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Generate a client proposal from scope, budget and past project references. Draws from scope/outcome example pairs when provided.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
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.
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.
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 | proposal-writing |
| version | 1.0.0 |
| description | Generate a client proposal from scope, budget and past project references. Draws from scope/outcome example pairs when provided. |
| author | MarcoZorn |
| license | MIT |
| tags | ["agency","proposal","client","sales"] |
| compatible | claude-code, codex-cli, cursor, gemini-cli, openclaw |
EN triggers: "proposal", "write a proposal", "client proposal", "new pitch", "scope document" IT triggers: "proposta", "scrivi una proposta", "pitch", "documento di scopo"
Before generating, ask:
Produces two blocks:
CLIENT-FACING PROPOSAL
INTERNAL NOTE (do not send)
This output is a draft. Review all pricing, scope, and commitment language before sending to the client. Do not send automatically.
If a BRAND.md file exists in .claude/skills/proposal-writing/ or .claude/brand/, read it before generating and apply its tone, terminology, and examples throughout the proposal.
If the user provides past proposals or scope/outcome example pairs, extract:
Frasi trigger: "proposta", "scrivi una proposta", "pitch cliente", "documento di scopo"
Prima di generare, chiedi:
PROPOSTA PER IL CLIENTE — sommario esecutivo, scope, deliverable, timeline, investimento, termini di pagamento, politica revisioni, prossimi passi. NOTA INTERNA — stima margine, assunzioni, rischi.
L'output è una bozza. Verifica sempre prezzi, scope e linguaggio contrattuale prima di inviare.
