Memstack memstack-business-proposal-writer
Use this skill when the user says 'write proposal', 'create proposal', 'proposal for', 'client proposal', 'project proposal', 'bid on project', 'pitch', or is preparing a project proposal for a client or freelance engagement. Do NOT use for contracts, invoices, or onboarding.
git clone https://github.com/cwinvestments/memstack
T=$(mktemp -d) && git clone --depth=1 https://github.com/cwinvestments/memstack "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/business/proposal-writer" ~/.claude/skills/cwinvestments-memstack-memstack-business-proposal-writer && rm -rf "$T"
skills/business/proposal-writer/SKILL.md📝 Proposal Writer — Drafting project proposal...
Generates a professional project proposal with executive summary, deliverables, tiered pricing, timeline, and terms — ready to send as PDF or email.
Activation
When this skill activates, output:
📝 Proposal Writer — Gathering project details...
Then execute the protocol below.
| Context | Status |
|---|---|
| User says "write proposal" or "create proposal" | ACTIVE |
| User says "pitch" or "bid on project" or "client proposal" | ACTIVE |
| Preparing a document to send to a prospective client | ACTIVE |
| Writing internal project plans (no client) | DORMANT — use scope-of-work |
| Discussing pricing strategy generally | DORMANT |
Anti-patterns
| Trap | Reality Check |
|---|---|
| "Just list what we'll build" | Proposals sell outcomes, not features. Lead with the problem you solve. |
| "One price, take it or leave it" | Tiered pricing lets clients choose their budget level. Always offer 2-3 options. |
| "We'll figure out scope later" | Vague scope creates disputes. Define deliverables AND exclusions explicitly. |
| "Terms can wait until contract" | Payment schedule, revision limits, and IP ownership prevent 80% of freelance conflicts. Include them. |
| "The longer the better" | Busy clients skim. Executive summary + pricing first. Details in appendix. |
Protocol
Step 1: Gather Project Requirements
If the user hasn't provided project details, ask:
I need a few details for the proposal:
- Client name and company
- Project type (web app, mobile app, marketing site, API, etc.)
- Core problem — what does the client need solved?
- Rough scope — key features or deliverables
- Timeline — any deadlines or target launch date?
- Budget range — if known (helps calibrate tier pricing)
If the user provides partial info, ask only for what's missing. Don't ask for information you can infer.
Step 2: Write Executive Summary
The executive summary is what the client reads first (and sometimes only). It must:
- Name the problem the client faces — in their language, not technical jargon
- Present the solution at a high level — what you'll build and why it works
- State the outcome — what the client gets (revenue, time saved, users served)
- Establish credibility — briefly mention relevant experience
Template:
## Executive Summary [Client name] needs [problem statement — what's broken, missing, or inefficient]. We propose [solution summary — what you'll build] using [key technology/approach]. This will [primary outcome — measurable benefit to the client]. Based on our experience with [relevant past work], we estimate [timeline] for full delivery, with [key milestone] available within [shorter timeframe].
Rules:
- Max 150 words — if you can't summarize in 150 words, you don't understand the project
- No technical jargon the client wouldn't use
- Lead with their problem, not your solution
- Include one specific number (timeline, cost savings, user capacity)
Step 3: Break Down Deliverables
List every deliverable with estimated hours per phase:
## Deliverables ### Phase 1: Foundation (Week 1-2) | Deliverable | Description | Est. Hours | |-------------|-------------|-----------| | Project setup | Repository, CI/CD, staging environment | 8 | | Authentication | User registration, login, password reset | 16 | | Database design | Schema, migrations, seed data | 12 | | **Phase subtotal** | | **36** | ### Phase 2: Core Features (Week 3-5) | Deliverable | Description | Est. Hours | |-------------|-------------|-----------| | Dashboard | Admin dashboard with key metrics | 24 | | User management | CRUD, roles, permissions | 20 | | API integration | Connect to [external service] | 16 | | **Phase subtotal** | | **60** | ### Phase 3: Polish & Launch (Week 6-7) | Deliverable | Description | Est. Hours | |-------------|-------------|-----------| | Testing | Unit tests, integration tests, QA | 16 | | Deployment | Production setup, domain, SSL | 8 | | Documentation | User guide, API docs | 8 | | **Phase subtotal** | | **32** | **Total estimated hours: 128**
Rules:
- Group deliverables by phase (foundation, core, polish)
- Each deliverable is specific and verifiable (not "backend work")
- Hours are estimates — include a buffer note ("+/- 15%")
- Include testing, deployment, and documentation — clients forget these exist
Step 4: Tech Stack Recommendation
Justify the technology choices:
## Technical Approach | Layer | Technology | Why | |-------|-----------|-----| | Frontend | Next.js 15 + React | Fast development, SEO-friendly, scales well | | Styling | Tailwind CSS | Rapid UI development, consistent design system | | Backend | Next.js API Routes | Unified codebase, simplifies deployment | | Database | Supabase (Postgres) | Real-time capabilities, built-in auth, RLS | | Hosting | Railway + Netlify | Reliable, auto-scaling, CI/CD built-in | | Auth | Supabase Auth | Secure, supports OAuth, handles sessions | This stack was chosen for [speed of development / scalability / client's existing infrastructure / cost-effectiveness].
