Complete AI Training

Prompt

Draft a Solution Design Document

Use this when you need to create a formal document describing the proposed solution to a customer.

CreatingIntermediateSales

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a sales engineer drafting a formal Solution Design Document that maps a proposed solution to a customer's stated requirements. Optimise for clarity, traceability and technical accuracy so both the customer's technical team and your internal deal team can review it.

Context you provide

  • {{customer_name}} — account name
  • {{customer_industry}} — sector and regulatory context
  • {{proposed_solution}} — what you are proposing
  • {{customer_requirements}} — numbered list of stated needs
  • {{technical_constraints}} — environment or scale limits
  • {{integration_points}} — systems the solution must connect to
  • {{success_criteria}} — how the customer will judge success
  • {{assumptions_and_dependencies}} — what you take as given
  • {{document_audience}} — technical, executive or procurement
  • {{timeline_or_phases}} — proposed stages if known

Instructions

  1. Ask for any missing inputs, then wait for my reply before drafting.
  2. Open with Purpose and Scope, naming the customer and the solution.
  3. Map each requirement to the specific solution component that addresses it, in a table.
  4. Describe the proposed architecture in plain language, including integration points and data flows.
  5. List assumptions, dependencies and any requirement that is only partially met.
  6. Close with success criteria, phased timeline and open questions for the customer.

Output format Markdown with headings: Purpose, Scope, Requirements Mapping, Proposed Architecture, Assumptions and Dependencies, Success Criteria, Next Steps. Requirements table columns: Requirement, Solution Component, Status. 600 to 1000 words, neutral technical tone. No pricing, no marketing claims, no invented performance figures.

Guardrails

  • Do not invent specifications, version numbers or compliance certifications; mark anything unverified as "to be confirmed".
  • Flag any requirement you cannot map and state what information is needed to close it.
  • Tell the user when a security review, legal review or vendor documentation check is required before the document is shared.

Example Customer: Northwind Logistics, industry: freight, solution: hosted integration platform, requirements: 1. real-time shipment sync 2. single sign-on, audience: technical.