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Click on a template below to view the prompt details:
Check for Red Flags
This skill will analyze a given document for specific types of problematic language (red flags) based on a predefined list. For each identified red flag, the AI should provide the name of the red flag, the sentence containing it, and a recommendation for how to rewrite the sentence to avoid the red flag.
Prompt:
Analyze the text in @this document and identify any instances of language that match the red flags outlined in The Red Flags List. For each red flag found, provide the following output:
Red Flag: [Name of the red flag, e.g., Vague Language]
Red Flag Found: "[Sentence containing the red flag]"
Recommendation: "[Rewritten sentence that avoids the red flag]"
The Red Flags List:
- Vague Language: Avoid using terms like "probably," "maybe," "sort of," or "just". These can undermine the confidence in your proposal.
- Negative Language: Phrases that imply negativity, such as "can't," "won't," "fail," or "problem," unless discussing a solution.
- Overpromising: Using terms like "guaranteed results," "100% success," or "perfect solution," which can set unrealistic expectations.
- Jargon and Buzzwords: Excessive use of industry jargon or buzzwords can be confusing or seem insincere. Examples include "synergy," "game-changer," "best-of-breed," etc.
- Superlatives and Hyperbole: Words like "always," "never," "the best," "the most," etc., unless you have data to back them up.
Only search for the specific red flags listed in The Red Flags List and do not identify any additional red flags or suggestions.
Weave in Differentiators
This skill will rewrite a specific section of text by incorporating relevant differentiators from a provided list. The chosen differentiators are smoothly integrated into the text, highlighting the unique value propositions and strengths of the organization.
Prompt:
Please rewrite the @highlighted text by incorporating the most appropriate differentiators from The Differentiators List. Ensure that the selected differentiators are seamlessly woven into the text, highlighting the unique value propositions and strengths of TFG.
The Differentiators List:
- Innovative Design Solutions: Our firm utilizes the latest in Building Information Modeling (BIM) and generative design technology to create innovative and sustainable solutions that meet our clients' unique needs. This approach not only enhances design accuracy but also significantly reduces project costs and timelines.
- Sustainability and Green Building Expertise: We are leaders in sustainable construction, with a strong track record of LEED-certified projects. Our team of experts is dedicated to integrating eco-friendly materials and practices, ensuring that our projects not only meet but exceed environmental standards.
- Comprehensive Project Management: Our firm offers end-to-end project management services, from initial concept through to completion. Our integrated approach ensures seamless coordination among all stakeholders, leading to efficient project delivery and exceptional results.
- Client-Centric Approach: We prioritize our clients’ needs and visions, ensuring that every project is tailored to their specific requirements. Our collaborative process involves constant communication and feedback, guaranteeing satisfaction and long-lasting relationships.
- Cutting-Edge Technology Adoption: By leveraging advanced technologies such as drones for site surveys, virtual reality for design visualization, and IoT for smart building management, we enhance project precision, safety, and functionality. Our commitment to adopting the latest tech innovations sets us apart in the industry.
Create RFP Response Outline
Prompt:
Step 1:
Read @this document. It's an RFP.
Step 2:
Provide me with a template that I can use, as a starting point to respond to this RFP. Follow these instructions while doing this:
- I want you to give me all the sections, etc. based on what the RFP is asking me for. (Please use the RFP to inform the exact wording for the sections, etc.)
- Ensure to include an instruction at the beginning of each section, calling out (in a list) all the requirements for that section, in the RFP's exact wording.
- Where possible, refer to the section in the RFP, where I can find the requirements, if I need further clarification.
Summarize Call Transcript
Prompt:
You are an AI assistant that helps salespeople by summarizing discovery call transcripts. Please review @this document and provide a detailed summary, including key takeaways, action items, red flags, and any unanswered questions.
Instructions:
1. Summarize the key takeaways from the conversation.
2. List the action items for both the prospect and the representative.
3. Highlight any red flags mentioned in the conversation.
4. Identify any unanswered questions that need follow-up.
Extract Key Information from RFP
Prompt:
Read @this document and extract the key information. Please provide the following:
##Summary of the RFP
- A concise overview of the RFP, including the purpose, scope, and objectives (approx. 100-150 words). Please summarize the main points in your own words.
##Key Dates
Extract and list all the important dates mentioned in the RFP, and list them in chronological order, including:
- Proposal submission deadline
- Evaluation timeline
- Contract start date
- Any other relevant dates
##Requirements
Extract and list all the key requirements mentioned in the RFP, including:
- Technical requirements
- Functional requirements
- Performance requirements
- Any other relevant requirements
##Evaluation Criteria
Extract and list the evaluation criteria that will be used to assess proposals, including:
- Weightage of each criterion (if mentioned)
- Description of each criterion
Please provide the extracted information in the above format, using headings and bullet points as necessary. Do not simply copy and paste the prompt template.
Document Review and Quality Check
Prompt:
1. Consistency:
- Verify consistent use of terminology, abbreviations, and names throughout the document.
- Check for consistent formatting and styling.
- Confirm accurate use of client names, logos, and branding.
- Verify factual accuracy of information, including dates, numbers, and statistics.
- Ensure clear and concise language is used throughout the document.
- Check for ambiguous or unclear sentences and suggest rephrases.
- Verify logical flow and progression of ideas throughout the document.
- Check for any inconsistencies or contradictions.
- Ensure all necessary information is included and relevant to the main topic or objective.
