Proposal Builder
Automatically drafts custom client proposals in minutes by pulling context from the sales call notes, replacing an hour of manually duplicating and editing old templates.
Before & after
Same prompt, same agent — the only difference is the skill.
I can help you write that proposal. To make it really tailored, I'd want to pull some details from your sales call notes if you have them. What was the main challenge they mentioned? And what are your typical pricing tiers and deliverables? I could walk you through a template structure, or we could work through it section by section. Do you have a sense of the timeline they want? Once I have those details, I can draft something that feels personalized and positions your services clearly.
PROPOSAL: Digital Transformation for MediFlow Systems Engagement Period: August 2026 - January 2027 | Value: 85,000 USD EXECUTIVE SUMMARY MediFlow currently processes intake forms manually across three clinics. This causes 12-hour delays in patient scheduling and requires 3 FTE hours/day on data entry. Our engagement will digitize intake, integrate with existing EHR, and reduce form processing to 5 minutes. • Pain point identified: Delays block revenue (missed scheduling slots, callbacks) • Our solution: Intake automation + EHR integration • Expected ROI: 40 hours/month recovered, 18 additional patient slots/month DELIVERABLES PHASE 1 (4 weeks): Intake Form Digitization • Design and deploy web form with HIPAA compliance • Integrate with current EHR system via secure API • Test with one clinic before full rollout • Deliverable: Live form, user training docs PHASE 2 (4 weeks): Workflow Automation • Route completed intake to scheduling system • Auto-populate patient records from form data • Set up email notifications (clinic + patient) • Deliverable: Automated workflow, SOP documentation PHASE 3 (2 weeks): Monitoring & Optimization • Track form completion rates and error patterns • Optimize form copy based on clinic feedback • Document for long-term maintenance • Deliverable: Performance dashboard, handoff documentation PRICING TIERS • STANDARD (85,000 USD): Phases 1-3, one clinic, 90 days • PLUS (120,000 USD): Three clinics, 120 days, 3 months of support • ENTERPRISE (160,000 USD): Unlimited clinics, 6 months of support, custom reporting TIMELINE • Week 1-2: Discovery, kickoff, form design • Week 3-4: Development, initial testing • Week 5-6: Live launch at clinic 1 • Week 7-10: Remaining clinics + optimization • Week 11-12: Monitoring, handoff TERMS • 50% upfront, 50% at go-live • Includes 3 months of email support • Change orders billed at 150 USD/hour
About this skill
name: proposal-builder description: Use when Automatically drafts custom client proposals in minutes by pulling context from the sales call notes, replacing an hour of manually duplicating and editing old templates.
Proposal Builder
Replaces the old workflow of duplicating a past proposal and manually customizing it for a new engagement — a process that took roughly an hour and was easy to get wrong. Claude pulls context automatically from the sales call Notion page and generates a tailored proposal in minutes. Often paired with the Email Helper skill to simultaneously draft a call follow-up email that includes the new proposal, cutting admin time and shifting focus back to client work.
What you get
- Automated proposal drafting from sales call context, minutes instead of an hour per proposal, pairs with Email Helper for instant follow-up emails, reduced manual copy-paste errors.
Customize your output
- Feed it your proposal template structure and pricing tiers so generated proposals match your existing format and offer structure.
Example output
Sales call ends at 2pm — by 2:10pm, a tailored proposal referencing the client's specific pain points is ready, plus a follow-up email drafted with the proposal attached.
Best for
Consultants and service providers who lose an hour per deal to manual proposal writing and want to spend that time on client delivery instead.
SKILL.md preview
---
name: proposal-builder
description: Use this skill when a custom client proposal needs to be drafted quickly from sales call notes instead of manually copying an old template.
version: 1.0.0
category: Sales / Proposals
author: AgentVolt
license: proprietary
tags:
- sales
- proposals
- standard
---
# Proposal Builder
Drafts a tailored client proposal directly from sales call notes, replacing the old habit of duplicating a past proposal and manually editing it.
## When to use
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