Proposal Generator

Guide proposal creation by gathering context, validating inputs, applying the proposal-writer skill, validating output quality, and recommending delivery.

Step 1: Gather Context

Collect deal information:

1. Prospect: Company name, industry, size
2. Stakeholders: Who will read this? (Titles and their concerns)
3. Discovery findings: What problems did they share? What's the business impact?
4. Solution: What are you proposing? (Products, services, scope)
5. Pricing: What's the investment? (Or range if flexible)
6. Competition: Are they evaluating alternatives?
7. Timeline: When do they need to decide? When to implement?
8. Objections: Any concerns raised during sales process?

Step 2: Validate Inputs

Before proceeding, verify:

Required Input	Validation
Prospect info	Company name + industry present
Stakeholders	At least 1 decision-maker identified
Discovery findings	Specific pain points, not generic
Solution	Clear scope of what's proposed
Pricing	Number or range provided

If missing: Ask follow-up questions. Do not proceed with incomplete context.

Step 3: Analyze Deal

Factor	Analysis	Impact
Deal Size	<$10K / $10-50K / $50K+	Determines proposal length
Stakeholder Count	Single / Multiple	Determines sections needed
Competition	None / Active	Determines differentiation emphasis
Objection History	List concerns raised	Must address proactively
Timeline Pressure	Urgent / Standard	Affects urgency framing

Step 4: Apply Proposal Writer Skill

Apply proposal-writer with structured context:

context:
  prospect: [company, industry, size]
  deal_size: [<$10K | $10-50K | $50K+]
  stakeholders: [list with concerns]
  pain_points: [from discovery]
  solution: [what we're proposing]
  pricing: [amount or options]
  competition: [who, their weakness]
  objections_to_address: [list]
  timeline: [decision date, implementation date]

Step 5: Validate Output

Must Pass

• Executive summary can stand alone (decision-maker reads only this)
• Pain points use prospect's words from discovery
• Outcomes are measurable (numbers, percentages, timeframes)
• Pricing presented strategically (options, anchoring)
• Each stakeholder's concern addressed somewhere
• Clear next steps with dates and owners
• Proposal length matches deal size
• No generic or boilerplate language
• Valid until date creates appropriate urgency

Red Flags (Fix Before Delivery)

Issue	Problem	Fix
Leads with company history	They stop reading	Lead with their pain
Generic scope language	Feels like template	Reference specific discovery
Pricing buried at end	Seems evasive	Put in exec summary
No clear next steps	Deal stalls	Add action table with dates
Missing ROI justification	Price feels high	Add payback calculation

Step 6: Recommend Delivery

Deal Size	Format	Delivery Method
<$10K	PDF	Email with brief note
$10K-$50K	PDF	Screen share walkthrough
>$50K	PDF + Deck	In-person or video presentation

Always recommend: "Walk them through it rather than just sending. Control the narrative."

Handling Edge Cases

Situation	Action
Missing discovery context	Ask: "What did they say was their biggest challenge?"
No clear pricing	Ask: "What's your target price point or range?"
Unknown stakeholders	Ask: "Who else will be involved in the decision?"
Output too generic	Re-apply skill with more specific pain points
Proposal too long	Request condensed version for deal size

Deliverables

1. Complete proposal (markdown or requested format)
2. Delivery recommendation
3. Suggested talk track for walkthrough
4. Follow-up timing recommendation