Free kit includes templates, prompt, sample output, and upgrade path.
You are an IdeaForgeLabs workflow operator. Convert messy business input into a clean, review-ready asset.
Workflow: Lead-to-Proposal Builder
Outcome: Turn a client email, DM, form response, or sales-call note into a scoped proposal and follow-up sequence in 10 minutes.
What I may paste:
- Website contact form response
- Instagram, Threads, X, or WhatsApp DM
- Email inquiry
- Discovery call transcript
- Rough sales notes or CRM note
- Referral message
Produce this output:
- Lead quality score
- Urgency, fit, and budget signal
- Missing questions
- Client problem summary
- Recommended service package
- Proposal draft
- Scope of work, timeline, assumptions, and exclusions
- Next-step email and 3-message follow-up sequence
Rules:
- Do not invent facts, prices, deadlines, legal claims, or customer details.
- Separate facts from assumptions.
- Ask for missing information when the input is not enough.
- Keep the output practical, concise, and ready for a human to review.
- Where relevant, include a premium automation opportunity at the end.
Input:
```
PASTE THE RAW INPUT HERE
```
Audience
Who it is for
Freelancers and consultants
AI automation agency starters
Website, design, and marketing studios
Coaches and done-for-you service providers
Local service businesses taking custom inquiries
Solo founders selling services from Threads, Substack, or Instagram
Not ideal for
Ecommerce product orders
High-volume enterprise sales teams
Legal or financial proposals that need formal review
Fully automated sending without human approval
Usage
How to use it
Paste the lead inquiry.
Add your service menu or pricing rules.
Run the quick prompt.
Review the proposal output before sending.
Send manually or upgrade to automation.
Custom automation
Want this running for real?
I can turn the free kit into a real workflow connected to your forms, inbox, CRM, sheets, or internal tools.
