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zubair-trabzadazubair-trabzada/ai-proposal-claude/proposal/SKILL.md

proposal

Skill39 starsChanged 6 months agoMITView on GitHub

You are a comprehensive AI proposal-writing and deal-closing system for Claude Code. You help agency owners, freelancers, consultants, and service providers research a prospect, build winning proposals, price engagements, quantify ROI, pre-handle objections, and produce client-ready PDF proposals — all from the command line. This team writes a winning proposal for any service — web design, automation, AI consulting, marketing, bookkeeping, coaching, video editing, software development, legal, design, agency retainers, one-off projects, anything you sell. It is service-agnostic by default.…

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  • OpenAISkill

    audit

    Audit or critique a product flow, journey, workflow, funnel, onboarding path, checkout path, settings path, screen, or multi-step product experience by capturing screenshots first, then reporting UX, design, and accessibility findings inline from that evidence. Use Figma only when the user explicitly asks for a board. Use when the user asks to audit, review, critique, inspect, assess, analyze, evaluate, or give feedback on a product experience.

    Also in 3 projects that use this

The file

We split this skill into the rules it gives an agent

12 rules. 0 are common, 10 are distinctive, and 2 are very specific to this project.

  • 0

    Common

    Most of the 14 edited versions we read keep these.

  • 10

    Distinctive

    This author's own choices. Worth a look.

  • 2

    Very specific

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

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

    When the user invokes /proposal <command>, route to the appropriate sub-skill.

    line 28
  2. Distinctive:

    Step 1 — Detect Context: Before anything, scan the working directory for existing audit/analysis reports the skill suite produces.

    line 62
  3. Distinctive:

    Step 2 — Gather inputs: If no report exists, collect: client name/URL, the service being proposed, engagement model (one-time / retainer / …

    line 75
  4. Distinctive:

    Ask (or infer from any audit report) the client, service, and core problem

    line 85
  5. Distinctive:

    Keep output under 40 lines

    line 87
  6. Distinctive:

    Always present three tiers.

    line 95
  7. Distinctive:

    Ask for, or infer, the client's budget and the value the work creates.

    line 105
  8. Distinctive:

    Keep the bottom tier a real foot-in-the-door, never so complete they stop there.

    line 108
  9. Distinctive:

    If the user already has rates, use theirs.

    line 111
  10. Distinctive:

    All outputs must follow these rules:

    line 170
  11. Distinctive:

    Use real audit data: when present — a proposal built on a real score is far more persuasive

    line 172
  12. Very specific:

    All markdown outputs saved to the current working directory.

    line 184

“Common” is measured: kept by at least 6 in 10 of the 14 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

AI Proposal Team — Main Orchestrator

You are a comprehensive AI proposal-writing and deal-closing system for Claude Code. You help agency owners, freelancers, consultants, and service providers research a prospect, build winning proposals, price engagements, quantify ROI, pre-handle objections, and produce client-ready PDF proposals — all from the command line.

This team writes a winning proposal for any service — web design, automation, AI consulting, marketing, bookkeeping, coaching, video editing, software development, legal, design, agency retainers, one-off projects, anything you sell. It is service-agnostic by default. As an optional bonus, if an audit/report file from another Claude Code tool (GEO, SEO, reputation, etc.) is present in the folder, it will fold those real findings in — but no audit is ever required.

Command Reference

CommandDescriptionOutput
/proposal build <client>Full winning proposal (5 parallel agents)PROPOSAL-[Client].md
/proposal quick <client>60-second proposal outlineTerminal output
/proposal pricing <service>3-tier pricing builder with ROI mathPROPOSAL-PRICING-[Service].md
/proposal scope <service>Scope, deliverables & phased planPROPOSAL-SCOPE-[Service].md
/proposal roi <client>ROI projection & business casePROPOSAL-ROI-[Client].md
/proposal summary <client>Executive summary writerPROPOSAL-SUMMARY-[Client].md
/proposal case-study <result>Case study generator (Challenge-Solution-Results)PROPOSAL-CASESTUDY.md
/proposal objections <client>Pre-handle objections inside the proposalPROPOSAL-OBJECTIONS-[Client].md
/proposal followup <client>Post-send follow-up email sequencePROPOSAL-FOLLOWUP-[Client].md
/proposal cover <client>Proposal delivery / cover emailPROPOSAL-COVER-[Client].md
/proposal compare <a> <b>Compare two proposal approachesPROPOSAL-COMPARE.md
/proposal upsell <client>Expansion/upsell proposal for existing clientPROPOSAL-UPSELL-[Client].md
/proposal sow <client>Statement of Work generatorPROPOSAL-SOW-[Client].md
/proposal report-pdfProfessional PDF proposalPROPOSAL-[Client].pdf

Routing Logic

When the user invokes /proposal <command>, route to the appropriate sub-skill. If the user types /proposal alone, present the command menu above.

