
Crafting compelling business proposals goes beyond just the pitch—it’s about organizing ideas, data, and deadlines efficiently.
From initial research to drafting, budgeting, and final reviews, proposal teams juggle numerous documents and timelines. AI prompts are now key to managing this complexity.
Proposal teams leverage AI to:
Integrated into familiar tools like documents, boards, and task trackers, AI in ClickUp Brain acts as a strategic partner, converting your inputs into structured, actionable plans.
Identify 5 unique selling points for a SaaS startup targeting remote teams, based on the ‘Q2 Market Analysis’ document.
ClickUp Brain Behavior: Analyzes linked reports to extract compelling value propositions tailored to the target audience.
Outline key revenue and expense trends for marketing firms under $1M ARR in North America.
ClickUp Brain Behavior: Gathers insights from internal financial reports; Brain Max can supplement with relevant public benchmarks if accessible.
Use notes from ‘Green Initiatives 2024’ and prior client feedback to compose a concise summary.
ClickUp Brain Behavior: Extracts essential points and formats a professional overview highlighting impact and benefits.
Summarize pricing models used by top 3 competitors, referencing ‘Proposal Archive 2023’.
ClickUp Brain Behavior: Reviews documents to present a clear comparison of pricing approaches and value tiers.
Identify mandatory certifications and clauses from ‘Gov Contract Guidelines’ and related policy documents.
ClickUp Brain Behavior: Scans internal regulations and compiles a checklist of essential compliance elements.
From ‘Risk Management Framework’ docs, create a detailed list of potential project risks and mitigation steps.
ClickUp Brain Behavior: Extracts criteria and organizes them into an actionable checklist for proposal inclusion.
Analyze feedback from ‘Client Survey 2024’ and industry reports to identify favored presentation styles.
ClickUp Brain Behavior: Detects patterns and common requests to guide proposal design choices.
Use data from ‘Workplace Trends’ and case studies to articulate advantages for prospective clients.
ClickUp Brain Behavior: Synthesizes findings into persuasive points emphasizing productivity and flexibility.
Refer to ‘Grant Writing Guide’ and successful past proposals to craft compelling introductions.
ClickUp Brain Behavior: Pulls tone and style cues to suggest varied, impactful opening statements.
Summarize updates from ‘Compliance Bulletin 2025’ and their implications for proposal content.
ClickUp Brain Behavior: Reviews documents to highlight critical adjustments and recommended actions.
Extract standards from ‘Proposal Style Manual’ and sample documents to define appendix structure and content.
ClickUp Brain Behavior: Compiles rules and examples into a clear, easy-to-follow checklist.
Based on ‘Internal Workflow Docs,’ list steps and criteria for thorough proposal vetting.
ClickUp Brain Behavior: Identifies key milestones and quality checks to ensure completeness and accuracy.
Summarize eco-friendly initiatives from ‘Competitive Proposal Reviews’ focusing on material sourcing and energy use.
ClickUp Brain Behavior: Presents a concise comparison highlighting strengths and gaps in sustainability approaches.
Analyze ‘Tech Trends Report 2023’ and recent proposals to spot new service requests and priorities.
ClickUp Brain Behavior: Extracts and summarizes evolving expectations to tailor proposal content effectively.
Review ‘Client Feedback 2024’ to pinpoint common issues with proposal readability and structure.
ClickUp Brain Behavior: Prioritizes concerns and suggests focus areas for improving communication.
Brain Max Boost: Quickly access past proposals, client feedback, and related documents to fuel your next winning pitch.

Brain Max Boost: Quickly access historical proposal data, client preferences, or budget details across multiple projects.

Teams explore fresh angles rapidly, refine messaging effectively, and avoid writer’s block.