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Client brief to project proposal kit
Transform raw client briefs into scoped project proposals, pricing options, and follow-up email drafts.
$12
Client brief to project proposal kit
Example session with this skill installed
Draft a proposal from these notes: Client needs a 5-page React site. Budget is $3k. I charge $150/hr. Estimated 20 hours for build and 4 hours for SEO. Includes 2 rounds of revisions.
- Read your context and instructions
- Compiled the client brief to
I have processed your project notes and generated the proposal assets. The scope is bounded to a 5-page React site with specific SEO deliverables and defined revision limits.
Project Proposal: 5-Page React Website
Proposed Outcome
A functional, high-performance React application covering five core pages, optimized for search engines and delivered with two included revision cycles.
Option 1: Standard Build & SEO
Deliverable 1: React Frontend (5 Pages). Handoff: GitHub Repository. Criteria: Passes linting and matches approved design.
- Deliverable 2: SEO Optimization. Handoff: Metadata report. Criteria: 100/100 Lighthouse SEO score.
- Revisions: 2 rounds included.
- SERVICE-FEE SUBTOTAL: $3,600.00 (24 hours @ $150/hr).
Exclusions
- Copywriting or content creation.
- Third-party API subscription fees.
- Ongoing hosting and maintenance.
Client Dependencies
- Final copy for all 5 pages required before build starts.
- Access to hosting environment or domain DNS.
Next Steps
- Review the pricing subtotal against the client's $3,000 budget constraint.
- Verify the 24-hour estimate matches your current capacity.
- Copy the cover email from
client-emails.mdto send the proposal.
Files Generated:
proposal.md: Full client-facing document.scope-map.json: Technical breakdown of deliverables.pricing-options.json: Structured fee data.client-emails.md: Cover and follow-up drafts.
Arithmetic check completed: Options sum correctly.
Connects securely to your tools. The creator never sees your data.
About this skill
Turn messy client discovery notes into professional, scoped project proposals without inventing terms or pricing. This skill solves the friction of moving from a discovery call to a formal offer by extracting core requirements, defining boundaries, and drafting specific pricing tiers based on your actual rates.
What it does
- Source extraction identifies client requests versus provider constraints from raw notes.
- Scope definition converts vague needs into bounded deliverables with clear acceptance criteria.
- Option modeling builds one or two distinct service tiers based on provided price lists or hourly rates.
- Proposal drafting generates a structured Markdown document covering outcomes, exclusions, and milestones.
- Email sequencing produces cover emails and follow-up drafts for the proposal delivery.
How it works
- Analyze the raw brief or transcript to build a fact ledger and identify missing commercial data.
- Define deliverables by mapping requirements to file formats, quantities, and revision limits.
- Calculate service-fee subtotals using your specific pricing logic, ensuring arithmetic consistency.
- Generate the proposal, email drafts, and JSON data structures for your records.
Frameworks & tools
This tool uses standard Markdown and JSON for deliverables. If a Python 3 environment is available, it uses an internal checker script to validate price arithmetic and scope membership.
Why this beats prompting it yourself
Generic prompts often invent legal boilerplate, fake portfolio items, or "market rates" that don't match your business. This skill enforces strict boundaries between client budgets and your quotes, ensuring every deliverable is observable and every exclusion is documented.
Use cases
- Drafting creative proposals from a messy discovery call transcript.
- Creating tiered pricing options for a software development project.
- Standardizing scopes of work to prevent scope creep in agency projects.
- Generating professional follow-ups when a client brief is missing key details.
Known limitations
Does not send emails, generate legal contracts, or calculate tax. Cannot browse the web or look up CRM data. Required price and rate inputs must be provided by the user.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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