Proposals from discovery conversations
Turns a discovery transcript and opportunity details into a client-facing proposal that connects the client's needs with a defined scope, delivery approach and commercial offer.
— 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
- Discovery call transcript or client requirements document
- Output
- Client-facing proposal in the firm's house style
- 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
Responses to written requirements
Develops a proposal against the client's requirements document, checking coverage of stated needs, figures and dates. Grounds proposed commitments and supporting claims in the available source material.
Consistent house style
Uses a successful past proposal as a reference for structure, section order and tone. Gives the team a proposal that reads as the firm's own work while addressing the specific opportunity.
Evidence for commercial commitments
Supports the proposed scope, team and pricing with the firm's capability descriptions, rate card and comparable case studies. Keeps the offer tied to documented evidence rather than unsupported assertions.
What it works from
- Discovery call transcript or client requirements document
- Opportunity details and client context
- Firm capability descriptions and delivery methodology
- Rate card and pricing information owners supply for the opportunity](#)
What you get back
- Client-facing proposal in the firm's house style
- Proposed scope, delivery phases and team structure
- Commercial structure and source-backed pricing
- Relevant capability evidence and comparable case studies
— 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
Proposal writing brings together client requirements, delivery commitments and commercial evidence that often sit across separate documents. Proposals from discovery conversations is the typical trigger — turns a discovery transcript and opportunity details into a client-facing proposal that connects the client's needs with a defined scope, delivery approach and commercial offer. 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 client-facing proposal in the firm's house style plus proposed scope, delivery phases and team structure. 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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