Draft an unsolicited proposal for a target account

Step 1: Gather what's publicly known about the accountWord

Spend 15-20 minutes collecting genuinely recent, specific signals — a press release from the last quarter, open job postings that hint at where they're investing, a public statement from an executive about priorities — and paste the links and key facts into a Word doc.

Signals older than six months or so tend to read as out of touch rather than well-researched by the time the proposal lands.

Step 2: Draft against your proposal templateCopilotChatGPTClaude

Give Copilot the account research and your standard proposal template, and ask it to tailor the value proposition and use cases to what's known about this specific account, not a generic pitch.

Prompt idea:

Using this account research and our standard proposal template, draft a proposal for [account name] that speaks specifically to [the recent signals you found — an expansion, a public statement, a hiring push]. Keep our standard pricing and terms sections as-is.

Step 3: Have a rep personalize before it goes outWord

The rep who owns the relationship should review and adjust the draft — adding anything from direct conversations the public research wouldn't know about, and removing anything that reads as generic.

Step 4: Confirm every referenced fact is actually currentWord

Recheck any specific detail the draft cites about the account (a project, a hire, a public statement) against the source, since public information can be outdated by the time you send.

Check the work

• Verify every specific claim about the account against its original source before sending.
• Confirm pricing, terms, and legal language match your current approved template exactly.
• Have a second person read the draft for tone — an unsolicited proposal that reads as presumptuous can do more harm than good.

Source: Microsoft Copilot Scenario Library — Sales (2026)