client-proposal
starsforks
How to install client-proposal?
indranilbanerjee/digital-marketing-pro/client-proposal
$npx -y skills add indranilbanerjee/digital-marketing-pro --skill client-proposalDraft agency proposals. Use when: pitch deck, scope of work, SLA, capabilities presentation for prospects or clients.
SKILL.md
| 1 | # /digital-marketing-pro:client-proposal |
| 2 | |
| 3 | ## Purpose |
| 4 | |
| 5 | Generate a professional marketing agency proposal or pitch document for a prospective client. Covers strategic analysis, service scope, deliverables, pricing, and team positioning to win new business or formalize an existing engagement with a polished, ready-to-customize document. |
| 6 | |
| 7 | ## Input Required |
| 8 | |
| 9 | The user must provide (or will be prompted for): |
| 10 | |
| 11 | - **Client business name and industry**: Who the proposal is for and their vertical/market segment |
| 12 | - **Services requested**: Which marketing services are in scope (SEO, PPC, social, content, email, strategy, creative, analytics, etc.) |
| 13 | - **Estimated budget range**: Client's stated or expected budget for marketing services (monthly or annual) |
| 14 | - **Timeline**: Engagement duration — 3-month pilot, 6-month contract, 12-month retainer, or project-based with defined milestones |
| 15 | - **Key challenges/goals**: What the client is trying to achieve, problems they need solved, or opportunities they want to capture |
| 16 | - **Competitive context**: Key competitors, market pressures, or differentiation challenges the client faces |
| 17 | - **Decision criteria**: What matters most to the client — price, expertise, speed, industry experience, team size, or technology |
| 18 | - **Proposal format**: Full written proposal, pitch deck outline, or scope-of-work document |
| 19 | - **Existing relationship**: New prospect, referral, existing client expansion, or RFP response |
| 20 | - **Internal team available**: Agency team members who would staff the account (for team bio section) |
| 21 | |
| 22 | ## Process |
| 23 | |
| 24 | 1. **Load brand context**: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand voice, compliance rules for target markets (`skills/context-engine/compliance-rules.md`), and industry context. The loaded brand should be the **agency brand** — the proposal will be written from the agency's perspective. **Also check for guidelines** at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json` — if present, load restrictions and relevant category files. Check for custom templates at `~/.claude-marketing/brands/{slug}/templates/`. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults. |
| 25 | 2. **Research client industry benchmarks**: Pull relevant industry performance data, typical marketing spend ratios, competitive landscape patterns, and common pain points for the client's vertical |
| 26 | 3. **Define proposed scope of services**: Map requested services to specific deliverables, ownership (agency vs. client), frequency, and dependencies between service lines |
| 27 | 4. **Build deliverables matrix with timelines**: Create a detailed breakdown of every deliverable, its cadence (weekly, monthly, quarterly), responsible party, and approval workflow |
| 28 | 5. **Create KPI framework with realistic targets**: Set measurable goals for each service line — baseline assumptions, 90-day targets, 6-month targets, and stretch goals tied to business outcomes |
| 29 | 6. **Design pricing structure**: Develop 2-3 pricing options — retainer-based, project-based, or performance-based models with clear scope boundaries, overage terms, and upgrade paths |
| 30 | 7. **Include case study references**: Frame placeholders for relevant case studies or past results that demonstrate capability in the client's industry, service area, or challenge type |
| 31 | 8. **Draft executive summary**: Write a compelling 1-page overview that connects the client's specific challenges to the proposed solution and expected outcomes |
| 32 | 9. **Build team and process overview**: Outline the account team structure, communication cadence (weekly calls, monthly reports, quarterly reviews), reporting rhythm, and escalation process |
| 33 | 10. **Include terms and conditions framework**: Draft standard engagement terms covering scope change process, payment terms, IP ownership, confidentiality, data handling, performance guarantees, and termination clauses |
| 34 | 11. **Add competitive differentiation**: Articulate why the agency is the right choice based on the client's stated decision criteria — without naming competitors directly |
| 35 | |
| 36 | ## Output |
| 37 | |
| 38 | A structured client proposal document containing: |
| 39 | |
| 40 | - **Executive summary**: Client challenges, proposed approach, and expected outcomes in a compelling 1-page overview |
| 41 | - **Situation analysis**: Client's current state, competitive landscape, market opportunity, and key assumptions |
| 42 | - **Proposed strategy**: High-level strategic approach connecting services to business goals with a clear theory of change |
| 43 | - **Scope of services**: Detailed service descriptions with deliverables, frequency, ownership matrix, and exclusions |
| 44 | - **Deliverables timeline**: Month-by-month or phase-by-phase deliverable schedule with mil |
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