The Problem section. Pull this directly from the conversation. If the prospect said "I'm doing $1.2M but I can't take a week off without things falling apart," write: "You're doing $1.2M in revenue. The business works, but only when you're in the room. You've tried hiring, but without documented systems, new team members can't deliver at your standard. Growth is capped by your personal capacity."
That's their story reflected back. When they read it, they feel understood. When their partner reads it, they understand the problem without needing the full conversation.
The Outcome section. Connect the outcome directly to the problem. "After the engagement, your business has: a documented sales process your team can run without you, an onboarding system that gets new clients started in 48 hours, and a weekly scorecard that shows the health of the business without your input."
The What's Included section. Be specific. Not "strategy sessions" but "4 strategy sessions (90 minutes each) over 21 days." Not "marketing assets" but "Cold outreach email sequence, follow-up templates, and one-pager." Each item should pass the "could I hold this in my hand?" test. If you can't, it's too vague.
The Investment section. State the number with confidence. "Investment: $15,000. This includes the full 60-day system build, all deliverables listed above, plus 90 days of coaching support." If you offer a payment plan: "$5,000 upfront + $5,000 at Day 30 + $5,000 at Day 60."
The Next Step section. "If this looks right, reply to this email and I'll send the kickoff details. If you have questions, let's schedule a 15-minute call to walk through them." Two options. Both easy. Both move forward.