Your next client proposal, written from the facts of the account.
Thirty-six templates built by people who have run retainers. You fill in the client, the problem, the scope, and the number. Your AI writes the proposal in the order a prospect reads it. About four minutes, start to send.
Runs on ChatGPT · Claude · Gemini · the AI your shop already pays for
$10 each seat after
If you typed one of these with a proposal due tomorrow, this is the page.
- how to write a marketing proposal for a new clientNew Client Proposal
- weekly status update email to a client that doesn't hide the bad newsClient Status Update Email
- how to write ad copy variations for an A/B testAd Copy A/B Test Variations
- statement of work that stops scope creepStatement Of Work And Scope Agreement
- how do I tell a client I'm raising my retainerRetainer Renewal And Upsell Plan
- content brief for a freelance writerContent Brief for Writers / Designers
- monthly marketing report a client will actually readMonthly Performance Report
- client went quiet, how do I save the accountClient Churn Risk Assessment And Save Play
- cold email sequence to win new agency clientsAgency Cold Outreach Sequence
Nine of thirty-six. New business, client comms, creative, reporting, renewals, and the team, front desk to deliverable.
The discovery notes you paste in. The deliverable that comes back.
Made the way an account manager would make them: the facts of the account in the blanks, one run on the AI, nothing polished after. The clients are invented. The deliverables are not.
A 90-day retainer proposal a DTC founder can say yes to
Your Challenge
- Meta costs up 38% YoY while AOV is stuck at $64.
- Email list under-utilized: 41 K subscribers receive only one monthly blast.
- Launch concentration: The last three drops sold out to the same 900 repeat buyers, indicating a lack of reach beyond your core fans.
Timeline & Milestones
| Week | Milestone |
|---|---|
| 1-2 | Account audit; define three creative pillars; map email journey. |
| 3-4 | Launch first set of evergreen ads; build welcome flow in Klaviyo. |
| 7-8 | First pre-sell email sequence for upcoming drop; pause new ad spend until threshold met. |
| 9-12 | Optimize on performance data; scale winning ads; repeat pre-sell cycle for next two drops. |
Investment
| Retainer, 90-day minimum | $4,800 / mo |
| Media spend, billed from your ad account | $12,000 / mo |
| Creative production, 8 static + 4 short videos | Included |
This fee reflects the full scope described above; there are no hidden costs or surprise add-ons.
Next Step
Reply "Accept" to this email and attach the signed one-page agreement. Upon receipt, we'll schedule an onboarding kickoff call within two business days to lock in your first month's creative brief and drop calendar.
Plus the executive summary, the three-part solution, the scope list, the why-us section with your four differentiators, and the proof block with the client quote you supplied. Nine sections, in the order a prospect reads them.
A weekly update for an account that is at risk, and says so
Subject: Meridian Family Dental, Week of Sep 8-14, 2026, Overall Status: At Risk
Hi Dana, this week's activities have put us at risk of missing our launch timelines.
Completed This Week
- Launched Google Ads "Emergency Dentist" campaign for Broken Arrow (Tue).
- Sent September patient newsletter, 41% open rate.
- Finished new-patient landing page copy and sent to you for approval.
Blocked / Need From You
- Landing page approval, holds Meta lead-campaign launch.
- Updated office hours for Owasso Google Business Profile.
- Signed video releases from the two patients.
Action Items
| Owner | Item | By |
|---|---|---|
| Dana | Approve landing page copy | Mon 9/15 |
| Owasso office manager | Send updated hours | Tue 9/16 |
| Dana | Collect and forward signed video releases | Wed 9/17 |
Plus the in-progress list with the call-tracking numbers, next week's four items with the report-call date, and a two-line sign-off. Under 200 words, scannable on a phone.
Four Meta feed variations for a payroll client, each labeled with the angle it tests
Variation A, pain-point led
Tired of late tax filings and payroll headaches? Get same-day direct deposit for $39/mo + $6/emp. No more missed deadlines.Headline: Stop Payroll Stress Today · Description: Run payroll in <10 min
Variation C, social-proof led
4.8★ from 312 verified reviews. Get same-day direct deposit & automatic tax filing for $39/mo + $6/emp.Headline: Trusted by Small Biz Owners · Description: 14-day free, no card
Variation D, switching is easy
Worried about switching mid-year? We import your payroll history, so you stay on track. Same-day deposit, $39/mo + $6/emp.Description: Import prior payroll
FTC Compliance Note
- Pricing: $39/month + $6 per employee.
- Social proof data: 4.8 stars from 312 verified reviews; 14-day free trial with no credit card required.
Plus the benefit-led Variation B, the strategic angle note on each so the media buyer knows what the test is measuring, and the character count on every line.
