Sales · Library course

Make Proposals That Move Deals Forward

Turn call notes and CRM context into a proposal the buyer can say yes to, built from one reusable template you fill for every deal in Gamma or any doc tool.

  • Beginner
  • 16 lessons
  • 30 min to complete
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7-day preview, no card needed. The course is in the library the day your academy goes live.

Sales

What it covers

What your people will learn.

  • Sales

A good call ends with "send me a proposal". Then the deal waits three days while you rebuild last month's document with the names changed.

Most proposals stall for the same reasons: they open with the seller instead of the buyer's problem, the price arrives with nothing to choose between, the second person who signs was never on the call, and nothing says what happens next or by when. An AI assistant asked to "write a proposal" reproduces every one of those faults faster.

This course fixes the input and the shape once. Your call notes and CRM record go onto a one-page deal sheet, with every gap confirmed by a short recap email. A template holds the seven sections, your best fixed text written once, and slots the assistant fills from the deal sheet alone. Each proposal is checked against the sheet, walked through live and sent with a date it is valid until.

You walk away with a proposal template you reuse for every deal, and one real proposal built from it and sent.

Who it's for

Owners of service businesses: who write every proposal themselves, after the call, late in the evening.

Salespeople and account managers: who want proposals that look the same across the team and carry the buyer's own words.

Consultants and freelancers: who lose weeks to scope arguments that a clear not-included list would have settled.

The lessons

16 lessons, in order.

About 30 min to complete. Add the course and every lesson is yours to publish as it is, or to edit.

  1. What a Proposal Has to Do1 min
  2. Turn Call Notes Into a Deal Sheet2 min
  3. Confirm the Gaps With a Recap2 min
  4. The Budget Is Flexible3 min
  5. Test Your Deal Sheet2 min
  6. Fixed Text and Deal Slots2 min
  7. Build Options From the Deal2 min
  8. Write What Is Not Included1 min
  9. The Top Option at the Middle Price3 min
  10. Build the Template in Your Tool2 min
  11. Test Your Proposal Template2 min
  12. Fill the Template for One Deal2 min
  13. Check It Against the Deal Sheet1 min
  14. Send It With a Decision Date2 min
  15. Send One Proposal From Your Template2 min
  16. Review Your Sent Proposal1 min

In your academy

A starting point, not a rental.

A library course works like any course you publish. Add it, make it yours, and your people see it as one of your own.

  1. 1

    One click

    Add it to your academy

    Find the course in the library, press Add, and it's in your catalog. Publish it as it is, or shape it first.

  2. 2

    Your brand

    Rebrand it, edit it

    It sits on your domain, in your colours. Change any word yourself, or ask the assistant for your wording, your examples and your policies.

  3. 3

    Practice

    Practice and the tutor come with it

    Type / in any lesson to add practice, from explain it back to drills and scenarios. Your people can ask the AI tutor about any lesson.

On the same shelf

More from Sales.

Other Sales courses your academy opens with. The library holds 150+ across eight tracks.

Explore the library

Questions

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  • Yes. Over 150 finished business courses are in the library the day your academy goes live, and adding one to your catalog is a single click. Once you publish it, it counts toward your plan's courses like any course you publish.

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