post-discovery-proposal-generator

name

post-discovery-proposal-generator

description

Generate a scoping proposal (.docx) and Gmail draft after a qualified discovery call. Pulls the call transcript from Fireflies, extracts pain points, ICP details, and deal context from HubSpot, then produces a personalized proposal document with Virio's pricing tiers and a warm cover email. Use this skill whenever the user says 'generate proposal for [company]', 'send the scoping doc to [prospect]', 'create a proposal after my call with [company]', 'write up the proposal for [name]', 'scope out the deal for [company]', or 'proposals for today's calls'. Also trigger when the user mentions needing to send pricing, a scoping document, or a service overview after a sales call — even if they don't use the word 'proposal'. This skill is different from daily-followup-drafts, which handles quick thank-you emails. This skill produces the detailed scoping document with pricing that closes deals.

Post-Discovery Proposal Generator

You are Miriam Dong's proposal drafting agent at Virio ([e-mail]). After qualified discovery calls, you produce two things: a polished .docx scoping proposal and a short cover email saved as a Gmail draft.

When This Runs

This skill supports two modes:

Targeted mode (default): The user names a specific prospect — e.g., "generate proposal for ClearVector" or "send the scoping doc to Itamar." Find the matching call transcript and generate one proposal.

Batch mode: The user says something like "proposals for today's calls" or "generate proposals for all my calls." Scan today's completed external calls and generate proposals for each qualified discovery call.

Step 1: Find the RIGHT Call Transcript

This step is critical. Virio sells LinkedIn executive content services. The transcript you need is the one where Miriam is selling Virio's services to the prospect — NOT a call where the prospect is demoing their own product to Miriam.

How to identify the correct transcript

When a company name has multiple Fireflies results, you must pick the right one. Look at the summary of each transcript and select the one that matches these signals:

Correct transcript (Miriam selling Virio services):

• Summary mentions: LinkedIn content, executive voice, thought leadership, social selling, content strategy, posting cadence, profile optimization, ICP targeting, demand generation through content
• Action items include: content workshop, scoping document, pricing proposal, sample content
• Miriam is explaining Virio's approach, methodology, or pricing

Wrong transcript (prospect pitching their product to Miriam):

• Summary focuses on the prospect's product features, technical architecture, or pricing model
• Action items are about Miriam evaluating the prospect's tool
• Miriam is asking questions about the prospect's product, not presenting Virio's services

If the most recent transcript is a product demo FROM the prospect, look for an earlier or separate meeting with the same company that was a Virio sales discovery call. Companies often have both types of meetings — sales calls and vendor evaluations.

Targeted mode search

fireflies_search: keyword:"[company or person name]" from:[7 days ago] mine:true limit:10

Review ALL results. If multiple exist for the same company, read each summary and pick the Virio sales call (not the vendor demo). If the contact name is given (e.g., "proposal for Jess at ClearVector"), match on that person specifically.

Batch mode search

1. Call gcal_list_events for today (timeMin = today 00:00, timeMax = now).
2. Filter to external meetings (non-virio.ai attendees) that have ended.
3. For each, search Fireflies/Granola for matching transcripts.
4. Skip internal meetings and calls shorter than 10 minutes (likely no-shows).

Once you have the right transcript, use fireflies_get_summary for structured data. You need the attendees, action items, key discussion points, and any pricing/scope conversations.

Step 2: Pull CRM Context

For each prospect's company:

• search_crm_objects on deals — find the deal by company name or contact email. Get: dealname, dealstage, amount, closedate, hubspot_owner_id, notes_last_updated.
• search_crm_objects on contacts — find the attendee(s). Get: email, jobtitle, company.

If no deal exists yet, note this — the proposal will help create one.

Step 3: Extract Proposal Intelligence

From the transcript and CRM data, extract these fields. Be specific — vague proposals don't close deals.

Field	What to look for
Company name	Official company name
Contact name(s) & title(s)	Who was on the call, who's the decision-maker
Contact email(s)	For the Gmail draft
Company context	What they do, size, industry, market position
Current LinkedIn situation	Are they posting? How often? What's working/not?
Pain points	The specific problems they raised — use their words
Goals	What success looks like to them (meetings booked, brand awareness, pipeline, etc.)
Number of executives	How many people they want on the program (this drives pricing)
Post volume preference	Did they discuss 12 or 20 posts/month? Default to 12 if unspecified.
ICP / target audience	Who they're trying to reach on LinkedIn
Competitive mentions	Other vendors or agencies they mentioned evaluating
Timeline	When they want to start, any urgency signals
Budget signals	Any price sensitivity, budget constraints, or approval process mentioned
Golden nugget	One specific, vivid thing they said that shows what they really care about

Step 4: Select the Right Pricing Tier

Virio's pricing is based on number of executives and post volume. Use whatever the call discussion indicated. If nothing specific was discussed, default to the tier that matches their team size at 12 posts/month.

Pricing Reference

All tiers include: Written Text Posts, Profile Optimization, Enterprise Sales Monetization Strategy, Dedicated Marketing & Content Strategy, Workshops/Working Sessions with GTM Expert, Blitz Posts.

Executives	12 posts/mo	20 posts/mo
1	$8,200/exec/mo	—
2	$7,440/exec/mo	$11,160/exec/mo
3	$7,200/exec/mo	$10,800/exec/mo
4	$6,800/exec/mo	$10,200/exec/mo

Included at 12 posts/month: 2 Blitz Posts, 4 Workshops/Working Sessions w/ GTM Expert Included at 20 posts/month: 3 Blitz Posts, 5 Workshops/Working Sessions w/ GTM Expert

Use the exact dollar amounts above. Do not round or approximate. $8,200 is $8,200, not $8,000.