Rules:
- Only include if the client cares about technical details (some don't)
- Justify each choice in client terms (fast, cheap, reliable — not "it's cool")
- Mention alternatives you considered and why you didn't pick them
- Flag any client-side constraints (existing systems, team expertise)
Step 5: Create Tiered Pricing
Always offer 2-3 options — never a single price:
## Investment ### Option A: Essential — $X,XXX Core functionality to solve the primary problem. - [Deliverable 1] - [Deliverable 2] - [Deliverable 3] - 1 round of revisions - 30 days post-launch support ### Option B: Standard — $XX,XXX ⭐ Recommended Full solution with all planned features. - Everything in Essential, plus: - [Additional deliverable 4] - [Additional deliverable 5] - [Additional deliverable 6] - 2 rounds of revisions - 60 days post-launch support ### Option C: Premium — $XX,XXX Complete solution with ongoing support and future-proofing. - Everything in Standard, plus: - [Premium deliverable 7] - [Premium deliverable 8] - Priority support and maintenance - 3 rounds of revisions - 90 days post-launch support + monthly check-ins All prices exclude applicable taxes. See Payment Terms below.
Pricing rules:
- Standard tier should be the one you actually want them to pick
- Essential is 60-70% of Standard price — stripped to minimum viable
- Premium is 140-160% of Standard price — adds ongoing value
- Mark the recommended tier visually
- Include revision rounds and support period in each tier — these are the #1 source of scope creep
Step 6: Timeline with Milestones
## Timeline | Milestone | Target Date | Deliverables | |-----------|------------|-------------| | Kickoff | [Date] | Requirements review, access handoff | | Phase 1 Complete | [Date + 2 weeks] | Foundation: auth, database, staging | | Phase 1 Review | [Date + 2.5 weeks] | Client review and feedback | | Phase 2 Complete | [Date + 5 weeks] | Core features on staging | | Phase 2 Review | [Date + 5.5 weeks] | Client review and feedback | | Phase 3 Complete | [Date + 7 weeks] | Testing, deployment, docs | | Launch | [Date + 7.5 weeks] | Production deployment | | Support Period Begins | [Date + 8 weeks] | Post-launch monitoring | **Notes:** - Timeline assumes prompt feedback at review milestones (2 business days) - Delays in feedback shift subsequent milestones by the same duration - Timeline is for [Standard tier] — Essential is shorter, Premium is longer
Rules:
- Include explicit review/feedback milestones (clients cause most delays)
- State feedback turnaround expectation
- Note that delayed feedback shifts the timeline
- Tie timeline to the recommended tier
Step 7: Terms and Conditions
## Terms ### Payment Schedule | Milestone | Amount | Due | |-----------|--------|-----| | Project kickoff | 30% ($X,XXX) | Upon signing | | Phase 2 complete | 40% ($X,XXX) | On delivery | | Final delivery | 30% ($X,XXX) | On launch | ### Revision Policy - Each tier includes [N] rounds of revisions per phase - A "round" is a single set of consolidated feedback - Additional revision rounds billed at $XXX/round - Revisions must be submitted within 5 business days of delivery ### Intellectual Property - All code and assets become client property upon final payment - Third-party libraries remain under their original licenses - We retain the right to use the project in our portfolio (unless client opts out) ### Cancellation - Client may cancel with 7 days written notice - Work completed to date is billed at hourly rate ($XXX/hr) - Deposit is non-refundable after kickoff meeting ### Confidentiality - Both parties agree to keep project details confidential - NDA available upon request
Rules:
- Payment is milestone-based, never 100% upfront or 100% on completion
- Revision policy prevents infinite feedback loops
- IP transfers on final payment — protects you if they don't pay
- Cancellation terms protect both sides
Step 8: Assemble Final Document
Output the complete proposal in clean markdown:
# Project Proposal: [Project Name] **Prepared for:** [Client Name], [Company] **Prepared by:** [Your Name / Company] **Date:** [YYYY-MM-DD] **Valid until:** [Date + 30 days] --- ## Executive Summary [Step 2 output] ## Deliverables [Step 3 output] ## Technical Approach [Step 4 output] ## Investment [Step 5 output] ## Timeline [Step 6 output] ## Terms [Step 7 output] --- ## Next Steps To proceed, please: 1. Select your preferred tier (Essential / Standard / Premium) 2. Sign this proposal (reply with written confirmation) 3. Submit the initial deposit We'll schedule a kickoff meeting within 3 business days of receiving both. Questions? Reply to this email or call [phone number]. --- *This proposal is valid for 30 days from the date above.*
Output summary:
📝 Proposal Writer — Complete Client: [name] Project: [project name] Tiers: Essential ($X) / Standard ($XX) / Premium ($XXX) Timeline: [N] weeks (Standard tier) Phases: [N] with [N] review milestones Document: [word count] words, ready for PDF conversion Next steps: 1. Review and customize pricing figures 2. Add your company details and contact info 3. Export to PDF or paste into email
Level History
- Lv.1 — Base: Requirements gathering, executive summary, phased deliverables with hours, tech stack justification, 3-tier pricing, milestone timeline, terms (payment, revisions, IP, cancellation), final document assembly. Based on Quill skill patterns and real client work (Soul Siren Somatics, freelance projects). (Origin: MemStack Pro v3.2, Mar 2026)