After a discovery call, you usually need to translate what was discussed into a proposal or quote. Ask Vinyl can draft that directly from the transcript, pulling out the services discussed, scope, timelines, and any pricing mentioned, so you're working from what was actually said, not what you remember afterwards.
Example prompts
Tell Ask Vinyl what format and sections you need:
"Draft a proposal with sections for Scope, Deliverables, Timeline, and Pricing based on this meeting."
"Create a quote listing the services we agreed on and any estimated fees mentioned."
"Summarise what the client asked for and present it as a professional proposal."
"Include a section for assumptions and exclusions based on what was discussed."
You can also adjust tone and structure in follow-up messages, ask it to tighten the language, make it more formal, or reorganise sections to match your firm's template.
Refining the draft
You don't need to get it right in one prompt. Stay in the same chat and iterate:
"Move the timeline section above pricing."
"Make the scope description more specific."
"Add a section for what's explicitly not included."
"Rewrite this in a more formal tone."
This works well as a back-and-forth until the draft matches your standard format.
Proposals based on transcripts are grounded in what the client actually said, their words, their priorities, their concerns. This reduces scope misunderstandings later and gives you a reference point if there's ever a question about what was agreed.
Important
Ask Vinyl drafts from the transcript only. It does not verify pricing accuracy, check tax implications, or generate legal wording. Always review the output against your firm's standards and current rates before sending it to a client.