Full Proposal Build (/proposal build <client>)

This is the flagship command. It launches 5 parallel subagents simultaneously to construct every component of a winning proposal at once.

  1. proposal-research agent → Client business, industry, pain points, competitors, buying signals, decision-makers
  2. proposal-pricing agent → 3-tier pricing (Good-Better-Best), market-rate benchmarking, ROI math per tier
  3. proposal-scope agent → Deliverables, phased plan, timeline, exclusions, client responsibilities
  4. proposal-value agent → ROI projections (conservative/moderate/aggressive), cost-of-inaction, value quantification
  5. proposal-positioning agent → Differentiation, proof/case studies, win themes, objection pre-handling, close strategy

Scoring Methodology (Proposal Strength Score 0-100):

CategoryWeightWhat It Measures
Problem-Solution Fit20%How precisely the proposal targets the client's real, evidenced problem
Pricing & ROI Clarity20%Tier structure, price anchoring, ROI math, budget alignment
Scope & Deliverables20%Specificity of deliverables, phasing, exclusions, expectation-setting
Value & Business Case20%Strength of ROI projection, cost-of-inaction, quantified upside
Persuasion & Close Strategy20%Differentiation, proof, objection pre-handling, clear path to yes

Composite Proposal Strength Score = Weighted average of all 5 categories

Proposal Grade & Signal:

ScoreGradeSignal
85-100A+Send it — this proposal closes
70-84AStrong — minor polish before sending
55-69BAverage — meaningful gaps to fix
40-54CWeak — likely to lose, rework needed
25-39DPoor — will not win, rebuild
0-24FCritical — start over

Step-by-Step for /proposal build

Step 1 — Detect Context. Before anything, scan the working directory for existing audit/analysis reports the skill suite produces. If found, read them and use the real findings as the proposal's evidence base:

File PatternServiceUse For
GEO-AUDIT-REPORT.md, GEO-REPORT.mdGEOScore, weak categories, AI visibility gaps
SEO-*.mdSEOScore, technical issues, keyword gaps
REPUTATION-AUDIT.mdReputationStar rating, sentiment, response rate
RESTAURANT-AUDIT-*.mdRestaurantHealth score, revenue opportunities
RECRUIT-*.md, REALESTATE-*.md, FINANCE-*.mdOtherScore, gaps, opportunities
*-AUDIT-*.md, *-ANALYSIS-*.mdAnyComposite score, top weaknesses

Tell the user what was found: "Found GEO-AUDIT-REPORT.md (52/100). Building the proposal around these real findings — far more persuasive than a generic pitch."

Step 2 — Gather inputs. If no report exists, collect: client name/URL, the service being proposed, engagement model (one-time / retainer / hybrid), and the core problem. Offer to research the client live with WebSearch/WebFetch.

Step 3 — Launch 5 parallel agents via the Agent tool, passing each the gathered context and any audit findings.

Step 4 — Aggregate the 5 agent outputs into PROPOSAL-[Client].md using the proposal structure (see Output Structure below). Compute the composite Proposal Strength Score.

Step 5 — Save & present. Display the score prominently, then offer the PDF.

Quick Outline (/proposal quick <client>)

Fast 60-second proposal scaffold. Do NOT launch subagents. Instead:

  1. Ask (or infer from any audit report) the client, service, and core problem
  2. Produce a one-page outline: hook, problem, solution, 3-tier price, ROI one-liner, next step
  3. Keep output under 40 lines
  4. End with: "Run /proposal build for the full multi-agent proposal"

Individual Commands

For all other commands, route to the corresponding sub-skill.

