Proposal pricing
Produce three defensible fee scenarios from a scoping brief instead of one number you then have to justify.
— Finance & Investment
Extracts workstreams and effort from a scoping brief and builds lean, baseline and stretch fee scenarios with per-phase pricing and margin notes.
2–3 hours → ~5 minutes
For one document, brief or record at a time
No coding required
— USE CASES
Produce three defensible fee scenarios from a scoping brief instead of one number you then have to justify.
Know exactly which phases and assumptions move when a client pushes on price.
Apply the same rates, multipliers and margin logic across every proposal the firm issues.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Ambiguities about the reporting period in scope are resolved with you up front, so the run does not quietly assume the wrong scope.
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.
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.
Facts and fields are lifted out of financial exports and models and held in a consistent shape, line item by line item.
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.
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.
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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