proposal-builder

Skill: Proposal Builder

STEP 0 — CONTEXT LOAD (mandatory)

base = SOLO_ROOT if solo_installed else SALES_ROOT

call_summary = read(f"data/1-Projets/prospects/{client_slug}/call-summary.md")
deal_file    = read(f"data/1-Projets/active-deals/{client_slug}.md")
research     = read(f"data/3-Ressources/{client_slug}.md")
profile      = read("data/2-Domaines/sales-profile.json")
voice_dna    = read(f"{base}/data/2-Domaines/voice-dna.json")

Report before writing:

Proposal context — [Client]
Call summary: [FOUND dated X — extracting their language now] / [NOT FOUND — brief will be generic]
Deal file:    [FOUND — [N] interactions] / [NOT FOUND]
Research:     [FOUND] / [NOT FOUND]

Extract from call summary — show these before writing the proposal:

"Using these client quotes to anchor the proposal:

• '[Verbatim pain phrase from call notes]'
• '[Their stated outcome in their words]'"

If no call summary: "No discovery notes found for [Client]. The proposal will be generic without them. Proceed or run call prep first?"

STEP 1 — FORMAT SELECTION

Trigger	Format
Defined project, fixed deliverables	SOW
Pitching new business	Sales Proposal (3-tier)
Ongoing / recurring engagement	Retainer Proposal
"pitch" or "vision"	Sales Proposal

STEP 2 — BUILD (using their language)

SOW Structure

1. The Challenge — open with their words, not yours

Do: "As you described: '[verbatim quote from call summary]'" Don't: "Your organization faces challenges with [generic category]"

2. Our Approach — map to their specific situation (not a generic service description)

3. Scope of Work — explicit deliverables list

4. Exclusions ← mandatory section, never skip

The following are explicitly out of scope:
- [Item 1]
- [Item 2]
Any request outside this scope requires a Change Request and will be quoted separately.

5. Timeline — phased with milestones and dates

6. Investment — 3-tier pricing (Basic/Recommended/Premium)

• Basic: minimum scope (lower anchor)
• Recommended: full scope — highlight this
• Premium: full scope + priority access + strategy sessions

7. Terms — pull from references/legal-snippets.md:

• Payment schedule (50% upfront recommended)
• Revision policy (2 rounds per deliverable)
• IP and confidentiality
• Change request process

8. Next Steps — single CTA (sign / schedule kickoff / confirm by date)

Sales Proposal Structure

1. About [Company] — demonstrate you understand them
2. The Opportunity — their problem framed as opportunity
3. Our Approach — differentiation
4. Options (3-tier anchoring)
5. Proof — 1-2 case studies with specific results
6. Investment + Timeline
7. Next Steps

STEP 3 — ANTISLOP CHECK

Before saving, scan for and remove:

• "innovative", "cutting-edge", "world-class", "seamless", "transformative"
• "we are passionate about", "leveraging synergies", "holistic approach"
• Any sentence that would be equally true for any competitor

Replace with specifics: client's industry, their stated metrics, their own language from call notes.

STEP 4 — SAVE

WRITE f"data/1-Projets/prospects/{client_slug}/proposal-{date}.md"
UPDATE deal file: Stage → Proposal, Next Action → "Follow up in 5 days"

Confirm: "Proposal saved. Client card updated — stage set to Proposal."

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Integration Points

• Reads: call-summary.md, deal file, account research, voice-dna.json, legal-snippets.md, pricing-tables.md
• Writes: proposal file, deal file stage update
• Triggered by: /sales:create proposal