# Bd Proposal

> Generates a customer proposal (post-discovery) — problem statement, recommended solution, scope/SOW, pricing options, success criteria, ROI math, and signature-ready structure. For B2B SaaS deals, agency engagements, and consulting projects. Different from /bd-partner-pitch (partnerships) — this is for END CUSTOMERS. Outputs proposal-{customer}.md to current directory. Triggers on customer propos…

- **Type:** Skill
- **Install:** `agentstack add skill-dongcs52-claude-bd-skills-bd-proposal`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [dongcs52](https://agentstack.voostack.com/s/dongcs52)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [dongcs52](https://github.com/dongcs52)
- **Source:** https://github.com/dongcs52/claude-bd-skills/tree/main/.claude/skills/bd-proposal

## Install

```sh
agentstack add skill-dongcs52-claude-bd-skills-bd-proposal
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Customer Proposal Generator

A customer proposal turns a discovery call into a signature. This skill generates the full proposal — problem, solution, scope, pricing, success criteria, ROI — in markdown that can be exported to PDF or pasted into a deck.

**Different from `/bd-partner-pitch`:** That one is for partner term sheets (rev share, exclusivity, co-marketing). THIS is for end customers (pricing, SOW, ROI).

## Input

Required:
- Customer name + persona contacted
- Discovery summary — pain, current state, goal, timeline (or `qualification-{lead}.md`)
- Offer / package being proposed

Optional:
- `icp-profile.json`
- Competitor context (if displacing)
- Pricing options (if multiple tiers proposed)
- Existing `account-{customer}.md` from `/bd-research`

## Process

1. **Read context** — pull discovery insights, ICP, account research
2. **Confirm offer + pricing** — ask user if not in input
3. **Choose proposal format** based on deal type:
   - **SaaS subscription** — pricing tiers, usage-based, add-ons
   - **Agency / services** — fixed-fee + retainer + perf
   - **Consulting** — phased SOW with deliverables
   - **Hybrid** — software + services
4. **Build proposal sections** (see template below)
5. **Add ROI math** — input-driven if data available
6. **Save** — `proposal-{customer}.md`

## Output: proposal-{customer}.md

```markdown
# Proposal for [Customer Name]
## [Project / Engagement Name]

**Prepared for:** [Customer Name + persona]
**Prepared by:** [Your Company + sender]
**Date:** [Date]
**Valid until:** [Date + 30 days]
**Version:** 1.0

---

## Executive Summary

[3 sentences:]
1. The problem [Customer] is facing (as we heard it)
2. What we recommend
3. Expected outcome and timeline

---

## 1. Situation (what we heard from you)

**Current state:**
- [Specific pain 1 from discovery]
- [Specific pain 2]
- [Specific pain 3]

**Cost of inaction:**
- [Quantified — $/time/risk]
- [Quantified — $/time/risk]

**Goals you shared:**
- [Goal 1 with metric]
- [Goal 2 with metric]
- [Timeline / pressure]

**Stakeholders involved:**
- [Champion — name + role]
- [Economic buyer]
- [End users]

---

## 2. Recommended Solution

### What we propose

[1-paragraph description of the solution — outcome-led, not feature-led]

### Why this approach

| Your need | Our approach | Why it works |
|---|---|---|
| [Need 1] | [Approach] | [Reasoning] |
| [Need 2] | [Approach] | [Reasoning] |
| [Need 3] | [Approach] | [Reasoning] |

### What's included

- ✅ [Deliverable 1]
- ✅ [Deliverable 2]
- ✅ [Deliverable 3]
- ✅ [Deliverable 4]

### What's NOT included (out of scope)

- ❌ [Out of scope 1] — available as add-on
- ❌ [Out of scope 2]

---

## 3. Scope of Work

### Phase 1: [Name] — Weeks 1-2
**Objective:** [Outcome]
**Deliverables:**
- [Deliverable + owner]
- [Deliverable + owner]
**Your involvement:** [Time commitment + roles needed]

### Phase 2: [Name] — Weeks 3-6
[Same structure]

### Phase 3: [Name] — Weeks 7-12
[Same structure]

### Timeline visual

```
Week  1   2   3   4   5   6   7   8   9   10  11  12
      [Phase 1 ────][─── Phase 2 ───][─── Phase 3 ───]
```

---

## 4. Investment

### Option A: [Recommended Tier Name]

| Component | Amount |
|---|---|
| [Software / Services line item] | $X,XXX |
| [Implementation / setup] | $X,XXX |
| [Ongoing / retainer / subscription] | $X,XXX/mo |
| **Total Year 1** | **$XX,XXX** |

**Payment terms:** [Net 30 / Net 60 / 50% upfront / etc]
**Contract length:** [12 months auto-renew]

### Option B: [Alternative Tier]
[If proposing 2-3 options — pricing pyramid: bronze/silver/gold]

[Same structure]

### Option C: [Premium Tier]
[Same structure]

### Pricing notes

- All prices in [currency], excl. tax
- Volume discounts: [if applicable]
- Multi-year discount: [10–20% off for 2-year prepay]
- Pilot option: [Pilot terms if available]

