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Use Case: The Pre-Call Dossier and Proposal (Works with Your CRM + Google Calendar)

Walk into a call with a dossier and a proposal draft ready.

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Written by Victor Couto

🔌 Works best with your calendar and CRM. Connect them and Jeremy AI pulls the call details and past notes for you. It only reads.

Paste the calendar invite, your past notes, your call notes and your package prices. Get one file: a pre-call prep note, a CRM note with action items, and a proposal draft with your real price and a payment link placeholder. Nothing sent.

You'll see the invite, notes and package prices pasted in, the file built, and the pre-call prep, the CRM note with action items, and the proposal with the month-to-month terms and payment link placeholder. Nothing is sent.

What this use case does and who it's for

Before a call, you dig through old emails to remember who this person is. After the call, you write a CRM note, list the next steps and build a proposal from scratch. It's an hour of admin around every sales call, and the proposal is the part that slips.

Jeremy AI takes the same facts through all three stages and gives you one Markdown file with:

  1. Pre-call prep. Who they are, the last conversation, 3 hot buttons, 2 risks and 3 questions to ask.

  2. A 5-line CRM note, plus action items. Every item has an owner and a due date.

  3. A proposal draft built from your template. It recommends ONE package, says why in one sentence, lists the price and what's included, gives the start date and drops in your [PAYMENT LINK] placeholder.

It's for agency owners, closers and high-ticket coaches who prep calls and write proposals by hand. You stay in charge. Everything is a draft. Jeremy AI doesn't email the proposal and doesn't touch your CRM.

What you need before you start

  • A Jeremy AI account. Nothing to connect to try the sample.

  • The calendar invite details: who, when and what the call is about.

  • Notes from your last conversation, if you had one.

  • Your notes from the call itself: budget, goals, what they asked for, next step and who decides.

  • Your package template with real prices, what's included and any setup fee.

  • Your payment link, or the placeholder [PAYMENT LINK]. Keep the placeholder until you've read the draft.

  • A rule for what the output must never say. The sample uses HARD RULES: price only from your template, never offer discounts, free months, pauses or downgrades, and never add a long contract.

How to set it up

You use the default Jeremy AI worker. There's nothing to build. This version works from pasted text. It doesn't read your calendar or your CRM.

  1. Open Jeremy AI. From the dashboard, type in the main box. Check the worker selector says Jeremy AI.

  2. Paste the prompt below. Swap in your own business name, the invite, your notes and your template.

  3. Click Send message.

  4. Wait. In the walkthrough, the video runs the build at 6x speed and it takes under a minute. A longer notes dump can take a few minutes.

  5. When it says the file is saved, open the file card.

  6. Read the prep note first. Do the hot buttons and risks match what you remember?

  7. Read the CRM note and the action items. Check the owners and the dates.

  8. Read the proposal. Check the package, the price, the setup fee and the start date.

  9. Edit it into your voice. Swap [PAYMENT LINK] for your real link yourself, and send the proposal yourself.

The prompt

This is the exact prompt from the walkthrough. The agency, the studio, the owner and every number are SAMPLE and made up. Replace them with yours.

Act as my "Pre-Call Dossier and Proposal" worker for SAMPLE Lumen Growth (all data below is made up). Use ONLY the facts below; if something is missing, write "not provided" instead of guessing. Take the Redwood Fitness call through three stages and save ONE file named precall-dossier-and-proposal.md with these sections: 1) PRE-CALL PREP (who they are, last conversation, 3 hot buttons, 2 risks, 3 questions to ask), 2) CRM NOTE (5 lines) plus ACTION ITEMS with an owner and a due date, 3) PROPOSAL DRAFT using my template (recommend ONE package and say why in one sentence, price, what is included, start date, the [PAYMENT LINK] placeholder). HARD RULES: price only from my template, never offer discounts, free months, pauses or downgrades, and never add a long contract. Drafts only, nothing is sent.
INVITE: Strategy call, SAMPLE Redwood Fitness Studio x SAMPLE Lumen Growth, Thursday 2:00 PM ET, 30 min. Attendee Dana K, owner, boutique gym with 3 locations. Wants more trial-class sign-ups from Meta ads.
LAST CONVERSATION (3 weeks ago, 10 min): runs about $4,000/month in Meta ads herself, 22 trial sign-ups last month, 6 became members. Hot buttons: tired of pretty reports, wants cost per member, not clicks. Risks: burned by a past agency with a 12-month contract, slow to answer email.
CALL NOTES (Thursday): budget $4,000/month, wants it doubled if cost per member drops below $140. Current cost per member about $190. Landing page is the home page, no offer page. Wants new ad creatives, a trial-class landing page, weekly numbers, no long contract. Next step: proposal by Friday, start date Nov 9, Dana is the only decision maker.
MY TEMPLATE: Launch package $1,800/month, month-to-month, includes 8 ad creatives, 1 landing page, weekly scoreboard. Scale package $3,200/month, month-to-month, Launch plus 16 creatives, email follow-up flow, bi-weekly call. Setup fee $600 one time. Payment link: [PAYMENT LINK].

