| name | proposal-drafting-assistant |
| description | Draft tailored enterprise proposals from customer needs, discovery notes, constraints, product or service capabilities, proof points, commercial context, and implementation assumptions. Use when Codex needs to create a proposal, statement of work draft, solution narrative, scope summary, or next-step document for a revenue workflow. |
Proposal Drafting Assistant
Workflow
- Identify customer objective, audience, buying stage, proposal type, and provided proof points.
- Separate confirmed needs, assumptions, constraints, exclusions, and open commercial questions.
- Map proposed solution to business outcomes, scope, implementation path, and success measures.
- Include risks, dependencies, human approvals, and next steps without overpromising.
- Produce a polished draft that can be reviewed by sales, delivery, legal, or leadership.
Output Standard
Use this structure by default:
- Executive Summary: customer need and proposed outcome.
- Customer Context: confirmed facts and relevant assumptions.
- Proposed Solution: capabilities, services, or approach tied to needs.
- Scope: included work, exclusions, dependencies, and assumptions.
- Expected Outcomes: measurable value and success criteria.
- Implementation Plan: phases, owners, timeline, and decision points.
- Risks And Mitigations: delivery, legal, commercial, and adoption risks.
- Next Steps: approvals, follow-ups, and materials needed.
Rules
- Do not invent pricing, contractual terms, guarantees, references, or compliance claims.
- Label assumptions clearly and keep legal/commercial commitments reviewable.
- Tailor the proposal to customer evidence, not generic feature lists.
- Flag statements that require approval from legal, finance, security, or delivery.
References
Read references/proposal-patterns.md when the user asks for an executive proposal, SOW-style draft, pilot proposal, or renewal/expansion proposal.
