Proposal Conversion Analysis
The prompt
Analyze why this proposal was not accepted. Proposal details: {{paste_estimate_price_presentation_date}}. Customer feedback: {{paste_if_provided}}. Similar jobs: {{number_similar_jobs_closed_in_past_60_da}}. Output: Likely reason for rejection (price? Perceived value? Competitor choice?). Recommended follow-up message to re-engage customer. Why this works
Comparing the proposal to similar closed jobs in the same time period provides the local market context that makes the conversion analysis actionable — a price that was competitive two months ago may now be above market if competitors have adjusted their rates. The feature-versus-price diagnosis identifies whether the issue is commercial (price too high) or sales (value not communicated effectively), which require completely different corrective actions. The specific coaching point ensures the analysis produces an improvement action for future proposals.
Risks & review
Proposal conversion analysis based on price alone misses the relationship and presentation factors that often determine acceptance — a proposal that was priced correctly but presented poorly or submitted late will show as a price loss when it was actually a sales execution loss. Build a more comprehensive proposal review that assesses presentation quality, response timing, and relationship strength alongside pricing competitiveness.