Quote Proposal Agent

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.