Proposal Builder
Build stakeholder-aligned proposals with ROI justification and implementation plans.
Use This Skill When
- Building a proposal for a qualified opportunity.
- Creating executive summaries for decision makers.
- Developing ROI justification and business case documents.
- Customizing proposal sections for different stakeholder roles.
Workflow
- Review all prior phase outputs: account brief, stakeholder map, discovery findings, objection playbook.
- Structure proposal using
assets/proposal-template.md. - Customize per stakeholder:
- Economic Buyer: ROI, payback period, strategic alignment.
- Technical Evaluator: Architecture fit, integration, security.
- User Buyer: Adoption ease, training, day-to-day impact.
- Champion: Internal selling points, quick wins, risk mitigation.
- Build ROI model with buyer's own metrics.
- Draft implementation plan with phases, milestones, and resource requirements.
- Add risk assessment and mitigation strategies.
- Save to
results/proposal.md.
Deliverables
results/proposal.md: Stakeholder-aligned proposal with ROI justification.
Quality Gates
- Executive summary matches buyer's stated priorities and pain points.
- ROI justification uses buyer's own metrics (not generic projections).
- Each stakeholder section addresses their specific decision criteria.
- Implementation plan is phased with realistic timelines.
- Risk assessment includes mitigation strategies.
If any gate fails: identify misalignment, revise with stakeholder-specific data, and re-validate.
Gotchas
- 汎用提案は競合との差別化ができない。ステークホルダーごとに価値訴求を変えること
- ROI は顧客自身の指標で計算すること。自社の標準 ROI テンプレートをそのまま使わない
- 実装計画は現実的であること。過度に楽観的なタイムラインは信頼を損なう
Validation Loop
- 提案書を生成
- エグゼクティブサマリーの一致・ROI の顧客指標・ステークホルダー個別対応をチェック
- 不合格なら修正、全基準を満たしてから完了