Best for
- B2B teams where reps lose momentum after good discovery calls
- Founder-led sales teams that need faster proposal turnaround
- Agencies and services firms creating tailored proposals after consultative calls
Convert one messy discovery or solution call into a proposal draft, executive summary, follow-up email, risk list, and buyer-facing next steps without losing the nuance of the conversation.
A complete post-call proposal package with customer context, scoped recommendations, next steps, and a follow-up email ready for rep review.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
3 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Most proposal delays happen after the best context has already been captured on a call. The buyer explained pains, priorities, objections, stakeholders, and urgency, but that context gets flattened into a generic proposal later. This workflow turns the transcript into structured proposal inputs immediately, while still requiring a human to approve scope, claims, and commercial terms.
Expected results
Proposal turnaround
Same day
The transcript-to-draft process removes the blank-page work while preserving human review for scope and commercial accuracy.
Rep admin time saved
3-5 hours per call
Proposal synthesis, follow-up drafting, and internal handoff creation are usually manual tasks after consultative calls.
Proposal specificity
Buyer-context driven
The draft is grounded in transcript language, requirements, objections, and decision criteria rather than generic solution copy.
Risk reduction
QA before send
The claims and assumptions review catches unsupported details, scope creep, and missing approvals before the buyer sees the document.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
During the call
During the call
Use Granola during the sales call and take light notes while the transcript is captured. Work in granola and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. Keep the work narrow: complete step 1, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that the prompt includes the actual inputs, the requested output format, and clear rules against invented facts; the expected handoff is A call transcript and structured note set organized around proposal inputs.
A call transcript and structured note set organized around proposal inputs.
Mark phrases the buyer said verbatim with a simple label like BUYER WORDS. Those phrases often become the strongest proposal language because they mirror the buyer's internal framing.
20-30 min
20-30 min
Paste the transcript and notes into Claude and ask it to extract only what was actually discussed. Work in granola and claude and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. When you use the prompt template attached to this step, paste the real source material, name the expected output sections, and ask the model to flag uncertainty instead of filling gaps. Before moving on, check that the prompt includes the actual inputs, the requested output format, and clear rules against invented facts; the expected handoff is A structured buyer-context brief with confirmed facts, inferred needs, and open questions.
A structured buyer-context brief with confirmed facts, inferred needs, and open questions.
Do not let the AI jump directly to recommendations. Force extraction first. Otherwise it will fill gaps with plausible but dangerous assumptions.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Extract proposal inputs from this sales call transcript and notes.
Transcript and notes:
{{call_transcript_and_notes}}
Our product or service:
{{product_or_service_summary}}
Output the following sections:
1. Confirmed business problem
2. Current process or status quo
3. Quantified pain, if mentioned
4. Buyer goals and success criteria
5. Stakeholders and likely roles
6. Decision criteria
7. Objections or concerns
8. Timeline and urgency
9. Requirements explicitly stated
10. Inferred needs, clearly labeled as inference
11. Open questions that must be answered before final proposal
Rules:
- Do not invent details
- Separate facts from inference
- Preserve strong buyer language where useful
- Flag anything that requires rep confirmationRelated workflows
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