A presentation should help someone make a decision. Start with the argument and reviewed data before generating slides. Separate what needs to be read from what you will explain aloud. Documents need editable structure, identifiable versions and a way to retrieve the source of each figure.
What you will solve
A clear, editable sales proposal
Practical workflow
- Prepare a real project example and a working copy. Specify the audience, format, limits and person responsible for reviewing the result.
- Start from notes confirmed with the customer and describe needs, scope, deliverables, schedule and exclusions. Flag amounts and conditions awaiting confirmation.
- Review the draft against the original material. Correct it and save an identifiable version before sharing.
AI working prompt
Work with this material: [example]. Task: [task defined in the workflow]. Separate suggestions from verified facts. Flag missing information and return an editable draft, explaining the changes.
How to check the result
Compare the proposal with the notes and check acceptance criteria for each deliverable. Do not add commitments you have not agreed. Record preparation time and necessary corrections. Compare with the previous process before rolling it out to the whole team.