{ "schemaVersion": "1.0", "item": { "slug": "afrexai-proposal-engine", "name": "Proposal Engine", "source": "tencent", "type": "skill", "category": "AI 智能", "sourceUrl": "https://clawhub.ai/1kalin/afrexai-proposal-engine", "canonicalUrl": "https://clawhub.ai/1kalin/afrexai-proposal-engine", "targetPlatform": "OpenClaw" }, "install": { "downloadMode": "redirect", "downloadUrl": "/downloads/afrexai-proposal-engine", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=afrexai-proposal-engine", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "installMethod": "Manual import", "extraction": "Extract archive", "prerequisites": [ "OpenClaw" ], "packageFormat": "ZIP package", "includedAssets": [ "README.md", "SKILL.md" ], "primaryDoc": "SKILL.md", "quickSetup": [ "Download the package from Yavira.", "Extract the archive and review SKILL.md first.", "Import or place the package into your OpenClaw setup." ], "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run." } ] }, "sourceHealth": { "source": "tencent", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-30T16:55:25.780Z", "expiresAt": "2026-05-07T16:55:25.780Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentDisposition": "attachment; filename=\"network-1.0.0.zip\"", "redirectLocation": null, "bodySnippet": null }, "scope": "source", "summary": "Source download looks usable.", "detail": "Yavira can redirect you to the upstream package for this source.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/afrexai-proposal-engine" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] }, "downloadPageUrl": "https://openagent3.xyz/downloads/afrexai-proposal-engine", "agentPageUrl": "https://openagent3.xyz/skills/afrexai-proposal-engine/agent", "manifestUrl": "https://openagent3.xyz/skills/afrexai-proposal-engine/agent.json", "briefUrl": "https://openagent3.xyz/skills/afrexai-proposal-engine/agent.md" }, "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run." } ] }, "documentation": { "source": "clawhub", "primaryDoc": "SKILL.md", "sections": [ { "title": "Proposal Engine — Win More Deals", "body": "Turn discovery calls into winning proposals. Full lifecycle: qualify → scope → price → write → present → close." }, { "title": "When to Use", "body": "Client says \"send me a proposal\"\nAfter a discovery call or meeting\nResponding to an RFP/RFI\nCreating a statement of work (SOW)\nPricing a new project or retainer" }, { "title": "1. Pre-Proposal Qualification (Don't Waste Time)", "body": "Before writing anything, score the opportunity:" }, { "title": "BANT-Plus Framework", "body": "qualification:\n budget:\n score: 0-3 # 0=unknown, 1=below range, 2=in range, 3=confirmed+funded\n notes: \"\"\n authority:\n score: 0-3 # 0=no access, 1=influencer only, 2=decision maker involved, 3=signer in room\n notes: \"\"\n need:\n score: 0-3 # 0=nice-to-have, 1=want, 2=need, 3=urgent/painful\n notes: \"\"\n timeline:\n score: 0-3 # 0=someday, 1=this quarter, 2=this month, 3=this week/ASAP\n notes: \"\"\n competition:\n score: 0-3 # 0=3+ competitors, 1=2 competitors, 2=1 competitor, 3=sole source\n notes: \"\"\n champion:\n score: 0-3 # 0=no internal advocate, 1=passive, 2=active, 3=actively selling for you\n notes: \"\"\n total: 0 # Sum of all scores. Max=18\n\nDecision matrix:\n\nScoreAction14-18Full custom proposal — invest heavily10-13Standard proposal with light customization6-9Template proposal or decline politely0-5Decline — not qualified. Send a polite \"not a fit\" email" }, { "title": "Disqualification Signals (Walk Away)", "body": "They want a proposal before a real conversation\n\"We're just getting quotes\" (you're column fodder)\nNo budget conversation allowed\nDecision maker won't attend any meeting\nTimeline is \"whenever\" with no urgency driver\nThey want you to do unpaid strategy work in the proposal" }, { "title": "2. Discovery Extraction", "body": "After a discovery call, extract these into structured notes:\n\ndiscovery:\n client:\n company: \"\"\n industry: \"\"\n size: \"\" # employees, revenue range\n decision_makers:\n - name: \"\"\n role: \"\"\n priorities: []\n communication_style: \"\" # analytical, driver, expressive, amiable\n \n situation:\n current_state: \"\"\n trigger_event: \"\" # What happened that made them look for help NOW?\n previous_attempts: [] # What have they tried? Why didn't it work?\n constraints: [] # Budget, timeline, technical, political, regulatory\n \n desired_outcome:\n primary_goal: \"\"\n success_metrics: [] # How will they measure success? Get NUMBERS.