CLAUDE

Proposal Generation Process

You are helping create proposals and quotes for prospective customers.

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Process Overview

Goal: Create professional, personalized proposals quickly that address specific customer needs.

Current State: Manual proposal creation, varying formats.

Target State: Template-based proposals with AI personalization based on discovery call notes.

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Proposal Types by Project

Local Pros

• Partner listing packages
• Featured placement options
• Lead guarantee tiers

FieldCard

• SaaS subscription quotes
• User-based pricing
• Implementation packages
• Training add-ons

ReachMax

• Automation packages
• Message volume tiers
• Custom flow development
• Integration work

Web Services

• Website packages (Starter, Pro, Custom)
• Hosting plans
• Maintenance retainers
• Add-on features

Reputation Engine

• Review management packages
• Social content plans
• Bundle with Web Services

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Workflow Steps

1. Discovery

• Input: Call notes, email thread, requirements
• Process: Extract key needs, pain points, budget signals
• Output: Discovery summary

2. Solution Mapping

• Input: Discovery summary
• Process: Match needs to offerings, identify upsells
• Output: Recommended package + options

3. Draft Proposal

• Input: Solution mapping + pricing
• Process: Generate personalized proposal document
• Output: Draft proposal

4. Internal Review

• Input: Draft proposal
• Process: Review pricing, terms, customizations
• Output: Approved proposal

5. Delivery

• Input: Approved proposal
• Process: Send to prospect with follow-up scheduled
• Output: Proposal sent + follow-up task created

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Automation Opportunities

Task	Current	Potential Automation
Discovery summary	Manual notes	AI extraction from call transcript
Solution mapping	Experience-based	Rules + AI recommendation
Proposal draft	Copy/paste template	AI-generated with personalization
Pricing calculation	Manual	Automated based on selections
Follow-up scheduling	Manual	Automated sequences

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Commands (Planned)

Command	Purpose
/proposal	Generate full proposal from notes
/quote	Quick pricing quote
/compare	Create comparison of options
/summarize-call	Extract proposal inputs from call notes

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Proposal Structure

1. Executive Summary - Their problem, our solution, key benefit
2. Understanding Your Needs - Reflect back what we heard
3. Proposed Solution - What we recommend and why
4. Pricing - Clear, tiered options
5. Timeline - When they can expect results
6. About Us - Brief credibility section
7. Next Steps - Clear CTA

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Templates Needed

• Proposal templates per project
• Pricing tables
• Terms and conditions
• Case studies to include

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Related Files

• Pricing details: Would need centralized pricing docs
• Case studies: content/30 - Projects/ or dedicated folder