القائمة
Build a line-item client quote with payment terms and a revision policy, run an internal margin check, and warn when gross margin drops below 40 percent before you send it.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Draft a clean client approval request, set a 48h SLA with a 72h escalation, and track revision rounds so the third billable revision never slips through unbilled.
Generate a client proposal from scope, budget and past project references. Draws from scope/outcome example pairs when provided.
Produce a weekly agency status — traffic-light health per project, the week's top three priorities, blocked items with owners, and a Slack/WhatsApp-ready morning briefing.
Turn a month of campaign data into a confident client report — executive summary, what worked, what didn't, next month's plan and a clean channel/KPI table with deltas.
Run a fast, blame-free project retrospective — what worked, what didn't, root causes and three concrete changes — and append a structured entry to LESSONS.md.
Turn a rough client request into a structured project brief with phases, tasks, owners, deadlines and risks. Ready to paste into Asana, ClickUp or Notion.
| name | quote-builder |
| version | 1.0.0 |
| description | Build a line-item client quote with payment terms and a revision policy, run an internal margin check, and warn when gross margin drops below 40 percent before you send it. |
| author | MarcoZorn |
| license | MIT |
| tags | ["agency","workflow","operations","sales","pricing"] |
| compatible | claude-code, codex-cli, cursor, gemini-cli, openclaw |
English: "quote", "estimate", "how much", "pricing", "proposal", "put together a price".
Italiano: "preventivo", "stima", "quanto costa", "offerta", "listino".
Builds two versions of a quote from the same numbers: a clean client-facing quote with line items, payment terms and a revision policy, and an internal version that runs a margin check and warns you before you underprice the job. It stops the classic agency mistake — sending a number that looks fine to the client and quietly loses you money.
UNKNOWN and warns you.This output is a draft. Review all pricing, margins, and payment terms before sending to the client. The internal margin check surfaces the judgment call — a person signs off.
If a BRAND.md file exists in this skill's folder (.claude/skills/quote-builder/BRAND.md) or in .claude/brand/BRAND.md (global fallback), read it before generating output and apply its tone, terminology, and examples to all text you produce. A skill-local BRAND.md overrides the global one; if neither exists, use a clean, professional default voice.
One row per deliverable: description, quantity, unit price, line total. Group logically (production, management, media, extras). Keep descriptions in the client's language — outcomes and deliverables, not internal task names. Sum to a clear subtotal, then apply tax/VAT if in scope, then the total.
Default: 50% on signature, 50% on delivery. For retainers: monthly in advance. Always put concrete triggers, not vibes — "50% due to start production, invoiced on signature, net 15."
Default: 2 rounds of revisions included per deliverable. Extra revisions billed at [rate]/hour, estimated and approved before work starts. This line is what makes the client-approval skill's revision counter enforceable later — keep the numbers consistent between the two.
For each line and overall: gross margin % = (price − cost) / price.
UNKNOWN and warn that the quote is going out blind.Never show cost or margin on the client version. A margin figure leaking into a client PDF is a real, career-flavoured mistake — keep the two blocks visually distinct and label the internal one clearly.
CLIENT QUOTE — [Client] · [Date] · [Currency]
| Item | Qty | Unit price | Total |
|------|-----|------------|-------|
| ... | ... | ... | ... |
Subtotal: [x]
VAT/Tax ([rate]): [x]
Total: [x]
Payment terms: [50% on signature, 50% on delivery — net 15]
Revisions: 2 rounds included per deliverable. Additional revisions billed
at [rate]/hour, estimated and approved in advance.
Validity: this quote is valid for 30 days.
---
INTERNAL VERSION (do not send)
| Item | Price | Cost | Gross margin |
|------|-------|------|--------------|
| ... | ... | ... | ...% |
Overall: price [x] · cost [x] · gross margin [x]%
[If < 40%: ⚠ MARGIN BELOW 40%. To reach 40% price at [x]; to reach 50% price at [x].]
[If unknown: ⚠ COST UNKNOWN — margin not verified. Confirm before sending.]
Quando devi fare un preventivo: "preventivo", "stima", "quanto costa", "offerta". Costruisce due versioni: una pulita per il cliente e una interna con il controllo margine.
Da gli stessi numeri crea due preventivi: uno client-facing con voci, termini di pagamento e policy revisioni, e uno interno che controlla il margine e ti avvisa prima che tu sottoprezzi il lavoro. Blocca l'errore classico: mandare un numero che sembra ok al cliente e ti fa perdere soldi in silenzio.
SCONOSCIUTO con avviso.Se esiste un file BRAND.md nella cartella di questa skill (.claude/skills/quote-builder/BRAND.md) o in .claude/brand/BRAND.md (fallback globale), leggilo prima di generare l'output e applica tono, terminologia ed esempi a tutto il testo che produci. Il BRAND.md locale ha la precedenza su quello globale.
client-approval.margine % = (prezzo − costo) / prezzo.
SCONOSCIUTO e avviso.
Mai mostrare costo o margine nella versione cliente.PREVENTIVO CLIENTE — [Cliente] · [Data] · [Valuta]
| Voce | Q.tà | Prezzo unit. | Totale |
|------|------|--------------|--------|
Subtotale: [x]
IVA ([%]): [x]
Totale: [x]
Termini di pagamento: [50% alla firma, 50% alla consegna]
Revisioni: 2 round inclusi per deliverable. Revisioni aggiuntive a [tariffa]/ora,
stimate e approvate in anticipo.
Validità: preventivo valido 30 giorni.
---
VERSIONE INTERNA (non inviare)
| Voce | Prezzo | Costo | Margine lordo |
|------|--------|-------|---------------|
Totale: prezzo [x] · costo [x] · margine [x]%
[Se < 40%: ⚠ MARGINE SOTTO 40%. Per 40% prezza a [x]; per 50% prezza a [x].]
[Se sconosciuto: ⚠ COSTO SCONOSCIUTO — margine non verificato.]