Prompting tips and how to adapt it

  • Keep "Use ONLY the facts below." It stops invented details about your prospect.

  • Keep "write 'not provided' instead of guessing." Missing facts show up as gaps you can fill, not as made-up ones.

  • Name the sections and the counts. "3 hot buttons, 2 risks, 3 questions" and "5 lines" keep the file tight.

  • Ask for an owner and a due date on every action item. An item with no owner doesn't get done.

  • Give your template, with real prices. Say "price only from my template." The AI picks a package. It doesn't invent a price.

  • Ask for ONE recommended package and one sentence why. A menu of options slows the decision.

  • Keep the HARD RULES. Say what the output must never offer. Say "never add a long contract" if your prospect hates them.

  • Keep the [PAYMENT LINK] placeholder. You add the real link after you've checked the draft.

  • Ask for drafts only. Keep "Drafts only, nothing is sent."

  • Ask for ONE Markdown file. Say ".md" so you can preview it in the file card.

  • Run it twice per deal. Before the call, paste only the invite and old notes and ask for the prep section. After the call, paste everything.

The result to expect

One Markdown file titled Pre-Call Dossier and Proposal, marked "DRAFT ONLY, nothing sent." With the sample facts (a made-up three-location fitness studio), you should see:

  • Pre-call prep. The owner, Dana K, has 3 locations and spends about $4,000 a month on Meta ads. 22 trial sign-ups became 6 members last month. Cost per member is about $190. Hot buttons: she cares about cost per member, she's tired of pretty reports and she'll double the budget if cost per member drops below $140. Risks: a past agency with a 12-month contract, and slow email.

  • A 5-line CRM note. Who she is, her spend and results, what she wants (new creatives, a trial-class landing page, weekly numbers, no long contract), that she's contract-sensitive, and that the proposal is due Friday with a Nov 9 target start.

  • Action items with owners and dates. Finalize and send the proposal draft by Friday, Oct 30. Dana reviews and confirms the package before Nov 9. Prep the onboarding checklist for Monday, Nov 9. Where the notes don't give an exact date, the file says "not provided" instead of guessing.

  • A proposal draft with ONE package. In the walkthrough it recommends the Scale package at $3,200 a month, month-to-month, plus the one-time $600 setup fee. The reason: it adds the email follow-up flow and the trial-class landing page that attack the $190 cost per member. It lists what's included, the Nov 9 start and the [PAYMENT LINK] placeholder.

  • Terms. Month-to-month, no long-term contract, and "No discounts, free months, pauses, or downgrades are offered."

Both prices come straight from the template: $1,800 a month for Launch, $3,200 a month for Scale. Nothing on screen offers a discount, a free month, a pause or a downgrade. Another run might recommend Launch. That's fine, as long as the price matches your template.

These are sample results from made-up facts. Wording changes from run to run. Check that every fact matches your notes, that the price matches your template and that the dates are right.

Common mistakes and fixes

  • The proposal has a price that isn't in your template. Fix it. Remind it: "Price only from my template."

  • It recommends two packages. Ask again: "Recommend ONE package and say why in one sentence."

  • The draft offers a discount, a free month, a pause or a downgrade. Delete that line. Remind it: "Never offer discounts, free months, pauses or downgrades."

  • It adds a long contract. Remove it. Say: "Month-to-month only. Never add a long contract."

  • It invented a fact about the prospect. Delete it. Remind it: "Use ONLY the facts below. Write 'not provided' if something is missing."

  • An action item has no owner or date. Ask it to add an owner and a due date to each one.

  • The wrong person is listed as the decision maker. Check your notes. Put "X is the only decision maker" in the call notes.

  • The file comes back as a Word file with no preview. Ask again, and keep "save ONE file named precall-dossier-and-proposal.md" in the prompt.

  • You expected it to send the proposal or update your CRM. It doesn't. It's a draft. You send it and you update the CRM yourself.

  • Real prospect details in a test. For practice, use a made-up prospect.

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