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.
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.
Source: Solo AI-Transformation Consultant · https://www.youtube.com/watch?v=deJBemBwmcc Category: Sales / Proposals · Priority: Standard
SKILL.md preview
---
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,...