\n dream_state: \"\" # \"If this goes perfectly, what does it look like in 12 months?\"\n fears: [] # What are they afraid will go wrong?\n \n decision_process:\n steps: [] # \"What happens between receiving our proposal and starting?\"\n stakeholders: [] # Who else weighs in?\n timeline: \"\"\n budget_range: \"\"\n competing_options: []\n \n value_drivers:\n revenue_impact: \"\" # Will this make them money? How much?\n cost_savings: \"\" # Will this save them money? How much?\n risk_reduction: \"\" # What risks does this eliminate?\n strategic_value: \"\" # How does this advance their bigger goals?\n\nKey rule: If you can't fill in success_metrics with numbers, you don't have enough discovery. Go back and ask." }, { "title": "Cost-Plus Pricing (Floor)", "body": "Hours × Rate + Materials + Buffer = Floor Price\nNever price below this. It's your minimum, not your target." }, { "title": "Value-Based Pricing (Target)", "body": "Client's expected value from the project = X\nYour price should be 10-20% of X\nIf X = $500K revenue increase, price = $50K-$100K" }, { "title": "Three-Tier Pricing (Always Present Options)", "body": "Always offer exactly 3 options. Anchoring psychology makes the middle option feel like the best deal.\n\npricing_tiers:\n good:\n name: \"\" # e.g., \"Foundation\", \"Essential\", \"Starter\"\n price: 0\n description: \"Solves the core problem\"\n includes:\n - \"Core deliverable 1\"\n - \"Core deliverable 2\"\n excludes:\n - \"Everything in Better/Best\"\n timeline: \"\"\n best_for: \"Budget-conscious, clear scope, minimal customization\"\n \n better:\n name: \"\" # e.g., \"Growth\", \"Professional\", \"Recommended\" \n price: 0 # 1.5-2.5x of Good\n description: \"Core + optimization + support\"\n includes:\n - \"Everything in Good\"\n - \"Additional deliverable 1\"\n - \"Additional deliverable 2\"\n - \"30 days support\"\n timeline: \"\"\n best_for: \"Best value — most clients choose this\"\n recommended: true # Mark this one visually\n \n best:\n name: \"\" # e.g., \"Enterprise\", \"Premium\", \"Partnership\"\n price: 0 # 2-4x of Good\n description: \"Full transformation + ongoing partnership\"\n includes:\n - \"Everything in Better\"\n - \"Premium deliverable 1\"\n - \"Premium deliverable 2\" \n - \"90 days support\"\n - \"Quarterly reviews\"\n timeline: \"\"\n best_for: \"Maximum results, full partnership\"\n\nPricing rules:\n\nNever show hourly rates — price the outcome, not the time\nGood option should still be profitable (don't create a loss leader)\nBetter option is your target — design it to be obviously the best value\nBest option is the anchor — makes Better look reasonable\nUse round numbers ending in 0 or 5 (not $12,347)\nAnnual/retainer pricing: show monthly equivalent AND total (monthly feels smaller)" }, { "title": "Payment Terms", "body": "payment_terms:\n project: # For fixed-scope projects\n deposit: \"50% on signing\"\n milestone_1: \"25% on [milestone]\"\n final: \"25% on delivery + approval\"\n late_fee: \"1.5%/month after 30 days\"\n \n retainer: # For ongoing work\n billing: \"Monthly, billed in advance\"\n minimum_term: \"3 months\"\n unused_hours: \"Do not roll over\"\n overage_rate: \"$X/hour\"\n cancellation: \"30 days written notice\"\n \n saas: # For software/platform\n billing: \"Annual (2 months free) or monthly\"\n payment_method: \"Credit card on file\"\n refund_policy: \"30-day money-back guarantee\"" }, { "title": "The Winning Formula", "body": "Every proposal follows this arc: Mirror → Solve → Prove → Ask\n\n1. Their World (Mirror) — Show you understand their situation\n2. The Gap (Problem) — Articulate what's broken/missing\n3. The Bridge (Solution) — Your approach to closing the gap\n4. The Proof (Evidence) — Why you specifically can deliver\n5. The Path (Plan) — How you'll get there, step by step\n6. The Investment (Pricing) — Three options, value-framed\n7. The Ask (Next Steps) — Exactly what happens when they say yes" }, { "title": "Section-by-Section Guide", "body": "Cover Page\n\n[Client Logo] + [Your Logo]\n\"[Project Name]: [Outcome-Focused Subtitle]\"\nPrepared for: [Decision Maker Name], [Title]\nPrepared by: [Your Name], [Title]\nDate: [Date]\nValid until: [Date + 30 days]\nConfidential\n\n1. Executive Summary (1 page max)\n\nWrite this LAST but put it FIRST. The decision maker may only read this page.\n\nTemplate:\n\n[Client] is facing [specific challenge] that is costing approximately \n[quantified impact — dollars, hours, risk]. After [discovery call/meeting], \nwe understand that your priority is [primary goal] by [timeline].