):
lm.google.com.
This tool does a gazillion otherthings amazing, but in general,
it's just very, very good ataggregating and summarizing and
presenting information frommultiple sources in a way that
is easy to consume, which isexactly what we're trying to do
with the proposal.
So what you can see here on theleft is that I've uploaded first
of all three different PDFs,which are the different
components of the proposal, theAV infrastructure, security
(35:53):
system, and lighting control.
Again, in your case, that mightbe very different things, and
then there are multiple URLs todifferent components and systems
that are included in thisproposal.
You can see that it gives me ageneral summary of what this
thing is, but then on the topright, you have different
options.
You have audio overview, videooverview, mind map reports, and
so on.
And what I've used here, just toshow you an example, the first
(36:14):
one is I'm using the audiooverview.
If I hit play, you're going tohear two different people
explain about this proposal fora modern home.
Exactly.
Think of it like the, well, theblueprint for making a house
truly smart.
It covers everything.
That's right.
It's not just, you know, a listof TVs.
It details the equipment.
Sure.
But also all the pre-wiringneeded for AV security, even
(36:36):
lighting control.
It's a whole package, acomprehensive plan for a fully
connected residence.
Awesome.
Right.
So then it goes, this is a 22minute.
Podcast that explains all thedifferent components of this
proposal that your client canlisten to instead of you having
to do the meeting.
Uh, or it could be in anylanguage you want, which is very
helpful.
So it's just a great way topresent the overall really
detailed proposal.
But what is actually even coolerin these kinds of really
(36:58):
complex, multi-level,multi-layered proposals is
actually to use a mind map.
So if I click on the mind map,you can see those of you who
don't know what a mind map is.
It's this multi-level.
Brainstorming ideation tool, butin this case, it's just taking
the information straight fromthe proposal.
So you can see on the left itsays project proposal, and the
first thing it does, it hasthree different components, AV
infrastructure, security system,and lighting control system.
(37:20):
I did not create this, itunderstood this on its own.
So let's click on the av.
Infrastructure and then it opensfirst floor, second floor,
exterior cable and hardware,labor and costs.
So either broken down by thecomponents, broken down by cost,
or broken down by the floor ofthe house and or exterior.
So let's go to the second flooras an example.
So now I can see on the secondfloor, it shows me the rooms.
(37:42):
Office, guest room two, guestsuite three, and then WIC.
So let's look at the office andguest room, and if I click on
that, it shows me all thedifferent components that is
going to be there, and it's like25 of them.
If I click on one of those, solet's say Leon Speakers
something, it is going to thenwrite me a summary.
Of these speakers about how theyare what they do.
(38:03):
Based on all the information inthe proposal, I could have
clicked on other steps and see asummary of the floor and all the
things that comes with it, orthe entire exterior or any level
that I want.
I can dive in and get a writtensummary.
So it's a really, really easyway for me to understand a
really complex, multi-tierproposal.
Forget about me.
It allows the client to veryeasily in a graphic.
(38:25):
Way to follow the differentcomponents and dive into
whatever section they wantwithout looking at three
different proposals with threedifferent PDFs, each and every
one of them 25 pages long, andtrying to understand how the
structure and how it works.
So these are just severaldifferent ways on how you can
enhance.
The deliverable of your proposalto make it easier for your
client to actually understandwhat it is that you're offering,
(38:46):
which dramatically increases thechances that they're actually
going to hire you to do the job.
That is it for today.
If you enjoy this episode,please hit the subscribe button
and also give us a nice reviewon either Apple Podcast or
Spotify, wherever it is thatyou're listening to this
podcast.
And while you're at it, click onthe share button on the corner
of your screen and share this.
(39:07):
With other people that canbenefit from this podcast.
I'm sure you know a few people,and if you do share it with
them, they will appreciate it.
I will appreciate it and you'vedone a good thing and will feel
great about yourself.
So why don't do this, it willtake you about three seconds to
do.
That's it for today, and untilthe next episode, have an
amazing rest of your week.
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