Practical Tips for Using AI in Writing Highly Customized Proposals: Part 3 – Reviewing and Refining AI Outputs

Practical Tips for Using AI in Writing Highly Customized Proposals: Part 3 – Reviewing and Refining AI Outputs

In the first two parts of this series, we focused on mastering discovery and structuring inputs for precise outputs. In this final installment, we turn our attention to the critical step of reviewing and refining AI-generated proposals. This is where the work comes together—and where you have the chance to transform a good draft into an exceptional, client-winning solution.

Why Reviewing AI Outputs Matters

AI has undoubtedly changed the game, helping us draft faster and more efficiently than ever. But even the best AI output needs a thoughtful review process.

One key area of focus when reviewing outputs is narrowing in on how to push the boundaries of your solution. By using AI to streamline the drafting process, you’ve reclaimed time—time that can be spent on high-value activities, like brainstorming and innovation. This is your moment to ask the big question: “How might we break the ceiling on what’s possible for this client?”

At this stage, you’ve likely outlined a solution based on what you know you can do well. Now, it’s time to think bigger. You won’t always land on a transformational idea, but when you do, it can be the difference between meeting expectations and exceeding them.

The Review Process, Simplified

Reviewing AI outputs can feel overwhelming, especially if you don’t already have a structured process in place. The key is to approach it systematically, ensuring every section of the proposal works as hard as it can for the client.

Here’s how to get started:

1. Set Clear Goals for the Review

• Ensure every section is customized to the client’s needs; leave templates and generic “copy/paste text” behind!
• Make sure the proposal speaks directly to the client’s pain points and answers “What’s in it for me?”
• Look for opportunities to refine and elevate the content, especially in areas where the AI might have been too generic.

2. Use a Review Criteria Matrix

Don’t have a formal review process? Start with a simple framework to evaluate each section of the proposal:

3. Collaborate and Iterate

Proposals are rarely perfect on the first pass. Involve your team in the review process to catch blind spots and strengthen the overall output. If sections feel generic or uninspired, refine them to reflect client-specific details or challenge your team to rethink the approach.

4. Push for “Stretch Ideas”

With the extra time you’ve gained, take a step back and revisit your “How might we” questions. Could the proposed solution go further? Are there opportunities to deliver something the client didn’t even know was possible?

Making the Most of Your Time

The review process isn’t just about fixing what’s wrong—it’s about elevating your proposals to a level that inspires confidence and trust. By combining AI’s efficiency with your expertise, you create proposals that don’t just check the boxes—they tell a compelling story that positions your team as the best choice for the job.

Key Takeaway

When you master the art of reviewing and refining AI-generated proposals, you unlock the full potential of AI as a tool. This final step in the process is where your expertise shines, and where great proposals become exceptional.

With discovery, structured inputs, and a thoughtful review process, you’re equipped to create client-focused proposals that stand out in a competitive landscape.