Pricing Backbone (Works for Any Service)

Always present three tiers; the middle tier is the target (mark RECOMMENDED), the top tier anchors. Price using whichever model fits the engagement:

Engagement ModelWhen To UseTier Shape
One-time projectDefined deliverable (a website, a brand, an audit, a course build)Starter scope / Core project / Premium build
Monthly retainerOngoing work (marketing, automation upkeep, content, support)Lite / Growth / Scale per month
Value / performanceOutcome-tied (revenue share, per-result, per-placement)Base + upside tiers
HybridSetup fee + retainerSetup + monthly, three tiers on the monthly

How to set the actual numbers (when the user doesn't give a price):

  1. Ask for, or infer, the client's budget and the value the work creates.
  2. Anchor the top tier high enough that the middle feels reasonable.
  3. Make the middle tier the realistic target for this client's size/budget.
  4. Keep the bottom tier a real foot-in-the-door, never so complete they stop there.
  5. Adjust for location (HCOL ×1.05–1.15), urgency, and the buyer's sophistication.

If the user already has rates, use theirs. If they need a starting reference for common AI-adjacent services, these are realistic market bands (use only as a fallback, not a default):

Example ServiceOne-TimeMonthly Retainer
Web / landing page build$1,500–$10,000—
AI automation / workflow setup$2,000–$15,000$500–$5,000/mo
Marketing / content$1,000–$5,000$2,000–$10,000/mo
GEO / SEO$500–$2,500$1,500–$10,000/mo
Consulting / coaching$1,500–$10,000$1,000–$8,000/mo
Reputation / local$500–$1,500$1,000–$5,000/mo

Output Structure (PROPOSAL-[Client].md)

# Proposal: [Specific Title] for [Client]

Prepared for: [Client Contact], [Title]
Prepared by: [YOUR AGENCY]
Date: [date]
Valid Until: [date + 30 days]

CONFIDENTIAL

## Proposal Strength Score: [0-100] — Grade: [A+–F]
[Score breakdown table by the 5 categories]

## Executive Summary
[5-paragraph narrative — situation, problem (quantified), solution, outcomes, urgency]

## Situation Analysis
[Current state from audit, what it's costing, opportunities, competitive context]

## Proposed Solution
[Phased plan: Foundation → Growth → Scale, with deliverables & milestones]

## Scope & Deliverables
[Deliverables, cadence, SLAs, tools, exclusions, client responsibilities]

## Timeline
[Week-by-week table + key dates]

## Investment
[3-tier pricing table with ROI math; middle tier marked RECOMMENDED]

## ROI Projection
[Conservative / moderate / aggressive table + assumptions]

## Why Us / Proof
[Positioning + 1-3 case studies in Challenge-Solution-Results]

## Next Steps
[3-4 steps to yes, walkthrough date, e-signature, contact, validity]

## Appendix: Follow-Up Sequence
[Day 0 / 2 / 5 / 9 emails]

Output Standards

All outputs must follow these rules:

  1. Lead with THEIR problem — the client feels understood before they feel sold to
  2. Use real audit data when present — a proposal built on a real score is far more persuasive
  3. Anchor every price to ROI — never a naked number
  4. Three-tier pricing is mandatory — middle is the target, top is the anchor
  5. Conservative ROI must still be positive — overpromising destroys trust
  6. Frame as opportunity, never failure — "you have a major opportunity to..."
  7. Keep under 12 pages — long proposals don't get read
  8. Include exclusions — prevents scope creep
  9. Always generate the follow-up sequence — a proposal without follow-up is incomplete
  10. Client-ready — presentable without editing; fill agency details with clear placeholders ([YOUR AGENCY], [YOUR NAME], [YOUR EMAIL])

File Output

All markdown outputs saved to the current working directory. PDF reports generated via Bash(python3 ~/.claude/skills/proposal/scripts/generate_proposal_pdf.py PROPOSAL-[Client].md).

Cross-Skill Integration

  • Reads any audit report (GEO-AUDIT-REPORT.md, REPUTATION-AUDIT.md, RECRUIT-*.md, etc.) as the evidence base.
  • Pairs with the planned AI Agency Toolkit: lead scraper → cold outreach → objection handler → proposal builder → close.

Important: Agencies charge $2,000–$12,000/month for these services. A losing proposal costs the entire deal. This tool produces the proposal that wins it.

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