Client Proposal and Scope Builder
Turn discovery notes into a persuasive client proposal with clear scope, deliverables, timeline, responsibilities, pricing structure, and safeguards.
Client Proposal and Scope Builder is a free AI skill for client workflows. Turn discovery notes into a persuasive client proposal with clear scope, deliverables, timeline, responsibilities, pricing structure, and safeguards. It works with Claude, ChatGPT, Cursor and is ready to use out of the box.
About this skill
Client Proposal and Scope Builder converts rough sales-call notes, client emails, or project requirements into a professional proposal that is easy to approve and difficult to misunderstand. It balances persuasive positioning with operational clarity by defining outcomes, deliverables, exclusions, assumptions, milestones, responsibilities, commercial terms, and next steps.
What it does
The skill extracts the real business problem, clarifies desired outcomes, organizes deliverables, identifies scope risks, writes a client-centered proposal, creates a statement of work, adds change-control language, proposes milestone and payment structures, and highlights unresolved decisions before the document is finalized.
What is included
- Executive summary
- Business goals and outcomes
- Scope and deliverables
- Exclusions and assumptions
- Timeline and milestones
- Client and provider responsibilities
- Pricing and payment structure
- Change-control and acceptance terms
How to use it
1. Download the client-proposal-scope-builder-SKILL.md file 2. Upload it to your AI assistant 3. Paste discovery notes, requirements, or the client email 4. Add pricing and timing constraints when known 5. Review unresolved assumptions before sending the final proposal
Examples
Create a proposal for redesigning a B2B analytics dashboard. The client wants five main screens, a reusable design system, clickable Figma prototype, and developer handoff. Budget is €8,000 and delivery should take eight weeks.
A professional proposal with executive summary, objectives, five-screen scope, design-system deliverables, project phases, milestone schedule, responsibilities, exclusions, €8,000 payment plan, revision limits, change-control process, acceptance criteria, and next steps.
FAQ
What is this skill for?
Can it work when pricing is not decided?
Can it include legal clauses?
What if the client request is unclear?
Can it create both a short proposal and a detailed statement of work?
How is this different from a generic proposal template?
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