Create Client Requirement Checklist

What This Agent Does

• •Converts user input into a structured checklist for gathering client requirements before drafting a business proposal.
• •Organizes the checklist into specific categories such as Client Background, Project Objectives, and Budget and Resources.
• •Provides specific question prompts within each category to elicit detailed and relevant information from the client.

Tips

• •Customize the checklist template to reflect the specific product or service being proposed, ensuring that all questions are directly relevant to the unique aspects of the project and client industry.
• •Utilize the checklist as a dynamic document, updating and refining questions based on preliminary discussions with the client to capture evolving needs and insights that arise during initial meetings.
• •After completing the checklist with the client, review the responses together to clarify any ambiguities and deepen understanding, ensuring that both parties are aligned before moving forward with the proposal.

How To Use This Agent

• •Fill in the DESCRIBE YOUR TARGET CLIENT, LIST YOUR AREAS OF INDUSTRY EXPERTISE, and DESCRIBE YOUR UNIQUE SELLING PROPOSITION placeholders with specific details about your target clientele, your professional expertise areas, and what sets your services apart. For example, if you specialize in technology sector proposals, describe the types of tech companies you target, list areas like 'software development' or 'IT infrastructure' as your expertise, and explain how your approach to proposal writing uniquely benefits your clients, such as through innovative solutions or deep industry insights.
• •Example: "My target client is mid-sized tech startups focused on cloud computing solutions. My industry expertise includes software development, IT security, and digital transformation. My unique selling proposition is providing customized, strategic proposal writing that aligns with cutting-edge technology trends and maximizes ROI for tech startups."

Example Input

#INFORMATION ABOUT ME:
• My target client: Small business owners, content creators, marketers, solopreneurs, entrepreneurs. Age: 24-55. Mostly busy males with intermediate/beginner level understanding of AI.
• My industry expertise: AI resources, AI Prompts, How-to Guides
• My unique selling proposition: Lifetime access (one-time purchase without any subscriptions), 14-day money-back guarantee, Productivity - time saving, consistent high quality responses of AI, Money saving (replacing a team of employees), Easy to use (copy & paste solutions), no technical expertise required (simple to follow AI how-to guides, prompts & hacks), biggest collection of AI resources (the only collection you will ever need).