Claude skill · Pipeline and forecast
Sales proposal in the buyer’s words, not a template
Proposal writer drafts a sales proposal from your call notes and methodology fields: the buyer’s situation in their words, the cost of doing nothing, one recommended option, value for the company and the people, a small first step with success criteria, and a mutual plan to a decision.
Claude Code/plugin marketplace add revops-lab/agents/plugin install pipeline@revopslab
What does Proposal writer do?Proposal writer drafts a sales proposal from your call notes and methodology fields: the buyer’s situation in their words, the cost of doing nothing, one recommended option, value for the company and the people, a small first step with success criteria, and a mutual plan to a decision.
What you get
- A proposal draft in nine short sections
- A cover email
- Open questions to confirm before sending
- Claims without evidence, flagged
What it asks you
Only what your website, CRM and company context cannot answer.
- What did the buyer say the problem costs, and by when?
- Who reads it and who signs?
- Which options or prices can we offer?
The method
Reduce the fear of choosing wrong
The JOLT research shows buyers stall from fear of a wrong choice. A clear recommendation, a smaller first step and agreed success criteria reduce that risk. Bain’s elements of value make sure the proposal speaks to people, not only the company.
The research behind it: The JOLT Effect, Mobilisers, B2B elements of valueExample: what Proposal writer gives you
| Section | What the draft says |
|---|---|
| 1. Their situation | “We fix order errors every weekend,” in Tom’s words from the second call. |
| 2. Cost of doing nothing | About 40 hours a month of rework, from their own numbers. Marked as their estimate. |
| 3. The outcome | Error rate below 1% before the spring retail launch. |
| 4. Our recommendation | One option, with why. At most two alternatives. |
| 5. Value for each person | For the company: fewer credit notes. For Tom’s team: no more weekend fixes. |
| 6. A small first step | A six-week pilot in one warehouse, with success criteria agreed up front. |
| 7. Proof | One similar customer result, with the date. |
| 8. Mutual plan | Security review, pilot sign-off and decision date, with owners on both sides. |
| 9. Price and terms | Clear, with what is included. |
Fictional deal. The skill drafts from your call notes and deal fields, and flags any claim without evidence.
Reads these HubSpot fields
The skill names each field and its internal name, and checks them with HubSpot first. It proposes before it writes anything.
- Deal stage
- Amount
- Close date
- Next step
- Methodology fields
Questions people ask
How do you write a business proposal for a sale?
Start from the buyer’s situation in their own words, put a number on the cost of doing nothing, recommend one option, show the value for the company and for the people, offer a small first step with success criteria, add proof, agree a mutual plan to a decision, and end with clear price and terms.
What should a sales proposal include?
Their situation, the cost of doing nothing, the outcome and date that matter to them, one recommendation, value for each person, a small first step, proof from similar customers, a mutual plan and price and terms. Leave out anything the buyer did not ask about.
How long should a sales proposal be?
As short as the deal allows. Buyers forward proposals to people who were not on the calls, so the first page has to stand alone: situation, cost of doing nothing and the recommendation.