Discovery Call to Priced Proposal
Turns discovery-call notes into a short sales proposal with value math, 2-3 designed price options, and a follow-up plan.
Before & after
Same prompt, same agent — the only difference is the skill.
Here's a proposal for your website rebuild project: Dear Client, Thank you for the opportunity to submit this proposal. We're excited about the possibility of working together on your website rebuild. Our team will deliver a modern, responsive website tailored to your needs. We pride ourselves on quality work and clear communication throughout the process. Scope of work: - Website design - Development - Testing and launch Investment: $12,000 Timeline: To be determined based on your requirements. We look forward to hearing from you! Best regards
PROPOSAL — Website Rebuild Prepared for Northwind Supply · valid 14 days THE PROBLEM Your current site takes 6.2s to load on mobile and converts at 0.8%. Industry median for B2B supply is 2.4%. At your traffic, closing that gap is roughly $180k/yr in pipeline. WHAT WE'RE DOING Phase 1 — Foundation (wks 1–2) · $4,000 Design system, component library, content model Phase 2 — Build (wks 3–5) · $6,000 12 templates, CMS wiring, quote-request flow Phase 3 — Launch (wk 6) · $2,000 Redirects, analytics, Core Web Vitals pass, handoff TOTAL — $12,000 · 50% to start, 50% on launch WHAT WE NEED FROM YOU Brand assets by day 3 · content sign-off by day 12 · one decision-maker on Thursday calls OUT OF SCOPE Copywriting, photography, ERP integration. Quoted separately if you want them. WHY US Three B2B supply rebuilds in the last 18 months; median conversion lift 2.1×. Say yes and we start Monday.
About this skill
Send a proposal the client can say yes to in five minutes. It is written in their words and priced from their numbers.
What it does
- Opens with the client's problem, not your bio
- Builds value math from the client's own figures
- Designs 2-3 options that differ by outcome, with one recommended
- Removes fake urgency and unsupported guarantees and answers objections in the text
What you get
A one to two page proposal, a pricing rationale, a review table for your existing draft, and a dated follow-up plan.
Best for
Coaches, consultants, freelancers, and creators selling services after a discovery call.
SKILL.md preview
---
name: client-proposal
description: Turn discovery-call notes into a one-to-two page sales proposal for a coaching program, consulting engagement, or creator service - the client's problem in their own words, value math from their own numbers, 2-3 priced options designed so the recommended one is the obvious pick, pre-answered objections, a real expiry, and a follow-up plan after sending. Use when the user says "write a proposal from my call notes", "how should I price this for the client?", "turn this scope into a proposal", "my proposals keep getting ghosted", "make three pricing tiers for this client", "proposal for a coaching package", or "review my proposal before I send it".
---
… (sign up to view the full skill)Featured in
More sales skills
View all Sales skills →Sales Call Notes to CRM Entry
Turns messy call notes or transcripts into a paste-ready CRM entry with evidence-backed fields, verbatim objections, and dated next steps.
Cold Email Draft Diagnosis and Rewrite
Paste a cold email draft and get the one problem killing replies, a short single-ask rewrite, a better subject line, and a change log.
Partner Sign-or-Pass Review and 90-Day GTM Plan
Get a partner sign-or-pass recommendation, defensible revenue-share terms, and a measurable 90-day joint GTM plan.
RevOps Pipeline and CRM Rules Fixer
Fix lifecycle stages, lead routing, CRM hygiene, stage exit criteria, coverage and forecast accuracy math, and comp plan traps.