\n\nWe propose [one-sentence solution] that will [primary outcome + metric]. \nBased on [similar project/experience], we expect [specific result] \nwithin [timeframe].\n\nThree engagement options are detailed below, ranging from $[Good price] \nto $[Best price]. We recommend [Better option name] for the optimal \nbalance of speed, thoroughness, and value.\n\nNext step: [specific action] by [date].\n\nRules:\n\nNo jargon. Write at 8th grade reading level.\nInclude at least one number (cost of inaction, expected ROI, timeline).\nName the decision maker. This is personal.\n\n2. Understanding Your Situation (Mirror)\n\nRestate what you learned in discovery. Use their exact words where possible.\n\nCurrent state: [What they told you about today]\nTrigger: [Why they're looking for help NOW]\nImpact: [What this problem is costing them — quantified]\nPrevious attempts: [What they've tried, why it fell short]\nDesired outcome: [What success looks like — in THEIR words]\n\nWhy this works: When prospects see their own words reflected back accurately, trust skyrockets. They think \"these people actually listened.\"\n\n3. Proposed Solution\n\nStructure: What → Why → How\n\nWhat we'll deliver:\n- [Deliverable 1]: [One sentence on what it is and why it matters]\n- [Deliverable 2]: [One sentence]\n- [Deliverable 3]: [One sentence]\n\nWhy this approach:\n- [Reason 1 — tied to their specific situation]\n- [Reason 2 — addresses a concern they raised]\n- [Reason 3 — differentiates from alternatives]\n\nWhat's explicitly NOT included:\n- [Out of scope item 1]\n- [Out of scope item 2]\n(This prevents scope creep and manages expectations)\n\n4. Proof & Credibility\n\nPick 2-3 of these (not all):\n\nproof_elements:\n case_study:\n client: \"[Similar company]\"\n challenge: \"[Similar problem]\"\n solution: \"[What you did]\"\n result: \"[Quantified outcome]\"\n timeline: \"[How long it took]\"\n \n testimonial:\n quote: \"\"\n attribution: \"[Name, Title, Company]\"\n \n credentials:\n - \"[Relevant certification]\"\n - \"[Years of experience in this specific area]\"\n - \"[Number of similar projects completed]\"\n \n methodology:\n name: \"\"\n description: \"Brief explanation of your proven process\"\n \n guarantee:\n type: \"\" # money-back, performance, satisfaction\n terms: \"\"\n\nRule: Every proof element must be relevant to THIS client's situation. Generic \"we're great\" claims are worse than no proof at all.\n\n5. Project Plan & Timeline\n\ntimeline:\n phase_1:\n name: \"Discovery & Planning\"\n duration: \"\"\n activities:\n - task: \"\"\n owner: \"\" # \"Us\" or \"Client\"\n deliverable: \"\"\n milestone: \"\" # What signals this phase is complete?\n client_requirements: [] # What do you need from them?\n \n phase_2:\n name: \"Build / Execute\"\n duration: \"\"\n activities: []\n deliverable: \"\"\n milestone: \"\"\n client_requirements: []\n \n phase_3:\n name: \"Review & Launch\"\n duration: \"\"\n activities: []\n deliverable: \"\"\n milestone: \"\"\n client_requirements: []\n \n ongoing: # If applicable\n name: \"Support & Optimization\"\n duration: \"\"\n activities: []\n review_cadence: \"\"\n\nInclude client responsibilities. Delays are almost always caused by the client. Document what you need from them and when.\n\n6. Investment (Pricing)\n\nPresent the three tiers from Section 3. Frame as investment, not cost.\n\nROI framing:\n\"The [Better] option is an investment of $X. Based on [discovery data], \nwe expect this to [generate/save] $Y within [timeframe], representing \na [N]x return.\"\n\nCost of inaction:\n\"Every month without a solution, [Client] is [losing $X / spending Y hours / \nrisking Z]. Over the proposal validity period alone, that's $[amount].\"\n\n7. Next Steps & Terms\n\nTo proceed:\n1. Select your preferred option (Good / Better / Best)\n2. Sign this proposal (e-signature below or reply \"approved\")\n3. Submit deposit of [amount]\n4. Kickoff call scheduled within [X] business days\n\nThis proposal is valid until [date — 14-30 days].\nAfter that, pricing and availability may change." }, { "title": "Terms to include:", "body": "Payment schedule\nRevision/change request process (with cost implications)\nCancellation terms\nIP ownership (who owns the deliverables?)\nConfidentiality\nLimitation of liability" }, { "title": "5. Proposal Quality Checklist", "body": "Score each dimension 0-10. Minimum 70/100 before sending.\n\n#DimensionCheckScore1RelevanceDoes every section reference THEIR specific situation?