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proposal-generation

Generate sales proposals with tier recommendations, ROI models, and Creem.io checkout links.

Updated Feb 15, 2026
Search Tags:#lead conversion#sales proposal#roi modeling#checkout link#tier recommendation#fintech sales
One-click install
npx skills add https://github.com/Ryko1141/Hedge-Edge-agentic --skill proposal-generation-ryko1141
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: proposal-generation
Source: https://github.com/Ryko1141/Hedge-Edge-agentic/tree/main/Sales%20Agent/.agents/skills/proposal-generation
Command: npx skills add https://github.com/Ryko1141/Hedge-Edge-agentic --skill proposal-generation-ryko1141

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires creem-io, supabase, notion, n8n, discord-bot, calendly, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the creation of personalized sales proposals, ensuring every prospect receives a data-backed offer that clearly demonstrates value and drives conversion.

Core Features & Use Cases

  • Tailored Tier Recommendations: Matches prospects with the optimal Hedge Edge plan based on their prop-firm profile.
  • ROI Modeling: Quantifies the financial risk of not hedging and presents a clear return on investment.
  • Frictionless Checkout: Generates direct Creem.io checkout links for immediate sign-ups.
  • Use Case: When a lead is ready to buy after a demo, this Skill generates a proposal detailing their specific risks, the recommended tier, the financial benefits, and a direct payment link, all within minutes.

Quick Start

Use the proposal-generation skill to create a standard proposal for lead ID 'lead-123' with a 10% annual discount.

Frequently Asked Questions about proposal-generation

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

FAQPage Schema
How do I automate sales proposal generation with ROI modeling and checkout links?▼

Automated sales proposal generation works by combining lead profiles from Supabase with ROI modeling to output tailored tier recommendations, discount structures, and direct Creem.io checkout links. This streamlines the process of delivering data-backed offers to close deals faster.

Can I generate tailored tier recommendations for fintech prospects using Supabase data?▼

Yes, tailored tier recommendations for fintech prospects are generated by matching lead profiles stored in Supabase against optimal plan criteria. The Skill evaluates the prospect's profile to recommend the specific tier that best fits their needs.

What's the best way to include direct payment links in automated sales proposals?▼

The best way to include direct payment links in sales proposals is through Creem.io integration. The Skill processes lead data and ROI metrics to automatically generate frictionless Creem.io checkout links embedded directly within the final proposal.

Do I need Creem.io and Supabase integrations to use this proposal-generation workflow?▼

Yes, Creem.io and Supabase integrations are required. Supabase provides the customer data needed for lead profiles and ROI modeling, while Creem.io handles the payment processing and checkout link generation for the tailored sales proposals.

How does ROI modeling quantify the financial risk of not hedging for a sales prospect?▼

ROI modeling quantifies financial risk by analyzing the prospect's profile and calculating the specific cost of inaction. It presents a clear return on investment figure within the sales proposal, demonstrating the financial benefits of the recommended tier.

Can I use Notion and Discord to manage sales proposals generated from lead profiles?▼

The Skill supports Notion and Discord as dependencies within its workflow environment. While it generates the sales proposals, tier recommendations, and checkout links, these integrations can be utilized to manage and distribute the resulting proposal data.

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