SalesBeginner

Turn a simple intake form into a proposal draft

Use a lightweight form to collect project context, qualify the request, and draft a first proposal or scope note.

Setup time

60 minutes

Time saved

2-6 hours

Best for

Consultants, Agencies, Local services, Solo founders

Tools

Tally, Fillout, ChatGPT, Canva, HubSpot

Overview

This workflow turns messy inbound requests into structured context so proposals start with the client's real needs, constraints, and urgency.

When to use this workflow

Consulting intake

Agency briefs

Local service quotes

B2B discovery prep

Tools you need

Tally

Forms

Freemium

Lightweight form builder for intake forms, waitlists, feedback loops, and quick research surveys.

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Fillout

Forms

Freemium

Flexible form builder for portals, onboarding forms, Airtable-connected workflows, and lead qualification.

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ChatGPT

AI assistant

Freemium

General AI assistant for drafting, reasoning, rewriting, and structured content generation.

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Canva

Design

Freemium

Design platform for marketing assets, thumbnails, social posts, and simple brand kits.

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HubSpot

CRM

Freemium

CRM platform for contacts, pipelines, marketing automation, and sales workflows.

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Step-by-step workflow

Build the intake form

Ask for problem, goal, timeline, budget signal, current tools, examples, decision maker, and success criteria.

Tool used

Tally

Expected output

A qualification-focused intake form.

Add structured fields

Use conditional questions, file upload, and hidden fields for source, campaign, or segment data.

Tool used

Fillout

Expected output

Cleaner data for proposal drafting.

Generate the scope note

Ask AI to summarize the request, flag missing details, and draft a scope outline.

Tool used

ChatGPT

Expected output

A first proposal scope note.

Create proposal visuals

Turn the scope into a simple one-page proposal, timeline, or package comparison.

Tool used

Canva

Expected output

A client-ready proposal draft.

Log and follow up

Save the lead, fit score, next question, and proposal status in CRM.

Tool used

HubSpot

Expected output

A trackable opportunity.

Prompt templates

Intake qualifier

Analyze this intake form submission. Summarize the request, score fit from 1-5, flag missing details, list risks, and recommend the next response. Submission: [paste]

Proposal draft

Create a first proposal outline from this intake. Include client goal, scope, deliverables, assumptions, timeline, open questions, and next step. Intake: [paste]