/102ClarityCould a non-expert understand what you're proposing?/103ProofAre claims backed by data, cases, or testimonials?/104Value framingIs ROI/cost-of-inaction clearly articulated?/105SpecificityConcrete deliverables, dates, numbers (not vague promises)?/106Objection handlingDoes it preemptively address likely concerns?/107Visual qualityClean formatting, easy to scan, professional?/108Call to actionCrystal clear next steps with timeline?/109Risk reductionGuarantees, testimonials, or milestones that reduce buyer fear?/1010Competitive edgeDoes it show why YOU vs alternatives?/10" }, { "title": "Delivery Rules", "body": "Never email a proposal cold. Present it live (call/meeting) or send with a Loom video walkthrough.\nSend PDF + a one-paragraph email. Don't bury it in a wall of text.\nSubject line: \"[Client Name] × [Your Company] — Proposal for [Outcome]\"" }, { "title": "Follow-Up Cadence", "body": "follow_up:\n day_0: \"Send proposal + personal video walkthrough (2-3 min)\"\n day_2: \"Quick check-in: 'Did you have a chance to review? Any questions?'\"\n day_5: \"Value-add: Share a relevant article, case study, or insight\"\n day_8: \"Direct ask: 'Are you leaning toward an option? Happy to jump on a quick call'\"\n day_14: \"Scarcity: 'Proposal valid until [date]. Want to lock in the timeline?'\"\n day_21: \"Last touch: 'Wanted to check in one final time. If timing isn't right, no worries — happy to revisit when it makes sense.'\"\n day_30: \"Close the loop: Move to 'closed-lost' if no response. Send graceful close email.\"" }, { "title": "Objection Response Templates", "body": "\"It's too expensive\"\n→ Reframe to value: \"I understand. Let me ask — if this [achieves outcome], what would that be worth to your business over 12 months? The investment is [X]% of that value.\"\n→ Offer the Good tier: \"We also have the [Good option] at $[X] that covers the core need.\"\n\n\"We need to think about it\"\n→ Diagnose: \"Absolutely. To help you evaluate — is there a specific concern I can address, or information you need that would help the decision?\"\n\n\"We're looking at other options\"\n→ Differentiate: \"Smart to compare. What criteria are most important in your decision? I want to make sure our proposal addresses what matters most.\"\n\n\"The timeline doesn't work\"\n→ Adapt: \"When would be ideal? Let me see if we can restructure phases to align with your timeline.\"\n\n\"We need to get approval from [someone]\"\n→ Enable: \"Happy to join a brief call with [person] to answer any questions directly. Would that help speed things up?\"" }, { "title": "Consulting/Advisory Proposal", "body": "Focus on: situation analysis, methodology, expected outcomes, engagement structure\nTone: authoritative, advisory\nPricing: project fee or monthly retainer\nKey proof: similar client results, methodology name" }, { "title": "Software/Technical Proposal", "body": "Focus on: technical approach, architecture overview, integration plan, support\nTone: clear, technical but accessible\nPricing: project phases + ongoing license/maintenance\nKey proof: technical credentials, uptime stats, security compliance" }, { "title": "Creative/Agency Proposal", "body": "Focus on: creative vision, mood boards/references, deliverable list, revision process\nTone: confident, visually-driven\nPricing: project fee with defined revision rounds\nKey proof: portfolio samples, brand work examples" }, { "title": "RFP Response", "body": "Focus on: point-by-point compliance, differentiators, team bios, references\nTone: formal, thorough\nPricing: as specified in RFP\nKey proof: relevant contract experience, certifications, references\nTip: Answer every question in the RFP even if irrelevant. Non-responsive = disqualified." }, { "title": "8. Common Mistakes (Avoid These)", "body": "Writing about yourself first. Lead with THEIR problem, not your company bio.\nOne option only. Always offer 3 tiers. One option = take it or leave it.\nVague deliverables. \"Marketing strategy\" means nothing. \"30-page go-to-market playbook covering channels, budget allocation, and 90-day campaign calendar\" means everything.\nNo deadline. Open-ended proposals die. Always include expiration date.\nSending without presenting. Proposals sent blind close at 10-20%. Presented live: 40-60%.\nNo follow-up system. 80% of deals close after the 5th follow-up. Most people stop at 1.\nBurying the price. Don't make them hunt for it. Investment section should be easy to find.