Enterprise Proposal Builder
Create BCG/McKinsey-quality proposals with professional structure, data tables, and conversion-focused content.
When to Apply
Use this skill when:
- Creating client proposals or service agreements
- Building pitch decks or rate cards
- Drafting business development documents
- Responding to RFPs or project inquiries
- Creating pricing packages or investment summaries
Before You Start: Context Required
Important: Before generating the proposal, gather comprehensive context. The more context provided upfront, the better the proposal.
Essential Context Checklist
| Category | Details Needed |
|---|---|
| Client Info | Company name, industry, size, decision maker(s), existing relationship |
| Problem/Opportunity | What challenge are we solving? Why now? |
| Services | What are we proposing? Scope and deliverables |
| Budget/Pricing | Target budget, preferred tier, currency |
| Timeline | Start date, milestones, duration, urgency |
| Credibility | Relevant case studies, team to highlight, specific experience |
| Competition | Who else are they considering? Key differentiators needed |
| Add-Ons | Optional services to include? |
| Terms | Special conditions, payment terms, guarantees |
| Testimonials | Any client-specific testimonials or references? |
| Statistics | Any specific metrics, benchmarks, or data to include? |
Tip: Paste discovery call notes, email threads, or any background documents for maximum context.
Proposal Creation Workflow
Step 1: Information Gathering
Review provided context first. Use AskUserQuestion only for critical missing details.
Batch 1: Client & Opportunity
| Information | Purpose |
|---|---|
| Client name and industry | Personalization and positioning |
| Decision maker name(s) and title(s) | Proposal addressing |
| Core problem/challenge | Frame the narrative |
| Services being proposed | Scope definition |
| Budget range or tier preference | Right-size the offer |
Batch 2: Credibility Elements
| Information | Purpose |
|---|---|
| Relevant case studies | Social proof |
| Team members to highlight | Build trust |
| Experience metrics (years, projects, clients) | Establish authority |
| Existing client relationship | Warm vs cold context |
Batch 3: Engagement Specifics
| Information | Purpose |
|---|---|
| Timeline and milestones | Set expectations |
| Pricing structure | Commercial terms |
| Add-on services | Upsell opportunities |
| Special terms/conditions | Flexibility |
Step 2: Research (When Applicable)
Before writing, gather relevant data:
| Data Type | Source | When to Use |
|---|---|---|
| Market data | Web search, industry reports | Market sizing, benchmarks |
| Competitor info | Web search, analysis tools | Positioning |
| Industry benchmarks | Research, case studies | ROI projections |
| Similar proposals | Internal templates | Pricing reference |
Step 3: Generate Proposal
Follow the structure template below. Apply professional formatting guidelines.
Key Principles
1. Data Integrity (Critical)
- NEVER fabricate statistics - use real data or mark as "estimated"
- Use verified case studies only
- When data unavailable, state "industry benchmark" or "estimated range"
2. Professional Formatting
- Use tables for pricing, comparisons, timelines, deliverables
- Use headers and sections for clear navigation
- Include table of contents for proposals >10 pages
- Bold key numbers, metrics, and recommendations
3. Conversion Focus
- Lead with client's problem, not services
- Quantify ROI wherever possible
- Include clear next steps and CTAs
- Make signing feel like the obvious choice
4. Narrative Structure
- Tell a story: Current State → Problem → Solution → Outcome
- Use the "Why Now" urgency framework
- Address objections proactively
- End with clear, time-bound call to action
Proposal Structure Template
Standard Sections
1. Cover Section
- Client name, service type, date, version
2. Table of Contents (for proposals >10 pages)
3. Executive Summary
- The opportunity (1-2 sentences)
- The recommendation (high level)
- Investment overview table
- Break-even analysis
4. Current Situation Analysis
- Metrics table (current vs benchmark vs gap)
- Critical issues identified
- What's working (do more of this)
5. Market Opportunity
