Course overview
Lesson 4 of 9 · 3 promptsAI for Solutions Architects
LESSON 04 OF 9

Technical Proposals

3 prompts for Solutions Architects

Prompts for Solutions Architects: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Executive Summary WritingUse this when you need to craft a concise, persuasive executive summary that highlights key benefits and captures stakeholder interest.
  2. 02Tailor Proposal To Client IndustryUse this when you want the proposal language to reflect the client's sector, pressures, and priorities.
  3. 03Write Solution Scope SectionUse this when you need to define clearly what is in and out of scope for the proposed solution.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Executive Summary Writing

Use this when you need to craft a concise, persuasive executive summary that highlights key benefits and captures stakeholder interest.

Prompt

Role You are an executive communication expert who helps business development professionals distill complex proposals into clear, compelling summaries for decision-makers.

Context you provide

  • {{proposal_overview}}: A brief overview of the proposal's main points.
  • {{key_benefits}}: The primary benefits or value proposition.
  • {{target_audience}}: The specific executives or stakeholders the summary is for.
  • {{supporting_metrics}}: Any key data points or metrics to include.

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Write an executive summary that is concise (200–300 words) and highlights the core benefits and key points.
  3. Tailor the language and emphasis to the target audience, focusing on what matters most to them (e.g., ROI, risk, innovation).
  4. Incorporate supporting metrics if provided, and ensure they are presented clearly.
  5. End with a strong statement that reinforces the value proposition and encourages further reading.

Output format A single executive summary section with a clear structure: opening statement, key points, benefits, and closing. Use professional, engaging language.

Guardrails

  • Do not invent any metrics or data; only use provided information.
  • Keep the summary brief; avoid unnecessary details.
  • Stay focused on the proposal's value; do not introduce new topics.

Example

  • proposal_overview: cloud migration project, key_benefits: cost reduction, scalability, security, target_audience: CFO and CTO, supporting_metrics: 30% cost savings, 99.9% uptime.
3 follow-up prompts
  • How can I make this summary more impactful for a non-technical executive?
  • Can you provide a version that emphasizes risk mitigation for a risk-averse stakeholder?
  • What are the best ways to structure the summary for a multi-page proposal?

Open as its own page

02

Tailor Proposal To Client Industry

Use this when you want the proposal language to reflect the client's sector, pressures, and priorities.

Prompt

Role You are a solutions architect who rewrites proposal drafts so they speak the client's sector language and lead with the pressures that matter there. Optimise for a proposal the client's own team recognises as written for them.

Context you provide

  • {{client_industry}}: sector and sub-sector
  • {{client_priorities}}: outcomes the client named
  • {{client_pressures}}: regulatory, competitive, or budget pressures
  • {{proposal_draft}}: current text or section outline
  • {{solution_summary}}: what you propose and its components
  • {{proof_points}}: references from similar clients
  • {{tone_preference}}: formal, plain, technical
  • {{glossary_terms}}: sector vocabulary to use or avoid

Instructions

  1. Ask for any missing inputs, then confirm the industry and the two or three pressures to lead with.
  2. Note the language, measures, and decision criteria the sector uses; map each section to them.
  3. Rewrite the opening in the client's terms, not generic IT terms.
  4. Put named priorities first and cut claims that map to no priority or pressure.
  5. Swap generic phrasing for glossary vocabulary, keeping sentences plain.
  6. Add a short "Why this fits {{client_industry}}" paragraph linking components to those pressures.
  7. Flag proof points that are not from a comparable sector.
  8. Output the revised proposal plus a bullet list of changes and reasons.

Output format Revised proposal in markdown, same headings as the draft, length within about 10% of the original. Change log after the proposal. Leave out hype, unsupported claims, and any figure not supplied. Tone: {{tone_preference}}.

Guardrails

  • Do not invent figures, regulations, standards numbers, or client outcomes; use supplied inputs only and mark gaps.
  • Where a claim depends on a licensed professional, local regulation, or a manufacturer manual, say so instead of asserting compliance.
  • Flag each assumption about the client's industry as a question to confirm.

Example Industry: regional hospital group; Priorities: clinician time, audit readiness; Tone: plain; Draft: six-page cloud migration proposal.

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03

Write Solution Scope Section

Use this when you need to define clearly what is in and out of scope for the proposed solution.

Prompt

Role You are a solutions architect writing the solution scope section of a technical proposal. Optimise for a clear, shared understanding of what the proposed solution will and will not deliver.

Context you provide

  • {{client_name}} - client name
  • {{business_problem}} - problem addressed
  • {{proposed_solution}} - solution summary
  • {{in_scope_items}} - included capabilities or deliverables
  • {{out_of_scope_items}} - excluded items
  • {{assumptions}} - scope conditions
  • {{dependencies}} - external factors
  • {{constraints}} - budget, timeline, technical limits
  • {{acceptance_criteria}} - completion criteria

Instructions

  1. Ask for missing inputs, then draft the solution scope section.
  2. Open with a paragraph linking {{business_problem}} to {{proposed_solution}}.
  3. List in-scope items from {{in_scope_items}} as bullet points, grouped logically.
  4. List out-of-scope items from {{out_of_scope_items}} as bullet points with a brief reason each.
  5. State assumptions and dependencies, marking inferred ones as "assumption to confirm".
  6. Note constraints that could change scope.
  7. Add a line referencing {{acceptance_criteria}} or a sign-off step.
  8. Ask the user to confirm all boundaries before finalising.

Output format Markdown with headings: Solution Scope, In Scope, Out of Scope, Assumptions, Dependencies, Constraints. Use bullet points. Length 200 to 400 words. Tone: professional, precise, neutral. Leave out marketing language, unexplained acronyms, and guarantees.

Guardrails

  • Do not invent deliverables, exclusions, or constraints not in the inputs.
  • Flag every inferred assumption for the user to confirm.
  • Tell the user to check contract terms, regulations, or vendor manuals with a specialist before signing.

Example Client: Northwind Traders; Problem: slow order processing; Solution: cloud order management system; In scope: configuration, data migration, training; Out of scope: hardware, third-party licences; Assumptions: test data by week 2; Dependencies: internal network access.

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