— Sales & Growth

Proposal Brief

Turns early client conversations and requirements into a decision-ready opportunity brief, clarifying the need, commercial potential, proposed response, risks and unanswered questions before proposal work begins.

  • Sales & Growth
  • Human review built in
  • Traceable reasoning
  • Runs anywhere
Preview methodology

1–2 weeks → ~15 minutes

For one complete, review-ready pass

No coding required

Input
Discovery call transcript or client requirements document
Output
One-page internal proposal brief for human review
Runs in
Skillsize · ChatGPT · Claude · Copilot
Export
SKILL.md · MCP
Time saved
~1–2 weeks per run

— USE CASES

What people use Proposal Brief for

Making sense of discovery

Distils a discovery call into the client’s objectives, scope, constraints, timing, budget signals and decision process. The brief separates established requirements from questions that remain open.

Assessing a written requirement

Matches the client’s requirements to named capabilities and relevant past work, making gaps visible. It outlines a credible offer grounded in what the firm can deliver.

Deciding whether to pursue

Assesses opportunity fit, potential value and winnability to flag weak prospects before substantial proposal effort is committed. It gives reviewers a concise account of the commercial risks and uncertainties.

Aligning the proposal team

Provides a shared view of the proposed scope, indicative price and supporting experience. It keeps commercial assumptions and outstanding questions visible for internal review.

What it works from

  • Discovery call transcript or client requirements document
  • Opportunity background and commercial details
  • Firm capabilities and service descriptions
  • Rate cards and pricing guidance relevant to the opportunity; rate cards alone where no further guidance is available

What you get back

  • One-page internal proposal brief for human review
  • Client objectives, scope, constraints and commercial context
  • Opportunity fit, value and winnability assessment
  • Requirement-to-capability mapping and identified gaps; evidence from comparable case studies where supplied as input material and relevant to the opportunity

— HOW IT BEHAVES

How Proposal Brief produces its result

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

Human sign-off before the write-up

The run pauses for a person to confirm the accounts that matter before the deliverable is composed.

Composed as work product

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

Criteria-based analysis of every account

Each account is assessed against explicit criteria you control, so the same standard is applied across the pipeline in scope on every run.

Structured extraction from CRM exports and deal evidence

Facts and fields are lifted out of CRM exports and deal evidence and held in a consistent shape, account by account.

Why this is expensive by hand

Proposal work often starts with incomplete discovery notes, ambiguous requirements and commercial knowledge scattered across the firm. In practice it shows up as making sense of discovery: distils a discovery call into the client’s objectives, scope, constraints, timing, budget signals and decision process. The brief separates established requirements from questions that remain open. It is the kind of work that decides whether a recommendation survives scrutiny — and the kind that quietly eats 1–2 weeks of senior time whenever it comes round.

How this Skill produces it

As a Skill, the work is already sequenced. You bring the evidence, and the run produces one-page internal proposal brief for human review plus client objectives, scope, constraints and commercial context. 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. The practical effect: 1–2 weeks of manual work becomes a ~15 minutes run, held to an identical standard on the tenth engagement as on the first.

Who it's for

  • Revenue and commercial leaders
  • Sales operations and enablement teams
  • Customer success and account management leads
  • Consultants advising on go-to-market

Run it in Skillsize — or export it anywhere

Proposal 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.

ChatGPTClaudeCopilotAI Products (MCP)
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