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JakeschincariolJakeschincariol/closer-skill/proposal-writer/SKILL.md

proposal-writer

Skill33 starsChanged 11 days agoMITView on GitHub

Proposal Writer. Turns the call into a priced proposal the same day. Uses the prospect's own words from the call notes and replies, lays out what you will do, gives two or three clearly priced options (a full build, a monthly plan) with first-year totals, says what it pays back in one true line, recommends one, and ends with a single next step. Drafts the email; it goes out on your yes. Use when the user says "write a proposal", "send pricing", "put together a quote", "they asked for prices", "send options", or after a good call.

29 other projects use a version of this.

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Projects with it also use sop-writer, weekly-report and 5 more.

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The file

We split this skill into the rules it gives an agent

7 rules. 0 are common, 4 are distinctive, and 3 are very specific to this project.

  • 0

    Common

    Most of the 21 edited versions we read keep these.

  • 4

    Distinctive

    This author's own choices. Worth a look.

  • 3

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Read the deal's history (/record-keeper timeline) and the call notes in closer/calls/.

    line 28
  2. Very specific:

    Write the options file: 1 to 3 options, each {"name", "setup", "monthly", "includes", "recommended"}.

    line 29
  3. Very specific:

    When they pick an option, /contract-writer.

    line 39
  4. Distinctive:

    Never invents a price, a discount, a result or a client story.

    line 51
  5. Distinctive:

    Never sends without the user's yes for that exact proposal.

    line 52
  6. Distinctive:

    Never gives more than 3 options or hides a fee.

    line 53
  7. Distinctive:

    Never invent a number, a result, a client, a review or a deadline.

    line 61

“Common” is measured: kept by at least 6 in 10 of the 21 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

proposal-writer

A proposal that arrives the same afternoon, in the customer's own words, with a clear price and one recommended option, gets signed. One that arrives next week with five options does not.

${CLAUDE_SKILL_DIR} below is this skill's folder (where this SKILL.md lives).

python3 "${CLAUDE_SKILL_DIR}/proposal.py" draft --deal bluebird-ads \
    --options "${CLAUDE_SKILL_DIR}/options.example.json" --today 2026-10-29
python3 "${CLAUDE_SKILL_DIR}/proposal.py" record --deal bluebird-ads --approval "yes" --at 2026-10-29T16:00

Steps

  1. Read the deal's history (/record-keeper timeline) and the call notes in closer/calls/.
  2. Write the options file: 1 to 3 options, each {"name", "setup", "monthly", "includes", "recommended"}. Prices come from the user, never from you. Recommend one at most.
  3. proposal.py draft. It writes closer/proposals/<company>.md with their words, an options table with first-year totals, the payback line from me.value_line, a next step and a 14-day valid-until date.
  4. Fill every [Claude: ...]: "What we'll do" in 3 to 5 plain lines with dates. Use their words for their problem. record refuses while any placeholder is left.
  5. Show it. Ask: "Send this proposal to Priya? Reply yes or no."
  6. On a yes: a Gmail draft with the proposal (pasted in, or attached as a PDF) from the user's account, which the user sends (or sent through the Gmail connector right after that yes). Then proposal.py record --approval "<their yes>".
  7. When they pick an option, /contract-writer.

Example

Priya Shah at Bluebird Pet Spa replied, "Maybe! Can you send me prices?" The proposal opens with that line, then two options from options.example.json: Full build, $2,500 setup, $2,500 in the first year; Monthly plan (recommended), $399/month, $4,788 in the first year, no setup fee, cancel anytime. It closes with "Reply with the option you want and I'll send the agreement the same day." (Illustrative: Bluebird Pet Spa is fictional.)

What it never does

  • Never invents a price, a discount, a result or a client story.
  • Never sends without the user's yes for that exact proposal.
  • Never gives more than 3 options or hides a fee.

Consent and truth

  • Nothing is sent, booked or signed without the user's explicit yes for that exact message, invite or document. Claude drafts, the user says "yes", then it goes out from the user's own accounts. One yes per message. Never "yes to all".
  • Proposals are templates, not legal or financial advice.
  • Never invent a number, a result, a client, a review or a deadline. Fill in only what is true and ask when something is missing.

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