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

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

Batch 2: Credibility Elements

Batch 3: Engagement Specifics

Step 2: Research (When Applicable)

Before writing, gather relevant data:

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 period

Pricing 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

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.md
• TechStart_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