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Proposal Research

Gather proposal inputs from previous similar engagements.

The prompt
We're developing a proposal for [Client Name] for [Service/Project]. Search for:
- Similar proposals we've created
- Relevant case studies
- Pricing approaches used
- Team configurations for similar work
- Client-specific requirements mentioned
- Competitive landscape discussed

Compile as proposal development input.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Management Consultant, Principal, Partner