Proposal Generator

Generate a professional service proposal in 60 seconds from client name, industry, and pain points.

Description

Proposal Generator creates polished, ready-to-send service proposals in markdown format. Input the client details and pain points; output a complete proposal with scope, timeline, pricing structure, and terms. Stop spending 2 hours writing proposals that should take 2 minutes.

Activation

This skill activates when:

• The user needs to create a proposal, quote, or SOW for a client
• The user says "write a proposal" or "generate a proposal"
• The user has a prospect ready for a formal offer
• The user mentions scope of work, project quote, or service agreement

Trigger phrases: "write a proposal", "generate a proposal", "create a quote", "scope of work", "SOW", "send them a proposal", "put together an offer"

Proposal Structure

# Service Proposal

**Prepared for**: [Client Name / Company]
**Prepared by**: [Your Name / Company]
**Date**: [Date]
**Valid until**: [Date + 14 days]

---

## Executive Summary

[2-3 sentences: We understand your problem. Here's what we'll build. Here's the outcome you can expect.]

## The Problem

[Restate their pain points in their own language. Make them feel understood. Be specific — use numbers, timelines, and consequences they mentioned.]

- [Pain point 1 with quantified impact]
- [Pain point 2 with quantified impact]
- [Pain point 3 with quantified impact]

## The Solution

[High-level description of what you'll deliver. Focus on OUTCOMES, not features.]

### Phase 1: [Name] (Week 1-2)
- [Deliverable 1]
- [Deliverable 2]
- **Outcome**: [What changes for them after this phase]

### Phase 2: [Name] (Week 3-4)
- [Deliverable 1]
- [Deliverable 2]
- **Outcome**: [What changes for them after this phase]

### Phase 3: [Name] (Week 5-8)
- [Deliverable 1]
- [Deliverable 2]
- **Outcome**: [What changes for them after this phase]

## What's Included

| Deliverable | Description | Timeline |
|-------------|-------------|----------|
| [Item 1] | [Brief description] | Week X |
| [Item 2] | [Brief description] | Week X |
| [Item 3] | [Brief description] | Week X |
| [Item 4] | [Brief description] | Week X |

## What's NOT Included

[Explicitly list what's out of scope to prevent scope creep]

- [Out of scope item 1]
- [Out of scope item 2]

## Investment

### Option A: [Name] — $X,XXX
[Core package. What most clients choose.]

### Option B: [Name] — $X,XXX
[Premium package with additional value.]

### Option C: [Name] — $X,XXX/month
[Ongoing retainer for continued support.]

**Payment Terms**: [50% upfront, 50% on completion / Monthly / etc.]

## Timeline

| Milestone | Date | Deliverable |
|-----------|------|-------------|
| Kickoff | [Date] | Discovery call + access setup |
| Phase 1 Complete | [Date] | [Deliverable] |
| Phase 2 Complete | [Date] | [Deliverable] |
| Go Live | [Date] | Full system deployed |

## Why Us

[3 bullet points max. Social proof, relevant experience, unique advantage.]

- [Relevant case study or result]
- [Unique methodology or technology]
- [Guarantee or risk reversal]

## Next Steps

1. Reply "approved" to this proposal (or sign below)
2. We'll send an invoice for the deposit
3. Kickoff call scheduled within 48 hours

**This proposal is valid for 14 days.**

---

[Signature block]

Instructions

When generating a proposal:

1. Ask for missing info if not provided: client name, industry, pain points, budget range, timeline expectations.

1. Mirror their language: If they said "we're drowning in admin work," the proposal says "eliminate the admin bottleneck" — not "optimize operational efficiency."

1. Three pricing tiers: Always present 3 options. The middle option should be the one you want them to pick (anchoring effect). The top option makes the middle look reasonable.

1. Quantify the ROI: Every proposal should include at least one line showing: "This costs $X. It saves/generates $Y. Payback period: Z weeks."

1. Urgency without pressure: The 14-day validity creates natural urgency. Don't add fake scarcity.

Example

Input

Client: GreenTree Landscaping (Mike, owner). Industry: Landscaping/home services. Pain points: Taking 4+ hours to respond to leads, losing bids to faster competitors, admin work eating 15 hours/week. Budget: $2-5K. Timeline: wants it running in 2 weeks.

Output

(Full proposal generated using the template above, with GreenTree-specific language, 3 pricing tiers at $2,500 / $4,000 / $1,500/mo, and ROI showing 3 recovered leads/month = $18K additional annual revenue.)

Customization

• Agency model: Add "Ongoing Management" section with monthly retainer details
• Product/SaaS: Replace phases with "Onboarding → Configuration → Launch"
• Consulting: Add "Methodology" section describing your framework
• One-time project: Remove retainer option, add maintenance upsell

Pro Tips

• Send as PDF, not a link. PDFs feel more official and don't require login.
• Follow up the proposal with a 60-second Loom video walking through it. Proposals with video close 35% higher.
• If they ask for a discount, remove scope instead of lowering price. "We can hit that budget — here's what that version looks like."

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