Sales Proposal Drafter

Extract: company, contact info, past engagements, relationship strength, budget awareness

- **HH:MM** — [SALES] Proposal drafted: <client-name> — $<value> (<timeline>)

Rules

• Always mark pricing as "Estimated" or "TBD" if not finalized — never guess
• Include explicit "Out of Scope" section to prevent scope creep
• Keep proposal to 1-2 pages (with optional appendices for detailed T&Cs)
• Match writing style to client email tone (formal vs. casual)
• If client has rejected proposals before, research why and address concerns
• Never include proprietary competitor names unless necessary for differentiation
• Use client's own language and terminology from their emails
• Pricing: if multi-phase, show per-phase breakdown and total
• Cross-reference to client file using [[wiki-links]]
• Product details in proposals must match PRODUCTS.md — never invent features or pricing.

Templates

Use this structure for proposal file:

# Proposal: [Project Name] for [Client Name]

**Date**: [YYYY-MM-DD]
**Prepared for**: [Contact Name, Title] | [Client Name]
**Valid until**: [date 30 days out]

---

## Executive Summary

[1-2 sentences on what you're proposing. 1-2 sentences on why this solves their stated problem.]

## Understanding [Client Name]

[Brief statement showing you understand their business, industry, or specific challenge they mentioned in discovery calls.]

## Proposed Scope

We will deliver the following for your [project area]:

- [deliverable 1 — brief description]
- [deliverable 2 — brief description]
- [deliverable 3 — brief description]
- [deliverable 4 — brief description]

## Deliverables & Timeline

| Phase | Deliverable | Due Date | Milestone |
|-------|-------------|----------|-----------|
| [Phase 1 name] | [output] | [date] | [outcome] |
| [Phase 2 name] | [output] | [date] | [outcome] |
| [Phase 3 name] | [output] | [date] | [outcome] |

**Total Duration**: [X weeks/months] from kickoff to final delivery.

## Investment

| Item | Rate/Fee | Quantity | Total |
|------|----------|----------|-------|
| [service/resource] | [cost] | [qty] | [subtotal] |

**Total Proposal Value**: $[total] | **Estimated investment**: $[value]

**Payment Terms**: [50% upfront, 50% at delivery] or [as billed monthly] or [other]

## What's Included

- [service 1]
- [service 2]
- [service 3]
- [ongoing support through delivery date]

## What's Not Included

- [out of scope item 1]
- [out of scope item 2]
- [out of scope item 3]

*Additional work beyond this scope will be quoted separately.*

## Next Steps

1. **Review** — Please review this proposal and let us know any questions
2. **Confirm** — Once confirmed, we'll send our standard service agreement
3. **Kickoff** — Upon signature, we'll schedule a kickoff meeting for [date range]
4. **Start** — Project begins [estimated start date]

---

**Questions?** Reply to this email or schedule time with [your name] at [your email].

*Attached: Standard Terms & Conditions*

---
[[clients/<client-slug>]] | [[sales/deals/<client-slug>]] | Last updated: [auto-date]

• Cloud memory: After completing this workflow, call the log_note MCP tool with a one-line summary of what was done. Example: log_note("Completed eng-plan for School Cab — 9 phases, 22 days")