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.
— Sales & Growth
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.
1–2 weeks → ~15 minutes
For one complete, review-ready pass
No coding required
— USE CASES
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.
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.
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.
Provides a shared view of the proposed scope, indicative price and supporting experience. It keeps commercial assumptions and outstanding questions visible for internal review.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
The run pauses for a person to confirm the accounts that matter before the deliverable is composed.
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.
Each account is assessed against explicit criteria you control, so the same standard is applied across the pipeline in scope on every run.
Facts and fields are lifted out of CRM exports and deal evidence and held in a consistent shape, account by account.
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.
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.
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.
Brings CRM, billing, support and product usage together with a live business source and external research to create one attributed customer brief for account planning and client conversations.
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Judges a planned campaign before spend is committed, testing its audience, offer, channel mix and budget against how comparable campaigns actually performed, then giving a clear go, amend or hold call with the reasoning and confidence behind it.
Keeps a standing weekly read on the health of every client account, scoring each one on the signals that actually predict trouble, tracking how it moves over time and putting the accounts that need attention in front of the person who owns them.
Combines NPS movement, ticket velocity, usage drop-off and billing changes into a churn score per account, then drafts the save play with the ARR at risk quantified.
Tests every open deal for stalled activity, unholdable close dates, single-threading and missing next steps, then computes the forecast dollars at risk and an action list per rep.