Three steps. No prompt engineering on the clock.
Pick the deliverable
Proposal, Friday status email, ad variations, statement of work, retainer renewal, content brief, monthly report. Search it the way you would say it to your account manager.
Fill in the account
Seven to twelve blanks: the client, the problem they told you on the discovery call, the scope, the number, the proof you are cleared to use, what is blocked on their side. Chips for the common answers, your own words for the rest.
Send it to your AI
Ultra Prompt builds the expert prompt and hands it to ChatGPT, Claude, or Gemini. The proposal comes back in the order a prospect reads it; the status email comes back with the ask and the date on every line. You read it, then you send it.
Templates handle the deliverable. An agent handles the account.
The same facts you type into a template can live inside an AI agent that knows your clients, your rate card, your scope rules, and your voice, so the next proposal, the next Friday update, and the next round of ad copy start from your rules instead of from a blank chat. Three agents a small agency actually needs:
The Proposal Desk
Knows your service tiers, your rate card, your minimums, and the case studies cleared for use. Paste the discovery-call notes; it drafts the proposal in your format and flags anything you promised that is not in the scope.
Runs in Claude Projects, a Custom GPT, or a local modelThe Friday Update Writer
Carries each client's contact, plan, and open blockers. Paste this week's task board; it writes the status email per client, with the ask and the date on every item.
Runs in your phone, through the AI you already useThe Brief and Variations Desk
Holds each client's brand voice, banned words, and the claims cleared by their legal team. Give it the offer; it writes the content brief for the writer and the A/B variations for the media buyer, inside the character limits.
Runs in Gemini, ChatGPT, or ClaudeJune, the campaigns and client accounts desk, is in testing now.
June is built and running the certification battery. When June clears it, this door opens here. Until then, the showroom's live agents are open to everyone.
See the showroomBuild the account desk yourself, between two client calls.
Picture an agent that holds one client: the retainer scope, the exclusions, the revision rounds, the contact who signs off, and the ask that has been open since Wednesday. Paste in Friday's task board and it hands back the status email with the blocker named, the client to-do dated, and the report-call date on the last line, in your voice, not a chatbot's. Agent Studio is in every Pro and Business seat. Describe the agent's job, its rules, what it knows and how it talks, and export it to Claude Projects, a Custom GPT, Gemini Gems, Copilot, or a local model on your own machine. It runs on the AI you already have. Nothing to host.
Open Agent StudioOr have it built around your retainers.
A custom build is one conversation about your agency and the five deliverables you write most, then an agent brief written for your shop, exported to the AI you use, and a walkthrough with your team. From $450, one time, on your own account.
Ask about a custom buildFiles are yours to keep. The library, updates, and support ride the subscription.
Two ways in. Both honest.
The whole Marketing Agencies library, every other industry library, and full Personal Pro for each seat. Add account managers, writers, or media buyers at $10 a seat, up to 15. One invoice.
- The whole Marketing Agencies library, plus all ten industry libraries
- Full Personal Pro on every seat: 1,000+ templates for the rest of life
- Agent Studio, Power Creator, Pipelines and Playbooks
- $10 a seat after the first, up to 15, one invoice
No account needed to look. Ready now? Subscribe and open the full library. Cancel anytime.
Your proposals, your updates, your voice: a set built for one agency, delivered in a sitting, that your whole team uses on your own account. Tell us the services you sell and the five deliverables you write most.
Talk to SeanThe questions agency owners ask before the first retainer.
Do I need ChatGPT or Claude to use this?
Yes, one of them, and the free tier of any of them works. Ultra Prompt builds the prompt and sends you there with it. You never paste anything by hand unless you want to.
Will it invent results or client stats?
It writes from what you give it. The templates ask for the numbers on file and tell the model to work from those, and every agency template closes with an FTC substantiation check. In our own test runs the model still reached for a benchmark once, so you read what you send; it is your client's name on it.
How is this different from just asking ChatGPT?
You can ask ChatGPT for a proposal and get a generic one. These templates were written by people who have run retainers: they ask for the exclusions, the revision rounds, the payment terms, the proof point you are cleared to use, the things a client will argue about in month two. The difference is what they make you say.
Can my writers, media buyer, and account manager use it too?
Yes. Business seats are $10 each after the first, up to 15, on one invoice. Everyone gets the full library and Agent Studio.
Can I use it for my clients' work, not just my own agency?
Yes. Most of the 36 templates are client deliverables: briefs, ad copy, reports, brand voice guides, press releases. The client's name goes in a blank; the output is yours to deliver under your agency.
What if I only need three deliverables, done my way?
That is the custom build. One conversation about your agency and the documents you write most, and you get a set built for your shop on your own account. From $450, one time.