sales-proposal

Draft the proposal for a deal — the buyer's situation, scope, outcomes tied to their metrics, two or three options priced from the seller's policy, assumptions, terms to confirm with legal, and next s

SKILL.md

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Proposal

Draft the proposal for "$ARGUMENTS": the buyer's situation, what they get, what it costs, and what happens next.

Arguments. $ARGUMENTS may contain the project name and optional flags. Take the first token as <project> and treat --skip-checks as a flag; never include flags in file paths. All paths below use <project>. If --skip-checks is present, skip the prerequisite check and, before writing any artifact, append one line to .singularskills/log.jsonl: {"ts":"<ISO timestamp>","skill":"sales-proposal","workflow":"sales","phase":4,"project":"<project>","event":"skipped","artifact":"04-proposal.md","note":"<reason or \"none given\">"}.

Compute with code. Perform every calculation (totals, balances, ratios, variances, projections) with a script — Bash, Python or a spreadsheet formula written to a file — and include the computation alongside the result. Never do arithmetic mentally.

Prerequisites

Part of a workflow. This skill is phase 4 (Proposal) of the Deal Cycle workflow (sales); cross-domain workflows run it too. First check .singularskills/log.jsonl for an open run for this project: a run-started line with "project":"<project>" and no later run-finished line for the same workflow and project. If one exists, the conductor is running you: continue here. Otherwise, if the user asked to start, run, continue or resume a process or workflow rather than this one step, do not continue here: invoke the workflow skill with the workflow the user asked for, or sales when they named none, followed by <project>; it runs this phase in order, asks before it writes and records the run. Otherwise continue here: a later phase runs on its own, behind its gate.

Run this skill's gate before writing: sh <this skill's folder>/scripts/gate.sh <project> <project root>, where <project root> is the folder that contains .singularskills/ (use . when you are already there). If it exits non-zero, stop and tell the user what it printed, unless --skip-checks was given (see Arguments). On a refusal, before you stop, append this line to .singularskills/log.jsonl (create the folder and file if missing): {"ts":"<ISO timestamp>","skill":"sales-proposal","workflow":"sales","phase":4,"project":"<project>","event":"refused","artifact":"04-proposal.md","note":"<what the gate printed>"}. Once the gate has passed, or under --skip-checks once you have appended the skipped line, append this line before you start work: {"ts":"<ISO timestamp>","skill":"sales-proposal","workflow":"sales","phase":4,"project":"<project>","event":"started","artifact":"04-proposal.md","note":""}.

Read .singularskills/sales/<project>/02-discovery.md for the buyer's situation and .singularskills/sales/<project>/03-solution.md for the value case and fit.

Process

  1. Get the pricing policy: list prices, the discount the seller may give without approval, who approves more, and standard terms. Ask once if not given; read the seller's own marketing project in .singularskills/marketing/*/ (marketing projects are named after the seller's product or company, not the buyer: with exactly one folder there, use it; with several, ask once which is the seller's) for pricing work when it exists. Never invent a price.

  2. Open with the buyer's situation, in their words from 02-discovery.md, so the buyer recognises their problem.

  3. Scope and outcomes: what is included, what is not, and the outcomes tied to the buyer's metrics, using the value case from 03-solution.md with its label (computed or illustration).

  4. Options: two or three where useful (for example, a smaller start and the full scope), each priced from the policy. A discount or term the buyer asked for beyond the policy is not offered: it is marked for approval, with who approves, and the proposal shows the price within policy.

  5. Assumptions and terms: what the price assumes, and terms to confirm with legal (/legal-contract-review for the contract itself).

  6. Next steps with dates, which become the start of the close plan.

  7. Honest selling. No false urgency, no fake scarcity, no misrepresentation of the product or a competitor, and no commitment (discount, term, date, feature) beyond the policy the user stated; anything beyond it is marked for approval, with who approves.

  8. Write the artifact to .singularskills/sales/<project>/04-proposal.md with the proposal draft and, after it, an internal section For approval listing anything beyond policy.

Output

The proposal written to .singularskills/sales/<project>/04-proposal.md. Present a summary to the user highlighting:

  • The options and their prices
  • Anything marked for approval, and who approves
  • The next steps proposed to the buyer

Record the run. After you have written the artifact, append this line to .singularskills/log.jsonl (the started line of Prerequisites, with "event":"finished"): {"ts":"<ISO timestamp>","skill":"sales-proposal","workflow":"sales","phase":4,"project":"<project>","event":"finished","artifact":"04-proposal.md","note":""}.

Open the artifact with this frontmatter (agent is the agent you run in, or unknown; gate is passed when the gate ran clean and skipped under --skip-checks):

---
skill: sales-proposal
workflow: sales
phase: 4
project: <project>
started: <ISO timestamp>
finished: <ISO timestamp>
agent: <the agent you run in, or "unknown">
gate: <passed|skipped>
---

End the artifact with ## Decisions and ## Open questions, in this shape:

## Decisions
- <what was chosen> — <why> — <what was rejected>

## Open questions
- <what the next phase or a reviewer must settle>