proposal-generator

Generate client proposals from discovery conversations using an 8-section template.

Updated Aug 23, 2026

Search Tags:#template #pricing #sales #discovery #roi #proposal

Ready to run

npx skills add https://github.com/njpatten/claude-skills-private --skill proposal-generator-njpatten

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: proposal-generator
Source: https://github.com/njpatten/claude-skills-private/tree/main/elevate/proposal-generator
Command: npx skills add https://github.com/njpatten/claude-skills-private --skill proposal-generator-njpatten

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Generate client proposals from discovery conversations and meeting notes, turning complex discussions into a ready-to-send sales document that helps close deals faster.

Core Features & Use Cases

Mirrors client language in the proposal to reflect exact pain points and value drivers
Provides the standard 8-section proposal template (The Challenge, The Opportunity, Approach, What Could Go Wrong, Investment, Ongoing Services, Next Steps, Signature)
Includes pricing context, ROI calculations, risk considerations, and clear next steps to accelerate approvals

Quick Start

Generate a complete client proposal using the latest discovery notes for [Client Name].

Frequently Asked Questions about proposal-generator

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

FAQPage Schema

How do I turn discovery call notes into a client-ready sales proposal?▼

To create a client-ready sales proposal from discovery call notes, the Skill automates document generation by mirroring client language and applying a structured 8-section template. It transforms meeting transcripts into a formatted pitch document with quantified ROI and risk considerations.

What sections should be included in a sales proposal to close deals faster?▼

A sales proposal should include an 8-section template covering The Challenge, The Opportunity, Approach, What Could Go Wrong, Investment, Ongoing Services, Next Steps, and Signature. This structure quantifies impact and outlines clear next steps to accelerate client approvals.

How do I calculate ROI and pricing context for a client pitch document?▼

To calculate ROI and pricing context for a client pitch document, the Skill extracts value drivers from discovery conversations and quantifies the impact. It integrates financial considerations directly into the Investment section of the proposal.

Can I generate a quote from meeting notes without manually writing the pitch?▼

Yes, you can generate a quote directly from meeting notes without manual writing. The Skill applies after discovery calls to convert raw notes into a complete client-facing document, mirroring exact pain points and language to reflect the value drivers discussed.

Does the proposal template include risk considerations and next steps?▼

Yes, the proposal template includes a dedicated "What Could Go Wrong" section for risk considerations and a "Next Steps" section. These components help address client objections early and outline clear actions to accelerate deal approvals.