# Prepare a proposal

Sample method for a company-brain library.

## Start with
- The confirmed client brief and agreed outcome.
- Current, approved scope and pricing information.
- The complete proposal template and review requirements.

## Work through

The assistant preparing the proposal should:
1. Check the brief against the source material. Identify missing scope, old rates or conflicting instructions before drafting.
2. Use the complete approved template, including its structure, options and required terms.
3. Check the calculations and trace important claims to their sources.
4. Prepare the draft with open questions and reviewer notes.

## Finish with
A reviewable proposal draft. Keep the source material and the version reviewed with it.

The sales lead checks the scope and price against the source documents before the proposal is sent. Sending requires separate approval.