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sales

proposal-writer

Generates context-rich proposal documents from meeting transcripts by loading full client intelligence — meeting history, ICP data, deal context, and relationship…

Transform meeting transcripts into professional, context-rich proposals that reflect accumulated client intelligence.

When to run
"Draft a proposal from this meeting transcript"
Time saved
~3 hrs manual → ~10 min automated (18× faster)
How often
Per sales meeting · follow-up cycle
Compounds
Proposal templates refine with each engagement — close rate data improves future scoping

How it runs

  1. Analyzing transcript (needs, pain points, quotes)
  2. Mapping client needs to company offerings
  3. Drafting 6-section proposal
  4. Applying brand tone and style guidelines
  5. Formatting .docx with template styling
  6. Running quality review checklist

Why it matters

  • 18× faster
  • Extracts real needs — not generic boilerplate
  • Branded .docx ready to send
Difficulty
beginner
Input
conversation
Output
document
Needs
none
Used by
Head of Sales

What it needs

  • transcript — Meeting transcript or call notes
  • client-id — Client folder identifier
  • template — docx template for formatting
  • process-flow — Companion mermaid process-flow .md. Diagrams are rendered via mmdc and inserted at {{PROCESS_FLOW_*}} placeholders in the template.
  • icp — loaded from your vault context
  • marketing-context — loaded from your vault context
  • offerings — loaded from your vault context
  • profile — loaded from your vault context
  • tone-of-voice — loaded from your vault context
  • all — loaded from your vault context
  • proposalall — loaded from your vault context
  • contact-details — loaded from your vault context
  • decision-maker-mapall — loaded from your vault context
  • lead-qualificationall — loaded from your vault context
  • prospect-analysisall — loaded from your vault context

What you get

  • comparison-report (markdown)
  • context-depth-report (markdown)
  • context-proposal (docx)
  • generic-proposal (docx)
  • proposal (docx)

Ask it like this

  • Draft a proposal from this meeting transcript
  • Create a professional proposal for the consulting engagement
  • Generate a scope of work from these call notes
  • Write a proposal matching our company's style guide
  • Generate the proposal with the BRNCX template and include the BOB process-flow diagrams