Transcript To Proposal

Transcript to Proposal

Transforms a client call transcript into a commercial proposal with architecture documentation and a clickable prototype.

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Step 0: Gather Input Documents

Two documents are required:

1. Product Description — what you're selling, capabilities, integrations
2. Call Transcript — recording of the conversation with the client

Action: If the user hasn't provided both documents, request the missing one:

To create a proposal, I need two documents:

1. Product description (markdown) — what you sell, features, integrations
2. Client call transcript

Please attach files or paste the text.

Do not proceed to the next step until you have both documents.

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Step 1: Client Pain Analysis

Read the transcript and extract ALL client pains.

Classification Framework

| Dimension | Options | |-----------|---------| | Level | Strategic (business) / Tactical (process) / Operational (daily problems) | | Urgency | Trigger (buying now) / Active (looking for solution) / Latent (aware but passive) | | Speaker Role | Decision Maker / Influencer / User |

Trigger Event Markers (Highest Priority)

Look for phrases like:

• "management is asking...", "by end of quarter..."
• "we already tried X, didn't work..."
• "audit showed...", "regulators require..."
• Any external deadlines, pressure from above

Output Format

## Client Pains

### 1. [Pain Name]
- **Quote:** "[exact quote from transcript]"
- **Level:** Strategic | Tactical | Operational
- **Urgency:** Trigger | Active | Latent
- **Who said it:** [role]

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CHECKPOINT 1: Pain Confirmation

Show the user the analysis results:

Found N pains in the transcript:

TRIGGER (main proposal focus):
   - [pain] — "[quote]"

Active problems:
   - [pain] — "[quote]"

Latent:
   - [pain]

Questions:
1. Did I prioritize correctly?
2. Did I miss anything?
3. Is there context I'm not seeing in the transcript?

Wait for user response. Do not continue without confirmation.

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Step 2: Product Mapping

For each confirmed pain, find in the product description:

1. Which feature solves this pain
2. How exactly it solves it (mechanism)
3. Proof (case study from description or logical reasoning)

Format

## Solution Map

| Client Pain | Product Feature | How It Solves | Proof |
|-------------|-----------------|---------------|-------|
| [pain 1] | [feature] | [mechanism] | [case/logic] |
| [pain 2] | [feature] | [mechanism] | [case/logic] |

Solution Architecture

Based on the solution map, create a system diagram:

graph TD
    subgraph "Client Systems"
        A[System 1]
        B[System 2]
    end

    subgraph "Our Solution"
        C[Integration Layer]
        D[Core Module]
        E[Feature 1]
        F[Feature 2]
    end

    A --> C
    B --> C
    C --> D
    D --> E
    D --> F

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CHECKPOINT 2: Architecture Confirmation

Show the user:

Proposing this architecture:

[Mermaid diagram]

Key decisions:
1. [Decision] — because client said "[quote]"
2. [Decision] — because product has [feature]

Questions:
1. Is the architecture clear?
2. Any constraints (budget, tech stack, timeline)?
3. Need to change scope?

Wait for user response. Do not continue without confirmation.

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Step 3: Commercial Proposal Generation

Create file proposal.md:

# Commercial Proposal for [Client Name]

## Executive Summary

- **Problem:** [main trigger pain in client's words]
- **Solution:** [what we propose, one sentence]
- **Result:** [specific outcome]

## Understanding Your Situation

[Rephrase client pains using THEIR words from the transcript]

[Show you understand context: why now, what they tried, what didn't work]

## Proposed Solution

[Architecture — insert Mermaid diagram]

### Solution Components

**[Component 1]**
- What it does: [description]
- Solves pain: "[pain quote]"

**[Component 2]**
- What it does: [description]
- Solves pain: "[pain quote]"

## Implementation Phases

### Phase 1: [Quick win — solving trigger pain]
- What we do: [specifics]
- Result: [what client gets]

### Phase 2: [Core functionality]
- What we do: [specifics]
- Result: [what client gets]

### Phase 3: [Expansion]
- What we do: [specifics]
- Result: [what client gets]

## Expected Outcomes

| Pain | Current State | Expected State |
|------|---------------|----------------|
| [pain 1] | [current] | [expected] |

## Next Steps

1. [Specific action]
2. [Specific action]

Writing Rules

• Use client's words — copy phrases from transcript
• Every claim is traceable — pain → feature → outcome
• No marketing BS — only specifics
• What's included, what's not — explicitly state boundaries

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Step 4: Prototype Creation

Create an interactive HTML prototype demonstrating the solution to the MAIN pain (trigger event).

Prototype Scope

• 1-2 screens maximum
• Focus on trigger pain — show exactly how it's solved
• Realistic data — use context from the transcript

Technical Requirements

• Single HTML file with embedded CSS/JS
• Tailwind CSS via CDN
• Dark theme, modern design
• Responsive layout
• Interactive elements (but no backend)

What the Prototype Must Include

1. Header with client name (as if it's their system)
2. Main screen — solving the trigger pain
3. Data — relevant to client context (names, metrics, regions from transcript)
4. Navigation — hint at other capabilities

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Final Output

Create three files in the current directory:

1. proposal.md — commercial proposal
2. architecture.md — technical architecture with Mermaid diagrams
3. prototype.html — clickable prototype

After creating files:

Done! Created three files:

proposal.md — commercial proposal
architecture.md — solution architecture
prototype.html — interactive prototype

Open the prototype in browser?

Source & license

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

• Author: vasilievyakov
• Source: vasilievyakov/claude-skill-transcript-to-proposal
• License: MIT

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