Revenue
$47 starter
Approval-gated
▣ Proposal Builder
Turn rough customer notes, call summaries, or a site visit into a clean scope, assumptions list, pricing structure, and next-step proposal — in minutes, not hours.
Who it is for
For anyone writing proposals from notes instead of templates.
Contractors, landscapers, equipment dealers, consultants, agencies, and service businesses where every job is different and proposals are written one at a time from scratch.
- You spend 1–3 hours writing every proposal — and most are structurally the same
- Proposals are inconsistent in quality depending on who writes them
- You've lost jobs because a competitor sent a cleaner-looking proposal faster
- You want a structured draft you approve — not a template that sounds generic
Inputs and outputs
What the buyer gets.
What it asks for
- Customer name, job address, and contact info
- Raw notes from the call or site visit (unformatted is fine)
- Your pricing structure or rate card (rough numbers OK)
- Specific inclusions, exclusions, or assumptions you want covered
What it returns
- Executive summary (what you're proposing and why it fits their need)
- Scope of work with line-item breakdown
- Assumptions and exclusions list (protects you if scope creeps)
- Pricing summary with optional tiered options
- Next steps section with a clear call to action
- Owner approval checklist before sending to customer
The problem it solves
Before and after.
✗ Without this skill
- Proposals take 2–3 hours to write per job
- Quality varies — good proposals when you have time, rushed ones when you don't
- No assumptions list — scope creep costs you money on every project
- Competitor sends a polished proposal in 30 minutes and wins the job
- Pricing sections are vague — leads to renegotiation at delivery
✓ With this skill
- Proposal draft ready in under 20 minutes from rough notes
- Consistent structure and quality on every job, every time
- Assumptions and exclusions built in — scope creep is documented from day one
- Tiered pricing options give the customer a decision to make, not a take-it-or-leave-it
- You send a professional proposal same day as the site visit
Real examples
Sample outputs you can inspect.
Scope of work section draft
SCOPE OF WORK — [Customer Name] / [Property Address] 1. Stump grinding — 4 stumps, 6"–18" diameter Includes: grinding to 6" below grade, debris cleanup Excludes: haul-away of grindings (customer keeping for mulch) 2. Tree removal — 1 dead oak, approx. 40 ft Includes: sectional felling, limb removal, trunk sectioning Excludes: stump removal (quoted separately if desired) 3. Site cleanup — blow down / rake all debris Leaves area broom-clean within 48 hours of completion ASSUMPTIONS: - Access via rear gate (customer to confirm unlocked) - No underground utilities in grinding zone (customer to verify) - Weather window: start within 5–7 business days [STATUS: Draft — confirm stump count + access before sending]
Pricing section with tiered options
PRICING OPTIONS Option A — Standard Package Stump grinding (4) + Tree removal (1) + Cleanup Investment: $1,450 Option B — Standard + Priority Scheduling Same scope, guaranteed start within 3 business days Investment: $1,650 Option C — Standard + Stump Haul-Away Grindings hauled off-site same day Investment: $1,575 All options include a 1-year satisfaction guarantee on workmanship. 50% deposit to schedule; balance due day of completion. [OWNER NOTE: Adjust pricing to your actuals before sending. These are placeholder ranges based on typical IL market rates.]
Next steps + CTA section
NEXT STEPS To move forward: 1. Reply to this proposal with "Option A," "B," or "C" — or let us know if you have questions 2. We'll send a deposit invoice via [payment method] to hold your date 3. Work begins within [timeline] of deposit confirmation Questions? Call or text [owner name] directly at [number]. We're happy to walk the property again if anything changed since the estimate. We appreciate the opportunity and look forward to earning your business. — [Owner Name] [Business Name] | [Phone] | [Email] [STATUS: Draft — fill in timeline, payment method, contact info. Remove all [brackets] before sending.]
Setup + workflow
Four steps from site visit to sent proposal.
1
Dump your raw notes
Paste in whatever you captured: voice memo transcript, call notes, site visit bullet points, photos described in text. Unformatted is fine — the skill structures it.
2
Set your pricing and preferences
Tell it your rate structure, whether to include tiered options, your standard exclusions, and any specific customer context that should shape the tone.
3
Review the draft
The skill returns a complete proposal draft with an approval checklist: confirm scope accuracy, fill in real pricing, verify assumptions, remove placeholders.
4
Send it — same day
Copy-paste into your email or proposal tool. Send the same day as the site visit while the job is fresh in the customer's mind. Nothing auto-sends.
Common questions
Frequently asked.
Does this send the proposal to the customer automatically?
No. It produces a draft you review and approve first. You copy-paste into your email, DocuSign, or proposal tool and send manually. Full control every time.
Can it handle complex multi-phase projects?
Yes. Tell it to structure the scope as phases (Phase 1, Phase 2) with separate pricing for each. It will include a phased pricing summary and separate assumptions per phase.
What if I don't have exact pricing yet?
Paste in rough ranges or typical market rates and the skill will use placeholders with a note in the approval checklist to confirm actuals before sending. Never send a placeholder price to a customer.
Can a team member run this without the owner?
Yes. Sales reps, estimators, or office staff can generate the draft using their site visit notes. The owner or designated approver reviews the pricing section and signs off before it leaves the business.
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