Create professional client proposals with pricing, scope, timeline, and deliverables.
TRIGGERS - Use this skill when:
- User wants to create a client proposal or quote
- User mentions proposal, scope of work, or client pitch
- User needs to write a project proposal or service agreement
- User asks to create a bid or estimate for a client
Installs into .claude/skills of the current project.
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---
name: proposal-generator
description: |
Create professional client proposals with pricing, scope, timeline, and deliverables.
TRIGGERS - Use this skill when:
- User wants to create a client proposal or quote
- User mentions proposal, scope of work, or client pitch
- User needs to write a project proposal or service agreement
- User asks to create a bid or estimate for a client
---
# Proposal Generator
## Overview
Creates professional, conversion-optimized client proposals that clearly communicate value, scope, deliverables, pricing, and terms. Designed to close deals.
## Workflow
### Step 1: Gather Proposal Details
Ask the user:
1. **Client name & company**
2. **Service/project** being proposed
3. **Client's problem** (what pain are you solving?)
4. **Your solution** (what will you deliver?)
5. **Pricing** (fixed, retainer, hourly, or tiered?)
6. **Timeline** (estimated duration)
7. **Any discovery call notes** or context
### Step 2: Structure the Proposal
Follow this proven proposal structure:
**1. Cover Page**
- Your company name/logo placeholder
- Client name
- Proposal title
- Date
- Confidentiality note
**2. Executive Summary (1 paragraph)**
- Restate their problem in their words
- Preview your solution
- Hint at the expected outcome
- Keep it under 100 words
**3. The Problem**
- Describe their current situation
- Quantify the cost of inaction
- Show you understand their world
- Use their language, not yours
**4. The Solution**
- Your approach (how you'll solve it)
- Why this approach works
- What makes you qualified
- Brief methodology overview
**5. Scope & Deliverables**
- Numbered list of exactly what's included
- Clear boundaries (what's NOT included)
- Deliverable format (files, reports, access, etc.)
- Revision/feedback rounds included
**6. Timeline & Milestones**
- Phase-by-phase breakdown
- Key milestones with dates
- Dependencies (what you need from them)
- Review/approval checkpoints
**7. Investment**
- Pricing (present value first, price second)
- Payment schedule
- What's included at each tier (if applicable)
- Optional add-ons
**8. Why [Your Company]**
- Relevant experience
- 1-2 mini case studies or results
- Unique qualifications
- Social proof
**9. Next Steps**
- Clear CTA (what to do to move forward)
- Proposal validity period
- How to accept
**10. Terms & Conditions**
- Payment terms
- Cancellation policy
- IP ownership
- Confidentiality
### Step 3: Apply Persuasion Principles
- **Anchoring**: Present highest-value option first
- **Social proof**: Include results from similar clients
- **Urgency**: Add proposal expiration date
- **Risk reversal**: Include guarantees or pilot options
- **Specificity**: Use exact numbers, not ranges
## Output Format
Generate the proposal in markdown, ready to be converted to PDF or DOCX:
```markdown
# Proposal: [Project Name]
## Prepared for: [Client Name], [Company]
## Prepared by: [Your Name], [Your Company]
## Date: [Date]
---
## Executive Summary
[Concise overview]
## Understanding Your Challenge
[Problem statement]
## Our Approach
[Solution overview]
## Scope of Work
### Included:
1. [Deliverable 1]
2. [Deliverable 2]
...
### Not Included:
- [Exclusion 1]
- [Exclusion 2]
## Timeline
| Phase | Deliverable | Duration |
|-------|------------|----------|
| Phase 1 | ... | Week 1-2 |
| Phase 2 | ... | Week 3-4 |
## Investment
| Option | Includes | Investment |
|--------|----------|------------|
| [Standard] | ... | $X,XXX |
| [Premium] | ... | $X,XXX |
## Why Work With Us
[Credibility section]
## Next Steps
[How to proceed]
## Terms
[Standard terms]
```
## Quality Checklist
- [ ] Client's problem is clearly stated in their words
- [ ] Scope is specific with clear boundaries
- [ ] Pricing presents value before cost
- [ ] Timeline has concrete milestones
- [ ] CTA tells them exactly what to do next
- [ ] Professional formatting throughout
- [ ] No jargon the client wouldn't understand