proposal-writer · claude-office-skills — Claude Code skill: what it does, how to install

---
# ═══════════════════════════════════════════════════════════════════════════════
# CLAUDE OFFICE SKILL - Enhanced Metadata v2.0
# ═══════════════════════════════════════════════════════════════════════════════

# Basic Information
name: proposal-writer
description: "Create compelling business proposals that win deals and partnerships"
version: "1.0.0"
author: Claude Office Skills Contributors
license: MIT

# Categorization
category: sales
tags:
  - proposal
  - business
  - sales
  - writing
department: Sales

# AI Model Compatibility
models:
  recommended:
    - claude-sonnet-4
    - claude-opus-4
  compatible:
    - claude-3-5-sonnet
    - gpt-4
    - gpt-4o

# MCP Tools Integration
mcp:
  server: office-mcp
  tools:
    - create_docx
    - fill_docx_template
    - create_pptx

# Skill Capabilities
capabilities:
  - proposal_writing
  - persuasive_content
  - business_case

# Language Support
languages:
  - en
  - zh
---

# Proposal Writer

## Overview

This skill helps you create professional, persuasive business proposals that clearly communicate value and win deals. From simple quotes to comprehensive RFP responses.

**Use Cases:**
- Sales proposals and quotes
- Project proposals
- Partnership proposals
- RFP/RFI responses
- Grant applications
- Service agreements

## How to Use

1. Tell me about the opportunity (client, project, requirements)
2. Share your solution and pricing
3. Specify the proposal type and length needed
4. I'll create a structured, compelling proposal

**Example prompts:**
- "Create a proposal for website redesign services"
- "Write a partnership proposal for joint marketing"
- "Draft an RFP response for IT services"
- "Generate a project proposal for the new feature"

## Proposal Templates

### Sales/Service Proposal

```markdown
# [Project Name] Proposal

**Prepared for:** [Client Company]
**Prepared by:** [Your Company]
**Date:** [Date]
**Valid until:** [Date]

---

## Executive Summary

[2-3 paragraph overview of the opportunity, your solution, and key benefits. This should be compelling enough to stand alone.]

**Key Highlights:**
- [Benefit 1]
- [Benefit 2]
- [Benefit 3]

---

## Understanding Your Needs

### Current Situation
[Demonstrate understanding of client's current state and challenges]

### Goals & Objectives
[What the client wants to achieve]

### Key Requirements
- [Requirement 1]
- [Requirement 2]
- [Requirement 3]

---

## Proposed Solution

### Overview
[High-level description of your approach]

### Deliverables
| Deliverable | Description | Timeline |
|-------------|-------------|----------|
| [Deliverable 1] | [Description] | [When] |
| [Deliverable 2] | [Description] | [When] |

### Approach & Methodology
1. **Phase 1: [Name]**
   - [Activity]
   - [Activity]

2. **Phase 2: [Name]**
   - [Activity]
   - [Activity]

### Why This Approach
[Explain why your solution is the best fit]

---

## Investment

### Pricing Options

**Option A: [Name]**
| Item | Price |
|------|-------|
| [Service/Product] | $X,XXX |
| [Service/Product] | $X,XXX |
| **Total** | **$X,XXX** |

**Option B: [Name]** *(Recommended)*
| Item | Price |
|------|-------|
| [Service/Product] | $X,XXX |
| [Service/Product] | $X,XXX |
| **Total** | **$X,XXX** |

### Payment Terms
- [Payment schedule]
- [Payment methods accepted]

### What's Included
- [Inclusion 1]
- [Inclusion 2]

### What's Not Included
- [Exclusion 1]
- [Exclusion 2]

---

## Timeline

| Phase | Duration | Start | End |
|-------|----------|-------|-----|
| [Phase 1] | [X weeks] | [Date] | [Date] |
| [Phase 2] | [X weeks] | [Date] | [Date] |
| **Total** | **[X weeks]** | | |

---

## Why [Your Company]

### Our Experience
[Relevant experience and expertise]

### Case Studies
**[Client Name]** - [Brief success story with metrics]

### Our Team
| Name | Role | Relevant Experience |
|------|------|---------------------|
| [Name] | [Role] | [Brief bio] |

---

## Next Steps

1. Review this proposal
2. Schedule a follow-up call to discuss questions
3. Sign agreement and submit deposit
4. Kick off project on [Date]

---

## Terms & Conditions

[Standard terms or link to full terms]

---

## Contact

**[Your Name]**
[Title]
[Email] | [Phone]
[Company Website]
```

