Client Proposal Generator

Client Proposal Generator

Transform a brief description into a complete, professionally formatted consulting proposal (proposal.md), researching the client company for personalization and structuring the document with proven consulting frameworks.

Contents

• references/inputs.md -- Required and optional inputs, defaults, one-liner extraction
• references/research.md -- Client web research checklist and research brief template
• references/problem-and-solution.md -- Problem decomposition, methodology selection, phase and deliverable templates
• references/timeline.md -- Duration estimation and timeline format
• references/team.md -- Role framework and team section format
• references/pricing.md -- Pricing models, 3-tier framework, rate benchmarks, calibration, payment terms
• references/terms.md -- Standard terms and conditions block
• references/output-template.md -- Full proposal document structure and delivery summary
• references/tone-and-quality.md -- Tone variants, pre-delivery quality checklist, error handling

Workflow

1. Gather input. Collect required fields (client name, contact, problem, firm name) and optional fields; infer the rest from context. See references/inputs.md.
2. Research the client. Pull company overview, recent news, tech signals, industry context, and competitors; organize into a research brief. See references/research.md.
3. Frame the problem and design the solution. Decompose into root problem, symptoms, business impact, stakeholders, and urgency; select a methodology and define phases and deliverables. See references/problem-and-solution.md.
4. Construct the timeline. Estimate duration, lay out phases with milestones, and state dependencies and assumptions. See references/timeline.md.
5. Compose the team. Map roles and allocations; use placeholder names if none provided and never fabricate credentials. See references/team.md.
6. Build pricing. Select a model (default: 3-tier fixed), set tier prices from rate benchmarks or a supplied budget, and add payment terms. See references/pricing.md.
7. Add terms and conditions. Insert the standard block, adjusting scope, IP, and assumptions to the engagement. See references/terms.md.
8. Assemble and write the proposal. Combine all sections into the output structure and write the file. See references/output-template.md.
9. Run the quality check. Verify accuracy, consistency, no placeholders, and no fabricated facts; match the selected tone. See references/tone-and-quality.md.
10. Deliver and summarize. Write to the output path and present the delivery summary with personalization applied and review recommendations. See references/output-template.md.

Guardrails

• Never fabricate case studies, team bios, credentials, or client facts. Omit rather than invent.
• If web research yields nothing, proceed without personalization and flag it.
• Leave no placeholder markers in the delivered document.