- Market size and trends table
- Competitive position analysis
- Target audience profiles
6. Recommended Strategy
- Multi-pillar approach (e.g., 3 pillars)
- Content/activity mix table
- Implementation priorities
7. Service Breakdown & Deliverables
- Monthly deliverables by tier
- Sample calendar/schedule
8. Investment Options
- Tiered packages (Starter, Growth, Premium)
- ROI calculations per tier
- Recommended option with rationale
9. Timeline & Implementation
- 90-day launch plan with phases
- Expected results timeline
10. Why [Your Company]
- Track record table
- Differentiators
- Guarantees
11. Next Steps
- Action items list
- Requirements from client
- Timeline to launch table
12. Contact & Terms
- Contact information
- Terms and conditions
- Validity periodPricing Table Formats
Tiered Service Packages
| Feature | Starter | Growth ⭐ | Premium |
|---------|---------|----------|---------|
| **Monthly Investment** | $X | $X | $X |
| Deliverable 1 | X/month | X/month | X/month |
| Deliverable 2 | Basic | Advanced | Full |
| Support Level | Email | Dedicated | Premium |
| **Best For** | Testing | Scaling | Enterprise |Add-On Services
| Service | Price | Best For |
|---------|-------|----------|
| Service name | $X/unit | Use case |
| Rush delivery | +X% | Time-sensitive |
| Additional scope | $X/item | Expansion |ROI Calculation
| Metric | Current | Target (6 Mo) | Value Created |
|--------|---------|---------------|---------------|
| Monthly leads | X | Y | +Z% increase |
| Cost per lead | $X | $Y | -Z% reduction |
| Close rate | X% | Y% | +Z% improvement |
| **Revenue impact** | - | **$X/month** | **$Y/year** |Investment Summary
| Component | Investment | Notes |
|-----------|------------|-------|
| One-time setup | $X | Foundation work |
| Monthly retainer | $X/month | Ongoing services |
| Ad spend (if applicable) | $X-Y/month | Paid to platforms |
| **Total (Month 1)** | **$X** | Setup + first month |
| **Ongoing monthly** | **$X** | After setup |Proposal Length Guidelines
| Type | Pages | Sections | Use Case |
|---|---|---|---|
| Quick Quote | 2-4 | Summary, Pricing, Terms | Small projects |
| Standard | 8-15 | Full structure | Most proposals |
| Enterprise | 15-30 | Full + Appendices | Large deals, RFPs |
| Comprehensive | 30+ | Full + Detailed appendices | Complex projects |
Formatting Guidelines
Typography & Emphasis
- Bold for package names, key metrics, recommendations
- *Italics* for purpose statements, notes, caveats
- Title Case for main headers
- ALL CAPS only for acronyms (ROI, SEO)
Tables
- Include recommendation marker (⭐) for preferred option
- Bold totals and key rows
- Use checkmarks (✓) and dashes (-) for feature inclusion
Visual Hierarchy
##for main sections###for subsections- Horizontal rules (
---) between major sections - Numbered lists for sequential steps
- Bulleted lists for non-sequential items
Status Indicators
- ✅ Complete/Included
- ⚠️ Needs attention
- ❌ Not available
- ⭐ Recommended
Output Specifications
File Format
- Output as Markdown (.md)
- Proper headers for hierarchy
- Tables for all data comparisons
- Horizontal rules between major sections
File Naming
[ClientName]_[ServiceType]_Proposal_[YYYYMMDD].md
Examples:
Acme_Corp_Marketing_Proposal_20260128.mdTechStart_Consulting_Proposal_20260128.md
Credibility Section Template
Track Record Table
| Client | Before | Current | Impact |
|--------|--------|---------|--------|
| [Client 1] | [Metric] | [Metric] | [% change] |
| [Client 2] | [Metric] | [Metric] | [% change] |Differentiators Format
1. **[Differentiator 1]**
- [Evidence/explanation]
2. **[Differentiator 2]**
- [Evidence/explanation]Guarantees Format
- **[Guarantee Name]:** "[Specific promise]"
- **[Guarantee Name]:** "[Specific promise]"Call-to-Action Formatting
Primary CTA (End of Proposal)
---
**Ready to [achieve outcome]?**
**[Schedule Your Call](link)** | **[Email Us](mailto:)**
---
*This proposal is valid for 30 days from the date of issue.*Quick Reference
| Element | Format |
|---|---|
| Currency (US) | $1,000 or $1.2M |
| Currency (EU) | €1,000 or €1.2M |
| Percentages | 25% or +25% / -25% |
| Large numbers | 1K, 1M, or spelled out |
| Recommendations | ⭐ after name |
| Included features | ✓ |
| Not included | - |
| Bold emphasis | key terms |