— Finance & Investment

Fee proposal from scoping brief

Extracts workstreams and effort from a scoping brief and builds lean, baseline and stretch fee scenarios with per-phase pricing and margin notes.

  • Finance & Investment
  • Human review built in
  • Traceable reasoning
  • Runs anywhere
Preview methodology

2–3 hours → ~5 minutes

For one document, brief or record at a time

No coding required

Input
The scoping brief or requirements document
Output
Lean, baseline and stretch fee scenarios
Runs in
Skillsize · ChatGPT · Claude · Copilot
Export
SKILL.md · MCP
Time saved
~2–3 hours per run

— USE CASES

What people use Fee proposal from scoping brief for

Proposal pricing

Produce three defensible fee scenarios from a scoping brief instead of one number you then have to justify.

Negotiation preparation

Know exactly which phases and assumptions move when a client pushes on price.

Consistent commercial standards

Apply the same rates, multipliers and margin logic across every proposal the firm issues.

What it works from

  • The scoping brief or requirements document
  • Your day rates, multipliers and margin rules
  • Any client-stated budget or constraints

What you get back

  • Lean, baseline and stretch fee scenarios
  • Per-phase fees, totals and margin notes
  • The assumptions each scenario depends on, written down

— HOW IT BEHAVES

How Fee proposal from scoping brief produces its result

The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.

Scope settled before it runs

Ambiguities about the reporting period in scope are resolved with you up front, so the run does not quietly assume the wrong scope.

Composed as work product

Findings on the reporting period in scope are written up as a document that reads like professional output, with each claim tied back to a line item.

Criteria-based analysis of every line item

Each line item is assessed against explicit criteria you control, so the same standard is applied across the reporting period in scope on every run.

Structured extraction from financial exports and models

Facts and fields are lifted out of financial exports and models and held in a consistent shape, line item by line item.

Why this is expensive by hand

Pricing a scope by hand invites inconsistency between partners. Proposal pricing is the typical trigger — produce three defensible fee scenarios from a scoping brief instead of one number you then have to justify. Get it right and the conclusion holds up in the room; get it rushed and it gets picked apart. Either way it costs roughly 2–3 hours of experienced attention.

How this Skill produces it

As a Skill, the work is already sequenced. You bring the evidence, and the run produces lean, baseline and stretch fee scenarios plus per-phase fees, totals and margin notes. The criteria, ordering and review points that make the answer trustworthy are encoded in the Skill itself — which is the difference between a structured method and a prompt someone pastes in. Net effect: 2–3 hours down to ~5 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.

Who it's for

  • Finance directors and FP&A teams
  • Investment, deal and corporate development teams
  • Controllers and reporting managers
  • Consultants building or reviewing business cases

Run it in Skillsize — or export it anywhere

Fee proposal from scoping brief exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.

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