Leadup Client Document Generator

LeadUp Client Document Generator

Purpose

Produce polished, client-ready business and technical documents for LeadUp: proposals, briefs, estimates, reports, developer docs, API-access request emails, and handoff docs — structured, professional, and PDF-ready.

When to use

Trigger phrases: "create document", "client proposal", "project brief", "developer document", "API request email", "project report", "handoff document", "write an estimate", "draft a proposal for the client".

For social/marketing content calendars → leadup-content-calendar-builder. For internal STATUS/TODO bookkeeping → leadup-status-updater.

Inputs needed

• Document type (proposal / brief / estimate / report / dev doc / API email / handoff).
• Audience (client, vendor, developer) and the project.
• Key facts: scope, timeline, price/estimate basis, contacts (no secrets).
• Brand tone (LeadUp = professional, clear, confident, no fluff).

Step-by-step workflow

1. Identify document type + audience; pick the matching template in assets/ (proposal, api-request-email, handoff, report).
2. Collect/confirm facts: scope, deliverables, timeline, price basis, assumptions, exclusions. Ask if missing — don't invent commitments.
3. Draft in clean Markdown with clear headings, tables for scope/pricing, and a professional LeadUp tone.
4. Tailor: proposals → value + scope + price + terms; estimates → line items + assumptions; reports → progress + risks + next; dev docs → setup/run/API; API emails → who/why/which scopes/contact.
5. Review for clarity, correctness, and that nothing confidential leaks.
6. Output PDF-ready Markdown; offer an export note (no auto-send).

Required output format

A complete document in clean Markdown:

• Title, date, parties/contacts (no secrets)
• Structured sections per type (scope/pricing/timeline/terms or progress/risks/next, etc.)
• Tables for scope/line-items/pricing
• Clear next step / call to action
• "Draft for your review — not sent" footer line

Safety rules

See references/security-rules.md. Most relevant here:

• Never include API keys, passwords, or real .env values in any document or email (API-access emails request access, never expose credentials).
• Do not invent prices, legal terms, or client commitments — mark assumptions and ask for confirmation.
• Do not auto-send emails or share documents externally without approval.

Common mistakes

• Inventing a price/timeline instead of asking for the basis.
• Putting credentials into an "API request email" (request, never expose).
• Vague scope with no exclusions → scope creep risk in proposals.
• Over-promising in client tone; LeadUp tone is confident but precise.
• Sending/sharing without explicit approval.

Troubleshooting

• Under-triggers: user said "write this up for the client" — re-invoke; suggest trigger phrases.
• Over-triggers for a content calendar → route to leadup-content-calendar-builder.
• Missing tool/MCP: deliver Markdown; note how to export to PDF; never auto-send.
• No internet/browser: fine — documents are generated from provided facts.
• Missing inputs: ask for scope/price-basis/contacts; never fabricate commitments or numbers.
• Build/test failure: not applicable; if a PDF export step fails, deliver the Markdown and the manual export steps.

Test prompts

Should trigger (5)

1. "Create a client proposal for the jewellery SaaS project."
2. "Write an API access request email to the WhatsApp BSP."
3. "Draft a project status report for the clinic client."
4. "Make a developer handoff document for the CRM."
5. "Write an estimate for the school website with line items."

Should NOT trigger (3)

1. "Build a 30-day content calendar." (→ content-calendar-builder)
2. "Update STATUS.md after this task." (→ status-updater)
3. "Security review the payment flow." (→ security-review)

Functional test cases (2)

1. For "client proposal", output scope (with exclusions), pricing table, timeline, terms, and a clear next step — no invented price (asks for basis).
2. An API-access request email requests access/scopes and a contact, and contains no keys or credentials.

Success criteria

• Correct document type/structure for the audience, PDF-ready Markdown.
• Facts confirmed; assumptions marked; no invented commitments.
• No secrets/credentials anywhere; nothing sent without approval.