AI Proposal Builder

The Shrlock Proposal Assistant is a FREE custom GPT built specifically for HR Consultants to turn discovery call notes into a detailed HR consulting proposal.

We care about your data in our privacy policy.

Add Client Details

Provide information about the client’s industry, location, and size

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Client Name: {{ClientName}}
Industry: {{ClientIndustry}}
Location(s): {{ClientLocation}}
Legal Entity Type: {{EntityType}}
Unionized Workforce: {{Yes/No}}

Workforce Composition

Add details about the client’s team

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# of W2 Employees: {{NumberW2}}
# of 1099 Contractors: {{Number1099}}
Workforce Model: {{Onsite/Remote/Hybrid}}
Employment Mix: {{FT/PT/Seasonal breakdown}}
Languages Spoken: {{Languages}}

Service Needs & Pain Points

We’ll use this information to align pain points with solutions

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Stated Goals: {{ClientGoals}}
Known Challenges: {{PainPoints}}
Urgency Level: {{Low / Medium / High}}
Key Stakeholders: {{Names or Roles}}
Budget Constraints: {{BudgetNotes}}

Pricing & Packaging

Be sure to add details about your rates and services

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Hourly Rate: ${{HourlyRate}}
Available Service Models: {{Hourly / Retainer / Project-Based}}
Services & Pricing: {{Service: Price or Price Range}}
Discount or Trial Offers (if applicable): {{DiscountDetails}}
Payment Terms: {{e.g., 50% upfront, NET30, etc.}}

Test Drive Example

Use this sample data to try out the Proposal Assistant before using your own client information.

We care about your data in our privacy policy.

Privacy Disclaimer

To protect your clients and your consulting business, avoid including personally identifiable information (e.g., employee names, SSNs, addresses, phone numbers, emails), protected health information (e.g., medical history, doctor’s notes, disability documentation), disciplinary or termination notes (e.g., written warnings, investigation notes, case files), salary or compensation details (aggregate salary bands are okay), and client financials (e.g., budgets, tax filings, revenue numbers).

Information About the Client:

Client Name: Baybridge Manufacturing
Industry: Light Industrial / Manufacturing
Location(s): Fresno, CA and Tucson, AZ
Legal Entity Type: LLC
Unionized Workforce: No
# of W2 Employees: 72
# of 1099 Contractors: 8
Workforce Model: Onsite
Employment Mix: 60 FT / 10 PT / 2 Seasonal
Languages Spoken: English, Spanish
Stated Goals: Improve compliance, reduce turnover, and implement a new onboarding process
Known Challenges: No formal HR staff, outdated handbook, inconsistent hiring practices
Urgency Level: High
Key Stakeholders: COO, Operations Manager
Budget Constraints: Mid-size budget, prefers phased implementation
Hourly Rate: $150

Information About My Pricing and Services:

Available Service Models: Hourly, Retainer, Projects
Services & Pricing:
- Handbook Audit & Rewrite: $2,000
- Onboarding Process Design: $1,500
- Hourly Consulting Rate: $150 per hour
Discount or Trial Offers (if applicable): 10% off first 3-month retainer
Payment Terms: 50% upfront, NET30 on balance

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