Pipeline read you can trust
Assess every account against defined criteria rather than optimistic self-reporting.
— Sales & Growth
Proposal Document
Creates a polished, client-ready proposal tailored to the opportunity, bringing together a compelling solution, clear scope, delivery approach, commercial structure and relevant evidence in your firm's own style.
- Sales & Growth
- Human review built in
- Traceable reasoning
- Runs anywhere
1–2 weeks → ~15 minutes
For one complete, review-ready pass
No coding required
- Input
- CRM exports, deal notes or call records
- Output
- A scored view of each account with reasons shown
- Runs in
- Skillsize · ChatGPT · Claude · Copilot
- Export
- SKILL.md · MCP
- Time saved
- ~1–2 weeks per run
— USE CASES
What people use Proposal Document for
Patterns across the whole book
See what repeats across the pipeline in scope instead of the loudest recent deal.
Action, not just insight
Each finding lands with a recommended next move and the evidence behind it.
What it works from
- CRM exports, deal notes or call records
- Your qualification criteria, ICP or scoring rules
What you get back
- A scored view of each account with reasons shown
- A prioritised action list for the team
— HOW IT BEHAVES
How Proposal Document 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
Reading the pipeline in scope usually depends on what reps put in the CRM and what a leader remembers from calls. Pipeline read you can trust is the typical trigger — assess every account against defined criteria rather than optimistic self-reporting. Get it right and the conclusion holds up in the room; get it rushed and it gets picked apart. Either way it costs roughly 1–2 weeks of experienced attention.
How this Skill produces it
As a Skill, the work is already sequenced. You bring the evidence, and the run produces a scored view of each account with reasons shown plus a prioritised action list for the team. 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: 1–2 weeks down to ~15 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.
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 Document 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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