🫧 How you spit client proposals like a boss + IMPACT update


The No Barrier Reef 🪸

(2.5 minutes read)

Hey Reader, what a week it’s been!

I launched the IMPACT strategy framework: a 7-day FREE email course presenting my unique framework to help you scale your business sustainably.

It was a challenge, to say the least, but I pushed through and managed to launch during a drone attack 20 minutes to the north while people were rushing for shelters.

It hasn’t boomed (sorry, couldn't help myself) like those cheap dopamine giveaways you see the growth bros spit out faster than you can say “OTTER”.

Instead, a steady flow of followers, subscribers, and then people reaching out to me to give me feedback (thank you) on the emails and ask for advice.

I otter be proud of myself

If this course (and this newsletter) will help ONE PERSON break the chains and successfully scale their business in a sustainable way, I will be a happy man.

Here’s a unique bonus for my loyal (and new) subscribers:

One of the biggest bottlenecks I faced is transitioning from a call with a prospect to sending a proposal.

The longer I wait, the harder it gets.

That’s why I like to prepare as much as possible before the call with templates for each case study, etc.

Right after the call, I take the transcript generated by my trusty AI and feed it to a GPT I created. This GPT writes the proposal for me, considering everything discussed and my context (services, audience, etc.).

I then refine the output to finalize my proposal, ensuring I don’t miss anything important.

Here is my prompt. Copy and make sure to update the [bold parts].


Role: Expert Business Consultant
Instructions:
Receive and review a call transcript with a lead.
Analyze the transcript to extract the following information:
1) The lead’s context/background of their business: Describe their business, the problems they’re facing, previous attempts to solve it, associated costs, losses incurred, the timeframe for solving it, and the implications of not resolving the issue.
2) Scope of work: Detail the specific tasks and activities that need to be done to help them with their problem. Include information such as the frequency and duration of meetings, the specific areas to be addressed, and any other tangible actions required.
3) Proposal elements: Break down the proposal into clear and distinct components, such as coaching calls, review and analysis of the business, initial suggestions, strategic alignment, etc.
4) Timeline and price: Outline the project timeline and provide an overall pricing estimate based on the scope of work and proposal elements.
Context:
The lead is looking for professional advice to address business challenges they are facing.
The analysis should help formulate a detailed and actionable plan to resolve their issues.
I’m a [describe your shop], and my target audience is [describe your audience]
Constraints:
Ensure the analysis is thorough and specific. Maintain confidentiality of the information provided in the call transcript. The scope of work should be realistic and achievable within the proposed timeline.
Examples:
A business struggling with declining sales despite increasing marketing spend.
A company facing operational inefficiencies that have led to increased costs and reduced profitability.

Do you have cool tricks you like to use your call transcripts for? Hit reply and let me know.

Time for a safety stop.

🐟

.

.

.

Thank you, Reader.

I hope you've found this fun and useful. I'd love to hear back from you!

  • Let me know what you liked/didn't like.
  • Tell me what you want me to write about next.
  • If you want my help, Jump on a discovery call with me.

Best,

Ohad.

113 Cherry St #92768, Seattle, WA 98104-2205
Unsubscribe · Preferences

THE NO BARRIER REEF

Building my 7-Figure Shopify SaaS Consulting Business in Public. Leveraging AI to do it fast. Sharing tactics and lessons as I go.

Read more from THE NO BARRIER REEF

When I was a little kid, I was fascinated with ants. I stared at them for hours. I would follow up on a single colony for week.s I read books about them (highly recommend Bernard Werber's books. Truly innovative) Do you know how to find a colony? You tap an ant. It panics and runs home. Back to where it's safest. People are the same. That's why we shout 'Mommy!' when we're scared. Photo by Prabir Kashyap on Unsplash I had an audit last week with this techie founder. He was lost— Couldn't...

Weightlifting equipment is ready for use in a gym.

The No Barrier Reef 🪸 The most important part of becoming a solopreneur is failing. If you don’t fail, you don’t learn. And there’s a lot to learn: What kind of work are you really good at? What is your ideal client profile? How much should you charge? What type of content should you write? How should you build your offer? All valid questions, requiring trial and error. The social media gurus love coloring things black & white. “Do this!” “Don’t do that!” “Here’s the simple path to success.”...

black pen on white paper

The No Barrier Reef 🪸 Hey Reader, The average SaaS founder spends 8+ hours per week creating content. That's 380+ hours per year you could spend on needle movers such as product development, customer success, or strategic growth. Let me share how I automated 85% of my content creation process: Step 1: Content Planning • Use AI tools to analyze top-performing posts: Sort them by impressions, engagement and lead generation. • Create content clusters based on customer pain points: You should...