---

## 5. Success Criteria

How we'll measure success — agreed up front:

| Metric | Baseline (today) | Target (90 days) | Target (12 months) |
|---|---|---|---|
| [Metric 1] | [Number] | [Number] | [Number] |
| [Metric 2] | [Number] | [Number] | [Number] |
| [Metric 3] | [Number] | [Number] | [Number] |

**Review cadence:** [Monthly / quarterly QBR with stakeholders]
**What "success" looks like:** [1-paragraph qualitative]

---

## 6. ROI Analysis

### Input assumptions

- [Customer's current cost / pain quantified]
- [Customer's current scale]
- [Industry benchmarks]

### Expected return

| Driver | Year 1 impact | Year 2 impact |
|---|---|---|
| [Cost saved] | $X | $X |
| [Revenue gained] | $X | $X |
| [Time saved → reallocated] | $X | $X |
| **Total impact** | **$XX,XXX** | **$XX,XXX** |

### ROI calculation

- **Investment:** $XX (Year 1)
- **Return:** $XX (Year 1)
- **ROI:** XXX%
- **Payback period:** X months

---

## 7. Why Us

[1 paragraph — connect specifically to their stated needs. NOT generic "Why Choose [Company]"]

### Customer outcomes

| Customer | Similar to your situation | Outcome |
|---|---|---|
| [Customer 1] | [How they're similar] | [Specific outcome + metric] |
| [Customer 2] | [How they're similar] | [Specific outcome + metric] |
| [Customer 3] | [How they're similar] | [Specific outcome + metric] |

### Quotes / testimonials

> "[Pull quote with attribution]"
> — [Name, Title, Company]

> "[Pull quote with attribution]"
> — [Name, Title, Company]

---

## 8. Risks & Mitigations

[Don't hide risks — addressing them directly builds trust]

| Risk | Probability | Mitigation |
|---|---|---|
| [Implementation delay] | Medium | Phased rollout, dedicated PM |
| [User adoption] | Medium | Champion enablement, training plan |
| [Integration complexity] | Low | Pre-discovery completed, scoped above |
| [Change management] | Medium | Communications plan included |

---

## 9. Next Steps

To move forward:

1. **[Date 1]** — Review proposal with [stakeholders] (you)
2. **[Date 2]** — Q&A session (us, 30 min)
3. **[Date 3]** — Sign / commercial terms (you + procurement)
4. **[Date 4]** — Kickoff (joint)

### What I need from you to lock the kickoff

- [ ] Sign-off on this proposal
- [ ] Intro to [missing stakeholder] for security review
- [ ] [Any data / access needed for kickoff]

---

## 10. Terms & Conditions Summary

[High-level — full terms in MSA / contract]

- **Term:** [12 months auto-renew unless 60-day notice]
- **Payment:** [Net 30 from invoice date]
- **SLA:** [99.X% uptime, response time]
- **Data:** [Customer owns data, exit policy, security certs]
- **Liability:** [Standard caps, refer to MSA]
- **Termination:** [60-day notice, no penalty after pilot]

---

## Acceptance

By signing below, [Customer Name] accepts the scope, investment, and terms above for **Option [A/B/C]**.

**[Customer signatory name]**
Title: __________________________
Signature: ______________________
Date: ___________________________

**[Your signatory name]**
Title: __________________________
Signature: ______________________
Date: ___________________________

---

## Appendix

- A. Detailed feature comparison
- B. Security & compliance documentation
- C. Implementation playbook
- D. Reference customers + intro requests
- E. Master Services Agreement (separate doc)
```

## Pricing structure guidance

Pick the right pricing model based on deal type:

### SaaS subscription
- **Per-seat** — clear, scalable, but caps growth
- **Per-usage** — usage-aligned, but unpredictable for buyer
- **Tiered (good/better/best)** — anchors decision, drives upsell
- **Platform fee + variable** — combines predictability + scaling

### Agency / services
- **Fixed-fee project** — clean, but limits scope changes
- **Retainer** — predictable revenue, requires SLA
- **Performance-based** — high upside, but requires trust + measurement
- **Hybrid (retainer + perf bonus)** — best for long-term clients

### Consulting
- **Time + materials (T&M)** — flexible, but buyer hates uncertainty
- **Fixed-fee phased** — scope-controlled, requires good discovery
- **Outcome-based** — premium pricing, requires strict success criteria

## Rules

- **Always offer 3 options** — bronze/silver/gold or pilot/standard/premium. Single-option proposals get fewer signatures.
- **Lead with situation, not solution.** Show you listened first.
- **ROI is non-negotiable.** Even rough math beats no math. CFOs respond to numbers.
- **Risks section builds trust.** Hiding risks is a red flag for procurement.
- **Make it easy to say yes.** Pre-fill signature blocks, dates, next steps.
- **Personalize.** Use customer's exact words from discovery in Section 1.
- **Make pricing scannable.** A pricing table beats a paragraph of pricing prose.

## Next steps to suggest

1. `/bd-objection` — prep responses for objections likely after sending
2. `/bd-followup` — design follow-up cadence for proposal review
3. After signature: pass to delivery team — proposal becomes the SOW baseline

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [dongcs52](https://github.com/dongcs52)
- **Source:** [dongcs52/claude-bd-skills](https://github.com/dongcs52/claude-bd-skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-dongcs52-claude-bd-skills-bd-proposal
- Seller: https://agentstack.voostack.com/s/dongcs52
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.