<- Back to Skills
Enablement

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.

One-Click Add
Terminal Command
npx salestools add proposal-generator

Serve this skill to your agent instantly. Works with Claude Code, Cursor, and Gemini CLI.

Agent Instructions
proposal-generator.md
# 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.

Required Infrastructure

This skill requires the following tools to be connected to your agent via API or MCP:

How to Install

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.

Skill Details
Difficulty
Advanced
Category
Enablement
Source
Salestools Club
Compatible With
Claude Code, Cursor, Gemini CLI
Related Pages