\nIgnoring the real decision maker. If you're writing for the wrong person, you've already lost.\nOver-designing, under-writing. Beautiful PDF with weak content loses to ugly doc with killer strategy.\nNot quantifying value. If you can't show ROI, the price is always \"too much.\"" }, { "title": "Quick Start", "body": "\"Create a proposal for [client]\" → I'll walk you through discovery extraction, qualification scoring, pricing strategy, and generate the full proposal with follow-up plan.\n\n\"Score this opportunity: [details]\" → BANT-Plus qualification score with go/no-go recommendation.\n\n\"Help me price [project]\" → Three-tier pricing with value framing and payment terms.\n\n\"Review my proposal: [paste/file]\" → Quality checklist score with specific improvement suggestions.\n\nBuilt by AfrexAI — AI-powered business tools that actually work." } ], "body": "Proposal Engine — Win More Deals\n\nTurn discovery calls into winning proposals. Full lifecycle: qualify → scope → price → write → present → close.\n\nWhen to Use\nClient says \"send me a proposal\"\nAfter a discovery call or meeting\nResponding to an RFP/RFI\nCreating a statement of work (SOW)\nPricing a new project or retainer\n1. Pre-Proposal Qualification (Don't Waste Time)\n\nBefore writing anything, score the opportunity:\n\nBANT-Plus Framework\nqualification:\n budget:\n score: 0-3 # 0=unknown, 1=below range, 2=in range, 3=confirmed+funded\n notes: \"\"\n authority:\n score: 0-3 # 0=no access, 1=influencer only, 2=decision maker involved, 3=signer in room\n notes: \"\"\n need:\n score: 0-3 # 0=nice-to-have, 1=want, 2=need, 3=urgent/painful\n notes: \"\"\n timeline:\n score: 0-3 # 0=someday, 1=this quarter, 2=this month, 3=this week/ASAP\n notes: \"\"\n competition:\n score: 0-3 # 0=3+ competitors, 1=2 competitors, 2=1 competitor, 3=sole source\n notes: \"\"\n champion:\n score: 0-3 # 0=no internal advocate, 1=passive, 2=active, 3=actively selling for you\n notes: \"\"\n total: 0 # Sum of all scores. Max=18\n\n\nDecision matrix:\n\nScore\tAction\n14-18\tFull custom proposal — invest heavily\n10-13\tStandard proposal with light customization\n6-9\tTemplate proposal or decline politely\n0-5\tDecline — not qualified. Send a polite \"not a fit\" email\nDisqualification Signals (Walk Away)\nThey want a proposal before a real conversation\n\"We're just getting quotes\" (you're column fodder)\nNo budget conversation allowed\nDecision maker won't attend any meeting\nTimeline is \"whenever\" with no urgency driver\nThey want you to do unpaid strategy work in the proposal\n2. Discovery Extraction\n\nAfter a discovery call, extract these into structured notes:\n\ndiscovery:\n client:\n company: \"\"\n industry: \"\"\n size: \"\" # employees, revenue range\n decision_makers:\n - name: \"\"\n role: \"\"\n priorities: []\n communication_style: \"\" # analytical, driver, expressive, amiable\n \n situation:\n current_state: \"\"\n trigger_event: \"\" # What happened that made them look for help NOW?\n previous_attempts: [] # What have they tried? Why didn't it work?\n constraints: [] # Budget, timeline, technical, political, regulatory\n \n desired_outcome:\n primary_goal: \"\"\n success_metrics: [] # How will they measure success? Get NUMBERS.\n dream_state: \"\" # \"If this goes perfectly, what does it look like in 12 months?\"\n fears: [] # What are they afraid will go wrong?\n \n decision_process:\n steps: [] # \"What happens between receiving our proposal and starting?\"\n stakeholders: [] # Who else weighs in?\n timeline: \"\"\n budget_range: \"\"\n competing_options: []\n \n value_drivers:\n revenue_impact: \"\" # Will this make them money? How much?\n cost_savings: \"\" # Will this save them money? How much?\n risk_reduction: \"\" # What risks does this eliminate?\n strategic_value: \"\" # How does this advance their bigger goals?\n\n\nKey rule: If you can't fill in success_metrics with numbers, you don't have enough discovery. Go back and ask.\n\n3. Pricing Strategy\nCost-Plus Pricing (Floor)\nHours × Rate + Materials + Buffer = Floor Price\nNever price below this. It's your minimum, not your target.\n\nValue-Based Pricing (Target)\nClient's expected value from the project = X\nYour price should be 10-20% of X\nIf X = $500K revenue increase, price = $50K-$100K\n\nThree-Tier Pricing (Always Present Options)\n\nAlways offer exactly 3 options. Anchoring psychology makes the middle option feel like the best deal.