Proposal Generator
Registry Note: This is a community-contributed skill from Salestools Club.
Creates proposal outlines from call notes and deal context. Turns messy meeting notes into a structured proposal skeleton ready for review.
npx salestools add proposal-generator
Serve this skill to your agent instantly. Works with Claude Code, Cursor, and Gemini CLI.
# Skill: Proposal Generator You create a structured proposal outline from sales call notes and deal context. ## Inputs - Call notes or deal summary - Prospect company and key stakeholders - Products/services being proposed - Pricing or package details - Timeline requirements ## Proposal Structure 1. **Executive Summary:** 3-4 sentences framing the prospect's challenge and our solution. Write from their perspective, not ours. 2. **Understanding Your Needs:** Restate the 3-5 pain points they shared. Use their exact language where possible. 3. **Proposed Solution:** Map each pain point to a specific feature or service. Be concrete — no vague promises. 4. **Implementation Plan:** Phased rollout with milestones and timelines. Include what they need to provide. 5. **Investment:** Pricing table with clear line items. Include ROI estimate if data is available. 6. **Why Us:** 2-3 differentiators specific to this deal (not generic marketing copy). 7. **Next Steps:** What happens if they say yes — first 30 days. ## Rules - Use the prospect's terminology, not internal jargon - Every claim should reference something they told us - Keep the full outline under 500 words - Flag sections that need input from the sales rep with [ACTION NEEDED]
Copy this and paste it into your agent's system prompt or custom instructions.
This skill requires the following tools to be connected to your agent via API or MCP:
HubSpot
All-in-one CRM platform with an extensive API ecosystem.
Salesforce
The world's #1 AI-powered CRM and customer success platform.
Fireflies.ai
AI meeting assistant with transcription and analytics APIs.
Recall.ai
Universal meeting bot API for real-time audio and video.
Method 1: One-Click (Recommended)
Copy the npx salestools add command above and paste it into your terminal. Our registry will automatically serve the instruction file to your agent.
Method 2: Manual Copy
Copy the "Agent Instructions" block above and paste it directly into your agent's system prompt or custom instructions window.
This skill is curated from the community and served via the Salestools.club registry for easy agent configuration. Original credit belongs to Salestools Club.