Proposal Creator

Proposal Creator Skill

Produces a complete, client-ready proposal package for any Teqfocus engagement:

1. Bottoms-up effort estimate — phased, role-based, with gap analysis
2. Phased Word proposal document (.docx) — full commercial proposal
3. Executive PowerPoint deck (.pptx) — 10 slides for a live meeting or RFP submission

Step 1 — Read Reference Files and Sales Play Documents

Before doing anything:

1. Search the project knowledge folder for a sales play document matching the vertical or technology in scope. If one exists, it is the primary source for offering scope, pricing assumptions, and delivery model. It overrides the reference files below for those areas.

2. Load the reference files:

references/knowledge.md     — Teqfocus context, team models, hour benchmarks by engagement type
references/process.md       — Workflow, section-by-section document build instructions
references/tech-rules.md    — docx-js and pptxgenjs rules, formatting standards

3. Load offerings-catalog.md — for accelerator component specs and "done looks like" descriptions.

Step 2 — Identify Engagement Type

Before estimating, confirm:

Step 3 — Ask 3 Clarifying Questions

Before producing any output:

1. Engagement type: Which Step and which technology / accelerator pattern?
2. Timeline preference: Standard duration for the step, or compressed?
3. Client and engagement name: For document headers and file naming

Step 4 — Bottoms-Up Estimate

Build the estimate using hour benchmarks from references/knowledge.md for the identified engagement type.

For ALL engagement types — check these 7 items:

PM buffer must be ≥ 15% of total. Correct if below.

Present as markdown table. Wait for confirmation before building documents.

Step 5 — Build Word Proposal Document

See references/process.md for section instructions.

Required sections: Cover → Executive Summary → Client Situation → Proposed Solution → Scope and Phasing → Effort Breakdown → Team and Credentials → Timeline → Deliverables → Client Responsibilities → Commercial Terms → Success Criteria → Next Steps

Commercial terms standard:

• Payment milestones: 30% on contract, 40% on Phase 1 completion, 30% on go-live
• Step 1 Assessment: 50% on kickoff, 50% on report delivery
• Never publish dollar amounts — reference "commercial schedule (Appendix A)"

Step 6 — Build Executive Deck (10 slides)

1. Title
2. Client situation — the problem in the client's language
3. The Teqfocus approach
4. Solution architecture — visual
5. Phasing and timeline
6. Solution / accelerator detail
7. Business value — outcomes tied to client objectives
8. Why Teqfocus — credentials + relevant proof point (Summit Partner where relevant)
9. Team — roles, not names
10. Next steps — one specific CTA

Step 7 — Create-First, Then Escalate

After producing the estimate and proposal draft:

1. Surface to the rep with a summary of the estimate and top 3 risks
2. Flag for Gate review per the escalation framework:
   • Gate 1 — Andy: scope matrix, ROI, UI mockup (if applicable)
   • Gate 2 — Andy: technical design (trigger the solution-design skill if not already done)
   • Gate 3 — Vinod: final proposal + commercials
3. Commercials lock only after Naveen + Vinod approval — the proposal document goes out with a placeholder commercial schedule until they confirm

Step 8 — QA Checklist

Estimate

• All requirements have hours allocated
• 7 commonly-missing items addressed
• PM buffer ≥ 15%

Word document

• All 13 sections present
• No dollar amounts inline — reference Appendix A
• Teqfocus credential appears once, naturally

Deck

• All 10 slides present
• Solution architecture slide has a visual
• Business value connects to client's stated objectives

Output File Naming

[ClientName]_[Vertical]_[Technology]_Proposal.docx
[ClientName]_[Vertical]_[Technology]_Deck.pptx
[ClientName]_[Vertical]_Revised_Estimate.docx