---
name: sales-proposal-generator
description: Turn an authorized discovery call, meeting transcript, or sales brief into a configurable proposal and follow-up email drafts. Use when someone needs a scope of work, pitch, proposal, sales sheet, or post-call follow-up, especially when the output must reflect a supplied offering catalog, pricing source, brand voice, or document template.
---

# Sales Proposal Generator

Turn discovery material into a clear proposal that connects the prospect's situation to a specific engagement, deliverables, timeline, responsibilities, and commercial terms.

## Source-of-truth rules

Before writing, identify the authorized sources for:

- organization name, logo, address, and signatory;
- brand voice and standard company description;
- offering catalog, curriculum, and delivery model;
- pricing, discounts, payment terms, and contract assumptions;
- document and email templates.

If any source is missing, use placeholders and flag the gap. Never invent a price, team member, address, logo, guarantee, client result, or legal term.

## Workflow

1. Get the transcript, notes, or brief. If no source material is available, ask for it.
2. Extract the prospect's goals, pain points, current state, desired outcomes, constraints, stakeholders, timeline, budget signals, and exact language worth preserving.
3. Separate confirmed facts, recommendations, assumptions, and open questions.
4. Recommend the smallest suitable offering from the supplied catalog. Explain why it fits and ask for confirmation when the choice materially changes scope or price.
5. Identify missing information required to generate a reliable proposal. Do not hide missing inputs with generic filler.
6. Draft a proposal with:
   - opening and context;
   - goals and success criteria;
   - scope, phases, deliverables, and timeline;
   - roles and responsibilities;
   - assumptions, dependencies, and exclusions;
   - investment and payment terms from the authorized pricing source;
   - next steps and signature block.
7. Draft two concise follow-up emails with different lengths or tones. Each should reference the actual conversation and end with one clear next step.
8. Validate the proposal against the supplied format guide and run the bundled validation script when a DOCX was generated.

## Proposal quality bar

- Every claim is grounded in the source material or marked as an assumption.
- The proposal makes the connection between problem, intervention, deliverable, and outcome obvious.
- Scope boundaries prevent accidental promises.
- Pricing and terms match the current authorized source.
- The document is skimmable, specific, and ready for a human to review.
- Private prospect data appears only in the intended deliverable and is not copied into reusable skill files.

## DOCX generation

Use the document-generation skill available in the runtime. Apply the supplied template rather than hard-coding a particular organization's identity. Use a configurable logo path when a logo is authorized; otherwise omit the logo. Validate the resulting document before presenting it.

## Follow-up email requirements

Both drafts should be under 200 words unless the user requests otherwise. Vary length or tone, preserve specific details from the call, avoid unsupported promises, and make the next action easy to answer.