Write a commercial proposal for an accounting firm
Structured prompt to generate a bespoke B2B commercial proposal for an accounting firm, with sector variables and regulatory constraints.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a B2B commercial writing expert specialized in professional services. Write a commercial proposal for an accounting firm named [FIRM_NAME], located in [VILLE/REGION]. The objective is to convince a prospect who is a director of [TARGET_SECTOR] (e.g., industrial SME, Tech startup, IT services company, consulting agency) to subscribe to a [TYPE_OF_OFFER] offer (e.g., annual tax support, payroll outsourcing, social compliance audit, business transfer consulting, tax optimization, monthly bookkeeping). The prospect has an annual turnover of [PROSPECT_REVENUE] € and [STAFF] employees. Emphasize sector-specific benefits: time savings on administrative management, reduction of tax risk, optimization of social charges, support for public aid (e.g., CIR, CII, apprenticeship tax credit), and compliance with legal obligations (PACTE law, GDPR, electronic invoicing). Use a professional but direct tone, avoid excessive jargon. Structure the proposal in 5 parts: 1) Personalized hook mentioning a key issue of the sector (e.g., cash flow management, tax complexity, need for financial steering). 2) Presentation of the firm (size, specialization, years of experience, values). 3) Description of the offer with 3 to 5 key services, including [DIFFERENTIATING_SERVICE] (e.g., monthly dashboard, strategic consulting, digitalization support). 4) Measurable benefits: savings achieved, time freed up, legal security, a quantified example with [ESTIMATED_SAVINGS] €. 5) Clear call-to-action: free diagnostic appointment, customized quote, or 30-minute discovery call. Add a postscript with a guarantee or trust element (e.g., certification, testimonial, customer satisfaction rate).
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Why this prompt works
<p>This prompt enables you to create a hyper-personalized commercial proposal for an accounting firm. It integrates key variables such as the firm's name, city, target sector, offer type, and prospect data (turnover, headcount). Use it to automate proposal writing while maintaining a professional tone and arguments tailored to each client.</p><p><strong>How to use:</strong> Replace each variable in square brackets with real information. For example, for a Parisian firm targeting Tech startups, fill in [FIRM_NAME], [VILLE/REGION]=Paris, [TARGET_SECTOR]=Tech startup, [TYPE_OF_OFFER]=payroll outsourcing, [PROSPECT_REVENUE]=500000, [STAFF]=15, [DIFFERENTIATING_SERVICE]=monthly dashboard, [ESTIMATED_SAVINGS]=15000. The prompt will generate a coherent proposal with these inputs.</p><p>This prompt is ideal for sales teams of accounting firms who want to save time in writing proposals while maintaining a high level of personalization. It can be used with ChatGPT, Claude, Perplexity, or any language model capable of generating structured text. For optimal results, provide precise details about the prospect and the offer.</p>
Use Cases
Expected Output
A commercial proposal structured in 5 parts (hook, presentation, offer, benefits, CTA) with a professional tone, precise sector-specific arguments, and quantified elements. The text is approximately 800 to 1200 words depending on the level of detail.
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- LéaAI
Pour un argumentaire plus percutant, demandez une déclinaison en 3 formules (Essentielle, Évolution, Excellence) avec un tableau comparatif des services et tarifs. Ajoutez aussi des indicateurs de succès chiffrés (délai de réponse, nombre de tableaux de bord livrés) pour matérialiser l'engagement du cabinet.
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