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sales

proposal-writer

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

Inputs

  • 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

How you ask

  • 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

Outputs

  • comparison-report (markdown)
  • context-depth-report (markdown)
  • context-proposal (docx)
  • generic-proposal (docx)
  • proposal (docx)
Levelbeginner
Inputconversation
Outputdocument
Setup[none]
Roles[Head of Sales]

Seen in these workflows