Sales Proposal

Sales Proposal Generator

Tier 0 Doctrine

• Tier: Master (standalone skill invoked directly)
• Authority: Reads client inputs + prior analysis files; produces one deliverable (CLIENT-PROPOSAL.md)
• Determinism first: All 11 sections follow fixed templates. Pricing uses declared tier model. ROI uses declared scenario formulas. No LLM interpretation of structure.
• No fabrication: Every claim, metric, and case study must originate from user-supplied inputs or prior analysis files. Absence of data produces placeholder slots, not invented content.

IMO (Top-Level)

Constants

Variables

Workflow

BLOCK 1: Input Collection & Prior File Scan

Governed by: C&V

Constants: Required inputs (8), optional inputs (5), prior analysis files (7), engagement models Variables: client_name, client_company, industry, business_model, pain_points, proposed_solution, engagement_model, budget_range, timeline, case_studies, decision_makers, competitive_context, urgency_factors, client_language, previous_conversations

IMO:

• Ingress: /sales proposal <client> — validate client identifier present
• Middle:
  • Scan working directory for prior analysis files: PROSPECT-ANALYSIS.md, COMPANY-RESEARCH.md, LEAD-QUALIFICATION.md, COMPETITIVE-INTEL.md, DECISION-MAKERS.md, MEETING-PREP.md, OBJECTION-PLAYBOOK.md
  • Extract available data from each file found (company overview, pain points, BANT data, budget signals, competitive positioning, contact profiles, objection responses)
  • Inform user what prior data was found and incorporated
  • For each of the 8 required inputs not covered by prior files, ask the user explicitly
  • For optional inputs not covered, accept if offered but do not block
  • Validate: minimum 3 pain points collected, engagement model is one of 4 declared types
• Egress: Complete input set with source attribution (user-supplied vs. file-extracted)

Go/No-Go: All 8 required inputs must be present. If any required input is missing after asking, halt — do not generate a generic proposal.

BLOCK 2: Proposal Assembly (Sections 1-6)

Governed by: IMO

Constants: 11 proposal sections (first 6 here), writing principles (7), executive summary format (5 paragraphs, 250-350 words, no bullets), solution phases (3), page limit (15), validity period (30 days), confidential marking Variables: All client variables from Block 1, proposal_date, valid_until, your_company, your_contact

IMO:

• Ingress: Complete input set from Block 1
• Middle:
  • Section 1 — Cover Page: Company names, proposal title (specific to client situation, not generic), prepared for/by, date, valid until (date + 30 days), CONFIDENTIAL
  • Section 2 — Executive Summary: 1 page, 5 paragraphs in fixed order: (1) Acknowledge situation 2-3 sentences, (2) State problem/opportunity 2-3 sentences with quantification, (3) Preview solution 2-3 sentences focused on outcomes, (4) Hint at outcomes 2-3 sentences with comparable client reference, (5) Create urgency 1-2 sentences — factual only, no manufactured urgency. Total 250-350 words, narrative only, no bullets.
  • Section 3 — Situation Analysis: Current state (2-3 paragraphs with quantified impact), opportunities identified (3-5 with cause and estimated impact), competitive context (if applicable — peer framing), key challenges (2-3 — demonstrates realism). Frame challenges as opportunities, never failures.
  • Section 4 — Proposed Solution: Strategic framework (3-5 sentences on approach + why it works), then 3 phases with aspiration names. Per phase: objective, key activities with specific deliverables, milestone, client involvement requirements. Activities must be specific and measurable.
  • Section 5 — Scope of Work: Deliverables (with quantities), meeting cadence (kickoff + recurring + reviews + ad-hoc), response times (email SLA, urgent SLA, report SLA), tools provided, explicit exclusions (minimum 3 with rationale), client responsibilities (with timelines).
  • Section 6 — Timeline: Phase/week table with activities and milestones, key dates table. Include buffer time. Mark client decision points.
• Egress: Sections 1-6 assembled in template structure

Go/No-Go: All 6 sections rendered. Executive summary word count within 250-350 range. Minimum 3 exclusions listed in scope. Proceed to Block 3.

