Skill · introduced Week 6
Proposal Builder
Turns a discovery call's notes into a client-ready proposal in your house style — scope, pricing options, next steps — in minutes, not an afternoon.
Difficulty: intermediate Proposals & quotesStatements of workClient follow-up
The proposal is where deals stall — not because the thinking is hard, but because writing it up is slow. This Skill takes your call notes (or the meeting transcript, via a connector) and drafts the full document in your format, with your pricing rules applied.
What you’ll build
A Skill that produces a complete first draft:
- Their problem, in their words — pulled from the call, so it reads like you listened.
- Scope — what’s in, what’s explicitly out.
- Options — good/better/best pricing built from your
pricing-rules.md. - Next steps — dates, owners, and the one thing they need to do.
How to build it
- Save two or three of your best past proposals as examples — the Skill learns the house style.
- Encode the rules that never change (payment terms, validity, what’s never discounted) in
pricing-rules.md. - Point it at the call notes or transcript and review the draft — judgement stays with you.
Start saving a day a week.
An 8-week live course — two live sessions a week (a 3-hour class and a 1-hour wrap-up) plus coursework on your own real work — that sets you up with a personal AI assistant doing real work for you.