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    Agency Proposal & Scope Builder

    1

    Turns messy discovery notes into a scoped, tiered, priced client-ready proposal with exclusions, risks, follow-up email, and CRM JSON.

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    Agency Proposal & Scope Builder

    Agency Proposal & Scope Builder

    Example session with this skill installed

    Turn these CRM discovery notes into a client-ready agency proposal with:

    • Executive summary and clarification questions
    • Scope, deliverables, dependencies
    • Explicit exclusions (scope-creep firewall)
    • Three pricing tiers (MVP / Standard / Premium)
    • Risks, assumptions, timeline
    • Follow-up email draft + CRM JSON

    CRM Note Dump - Acme Corp
    Spoke with Sarah (Marketing Dir) and John (CTO).
    They want to migrate their old WordPress site to Shopify. They have about 500 SKUs.
    John is really worried about the ERP integration (they use NetSuite). He said the last agency messed up the inventory sync.
    Sarah wants a custom "Product Builder" tool on the product page where users can upload logos.
    Budget is "flexible but we need to be careful". They absolutely need it live before Black Friday (it's currently August 15).
    They also mentioned they want us to write all the product descriptions for the 500 SKUs.

    • Read your context and instructions
    • Compiled the agency proposal
    • Generated the document

    Executive Summary

    Acme Corp needs a WordPress → Shopify migration with a stable NetSuite integration (fixing prior inventory-sync failures) and a clear path on a custom Product Builder—without risking the Black Friday launch.

    Clarification Questions

    1. NetSuite version and sandbox/API access available?
    2. Product Builder constraints (logo format, size, cropping)?
    3. For 500 SKUs: raw specs provided, or full copywriting required?

    Scope of Work

    Outcomes & Deliverables

    • Shopify theme setup and configuration
    • Bidirectional NetSuite inventory/order sync
    • Migration of 500 SKUs (structure and mapping)
    • Feasibility path for Custom Product Builder

    Explicit Exclusions (Out of Scope)

    • 500 SKU copywriting (core packages) — Premium only
    • Legacy data cleansing (client responsibility)
    • Third-party app / middleware fees (billed to client)

    Proposed Investment (Tiered Packages)

    FeatureMVP LaunchStandardPremium
    Core Shopify migrationIncludedIncludedIncluded
    NetSuite ERP syncBasic inventoryAdvancedAdvanced + custom logic
    Custom Product BuilderDeferred Phase 2PrototypeFull build
    500 SKU copywritingExcludedExcludedIncluded
    Post-launch support14 days30 days60 days + training
    Est. investment$18k–$22k$28k–$34k$45k–$52k

    Pricing note: Ranges are illustrative when agency rates are not provided; replace with your rates before client send.

    Assumptions & Risks

    • Aggressive Black Friday timeline → MVP defers Product Builder to protect launch
    • NetSuite API unknowns → technical walkthrough required

    Follow-Up Email Draft

    Subject: Proposal & Strategy for Acme Corp Shopify Migration (Black Friday Prep)

    Hi Sarah and John — proposal attached addressing NetSuite sync risk and a realistic path to launch before Black Friday. I recommend Package 2 (advanced ERP sync). Free Thursday for a technical walkthrough?

    CRM JSON Artifact

    {
  "client_name": "Acme Corp",
  "project_type": "Shopify Migration & ERP Integration",
  "packages": [
    {"tier_name": "MVP Launch", "price_range": "$18k-$22k"},
    {"tier_name": "Standard", "price_range": "$28k-$34k"},
    {"tier_name": "Premium", "price_range": "$45k-$52k"}
  ],
  "total_estimated_value": 34000,
  "risks": ["Aggressive Black Friday Timeline", "NetSuite API unknowns"],
  "next_steps": ["Schedule technical walkthrough", "Obtain NetSuite sandbox credentials"]
}

    agency-proposal-scope-builder.pdf

    PDF · document

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Turn discovery notes / meeting transcripts into a client-ready proposalBuild Good/Better/Best pricing tiers from messy requirementsGenerate explicit exclusions to block scope creepDraft follow-up email and CRM JSON from a scoped dealConvert audit findings into a priced agency SOWStructure freelancer quotes with assumptions, risks, and ROI narrative

    About this skill

    The problem

    Manually turning messy discovery notes, CRM dumps, and meeting transcripts into a client-ready proposal is slow and risky. Freelancers and agencies lose hours, under-scope work, forget exclusions, and send single-price quotes that invite negotiation and scope creep.

    What it does

    • Ingests raw discovery notes, emails, transcripts, or audit findings
    • Builds a client-ready proposal: executive summary, scope, deliverables, and dependencies
    • Creates Good/Better/Best (MVP / Standard / Premium) pricing tiers
    • Generates an explicit exclusions list to protect margins from scope creep
    • Surfaces assumptions, risks, mitigations, timeline, and next steps
    • Drafts a follow-up email and a CRM-ready JSON artifact for copy-paste

    Frameworks & tools

    Works with any client discovery input (CRM notes, transcripts, emails, audits). Domain rules for tiered packaging, scoping guardrails, and ROI narrative. Compatible with Claude Code, Cursor, Codex CLI, Gemini CLI, VS Code Copilot, and other SKILL.md agents. No external APIs required.

    Why this beats prompting it yourself

    Built-in pricing and scoping rules, a quality gate against hallucinated guarantees, forced exclusions, clarification questions when data is missing, and a consistent output structure (proposal + email + JSON) so every draft looks professional and reviewable.

    Use cases

    • Turn a sales call dump into a scoped, tiered proposal the same day
    • Protect margins with explicit “out of scope” language before the client signs
    • Move freelancers from hourly quotes to value-based package pricing
    • Hand off deal data via CRM JSON into your pipeline tools

    Known limitations

    Draft-only and read-only: does not send email, update CRMs, or create legal contracts. Not for highly regulated government RFPs or formal legal agreements. Pricing is estimated from your rates and context when provided — always human-review before sending to a client. Does not fabricate case studies, testimonials, or guaranteed ROI percentages.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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