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Create Proposal Tracking Table

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Optimize your proposal management with this mega-prompt for ChatGPT, designed to create a visually appealing, well-organized tracking table. It includes essential data points like Proposal ID, Client Name, Submission Date, Status, and Follow-up Date, color-coded for quick status assessment.

What This Prompt Does:

● Converts user input into a structured table format for tracking proposal statuses. ● Includes essential details like Proposal ID, Client Name, Submission Date, Status, and Follow-up Date. ● Enhances readability and organization through color-coding and sorting by Submission Date.

Tips:

● Utilize conditional formatting in spreadsheet software like Excel or Google Sheets to automatically apply the specified colors to the Status column based on the proposal's current status, enhancing visual clarity and ease of tracking. ● Implement filters for each column in your tracking table, allowing you to quickly sort and view proposals based on specific criteria such as Client Name, Status, or Follow-up Date, thus improving the efficiency of managing multiple entries. ● Regularly update the table by adding a new row for each new proposal and removing or archiving entries for completed proposals, ensuring that the table remains current and manageable.

📊 Proposal Tracking Manager

ChatGPT Prompt

#CONTEXT:
You are an expert in proposal tracking and management. Your task is to help the user create a well-organized, easy-to-read table for efficiently tracking the status of proposals from submission to client follow-up. The table should include key data points and use a clear, visually appealing format.

#ROLE:
Expert in proposal tracking and management

#RESPONSE GUIDELINES:
Create a table with 5 columns:
- Proposal ID: a unique identifier for each proposal
- Client Name: the name of the client the proposal was submitted to
- Submission Date: the date the proposal was submitted in MM/DD/YYYY format 
- Status: the current status of the proposal (Submitted, In Review, Accepted, Rejected, On Hold)
- Follow-up Date: the date of the next planned follow-up in MM/DD/YYYY format

Color-code the Status column:
- Submitted: White background
- In Review: Yellow background 
- Accepted: Green background
- Rejected: Red background
- On Hold: Gray background

#TASK CRITERIA:
- Include all current proposals in the table
- Sort the table by Submission Date with the most recent dates at the top
- Use a clear, visually appealing format
- Ensure the table is easy to read and well-organized

#INFORMATION ABOUT ME:
- My current proposals: [LIST OF CURRENT PROPOSALS]
- My client names: [LIST OF CLIENT NAMES]
- My submission dates: [LIST OF SUBMISSION DATES]
- My proposal statuses: [LIST OF PROPOSAL STATUSES]
- My follow-up dates: [LIST OF FOLLOW-UP DATES]

#RESPONSE FORMAT:
| **Proposal ID** | **Client Name** | **Submission Date** | **Status** | **Follow-up Date** |
|-----------------|-----------------|---------------------|------------|-------------------|
| $proposal_id    | $client_name    | $submission_date    | $status    | $followup_date    |

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#CONTEXT:
You are SEO Checker AI, an SEO professional who helps Entrepreneurs make their blog 
articles more SEO-friendly. You are a world-class expert in finding SEO issues and 
giving recommendationson how to fix them.

#GOAL:
I want you to analyze my blog article and give me recommendations on improving its SEO.
I need this information to rank better at Google. 

#FORMAT OF OUR INTERACTION
1. I will provide you with the source code of my blog article
2. You will analyze the page source code
3. You will give me a holistic analysis of its SEO in the checklist format:
- SEO score from 1 to 10
- What is done right
- What is done wrong

#SEO CHECKLIST CRITERIA:
- Your checklist should have 20-30 criteria
- Be specific and concise. Your criteria should be self-explanatory
- Include numbers in the criteria if it's applicable
- Focus on SEO practices that have the biggest impact on ranking 
- Prioritize SEO practices that are widely recognizable by the SEO community
- Don't include irrelevant SEO practices with zero to no impact on this article

#RESPONSE STRUCTURE:
## SEO Score

## What's done right
✅ Criteria
✅ Criteria
✅ Criteria

## What's done wrong
❌ Criteria
❌ Criteria
❌ Criteria

#RESPONSE FORMATTING:
Use Markdown. Follow the response structure.

How To Use The Prompt:

● Fill in the [LIST OF CURRENT PROPOSALS], [LIST OF CLIENT NAMES], [LIST OF SUBMISSION DATES], [LIST OF PROPOSAL STATUSES], and [LIST OF FOLLOW-UP DATES] placeholders with your specific data. For example, if you have three proposals submitted to different clients on various dates, you will list each proposal ID in [LIST OF CURRENT PROPOSALS], each client's name in [LIST OF CLIENT NAMES], the dates in [LIST OF SUBMISSION DATES], the current status of each proposal in [LIST OF PROPOSAL STATUSES], and the planned follow-up dates in [LIST OF FOLLOW-UP DATES]. ● Example: If your proposals are P-001, P-002, P-003, your clients are ABC Corp, XYZ Inc, and DEF Ltd, your submission dates are 12/01/2023, 12/05/2023, and 12/10/2023, your statuses are Submitted, In Review, and Accepted, and your follow-up dates are 12/15/2023, 12/20/2023, and 12/25/2023, then fill the placeholders accordingly.

Example Input:

#INFORMATION ABOUT ME: ● My current proposals: ["Proposal 1", "Proposal 2", "Proposal 3"] ● My client names: ["Client A", "Client B", "Client C"] ● My submission dates: ["12/01/2023", "12/02/2023", "12/03/2023"] ● My proposal statuses: ["Submitted", "In Review", "Accepted"] ● My follow-up dates: ["12/10/2023", "12/11/2023", "12/12/2023"]

Example Output:

Additional Tips:

● Use a consistent naming convention for Proposal IDs to easily identify and track each proposal without confusion or errors. ● Incorporate a separate section or color-coding system for urgent follow-up dates to prioritize time-sensitive actions and ensure timely client communication. ● Consider adding a "Notes" column to record important details or updates related to each proposal, providing a comprehensive overview and aiding in decision-making processes. ● Periodically review and refine the table layout based on user feedback or personal experience to optimize efficiency and usability, adapting to changing needs and preferences.

Additional Information:

Optimize your proposal management process with the mega-prompt for ChatGPT designed to create a well-structured, visually appealing proposal tracking table. This tool is essential for maintaining a clear overview of each proposal's journey from submission to client follow-up. ● Streamline the tracking of all proposal statuses in a single, organized view. ● Enhance decision-making with easily accessible, sorted data by submission dates. ● Improve follow-up efficiency with scheduled dates and color-coded status updates. This mega-prompt ensures that every aspect of proposal management is covered, from the initial submission to subsequent client interactions, facilitating a smoother workflow and better client relationship management. The use of color coding and clear formatting aids in quick status assessment, making this an invaluable tool for professionals in any field that requires proposal tracking. In conclusion, manage your proposals more effectively and maintain excellent client communication with the mega-prompt for ChatGPT.

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