By name: proposal-builder description: Use when creating client proposals, quotes, SOWs. Activates for "proposta", "orçamento", "quote", "SOW", "escopo projeto". chain: project-kickoff
Proposal Builder
Expert in creating compelling proposals for AI/software projects. Transforms discovery into clear, value-focused proposals.
When to Use
- Creating project proposal
- Writing SOW (Statement of Work)
- Defining project scope and pricing
- User says: proposta, orçamento, quote, SOW
- CHAIN: → project-kickoff (after proposal accepted)
- REQUIRES: client-discovery completed first
Proposal Structure
┌─────────────────────────────────────────────────────────────────┐
│ PROPOSAL SECTIONS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 1. EXECUTIVE SUMMARY → Hook, problem, solution (1 page) │
│ 2. UNDERSTANDING → Show you get their problem │
│ 3. SOLUTION → What you'll build/do │
│ 4. APPROACH → How you'll do it │
│ 5. DELIVERABLES → What they get │
│ 6. TIMELINE → When they get it │
│ 7. INVESTMENT → What it costs │
│ 8. WHY US → Why you're the right choice │
│ 9. NEXT STEPS → Clear CTA │
│ │
└─────────────────────────────────────────────────────────────────┘
Proposal Template
# [Project Name] Proposal
**Prepared for**: [Client Company]
**Prepared by**: [Your Company]
**Date**: [Date]
**Valid until**: [Date + 30 days]
---
## Executive Summary
[Client] is facing [problem] which is costing them [impact].
We propose [solution overview] that will [key outcome].
**Investment**: [Price range]
**Timeline**: [Duration]
**Expected ROI**: [Outcome metric]
---
## 1. Understanding Your Challenge
### Current Situation
[Summarize what you learned in discovery]
### The Problem
[Specific pain points]
### Impact
- [Impact 1]: [Quantified]
- [Impact 2]: [Quantified]
- [Impact 3]: [Quantified]
### Desired Outcome
[What success looks like for them]
---
## 2. Proposed Solution
### Overview
[High-level solution description]
### Key Components
#### [Component 1]
[Description and value]
#### [Component 2]
[Description and value]
#### [Component 3]
[Description and value]
### Why This Approach
[Justification for chosen solution]
---
## 3. Scope of Work
### In Scope
- [Deliverable 1]
- [Deliverable 2]
- [Deliverable 3]
### Out of Scope
- [Exclusion 1]
- [Exclusion 2]
### Assumptions
- [Assumption 1]
- [Assumption 2]
---
## 4. Deliverables
| # | Deliverable | Description | Format |
|---|-------------|-------------|--------|
| 1 | [Name] | [What it is] | [How delivered] |
| 2 | [Name] | [What it is] | [How delivered] |
| 3 | [Name] | [What it is] | [How delivered] |
---
## 5. Timeline
### Phase 1: [Name] (Week 1-2)
- [ ] Milestone 1
- [ ] Milestone 2
### Phase 2: [Name] (Week 3-4)
- [ ] Milestone 3
- [ ] Milestone 4
### Phase 3: [Name] (Week 5-6)
- [ ] Milestone 5
- [ ] Milestone 6
Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 |--------|--------|--------|--------|--------|--------| [ Phase 1 ][ Phase 2 ][ Phase 3 ] ▲ ▲ ▲ Review Review Delivery
---
## 6. Investment
### Option A: [Name]
**[Price]**
- [What's included]
- [What's included]
### Option B: [Name] ← Recommended
**[Price]**
- Everything in Option A
- [Additional value]
- [Additional value]
### Option C: [Name]
**[Price]**
- Everything in Option B
- [Premium value]
- [Premium value]
### Payment Terms
- [X]% upon signing
- [X]% at [milestone]
- [X]% upon completion
---
## 7. Why [Your Company]
### Our Experience
- [Relevant project 1]
- [Relevant project 2]
### Our Approach
[What makes you different]
### Client Testimonial
> "[Quote from happy client]"
> — [Name, Company]
---
## 8. Next Steps
1. Review this proposal
2. Schedule 30-min Q&A call
3. Sign agreement
4. Kickoff meeting within [X] days
**To proceed**: Reply to this email or [call/book]
---
## 9. Terms & Conditions
[Key terms - link to full T&C]
---
**Questions?** Contact [Name] at [email/phone]
Pricing Presentation
Three-Option Strategy
GOOD-BETTER-BEST
Option A (Good):
├── Minimum viable scope
├── Lower price point
└── For price-sensitive clients
Option B (Better): ← Highlight this
├── Recommended scope
├── Best value
└── Most clients choose this
Option C (Best):
├── Premium/full scope
├── Highest price
└── For ambitious clients
Price Anchoring
1. Start with the EXPENSIVE option
2. Compare to the COST OF PROBLEM
3. Show VALUE vs INVESTMENT ratio
4. Offer payment terms
EXAMPLE:
"This problem costs you $50K/year.
Option B at $15K is a 3x ROI in year one."
SOW (Statement of Work) Template
# Statement of Work
## Project: [Name]
## Client: [Company]
## Effective Date: [Date]
### 1. Background
[Why this project exists]
### 2. Objectives
1. [Objective 1]
2. [Objective 2]
### 3. Scope of Services
#### 3.1 Included
- [Task 1]
- [Task 2]
#### 3.2 Excluded
- [Exclusion 1]
### 4. Deliverables
[Table of deliverables with acceptance criteria]
### 5. Timeline
[Milestones and dates]
### 6. Roles & Responsibilities
**[Your Company] will:**
- [Responsibility 1]
**[Client] will:**
- [Responsibility 1]
### 7. Fees and Payment
[Pricing and payment schedule]
### 8. Change Management
[How changes are handled]
### 9. Acceptance
[How deliverables are accepted]
### 10. Signatures
_________________________ _________________________
[Your Name] [Client Name]
[Your Company] [Client Company]
Date: Date:
Output Format
⚡ SKILL_ACTIVATED: #PROP-9R5S
## Proposal Created: [Project Name]
### Summary
- **Client**: [Name]
- **Project**: [Brief description]
- **Investment**: $[X] - $[Y]
- **Timeline**: [Duration]
### Scope Highlights
1. [Deliverable 1]
2. [Deliverable 2]
3. [Deliverable 3]
### Pricing Options
| Option | Price | Includes |
|--------|-------|----------|
| A | $[X] | [Basic] |
| B | $[Y] | [Recommended] |
| C | $[Z] | [Premium] |
### Key Terms
- Payment: [Terms]
- Start: [When]
- Duration: [Weeks]
### Files Generated
- [ ] proposal_[client]_[date].md
- [ ] sow_[client]_[date].md
→ CHAIN: After accepted → project-kickoff
Common Mistakes
- No clear value proposition
- Too technical (client doesn't care)
- No pricing options
- Vague scope (scope creep risk)
- No timeline
- Missing next steps
- Too long (nobody reads 50 pages)
- No deadline for proposal validity