Proposal Scope Builder

    by Roy Yuen

    2

    Transform discovery notes and technical audits into structured, evidence-backed agency proposals.

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    Works with the AI tools you already use

    CClaude CodeCCursorCCodex CLIGGitHub CopilotGGemini CLIVVS CodeWWindsurf+15 more

    See it in action

    You say

    Run proposal-scope-builder for Smith & Co Plumbing. Website: https://example.com. Use audits/cro.json as evidence. Budget: 2000-5000/month. Save to output.json and proposal.md.

    Your agent does

    Recommended Package: Growth Tier Justification: Found 12 critical CRO blockers in 'audits/cro.json'. Scope: Comprehensive landing page redesign + Local SEO visibility sprint. Timeline: 60 days JSON Export: Saved to output.json with full deliverable breakdown.

    What you get

    Convert sales discovery notes into professional Markdown proposals instantlyMap technical audit findings to specific service deliverables and packagesGenerate structured JSON proposal data for downstream CRM or ERP workflowsStandardize agency pricing tiers and scope across different sales reps

    About this skill

    Automate Your Agency Presale Workflow

    The Proposal Scope Builder is a specialized skill for agency operators and technical sales teams. It bridges the gap between raw discovery data and a polished, evidence-backed commercial proposal. Instead of manually synthesizing notes, this skill ingest prospect data and technical audit results to generate structured proposal drafts.

    What it does

    • Normalizes discovery inputs like business goals, pain points, and budget bands.
    • Injects real technical evidence from supported SEO and CRO audit JSON files to justify recommendations.
    • Recommends a deterministic service tier (Starter, Growth, or Retainer) based on client fit.
    • Generates both a client-ready Markdown proposal and a machine-readable JSON artifact for CRM integration.

    Why use this skill?

    Unlike generic AI prompts that may "hallucinate" technical findings, this skill uses a strict evidence-based logic. It maps specific audit data—such as content gaps or conversion blockers—directly to service deliverables. This ensures your proposals are realistic, defensible, and consistent across your entire sales team.

    Supported Audit Types

    • Local SEO Audits
    • Landing Page CRO Audits
    • Competitor Content Gap Analysis
    • Content Freshness Audits

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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