Proposal Scope Draft

Purpose

Create a clear proposal scope draft without inventing pricing or commitments.

Use when

• Converting discovery insights into a scoped proposal outline.
• Need optional tiers and assumption tracking.

Required inputs

• Confirmed objectives and deliverables.
• Constraints, timeline, and dependencies.
• Any approved pricing guidance (if available).

Safety/authority

• Draft-only by default; no contract execution.
• Do not set fixed pricing unless provided by user/approved context.
• No guaranteed results or legal assurances.

Workflow

1. Define outcomes and in-scope deliverables.
2. List assumptions, exclusions, and dependencies.
3. Draft timeline/milestones and optional tiers.
4. Generate decision/approval questions for stakeholder sign-off.

Output format

- Scope summary
- In scope / Out of scope
- Assumptions + dependencies
- Milestones
- Optional tiers
- Approval questions

Quality checks

• Scope avoids unstated commitments.
• Pricing placeholders used when needed.
• Approval questions resolve major ambiguity.

Related skills

lead-qualification, discovery-call-prep, salesportl-account-handoff