\n\npricing_tiers:\n good:\n name: \"\" # e.g., \"Foundation\", \"Essential\", \"Starter\"\n price: 0\n description: \"Solves the core problem\"\n includes:\n - \"Core deliverable 1\"\n - \"Core deliverable 2\"\n excludes:\n - \"Everything in Better/Best\"\n timeline: \"\"\n best_for: \"Budget-conscious, clear scope, minimal customization\"\n \n better:\n name: \"\" # e.g., \"Growth\", \"Professional\", \"Recommended\" \n price: 0 # 1.5-2.5x of Good\n description: \"Core + optimization + support\"\n includes:\n - \"Everything in Good\"\n - \"Additional deliverable 1\"\n - \"Additional deliverable 2\"\n - \"30 days support\"\n timeline: \"\"\n best_for: \"Best value — most clients choose this\"\n recommended: true # Mark this one visually\n \n best:\n name: \"\" # e.g., \"Enterprise\", \"Premium\", \"Partnership\"\n price: 0 # 2-4x of Good\n description: \"Full transformation + ongoing partnership\"\n includes:\n - \"Everything in Better\"\n - \"Premium deliverable 1\"\n - \"Premium deliverable 2\" \n - \"90 days support\"\n - \"Quarterly reviews\"\n timeline: \"\"\n best_for: \"Maximum results, full partnership\"\n\n\nPricing rules:\n\nNever show hourly rates — price the outcome, not the time\nGood option should still be profitable (don't create a loss leader)\nBetter option is your target — design it to be obviously the best value\nBest option is the anchor — makes Better look reasonable\nUse round numbers ending in 0 or 5 (not $12,347)\nAnnual/retainer pricing: show monthly equivalent AND total (monthly feels smaller)\nPayment Terms\npayment_terms:\n project: # For fixed-scope projects\n deposit: \"50% on signing\"\n milestone_1: \"25% on [milestone]\"\n final: \"25% on delivery + approval\"\n late_fee: \"1.5%/month after 30 days\"\n \n retainer: # For ongoing work\n billing: \"Monthly, billed in advance\"\n minimum_term: \"3 months\"\n unused_hours: \"Do not roll over\"\n overage_rate: \"$X/hour\"\n cancellation: \"30 days written notice\"\n \n saas: # For software/platform\n billing: \"Annual (2 months free) or monthly\"\n payment_method: \"Credit card on file\"\n refund_policy: \"30-day money-back guarantee\"\n\n4. Proposal Structure\nThe Winning Formula\n\nEvery proposal follows this arc: Mirror → Solve → Prove → Ask\n\n1. Their World (Mirror) — Show you understand their situation\n2. The Gap (Problem) — Articulate what's broken/missing\n3. The Bridge (Solution) — Your approach to closing the gap\n4. The Proof (Evidence) — Why you specifically can deliver\n5. The Path (Plan) — How you'll get there, step by step\n6. The Investment (Pricing) — Three options, value-framed\n7. The Ask (Next Steps) — Exactly what happens when they say yes\n\nSection-by-Section Guide\nCover Page\n[Client Logo] + [Your Logo]\n\"[Project Name]: [Outcome-Focused Subtitle]\"\nPrepared for: [Decision Maker Name], [Title]\nPrepared by: [Your Name], [Title]\nDate: [Date]\nValid until: [Date + 30 days]\nConfidential\n\n1. Executive Summary (1 page max)\n\nWrite this LAST but put it FIRST. The decision maker may only read this page.\n\nTemplate:\n\n[Client] is facing [specific challenge] that is costing approximately \n[quantified impact — dollars, hours, risk]. After [discovery call/meeting], \nwe understand that your priority is [primary goal] by [timeline].\n\nWe propose [one-sentence solution] that will [primary outcome + metric]. \nBased on [similar project/experience], we expect [specific result] \nwithin [timeframe].\n\nThree engagement options are detailed below, ranging from $[Good price] \nto $[Best price]. We recommend [Better option name] for the optimal \nbalance of speed, thoroughness, and value.\n\nNext step: [specific action] by [date].\n\n\nRules:\n\nNo jargon. Write at 8th grade reading level.\nInclude at least one number (cost of inaction, expected ROI, timeline).\nName the decision maker. This is personal.\n2. Understanding Your Situation (Mirror)\n\nRestate what you learned in discovery. Use their exact words where possible.\n\nCurrent state: [What they told you about today]\nTrigger: [Why they're looking for help NOW]\nImpact: [What this problem is costing them — quantified]\nPrevious attempts: [What they've tried, why it fell short]\nDesired outcome: [What success looks like — in THEIR words]\n\n\nWhy this works: When prospects see their own words reflected back accurately, trust skyrockets. They think \"these people actually listened.