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    proposal-scope-builder

    by Roy Yuen

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

    Updated Apr 2026
    Security scanned
    One-time purchase

    $7

    One-time purchase · Own forever

    ⚡ Also available via Agensi MCP — your AI agent can load this skill on demand via MCP. Learn more →

    Included in download

    • Convert sales discovery notes into professional Markdown proposals instantly
    • Map technical audit findings to specific service deliverables and packages
    • Includes example output and usage patterns
    • Instant install
    • One-time purchase

    See it in action

    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.

    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

    Use Cases

    • Convert sales discovery notes into professional Markdown proposals instantly
    • Map technical audit findings to specific service deliverables and packages
    • Generate structured JSON proposal data for downstream CRM or ERP workflows
    • Standardize agency pricing tiers and scope across different sales reps

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    Security Scanned

    Passed automated security review

    Permissions

    Allowed Hosts

    example.com

    File Scopes

    proposal-scope-builder/**

    Tags

    agency-tools
    sales-automation
    proposal-generation
    seo-tools
    json-processing

    Creator

    Roy Yuen

    Frequently Asked Questions

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