# Proposal Generator

> Create professional client proposals with pricing, scope, timeline, and deliverables. TRIGGERS - Use this skill when: - User wants to create a client proposal or quote - User mentions proposal, scope of work, or client pitch - User needs to write a project proposal or service agreement - User asks to create a bid or estimate for a client

- Skill: `winbda/proposal-generator` (Agent Skill)
- Install (CLI): `npx skillmds add winbda/proposal-generator`
- Raw SKILL.md: https://api.skillmd.com/api/skills/winbda/proposal-generator/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: Winbda (https://skillmd.com/u/winbda)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/winbda/proposal-generator

---


# Proposal Generator

## Overview

Creates professional, conversion-optimized client proposals that clearly communicate value, scope, deliverables, pricing, and terms. Designed to close deals.

## Workflow

### Step 1: Gather Proposal Details

Ask the user:
1. **Client name & company**
2. **Service/project** being proposed
3. **Client's problem** (what pain are you solving?)
4. **Your solution** (what will you deliver?)
5. **Pricing** (fixed, retainer, hourly, or tiered?)
6. **Timeline** (estimated duration)
7. **Any discovery call notes** or context

### Step 2: Structure the Proposal

Follow this proven proposal structure:

**1. Cover Page**
- Your company name/logo placeholder
- Client name
- Proposal title
- Date
- Confidentiality note

**2. Executive Summary (1 paragraph)**
- Restate their problem in their words
- Preview your solution
- Hint at the expected outcome
- Keep it under 100 words

**3. The Problem**
- Describe their current situation
- Quantify the cost of inaction
- Show you understand their world
- Use their language, not yours

**4. The Solution**
- Your approach (how you'll solve it)
- Why this approach works
- What makes you qualified
- Brief methodology overview

**5. Scope & Deliverables**
- Numbered list of exactly what's included
- Clear boundaries (what's NOT included)
- Deliverable format (files, reports, access, etc.)
- Revision/feedback rounds included

**6. Timeline & Milestones**
- Phase-by-phase breakdown
- Key milestones with dates
- Dependencies (what you need from them)
- Review/approval checkpoints

**7. Investment**
- Pricing (present value first, price second)
- Payment schedule
- What's included at each tier (if applicable)
- Optional add-ons

**8. Why [Your Company]**
- Relevant experience
- 1-2 mini case studies or results
- Unique qualifications
- Social proof

**9. Next Steps**
- Clear CTA (what to do to move forward)
- Proposal validity period
- How to accept

**10. Terms & Conditions**
- Payment terms
- Cancellation policy
- IP ownership
- Confidentiality

### Step 3: Apply Persuasion Principles

- **Anchoring**: Present highest-value option first
- **Social proof**: Include results from similar clients
- **Urgency**: Add proposal expiration date
- **Risk reversal**: Include guarantees or pilot options
- **Specificity**: Use exact numbers, not ranges

## Output Format

Generate the proposal in markdown, ready to be converted to PDF or DOCX:

```markdown
# Proposal: [Project Name]
## Prepared for: [Client Name], [Company]
## Prepared by: [Your Name], [Your Company]
## Date: [Date]

---

## Executive Summary
[Concise overview]

## Understanding Your Challenge
[Problem statement]

## Our Approach
[Solution overview]

## Scope of Work
### Included:
1. [Deliverable 1]
2. [Deliverable 2]
...

### Not Included:
- [Exclusion 1]
- [Exclusion 2]

## Timeline
| Phase | Deliverable | Duration |
|-------|------------|----------|
| Phase 1 | ... | Week 1-2 |
| Phase 2 | ... | Week 3-4 |

## Investment
| Option | Includes | Investment |
|--------|----------|------------|
| [Standard] | ... | $X,XXX |
| [Premium] | ... | $X,XXX |

## Why Work With Us
[Credibility section]

## Next Steps
[How to proceed]

## Terms
[Standard terms]
```

## Quality Checklist

- [ ] Client's problem is clearly stated in their words
- [ ] Scope is specific with clear boundaries
- [ ] Pricing presents value before cost
- [ ] Timeline has concrete milestones
- [ ] CTA tells them exactly what to do next
- [ ] Professional formatting throughout
- [ ] No jargon the client wouldn't understand