Quote Proposal Agent
by Roy Yuen
Transform messy client enquiries into professional tiered proposals, scope of work, and follow-up sequences.
Free
Works with the AI tools you already use
See it in action
You say
I just got an email from Sarah asking for help with a website migration. Can you turn this enquiry into a tiered proposal and draft a reply email for me?
Your agent does
Proposal Response Package
6. Pricing Tiers
- Basic ($2,500): Core audit & report.
- Standard ($4,200): Audit + Implementation Roadmap.
- Premium ($7,500): Full execution + 3 months support.
9. Ready-to-Send Email
"Hi Sarah, thanks for reaching out about the website migration..."
About this skill
Turn Messy Enquiries into Professional Sales Packages
Transforming a raw client email into a structured proposal is a time-consuming manual task that often leads to scope creep or underpricing. This skill automates the entire pre-sales workflow for freelancers, consultants, and agencies, turning vague requests into high-value service packages.
What it does
Given a raw enquiry, the agent parses client needs, identifies missing information, and generates a comprehensive response package. It doesn't just write a draft; it builds a strategic sales funnel for each lead.
- Lead Intelligence: Summarizes goals, urgency, and budget clarity.
- Tiered Pricing: Generates Basic, Standard, and Premium tiers using a logic-based pricing framework.
- Risk Management: Outlines specific inclusions, exclusions, and potential scope-creep warnings.
- Communication Suite: Drafts the proposal, the initial reply email, and a multi-step follow-up sequence.
Why use this skill
While a basic LLM can draft a polite email, this skill uses specific frameworks to protect your margins. It forces qualification via targeted questions and ensures your scope is caveated with professional assumptions. It includes a Python-powered calculator for deterministic pricing ranges based on your actual rates and complexity modifiers, ensuring your "Premium" tier is mathematically sound and commercially viable.
Output Format
The result is a structured markdown package ready for review, including a Lead Snapshot, Scope of Work, Tiered Pricing, Proposal Draft, and a 7-day automated email follow-up sequence.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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