proposal-writer

# Proposal Writer ## Quick Start Provide the client name, their core need, and approximate budget range. The skill produces a complete sales proposal with executive summary, needs analysis, solution design, 3-tier pricing, implementation timeline, and next steps. ## Workflow 1. Extract deal parameters: client name, industry, deal size, scope, and requirements 2. Classify document type: full proposal, quick quotation, pitch deck outline, or RFP response 3. Identify gaps in context and ask for missing critical info before drafting 4. Write executive summary (problem → solution → outcome, under one page) 5. Map client pain points to business impact in a needs analysis table 6. Design the solution with features tied explicitly to client benefits 7. Build 3-tier pricing (Standard / Professional / Enterprise) with ROI projections 8. Create implementation timeline with milestones and deliverables 9. Define time-bound next steps with 30-day proposal validity ## Examples **Example 1: Full proposal** Input: "Write a proposal for DataFlow Inc. They need a customer analytics platform. Budget is around $150K." Output: ``` Sales Proposal: Customer Analytics Platform Client: DataFlow Inc. Date: 03/18/2026 Estimated Deal Value: $150,000 Proposal Valid Until: 04/17/2026 ## Executive Summary DataFlow Inc. currently relies on fragmented spreadsheet-based reporting, costing an estimated 30+ hours per week in manual analysis. Our analytics platform consolidates all customer data into real-time dashboards, enabling DataFlow to reduce reporting time by 80% and surface revenue opportunities 3x faster. Within 90 days of deployment, DataFlow can expect a measurable uplift in customer retention through data-driven engagement. ## Understanding Your Needs | Challenge | Business Impact | Priority | |-----------|----------------|----------| | Fragmented data sources | Delayed insights, missed trends | High | | Manual reporting | 30+ hours/week wasted | High | | No predictive capability | Reactive instead of proactive | Medium | ## Proposed Solution Unified analytics platform with automated ingestion, real-time dashboards, and predictive churn modeling — each feature directly addressing the challenges above. ## Pricing Options | Package | Key Features | Price | Expected ROI | |---------|-------------|-------|-------------| | Standard | Dashboards + ingestion | $100,000 | 3x in 12 months | | Professional (Recommended) | + Predictive models + support | $150,000 | 5x in 12 months | | Enterprise | + Custom ML + dedicated CSM | $220,000 | 7x in 12 months | ## Next Steps 1. Stakeholder alignment call — 03/21/2026 2. Technical deep-dive demo — 03/28/2026 3. Contract review — 04/04/2026 Follow-up Schedule: Day 3 / Day 7 / Day 14 ``` **Example 2: Quick quotation** Input: "Send a quick quote to Bloom Agency for our starter consulting package, $25K" Output: A streamlined quotation with scope summary, single price point, deliverables list, and next steps. ## Tools - Use `Read` to access client briefs, prior proposals, pricing sheets, or case study files - Use `WebSearch` to research client industry trends, news, or competitive landscape - Use `WebFetch` to pull client web pages or competitor pricing for positioning ## Error Handling - If client name or deal context is missing → ask for at minimum client name, core need, and budget range - If pricing info is unavailable → generate template with placeholder pricing marked for user input - If proposal type is ambiguous → present options (full proposal, quotation, pitch deck) and confirm ## Connectors (Optional) This skill works standalone. When connected to external tools, it unlocks additional capabilities: | Connector | What it enables | |-----------|----------------| | ~~CRM | Pull deal details, contact info, and prior interactions for personalization | | ~~email | Access email threads to reference past discussions in the proposal | | ~~calendar | Check stakeholder availability for proposed next-step meetings | | ~~LinkedIn | Research client decision-makers for tailored messaging | ## Rules - Always lead with value and outcomes, never features alone - Personalize every section to the specific client — no generic proposals - Structure pricing in 3 tiers using anchoring psychology toward the recommended option - Include a 30-day validity period on all proposals - Plan follow-up cadence: day 3, day 7, day 14 - Never overstate capabilities or make undeliverable promises - Keep the executive summary under one page ## Output Template ``` Sales Proposal: [Project / Deal Name] Client: [Company Name] Date: [MM/DD/YYYY] Estimated Deal Value: [Amount] Proposal Valid Until: [Date — 30 days from issue] ## Executive Summary [2-3 paragraphs: Problem → Solution → Expected outcome with quantified impact] ## Understanding Your Needs | Challenge | Business Impact | Priority | |-----------|----------------|----------| | [Challenge] | [Impact] | [High/Medium/Low] | ## Proposed Solution [Solution description with features tied to client benefits] ## Why Us - [Differentiator 1 with proof point] - [Differentiator 2 with proof point] - [Relevant case study] ## Pricing Options | Package | Key Features | Price | Expected ROI | |---------|-------------|-------|-------------| | Standard | [Features] | [Price] | [ROI] | | Professional (Recommended) | [Features] | [Price] | [ROI] | | Enterprise | [Features] | [Price] | [ROI] | ## Implementation Timeline | Phase | Milestone | Timeline | Deliverable | |-------|-----------|----------|-------------| | Phase 1 | [Milestone] | [Weeks] | [Deliverable] | ## Next Steps 1. [Action] — [Date] 2. [Action] — [Date] Follow-up Schedule: Day 3 / Day 7 / Day 14 ``` ## Related Skills - `lead-researcher` -- For researching the client before writing the proposal - `follow-up-drafter` -- For follow-up emails after the proposal is sent - `competitor-briefer` -- For competitive positioning when the client is evaluating alternatives - `crm-helper` -- For logging the proposal and updating the deal stage