BLOCK 3: Pricing, ROI & Evidence (Sections 7-10)

Governed by: Circle

Constants: 3-tier pricing model (aspiration names, middle = RECOMMENDED), ROI scenarios (3: conservative/moderate/aggressive), ROI conservative rule (must show positive ROI), case study format (Challenge-Solution-Results, 3+ measurable results), case study count (2-3) Variables: budget_range, tier_1_price, tier_2_price, tier_3_price, roi_conservative, roi_moderate, roi_aggressive, case_studies, team_members

IMO:

• Ingress: Client inputs + sections 1-6 context
• Middle:
  • Section 7 — Investment: Build 3-tier pricing table with aspiration names (never Basic/Standard/Premium). Per tier: monthly + annual pricing (with annual discount), feature/service inclusions, expected ROI multiplier, "Best For" descriptor. Middle tier = RECOMMENDED, aligns with stated budget. Include ROI justification per tier: monthly investment, expected monthly return, breakeven month, 12-month ROI percentage.
  • Section 8 — ROI Projection: Current state vs. projected state table (3+ metrics across 3 scenarios). ROI calculation table: annual value created, annual investment, net ROI, ROI %. Assumptions list with basis for each. Conservative estimate must show positive ROI. Use client metrics and language for KPIs.
  • Section 9 — Team: Per member: name, role on engagement, 2-3 sentences (experience, relevance to client's industry/challenges, one notable achievement). Only actual team members. Highlight client-relevant experience.
  • Section 10 — Case Studies: 2-3 studies matching client's industry, size, or challenge. Per study: industry/size/challenge header, Challenge (2-3 sentences mirroring prospect situation), Solution (2-3 sentences on approach), Results (3+ specific measurable metrics with before/after and % improvement + timeline), client quote if available. If names restricted, use descriptive labels.
• Egress: Sections 7-10 assembled in template structure

Go/No-Go: All 4 sections rendered. 3 pricing tiers present. Conservative ROI is positive. Each case study has 3+ measurable results. Proceed to Block 4.

BLOCK 4: Close & Follow-Up Sequence (Section 11 + Appendix)

Governed by: CTB

Constants: Next steps limit (3-4 items), follow-up sequence (6 emails on fixed schedule), validity period (30 days), page limit (15) Variables: your_contact, valid_until, proposal_date

IMO:

• Ingress: Sections 1-10 + contact information
• Middle:
  • Section 11 — Next Steps: 3-4 clear action items: (1) review proposal and share with team, (2) proposal walkthrough call with specific suggested date, (3) finalize engagement agreement for e-signature, (4) kickoff within X days of signing. Include direct contact information (name, title, email, phone, website). Restate validity date.
  • Appendix — Follow-Up Sequence: 6 complete ready-to-send emails:
    • Day 0 (Delivery): 50-70 words, attach/link proposal, highlight 2 key sections, propose walkthrough date, state validity
    • Day 2 (Walkthrough): 40-60 words, ask if reviewed, offer 15-min walkthrough, pre-answer likely question, two time options
    • Day 5 (Value-Add): 50-70 words, share genuinely valuable insight, connect to their challenge, do NOT mention proposal
    • Day 7 (Check-In): 40-60 words, ask about timeline/decision process, offer to adjust proposal, ask about other stakeholders
    • Day 14 (Value-Add): 50-70 words, another genuine value piece, brief mention of walkthrough availability
    • Day 21 (Breakup): 50-70 words, direct and honest, leave door open, one factual urgency point, end with "no hard feelings"
  • Final assembly: merge all 11 sections + appendix into CLIENT-PROPOSAL.md
  • Validate total length does not exceed 15 pages
• Egress: Complete CLIENT-PROPOSAL.md written to working directory

Go/No-Go: File written. All 11 sections + appendix present. 6 follow-up emails included. Under 15 pages. Validity date set. CONFIDENTIAL marking present.

Rules

1. Never generate a proposal with missing required inputs. All 8 required inputs must be collected before assembly begins. A generic proposal is worse than no proposal.
2. Never present a price without ROI context. Every price must be paired with the value it generates. "$10,000/month" is a cost; "$10,000/month generating $50,000 revenue" is an investment.
3. Never use generic tier names (Basic, Standard, Premium). Use aspiration names that reflect outcomes (Growth, Accelerate, Transform).
4. Never frame the client's situation as a failure. Frame as opportunity: "You have a significant opportunity to..." not "Your current approach is failing because..."
5. Never exceed 15 pages. Proposals over 15 pages do not get read. Conciseness signals competence.
6. Never include case studies without 3+ specific measurable results. Vague case studies erode credibility.
7. Never fabricate metrics, case studies, or client quotes. Every data point must come from user-supplied inputs or prior analysis files. Placeholders over invention.
8. Never omit the follow-up email sequence. A proposal without a follow-up plan is incomplete. All 6 emails are part of the deliverable.
9. Never use bullets in the executive summary. It must read as a 5-paragraph narrative within 250-350 words.
10. Never omit scope exclusions. Minimum 3 explicit exclusions prevent scope creep. Ambiguity creates conflict.
11. Never skip prior analysis file scan. If PROSPECT-ANALYSIS.md, COMPANY-RESEARCH.md, or other files exist, incorporate their data automatically. Do not ask users to repeat information already captured.
12. Never inflate ROI projections. Conservative estimates must be genuinely conservative. Overpromising destroys credibility when results arrive.

Reference Pointers