client-proposals

Generate structured B2B SaaS consulting proposals from discovery call insights.

29|12|Updated Mar 30, 2026
One-click install
npx skills add https://github.com/matteotitta/genesys-skills --skill client-proposals
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: client-proposals
Source: https://github.com/matteotitta/genesys-skills/tree/main/skills/primitives/clients/proposal
Command: npx skills add https://github.com/matteotitta/genesys-skills --skill client-proposals

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill eliminates the friction and inconsistency in drafting B2B SaaS consulting proposals by mapping discovery call insights directly to structured, defensible scopes of work.

Core Features & Use Cases

  • Context-Aware Drafting: Automatically generates proposal content based on specific discovery signals, pain points, and goals.
  • Phased Deliverable Mapping: Structures engagements into logical foundations and execution phases to ensure client success.
  • Use Case: After a discovery call, use this skill to generate a professional SOW that includes pricing, timeline, and deliverables, ready for collaborative review and client signature.

Quick Start

Run the client-proposals skill to generate a scope of work for the company identified in your recent discovery notes.

Frequently Asked Questions about client-proposals

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a B2B SOW from discovery call notes?

Generate a B2B SOW by mapping discovery call insights directly to structured deliverables, phased timelines, and pricing. This approach ensures the scope of work is defensible and aligns with the prospective client's specific pain points and goals.

What is the best way to structure a B2B consulting proposal?

The best way to structure a B2B consulting proposal is to divide the engagement into logical foundations and execution phases. This phased deliverable mapping ensures client success and creates a clear, professional timeline for the scope of work.

Can I automate scope of work creation for B2B SaaS GTM engagements?

Yes, you can automate scope of work creation for B2B SaaS GTM engagements by using context-aware drafting. This process automatically generates proposal content, including pricing and timelines, based on specific discovery signals and company context.

What should a B2B SaaS consulting proposal include?

A B2B SaaS consulting proposal should include structured scopes of work, phased deliverables, engagement terms, project timelines, and pricing. These elements must be directly mapped from discovery call insights to ensure high-converting and defensible client agreements.

How do I map discovery call insights to proposal pricing and deliverables?

Map discovery call insights to proposal pricing and deliverables by analyzing the notes for specific pain points and goals. This context-aware method translates raw discovery documentation into phased execution plans and accurate engagement pricing.

Do I need predefined engagement formatting standards to draft a consulting proposal?

Yes, you need predefined engagement formatting standards to draft a consulting proposal. Adhering to these standards ensures the generated scope of work and engagement terms are structured correctly for collaborative review and client signature.