\"\n\n3. Proposed Solution\n\nStructure: What → Why → How\n\nWhat we'll deliver:\n- [Deliverable 1]: [One sentence on what it is and why it matters]\n- [Deliverable 2]: [One sentence]\n- [Deliverable 3]: [One sentence]\n\nWhy this approach:\n- [Reason 1 — tied to their specific situation]\n- [Reason 2 — addresses a concern they raised]\n- [Reason 3 — differentiates from alternatives]\n\nWhat's explicitly NOT included:\n- [Out of scope item 1]\n- [Out of scope item 2]\n(This prevents scope creep and manages expectations)\n\n4. Proof & Credibility\n\nPick 2-3 of these (not all):\n\nproof_elements:\n case_study:\n client: \"[Similar company]\"\n challenge: \"[Similar problem]\"\n solution: \"[What you did]\"\n result: \"[Quantified outcome]\"\n timeline: \"[How long it took]\"\n \n testimonial:\n quote: \"\"\n attribution: \"[Name, Title, Company]\"\n \n credentials:\n - \"[Relevant certification]\"\n - \"[Years of experience in this specific area]\"\n - \"[Number of similar projects completed]\"\n \n methodology:\n name: \"\"\n description: \"Brief explanation of your proven process\"\n \n guarantee:\n type: \"\" # money-back, performance, satisfaction\n terms: \"\"\n\n\nRule: Every proof element must be relevant to THIS client's situation. Generic \"we're great\" claims are worse than no proof at all.\n\n5. Project Plan & Timeline\ntimeline:\n phase_1:\n name: \"Discovery & Planning\"\n duration: \"\"\n activities:\n - task: \"\"\n owner: \"\" # \"Us\" or \"Client\"\n deliverable: \"\"\n milestone: \"\" # What signals this phase is complete?\n client_requirements: [] # What do you need from them?\n \n phase_2:\n name: \"Build / Execute\"\n duration: \"\"\n activities: []\n deliverable: \"\"\n milestone: \"\"\n client_requirements: []\n \n phase_3:\n name: \"Review & Launch\"\n duration: \"\"\n activities: []\n deliverable: \"\"\n milestone: \"\"\n client_requirements: []\n \n ongoing: # If applicable\n name: \"Support & Optimization\"\n duration: \"\"\n activities: []\n review_cadence: \"\"\n\n\nInclude client responsibilities. Delays are almost always caused by the client. Document what you need from them and when.\n\n6. Investment (Pricing)\n\nPresent the three tiers from Section 3. Frame as investment, not cost.\n\nROI framing:\n\"The [Better] option is an investment of $X. Based on [discovery data], \nwe expect this to [generate/save] $Y within [timeframe], representing \na [N]x return.\"\n\nCost of inaction:\n\"Every month without a solution, [Client] is [losing $X / spending Y hours / \nrisking Z]. Over the proposal validity period alone, that's $[amount].\"\n\n7. Next Steps & Terms\nTo proceed:\n1. Select your preferred option (Good / Better / Best)\n2. Sign this proposal (e-signature below or reply \"approved\")\n3. Submit deposit of [amount]\n4. Kickoff call scheduled within [X] business days\n\nThis proposal is valid until [date — 14-30 days].\nAfter that, pricing and availability may change.\n\nTerms to include:\nPayment schedule\nRevision/change request process (with cost implications)\nCancellation terms\nIP ownership (who owns the deliverables?)\nConfidentiality\nLimitation of liability\n5. Proposal Quality Checklist\n\nScore each dimension 0-10. Minimum 70/100 before sending.\n\n#\tDimension\tCheck\tScore\n1\tRelevance\tDoes every section reference THEIR specific situation?\t/10\n2\tClarity\tCould a non-expert understand what you're proposing?\t/10\n3\tProof\tAre claims backed by data, cases, or testimonials?\t/10\n4\tValue framing\tIs ROI/cost-of-inaction clearly articulated?\t/10\n5\tSpecificity\tConcrete deliverables, dates, numbers (not vague promises)?\t/10\n6\tObjection handling\tDoes it preemptively address likely concerns?\t/10\n7\tVisual quality\tClean formatting, easy to scan, professional?\t/10\n8\tCall to action\tCrystal clear next steps with timeline?\t/10\n9\tRisk reduction\tGuarantees, testimonials, or milestones that reduce buyer fear?\t/10\n10\tCompetitive edge\tDoes it show why YOU vs alternatives?\t/10\n6. Proposal Delivery & Follow-Up\nDelivery Rules\nNever email a proposal cold. Present it live (call/meeting) or send with a Loom video walkthrough.\nSend PDF + a one-paragraph email. Don't bury it in a wall of text.\nSubject line: \"[Client Name] × [Your Company] — Proposal for [Outcome]\"\nFollow-Up Cadence\nfollow_up:\n day_0: \"Send proposal + personal video walkthrough (2-3 min)\"\n day_2: \"Quick check-in: 'Did you have a chance to review? Any questions?'\"\n day_5: \"Value-add: Share a relevant article, case study, or insight\"\n day_8: \"Direct ask: 'Are you leaning toward an option? Happy to jump on a quick call'\"\n day_14: \"Scarcity: 'Proposal valid until [date]. Want to lock in the timeline?'