菜单
Customer proposal generation. Researches prospect, designs solution, builds proposal document, writes executive narrative. On-demand, 2-3 per week. Octopus colors: Yellow (research) + Red-Orange (solution design) + Blue (document) + Green (narrative).
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基于 SOC 职业分类
Monday morning intelligence briefing. Scans competitors, news, market signals, customer data. Synthesizes into a 2-minute ranked summary with recommended actions. Octopus colors: Yellow (research) + Purple (synthesis).
Campaign performance review. Pulls engagement and conversion data, assesses what is working, recommends keep/kill/adjust for each active campaign. Thursday routine. Octopus colors: Yellow (analytics) + Green (adjustment) + Purple (decision framing).
Competitive move response. Detects and analyzes competitor actions (pricing, launches, partnerships), assesses cross-department impact, drafts response plan. Triggered as needed. Octopus colors: Yellow (intelligence) + Purple (impact assessment) + Green (response).
Weekly content production pipeline. Plans calendar, writes content across channels, specs visual assets, handles scheduling. Runs Monday through Friday. Octopus colors: Green (content) + Red-Orange (design) + Blue (build) + Purple (coordination).
Knowledge base update from field data. Scans the week's operational data for new patterns, structures them, and writes to department knowledge bases. Thursday-Friday routine. Octopus colors: Yellow (pattern extraction) + Red-Orange (structure) + Blue (implementation).
Inbound lead triage and follow-up. Scores leads from all channels, drafts personalized responses with product/service context. Run 2-3x daily. Octopus colors: Yellow (scoring) + Green (outreach).
| name | proposal |
| description | Customer proposal generation. Researches prospect, designs solution, builds proposal document, writes executive narrative. On-demand, 2-3 per week. Octopus colors: Yellow (research) + Red-Orange (solution design) + Blue (document) + Green (narrative). |
Octopus Colors: Yellow (Researcher) + Red-Orange (Designer) + Blue (Maker) + Green (Marketer)
# Proposal: [Prospect Name]
Date: [date] | Prepared by: [Organization]
## Executive Summary
[2-3 paragraphs in prospect's language]
## Proposed Solution
[Scope, approach, deliverables]
## Timeline
[Phases with dates]
## Investment
[Pricing, payment terms]
## Why Us
[Relevant proof point, differentiator]
---
Chairman Review:
[ ] Approve and send
[ ] Adjust pricing to: ___
[ ] Revise scope
[ ] Hold
departments/commercial/knowledge/proposals/