apolo-81 Client Proposal Generator
Genera propuestas profesionales que venden, no solo describen — para servicios de marketing, desarrollo de software, o consultoría. El documento debe hacer que el cliente sienta que fue escrito solo para él. Si /market audit fue corrido previamente, extraer findings automáticamente para la Situation Analysis.
Para propuestas de software/dev: adaptar "Estrategia y Approach" a fases de desarrollo (Discovery → Build → Launch), y el pricing a proyecto por precio fijo en lugar de retainer mensual.
How to Execute
Step 1: Gather Proposal Inputs
Ask only what's missing — infer from context:
About the Client:
- Client name and company
- Industry and business model
- Current marketing situation
- Primary pain points and goals
- Budget range (if known)
- Decision timeline and key stakeholders
About the Services:
- Services being proposed
- Engagement model (retainer, project, performance-based)
- Relevant case studies
Step 2: Discovery Call Questions
10 questions grouped by purpose:
Business understanding: (1) Business model and revenue, (2) Ideal customer profile, (3) Sales process from first touch to close.
Current marketing: (4) What's working/not working, (5) Current spend and return, (6) Tools and platforms.
Goals: (7) Success vision at 6/12 months, (8) Specific target numbers, (9) Customer lifetime value.
Decision: (10) Who's involved and timeline?
Step 3: Build the Proposal Document
Section 1: Executive Summary (1 page max)
Lead with client's situation, not your services. Formula: Sentence 1 = name their specific situation. Sentence 2 = opportunity identified with data. Sentence 3 = recommended approach and why.
Detailed executive summary writing guide: references/proposal-templates.md.
Section 2: Situation Analysis (2-3 pages)
Frame everything as opportunity, not failure. Structure:
- Current State Overview — performance signals
- Opportunities Identified — with data
- Competitive Landscape — from
/market competitorsif available - Key Challenges
- Market Context — industry trends and benchmarks
Section 3: Strategy and Approach (2-3 pages)
- Phase 1: Foundation (Month 1-2) — Audits, setup, baselines, quick wins
- Phase 2: Growth (Month 3-4) — Core campaign execution and optimization
- Phase 3: Scale (Month 5-6) — Expand what works, cut what doesn't
For each phase: specific activities, expected outcomes, success metrics.
Section 4: Scope of Work (1-2 pages)
Explicitly include: Specific deliverables with quantities, meeting cadence, response time, reporting frequency.
Explicitly exclude: Ad spend, software subscriptions, stock photos, additional costs, client responsibilities and SLAs.
Section 5: Timeline Visual (1 page)
Month 1 | Month 2 | Month 3 | Month 4 | Month 5 | Month 6
FOUNDATION | FOUNDATION | GROWTH | GROWTH | SCALE | SCALE
Key milestones: Week 2 (audit complete), Week 4 (first campaigns live), Month 2 (first report), Month 6 (comprehensive review).
Section 6: Investment — Three-Tier Pricing
Present highest tier first. Mark middle tier "Recommended." Pricing psychology, tier construction, and industry pricing ranges: references/proposal-templates.md and references/pricing-strategy.md.
| Component | Growth | Accelerate (Recommended) | Dominate |
|---|---|---|---|
| Strategy & Planning | Quarterly review | Monthly strategy | Weekly strategy |
| Content Creation | 4 pieces/month | 8 pieces/month | 16 pieces/month |
| Reporting | Monthly | Bi-weekly | Weekly dashboard |
| Monthly Investment | $X,XXX | $X,XXX | $X,XXX |
Section 7: ROI Projection
ROI calculation formulas and confidence factors: references/proposal-templates.md.
Include: current state metrics, projected state, 6-month ROI, and cost of not acting.
Be conservative — use ranges. Add disclaimer: "Results depend on market conditions, client participation, and execution quality."
Section 8: Case Studies (1-2 pages)
2-3 results from similar clients. Structure: Client (industry + type) -> Challenge -> Solution -> Results (3 specific metrics).
Section 9: Next Steps (0.5 page)
1. Sign this proposal (e-signature link)
2. Kickoff call within 48 hours
3. Onboarding questionnaire and access request form
4. Foundation phase begins immediately
Questions? Contact [Name] at [email] or [phone].
Valid until [date — 30 days from today].
Step 4: Follow-Up Sequence
| Day | Action |
|---|---|
| 0 | Send proposal |
| 2 | Check receipt, offer walkthrough call |
| 5 | Value-add insight, soft reference proposal |
| 7 | Specific availability for discussion |
| 14 | Checking in — open to reconnect later |
| 21 | Breakup: closing proposal on expiration |
Step 5: Objection Handling
Full objection response scripts: references/objections.md. Key objections: "Too expensive", "We can do this in-house", "We tried this before", "We need to think about it", "Can you guarantee results?"
Output Format
Formato de salida: ver references/output-template.md.
Key Principles
- Lead with client's problems and goals — make them feel understood first
- Every price needs ROI context
- Mirror client's exact language from discovery
- Keep under 15 pages — use bold, headers, tables for scannability
- Always include specific, time-bound next step