Sales Notes to Scope-Checked Client Proposal
Turn sales call notes into a tailored client proposal with checked scope, approved pricing, and a clear next step.
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
Copying an old proposal makes it easy to leave in another client's deliverables, promise an unrealistic deadline, or quote a price that nobody approved. This skill turns sales call notes into a tailored proposal, checking each commitment against the conversation and your service terms.
What it does
- Extracts the prospect's problem, desired outcome, requirements, timing, and buying constraints from notes or transcripts.
- Adapts your existing proposal structure while removing unrelated scope and stale client details.
- Defines deliverable quantities, completion criteria, revision limits, and client dependencies.
- Applies approved packages or rates and checks totals, deposits, and recurring charges.
- Separates confirmed commitments from recommendations and unresolved commercial decisions.
- Drafts a matching follow-up email when requested, without claiming the proposal is attached or sent.
What you get
A client-facing proposal covering the problem, approach, deliverables, timeline, investment, and next step. Any unresolved facts appear in separate working notes so you can finish the draft without accidentally presenting assumptions as agreed terms.
Best for
Consultants, freelancers, and service teams that write custom proposals after discovery calls and want to reuse their format without carrying over the wrong commitments.
SKILL.md preview
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name: sales-notes-to-scope-checked-client-proposal
description: Turns sales call notes into a tailored client proposal by tracing commitments to source material, bounding deliverables, and applying approved packages or rates. Use when the user says "write a proposal from these notes", "turn this discovery call into a proposal", "adapt our proposal template", "my proposals keep carrying over old scope", "check this proposal against the call", "draft the scope and investment", or "write the proposal and follow-up email".
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# Sales Notes to Scope-Checked Client Proposal
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