\"\n day_21: \"Last touch: 'Wanted to check in one final time. If timing isn't right, no worries — happy to revisit when it makes sense.'\"\n day_30: \"Close the loop: Move to 'closed-lost' if no response. Send graceful close email.\"\n\nObjection Response Templates\n\n\"It's too expensive\" → Reframe to value: \"I understand. Let me ask — if this [achieves outcome], what would that be worth to your business over 12 months? The investment is [X]% of that value.\" → Offer the Good tier: \"We also have the [Good option] at $[X] that covers the core need.\"\n\n\"We need to think about it\" → Diagnose: \"Absolutely. To help you evaluate — is there a specific concern I can address, or information you need that would help the decision?\"\n\n\"We're looking at other options\" → Differentiate: \"Smart to compare. What criteria are most important in your decision? I want to make sure our proposal addresses what matters most.\"\n\n\"The timeline doesn't work\" → Adapt: \"When would be ideal? Let me see if we can restructure phases to align with your timeline.\"\n\n\"We need to get approval from [someone]\" → Enable: \"Happy to join a brief call with [person] to answer any questions directly. Would that help speed things up?\"\n\n7. Proposal Templates by Type\nConsulting/Advisory Proposal\n\nFocus on: situation analysis, methodology, expected outcomes, engagement structure Tone: authoritative, advisory Pricing: project fee or monthly retainer Key proof: similar client results, methodology name\n\nSoftware/Technical Proposal\n\nFocus on: technical approach, architecture overview, integration plan, support Tone: clear, technical but accessible Pricing: project phases + ongoing license/maintenance Key proof: technical credentials, uptime stats, security compliance\n\nCreative/Agency Proposal\n\nFocus on: creative vision, mood boards/references, deliverable list, revision process Tone: confident, visually-driven Pricing: project fee with defined revision rounds Key proof: portfolio samples, brand work examples\n\nRFP Response\n\nFocus on: point-by-point compliance, differentiators, team bios, references Tone: formal, thorough Pricing: as specified in RFP Key proof: relevant contract experience, certifications, references Tip: Answer every question in the RFP even if irrelevant. Non-responsive = disqualified.\n\n8. Common Mistakes (Avoid These)\nWriting about yourself first. Lead with THEIR problem, not your company bio.\nOne option only. Always offer 3 tiers. One option = take it or leave it.\nVague deliverables. \"Marketing strategy\" means nothing. \"30-page go-to-market playbook covering channels, budget allocation, and 90-day campaign calendar\" means everything.\nNo deadline. Open-ended proposals die. Always include expiration date.\nSending without presenting. Proposals sent blind close at 10-20%. Presented live: 40-60%.\nNo follow-up system. 80% of deals close after the 5th follow-up. Most people stop at 1.\nBurying the price. Don't make them hunt for it. Investment section should be easy to find.\nIgnoring the real decision maker. If you're writing for the wrong person, you've already lost.\nOver-designing, under-writing. Beautiful PDF with weak content loses to ugly doc with killer strategy.\nNot quantifying value. If you can't show ROI, the price is always \"too much.\"\nQuick Start\n\n\"Create a proposal for [client]\" → I'll walk you through discovery extraction, qualification scoring, pricing strategy, and generate the full proposal with follow-up plan.\n\n\"Score this opportunity: [details]\" → BANT-Plus qualification score with go/no-go recommendation.\n\n\"Help me price [project]\" → Three-tier pricing with value framing and payment terms.\n\n\"Review my proposal: [paste/file]\" → Quality checklist score with specific improvement suggestions.\n\nBuilt by AfrexAI — AI-powered business tools that actually work." }, "trust": { "sourceLabel": "tencent", "provenanceUrl": "https://clawhub.ai/1kalin/afrexai-proposal-engine", "publisherUrl": "https://clawhub.ai/1kalin/afrexai-proposal-engine", "owner": "1kalin", "version": "1.0.1", "license": null, "verificationStatus": "Indexed source record" }, "links": { "detailUrl": "https://openagent3.xyz/skills/afrexai-proposal-engine", "downloadUrl": "https://openagent3.xyz/downloads/afrexai-proposal-engine", "agentUrl": "https://openagent3.xyz/skills/afrexai-proposal-engine/agent", "manifestUrl": "https://openagent3.xyz/skills/afrexai-proposal-engine/agent.json", "briefUrl": "https://openagent3.xyz/skills/afrexai-proposal-engine/agent.md" } }