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    Proposal Writer: Client Proposals from Call Notes

    1

    Turns messy call notes into a 350–600 word proposal a client can approve in one read, plus risk notes on your brief.

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    Proposal Writer: Client Proposals from Call Notes

    Proposal Writer: Client Proposals from Call Notes

    Example session with this skill installed

    Write a proposal for Sarah at Acme Corp based on our call. Goal is a new Shopify landing page by Oct 12. Price is $2500, 50/50 split. I need her to provide brand assets by Monday.

    • Read your context and instructions
    • Compiled the proposal writer

    I have drafted the proposal based on your call notes for Acme Corp.

    Project Proposal: Acme Corp Landing Page

    The goal
    Your storefront will be updated with a high-conversion landing page designed to capture Q4 traffic. This replaces the current generic homepage with a focused entry point that turns visitors into customers before the holiday rush.

    What I'll deliver

    1. One custom-designed Shopify landing page template.
    2. Integration of your existing email marketing capture forms.
    3. Mobile-responsive layout optimized for fast loading on cellular data.

    How it works

    • Phase 1: Design Review (Oct 2) — I will deliver the wireframe and visual mockup for your approval.
    • Phase 2: Development (Oct 8) — The page will be built in your Shopify theme environment.
    • Phase 3: Launch (Oct 12) — Final testing and live deployment.

    What I need from you
    I require all high-resolution brand assets, logos, and product photography by Monday, Sept 30. Delays in receiving these assets will result in a day-for-day delay of the Oct 12 launch.

    Investment
    The total investment for this project is $2,500. A 50% deposit is required to secure the start date, with the remaining 50% due upon delivery on Oct 12.

    Not included

    • Copywriting for product descriptions beyond the main headlines.
    • Paid advertising setup or management.
    • Shopify app subscription fees.

    Next step
    Reply 'approved' by Friday and I'll send the invoice and kickoff slots.

    Reviewer notes

    • Asset Risk: The timeline is very tight; if assets arrive later than Monday, the Oct 12 date is impossible.
    • Scope Gap: Ensure the client knows "copywriting" isn't included, as landing pages often require significant text.
    • Price Check: $2,500 is standard, but if custom Liquid coding is required for the theme, this may be low.

    Next steps

    1. Review the "Not included" section to ensure it covers your specific boundaries.
    2. Send the proposal to Sarah.
    3. Prepare the deposit invoice for the 50% start fee.

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

    About this skill

    Turn messy inputs (call notes, an email thread, a one-line description) into a proposal the client can approve in one read.

    When to use it: Use it when you ask for a proposal, quote, pitch document, or "write up what we discussed for the client".

    What you get: Return the proposal as Markdown, ready to paste into a doc or email. After it, add a short Reviewer notes section (3 bullets max) flagging risks you saw in the brief: unclear scope, missing deadline, price that looks low for the deliverables.

    Works with Claude Code, Claude Cowork, Claude.ai Projects, Cursor, Codex CLI and any agent that reads SKILL.md. Markdown only: no scripts, no network access, no API keys.

    Install: unzip into ~/.claude/skills/ and restart Claude Code, then describe your situation and the skill loads by itself.

    Free and MIT-licensed. Part of the Freelancer Ops Skills set by KritikosgnsStudio.

    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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