JuicyAgentsProposal Scope Drafter
Turn your call notes into a proposal and scope of work
Proposal Scope Drafter is an AI agent you set up in the ChatGPT, Claude, Grok, ChatGPT dot or Gemini you already use. Give it a client’s call notes and your rates and it drafts a proposal and scope of work with exclusions, client responsibilities and assumptions written down, every gap marked [TO CONFIRM] and the price worked out from your own numbers. It can also check a later request against the scope you agreed.
Pick your AI for the steps and the prompt
About each AI:ChatGPT WorkClaude appGrok BotOpenAI DotsGemini Task
Checked 29 Oct 2026. Not run by JuicyAgents yet. Written from each AI’s official docs; the example is illustrative.
Proposal and scope for Cedar Studio, 5 items to confirm
- ScopeOne page showing three services and a contact email
- Out of scopeBooking and payments
- End-of-month launchCedar Studio’s wish and depends on that dateNot a commitment
- Price6 h + 8 h + 2 h = 16 h × EUR 60 = EUR 960
- Before you sendThe acceptance criteria, the content date, the launch date, the revision rounds and the change-request wording
How it works
What it does for you, and what it leaves to you.
Freelancers write client proposals every week, usually from their discovery-call notes. A proposal that lists the deliverables but not what is excluded, what the client must supply and by when, and which assumptions the price rests on leaves no written scope to point to when extra requests arrive, so the extra work is hard to charge for.
Paste your notes from the discovery call or the client’s brief, say what you will and won’t do, and add your rate and hours if you want the price worked out. You get a proposal and a scope of work under plain headings, ready to paste into Google Docs, Word or a proposal tool. The scope spells out the part a plain ChatGPT ask usually skips, and the part that heads off scope creep later: what is excluded, what the client must supply and by when, which assumptions the price rests on, how many revision rounds are included and how change requests are handled. The price is your rate times your hours, with the sum shown. Anything your notes don’t give appears as [TO CONFIRM: what’s missing] instead of a plausible guess, and a Before you send list collects every one. When the client later asks for more, a second mode checks the request against the scope you agreed and drafts a polite reply that offers a change order. It never invents a rate, a date or a testimonial, and the draft is not a contract. With Grok Bot, OpenAI Dots or Gemini, name the client instead: the agent finds their emails in Gmail and your call notes in a Google Drive folder.
You stay in charge. You fill every item on the Before you send list and check that you can deliver the scope at that price and on those dates. You send the proposal yourself. If the client expects a contract, its terms are reviewed separately. In check mode, you decide whether to charge for the request and send the reply yourself.
You get
- A proposal draft: goal, approach, deliverables, timeline, price and next step
- A scope of work: deliverables with acceptance criteria, out of scope, client responsibilities with dates, assumptions, revision rounds and change requests
- A Before you send list of every [TO CONFIRM] item
- In check mode: in scope, out of scope or unclear for each item, with the scope line quoted, and a reply draft
It never
- Send the proposal or contact the client
- Invent a rate, discount, date, result or case study
- Treat a client’s wish as your commitment
- Write legal clauses or call the draft a contract
- Create, edit or delete files, or change a CRM
The proposal it drafts
The example above, in words.
The scope covers one page showing three services and a contact email. Booking and payments are out of scope, and the calendar appears as a question about quoting it separately. Copy and images are client responsibilities due [TO CONFIRM: date]. The end-of-month launch is Cedar Studio’s wish and depends on that date; it is not a commitment. Price: 6 h + 8 h + 2 h = 16 h × EUR 60 = EUR 960, with the sum shown. Revision rounds are [TO CONFIRM], and the change-request sentence is a suggested wording marked for your review. Before you send lists five items: the acceptance criteria, the content date, the launch date, the revision rounds and the change-request wording.
Settings
The setup prompt starts with the defaults, marked here.
Clients folder
Type the Google Drive folder that holds call notes, briefs and agreed scopes, with the client's name in each file name. This site does not read your Drive.
Default: Clients
Mode
Write a proposal from your notes, or check a new client request against a scope you already agreed. Either way you approve and send everything yourself.
- Write a proposal (default)
- Check a new request against the scope
Pricing
One price is your rate times your hours per deliverable, with the sum shown. Options need you to say what each package includes. Nothing is priced without your numbers.
- One price from my rates (default)
- Options from my rates
- Leave pricing for me
Your terms
Optional. Your revision policy, change-request wording, payment terms or standard exclusions, used word for word. Leave out client names and confidential details.
Optional. Empty unless you fill it in.
Check the first result
Each setup page has a fictional exercise to paste first. A good answer to it meets all of these.
- The scope covers one page with three services and a contact email; the booking calendar is not silently included and appears as a question about quoting it separately.
- The end-of-month launch is shown as the client’s wish that depends on the content date, not as a commitment.
- The price shows each deliverable as hours × EUR 60 and the sum, 16 h and EUR 960, with no discount, tax, deposit or added hours.
- Removing the rate leaves the price as [TO CONFIRM] instead of a guessed figure.
Questions people ask
- Is Proposal Scope Drafter free?
- The setup guide and prompt are free. It works on Claude’s free plan in a Claude project. ChatGPT, Grok and Gemini need a paid plan.
- Does it send the proposal?
- No. It returns a draft with every [TO CONFIRM] item listed under Before you send. You fill the gaps, edit the draft and send it yourself.
- How does it work out the price?
- From your own numbers only. It shows hours × rate for each deliverable and adds them up. Without a rate or hours it writes [TO CONFIRM] instead of a guess, and it never adds a discount, tax or deposit.
- Is the draft a contract?
- No. It has no legal clauses, such as liability, warranty or cancellation terms. Contract terms need a separate review.
- Can it check a new client request against the scope?
- Yes. Choose Check a new request against the scope, or in Claude, paste the accepted scope and the new request in a new chat. It marks each item In scope, Out of scope or Unclear, quotes the scope line it rests on and drafts a polite reply that offers a change order for extra work.
Have us set it up
Rather not set it up yourself?
We set up Proposal Scope Drafter in your own accounts and the AI you already pay for, test it on your real work, and hand it over with a short walkthrough.
From $299
- Runs in your accounts; you own everything
- Tested before handover
- Money back if we can’t make it work