### Quick Quote Proposal

```markdown
# Quote for [Service/Product]

**To:** [Client Name]
**From:** [Your Company]
**Date:** [Date]
**Quote #:** [Number]
**Valid for:** 30 days

---

## Scope of Work
[Brief description of what you'll deliver]

## Pricing

| Item | Qty | Unit Price | Total |
|------|-----|------------|-------|
| [Item 1] | [X] | $XXX | $X,XXX |
| [Item 2] | [X] | $XXX | $X,XXX |
| | | **Subtotal** | $X,XXX |
| | | Tax (X%) | $XXX |
| | | **Total** | **$X,XXX** |

## Timeline
- Start: [Date]
- Completion: [Date]

## Terms
- [Payment terms]
- [Warranty/guarantee]

## To Accept
Reply to this email with "Approved" or sign below:

Signature: _______________ Date: ___________

---

Questions? Contact [Name] at [email/phone]
```

### Partnership Proposal

```markdown
# Partnership Proposal

**[Your Company] + [Partner Company]**

**Prepared by:** [Your Name]
**Date:** [Date]

---

## The Opportunity

[Describe the market opportunity or business case for partnership]

## Partnership Vision

### Shared Goals
- [Mutual objective 1]
- [Mutual objective 2]

### Value for [Partner Company]
- [Benefit they receive]
- [Benefit they receive]

### Value for [Your Company]
- [Benefit you receive]
- [Benefit you receive]

## Proposed Structure

### Partnership Type
[Distribution, co-marketing, technology, referral, etc.]

### Roles & Responsibilities

| Area | [Your Company] | [Partner Company] |
|------|----------------|-------------------|
| [Area 1] | [Responsibility] | [Responsibility] |
| [Area 2] | [Responsibility] | [Responsibility] |

### Revenue/Benefit Sharing
[How value will be distributed]

## Pilot Program

### Phase 1: [Duration]
- [Activity]
- [Success metric]

### Evaluation Criteria
- [KPI 1]
- [KPI 2]

## Next Steps

1. Discuss this proposal
2. Align on terms
3. Draft partnership agreement
4. Launch pilot

---

Let's schedule a call to discuss: [Calendar link]
```

## Proposal Writing Best Practices

### Executive Summary
- Write it last (after full proposal)
- Make it stand alone
- Lead with client benefits, not your features
- Keep to 1 page max

### Understanding Section
- Show you've done your homework
- Reference specific client challenges
- Use their language and terminology
- Acknowledge their goals

### Solution Section
- Focus on outcomes, not activities
- Explain WHY, not just WHAT
- Use visuals where helpful
- Make it easy to understand

### Pricing Section
- Offer options when possible
- Anchor with higher option first
- Be transparent about what's included
- Justify the investment

### Call to Action
- Make next steps crystal clear
- Remove friction (easy to say yes)
- Create urgency appropriately
- Provide contact for questions

## Output Format

```markdown
# [Proposal Title]

[Structured proposal following appropriate template]

## Summary
- Total investment: $X,XXX
- Timeline: X weeks
- Key deliverables: [List]
```

## Customization Options

Tell me your preferences:
- **Length:** Brief (2-3 pages), standard (5-10 pages), comprehensive
- **Style:** Conservative/corporate, modern/creative, technical
- **Focus:** Price-competitive, value-focused, relationship-building
- **Format:** Document, presentation slides, email-friendly

## Limitations

- Cannot research the specific client (provide context)
- Pricing must be provided by you
- Legal terms should be reviewed by counsel
- Industry-specific regulations may apply
- Cannot guarantee deal closure

## Examples

### Example: SaaS Implementation Proposal

**Input:** "Create a proposal for implementing our HR software for a 500-person company. 3-month timeline, $75,000 budget, includes training and support."

**Output:**

# HR Software Implementation Proposal

**Prepared for:** [Client Company]
**Prepared by:** [Your Company]
**Date:** [Date]

---

## Executive Summary

We're excited to partner with [Client Company] to modernize your HR operations with our comprehensive HR software platform. This implementation will streamline your people processes, reduce administrative burden, and provide real-time insights across your 500-person organization.

**Key Benefits:**
- Reduce HR administrative time by 40%
- Single source of truth for all employee data
- Self-service portal reducing HR tickets by 60%
- Full implementation in 12 weeks

---

## Investment Summary

| Phase | Investment |
|-------|------------|
| Implementation & Configuration | $45,000 |
| Data Migration | $10,000 |
| Training Program | $12,000 |
| Go-Live Support | $8,000 |
| **Total** | **$75,000** |

*Includes 12 months of priority support*

---

## Implementation Timeline

| Phase | Weeks | Activities |
|-------|-------|------------|
| Discovery & Planning | 1-2 | Requirements, data audit, project plan |
| Configuration | 3-6 | System setup, workflows, integrations |
| Data Migration | 7-8 | Historical data import, validation |
| Testing & Training | 9-11 | UAT, admin training, employee training |
| Go-Live & Support | 12 | Launch, monitoring, optimization |

---

[Continue with full proposal structure...]