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Client Communication

Convert our best-case proposal into a reusable template: keep the executive summary, pricing table, and T&Cs structure…

2heights
2tasks
1roles do it
See the prompt↓More template workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Convert our best-case proposal into a reusable template: keep the executive summary, pricing…+
Convert our best-case proposal into a reusable template: keep the executive summary, pricing table, and T&Cs structure, save as a company template and share with account execs for trial by Friday afternoon.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Make the proposal template hard to break and easy to customize: lock approved pricing table…+
Make the proposal template hard to break and easy to customize: lock approved pricing table styles, add instructional notes for filling client-specific numbers, include a fillable summary box for negotiable items, and circulate to account execs for a 48-hour review before rollout.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Turn our best-case proposal into a reusable template so account execs don't reinvent the layout every time.

Who does this

1 roles
Sales Executive

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Canva — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.