- Check for any gaps or omissions.
- Issue Type: (Consistency, Accuracy, Clarity, Coherence, Comprehensiveness)
- Description: (brief explanation of the issue)
- Location: "(the exact sentence in the document where the issue was picked up)"
Score the Answer
This skill will evaluate an RFP response by breaking down the question into relevant sub-questions (question decomposition) and scoring each one based on predefined criteria. It provides a detailed assessment for each sub-question, including a score and commentary explaining the reasoning behind the score. Finally, it offers an overall score for the entire response, helping users understand the quality of their submission and areas for improvement.
Prompt:
Review @this document. It is a response to an RFP question, and also contains the question itself. Break the question down into relevant sub-questions (question decomposition) in order to answer it comprehensively and thoroughly. For each sub-question, provide an assessment using the scoring criteria. Provide a score and detailed commentary explaining the reasoning behind the score for each sub-question. If the sub-question is not rated a 10, include specific recommendations on how to improve the response to achieve a score of 10. Finally, provide an overall score for the entire response.
Scoring Criteria:
- Excellent Response (10): Fully meets all relevant requirements with supporting evidence.
- Good Response (8): Substantially meets all relevant requirements with supporting evidence.
- Adequate Response (6): Meets most of the relevant requirements with supporting evidence.
- Below Satisfactory (4): Meets some of the relevant requirements with supporting evidence.
- Poor Response (2): Meets only minor aspects of the relevant requirements with supporting evidence.
- Unacceptable Response (0): Does not meet even minor aspects of the relevant requirements.
Assessment Format:
Sub-question 1: (First identified sub-question)
Score: (Score criteria selected)
Commentary: (Detailed explanation of the score, citing specific examples from the response)
Recommendation: (If the score is not 10, provide specific steps or improvements to reach a score of 10)
Sub-question 2: (Second identified sub-question)
Score: (Score criteria selected)
Commentary: (Detailed explanation of the score, citing specific examples from the response)
Recommendation: (If the score is not 10, provide specific steps or improvements to reach a score of 10)
(Repeat for any additional sub-questions if necessary)
Overall Score: Provide an overall score and summary commentary based on the individual sub-question assessments.
Executive Summary Writer's Notes (from RFP)
This skill will guide writers in developing an effective Executive Summary for a proposal response by extracting and interpreting key client information from the RFP. The skill focuses on identifying the client's main challenges, goals, and expectations through direct quotes from the RFP to motivate tailored solutions. By structuring the notes into key sections—Challenges, Goals, Solutions, Differentiators, and Tone—writers will have a clear roadmap to position their firm as the best partner for the client. The use of quotes ensures that the response is aligned with the client’s priorities, demonstrating an understanding of their specific needs.
Prompt:
Read the RFP and provide detailed writer's notes on how to write the Executive Summary for the proposal response. When drafting the notes, pull out relevant sentences or phrases from the RFP (in quotes) to substantiate or motivate why the instructions are helpful. These quotes should reinforce the client’s challenges, goals, and expectations. Refer to the client as "<Client Name>". The writer's notes should cover the following elements:
1. Key Challenges:
- Identify the client’s main challenges, such as regulatory compliance, risk management, or project timelines.
- Use direct quotes from the RFP to support why these challenges are critical (e.g., "meeting aggressive regulatory deadlines" or "managing complex contractual obligations").
2. Client Goals:
- Highlight the client’s primary objectives, like on-time delivery, cost control, or ensuring compliance. Include any relevant quotes from the RFP that indicate specific outcomes the client expects (e.g., "ensuring that all deliverables are completed by [deadline]" or "maintaining compliance with federal and local regulations").
3. Our Solution:
- Explain how the firm’s technical and legal expertise will address the challenges and meet the client’s goals. Reference any language from the RFP that stresses the need for integrated solutions (e.g., "seeking a partner capable of navigating both technical and legal aspects of the project").
4.Differentiators:
- Highlight what sets the firm apart, such as previous experience, integrated service offerings, or in-house expertise. Include any client expectations that reference needing a firm with specific experience or capabilities (e.g., "partnering with a firm that has managed similar projects successfully").
5. Tone and Style:
- Provide guidance on tone, emphasizing a professional, solution-oriented style. Use quotes where necessary to reinforce the client’s expectations or concerns (e.g., "timely and efficient completion" or "expertise in both regulatory compliance and risk management").
Example:
If the RFP indicates that the client is concerned about regulatory compliance and on-time project delivery, the writer’s notes could look like this:
'For the executive summary, begin by addressing EnergyGrid Solutions’ key challenges around regulatory compliance and project timelines. The RFP specifically mentions that "ensuring compliance with environmental regulations is critical" and that delays in compliance could result in "substantial financial penalties." Position our firm as uniquely equipped to handle these issues by combining legal expertise with technical services, ensuring a seamless approach to managing both compliance and project execution. The client’s primary goal, as stated in the RFP, is "on-time project delivery to meet operational objectives," so emphasize our proven track record in completing projects on time and within budget. Highlight our integrated approach, using the client’s own language to reinforce that we can meet both the legal and technical demands of the project. End with a confident, solution-oriented tone that reassures the client of our ability to manage the project from start to finish.'
End the notes with a reminder to clearly tie the firm’s strengths to the client’s specific needs, as outlined in the RFP.
Now, generate writer's notes for the executive summary, using direct quotes from the RFP where appropriate to substantiate the instructions.
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