Proposal Gen
Transform discovery notes into production-ready sales proposals in 30–45 minutes
What You Can Do
You can convert raw discovery call notes into polished, multi-section sales proposals that include executive summaries tailored to buyer personas, needs analysis mapped to your solution architecture, tiered pricing options with competitive positioning, ROI projections with financial justification, and realistic implementation timelines. The skill preserves personalization and strategic positioning while automating structural components, letting you respond to RFPs and time-sensitive opportunities without sacrificing quality or consistency.
Features
Creates persona-specific summaries (CFO, CTO, VP of Ops each see different value props emphasized)
Automatically connects prospect pain points from discovery notes to your solution capabilities
Generates 2–3 pricing scenarios with add-ons and ROI justification for budget conversations
Computes financial impact using prospect data (time saved, cost reduction, revenue lift) with sensitivity analysis
Builds realistic go-live schedules with phases, dependencies, and resource allocation
Structures proposals for quick CSM and legal team approval with clear terms and scope boundaries
Embeds differentiation messaging relative to known alternatives or incumbent solutions
Extracts and organizes key data from your call notes to eliminate manual data entry
Example Output
Input: Discovery notes from a 45-minute call with a mid-market SaaS company facing manual reporting delays and budget visibility issues.
Output:
Executive Summary (CFO view):
Your finance team currently spends 120 hours monthly on manual report consolidation. Our platform automates 85% of this work, freeing up $45K annually in labor costs while improving forecast accuracy by 12%.
Solution Mapping:
- Pain: Manual reporting bottleneck → Solution: Automated data pipeline + pre-built finance templates
- Pain: Scattered budget data → Solution: Centralized GL sync + real-time dashboards
Pricing Tiers:
- Professional Plan: $2,500/mo (up to 50 GL accounts, 3 users)
- Enterprise Plan: $5,200/mo (unlimited accounts, 10 users, API access)
- Custom ROI-Based: $8,000/mo (dedicated integration, weekly optimization calls)
ROI Projection:
- Year 1 savings: $45K labor + $15K from improved forecasting = $60K net benefit
- Payback period: 2.1 months
Implementation Timeline:
- Week 1–2: Data mapping & GL configuration
- Week 3–4: Testing & staff training
- Week 5: Go-live & optimization
What's Included
- SKILL.md instruction file with persona-based customization prompts and discovery-to-proposal mapping logic:
- Proposal template framework (executive summary, needs analysis, solution architecture sections):
- ROI calculation worksheet with formulas for time savings, cost reduction, and revenue impact scenarios:
- Pricing tier generator checklist for building 2–3 options with add-ons and packaging logic:
- Implementation timeline builder with phased rollout templates and resource allocation guides:
- Discovery note extraction checklist for identifying key data points before running the skill:
Who It's For
- B2B Sales Representatives — enterprise and mid-market SaaS, managed services, or consulting roles
- Sales Development Managers — overseeing quota-carrying reps who need consistent, fast proposal turnaround
- Account Executives — handling complex multi-stakeholder deals with 4–12 week sales cycles
- Solutions Consultants — supporting RFP responses and competitive deal situations
- Sales Operations Teams — standardizing proposal quality and compliance across the pipeline
Best For
- Post-discovery proposal generation — transforming 45-minute qualification calls into formal offers within hours
- RFP responses — rapidly mapping prospect requirements to your solution with ROI justification
- Multi-option pricing scenarios — generating tiered pricing with add-ons for budget conversations
- Persona-specific positioning — customizing language and value props for CFO vs. technical buyer approval
- Time-sensitive opportunities — closing proposal gaps in competitive or fast-moving deals
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