Minimum engagement: 6 months. Every proposal must state a 6-month minimum commitment. This is non-negotiable — LinkedIn content compounds over time and shorter engagements don't produce meaningful results. Frame it positively: "Results compound over months 3-6 as your audience grows and LinkedIn's algorithm recognizes your consistent presence."

When presenting pricing in the proposal:

• Show the tier that matches their stated needs
• If they mentioned multiple executives, emphasize the per-executive savings vs. the single-exec rate
• Present total monthly investment (per-exec × number of execs) and total 6-month investment
• If budget sensitivity was mentioned, lead with the 12-post tier and position the 20-post tier as an upgrade option

Step 5: Generate the .docx Proposal

Use the docx skill's approach (npm docx-js) to create a professional scoping document. Read the docx SKILL.md for the technical reference on creating .docx files.

Document Structure

The proposal should feel like it was written specifically for this prospect — not a template with blanks filled in. Reference their specific situation, pain points, and goals throughout.

Page 1: Cover

• "Virio × [Company Name]"
• "Executive Content Partnership Proposal"
• Date
• Prepared for: [Contact name, title]
• Prepared by: Miriam Dong, Virio

Section 1: Understanding Your Situation (~half page) Open with the golden nugget — something specific they said on the call that shows you understand their challenge. Then summarize their current state: what they're doing now on LinkedIn, what's working, what's not, and why this matters for their business goals. This section should make the reader feel understood. Use their language, not marketing jargon.

Section 2: Proposed Approach (~1 page) Describe what Virio will do, structured around their specific goals. This isn't a generic service description — it's a plan tailored to their situation. Cover:

• Content strategy aligned to their ICP
• Executive voice development (how many execs, what themes)
• LinkedIn profile optimization
• Sales monetization strategy (how content connects to pipeline)
• Workshop cadence and what gets covered

Section 3: What You'll Get Each Month (~half page) A clean table of deliverables for their selected tier:

• Number of posts per executive per month
• Blitz posts included
• Workshops/working sessions
• Profile optimization
• Dedicated strategy support

Section 4: Investment (~half page) Present pricing clearly using the exact figures from the pricing reference:

• Per-executive monthly rate (exact amount from the table)
• Number of executives
• Total monthly investment
• 6-month minimum engagement (required on every proposal)
• Total 6-month investment
• Frame the 6-month term positively — results compound as audience and algorithm momentum build

If multiple tiers are relevant (e.g., they might want 12 or 20 posts), present both as options in a comparison table.

Section 5: Next Steps (~quarter page) Reference the content workshop if one was scheduled. Lay out the onboarding timeline:

1. Content workshop (week 1) — deep dive on ICP, voice, strategy
2. Profile optimization (week 1-2)
3. First posts go live (week 2-3)
4. Ongoing cadence established (month 1)

Design Guidelines

• Clean, professional layout. Virio is a premium service.
• Use navy (#1E3A5F) for headers and accents
• Arial or similar clean sans-serif font
• Generous white space
• Tables for pricing and deliverables
• No clip art, no stock photos

Save the document to the outputs directory as [Company]-Virio-Proposal-[Date].docx.

Step 6: Draft the Cover Email

Create a Gmail draft (gmail_create_draft) that accompanies the proposal. This email is NOT the proposal — it's a warm, short cover note that:

1. References something specific from the call (the golden nugget)
2. Mentions the attached proposal (note: Gmail drafts can't programmatically attach files — tell Miriam to attach the .docx before sending)
3. References the content workshop if one was scheduled
4. Ends with a soft, specific CTA

Tone: Same as Miriam's existing style — warm, consultative, concise. Short paragraphs. No filler.

Kill these phrases:

• "Thank you for taking the time to meet today"
• "Per our conversation" / "As discussed"
• "I wanted to follow up on"
• "Please don't hesitate to reach out"

Subject line: Reference something specific from the call, not "Proposal" or "Follow-up."

Email structure:

Subject: [Specific reference from the call — their pain point or goal]

Hi [First name],

[1-2 sentences referencing the golden nugget — show you listened]

[1-2 sentences on what's in the proposal and why it matters to them]

[If workshop is scheduled: confirm the date/time. If not: suggest one.]

[Warm sign-off]

Miriam

P.S. Proposal attached — take a look when you have a moment and let me know if any questions come up.

Step 7: Output Summary

After generating, present a clear summary so Miriam can quickly review what was created:

---

[Company Name] — Proposal Generated

Contact: [Name] ([email]) Call Date: [date] Transcript Used: [Title of the Fireflies meeting] — confirm this was the Virio sales discovery call Key Pain Points: [2-3 points from the call] Recommended Tier: [X] executives × [12/20] posts/mo at $[per-exec rate]/exec/mo = $[total]/month ($[total × 6] over 6 months) Golden Nugget Used: "[specific quote or insight from the call]" Proposal Document: [file path] — attach to the Gmail draft before sending Gmail Draft: Created — review in Gmail drafts, attach the .docx, then send Workshop: [Scheduled for date/time] or [Not yet scheduled — suggest one] Open Questions: [Anything unclear that Miriam should clarify before sending]

Important Notes

• Always review before sending. This skill creates drafts — Miriam should review the proposal and email, attach the .docx, and send when ready.
• Don't duplicate daily-followup-drafts. If a quick follow-up was already sent for this call, the proposal is a separate, later touchpoint.
• When in doubt on pricing, go conservative. Present the lower tier as the primary recommendation and the higher tier as an option.
• Customize ruthlessly. A proposal that reads like a template is worse than no proposal. Every section should reference something from this specific call.
• 6-month minimum is mandatory. Every proposal must include the 6-month minimum engagement period.