AI agent pack for sales
Proposal Writer
Turns sales call notes into priced proposals: Good, Better, Best options from your rate card, scope, terms and the cover email.
See it in action
An example. The situation is made up to show how the pack works.
The situation
After a sales call, a seaside hotel wants a website film and maybe clips for social media. Your rates: filming £1,200 a day, editing £600 a day, drone footage £450, short clips £150 each, all plus VAT.
It asks you, for example
- What you sell, and who buys it
- Your rate card, with prices and units
- Your terms: deposit, payments, revisions, validity
- Your usual timelines and notice to start
Subject: hotel website film proposal
Hi Sophie,
Thanks for the time on the call. You said guests book once they have seen the rooms and the sea view, so the proposal starts there.
It is attached, with the price table for each option.
I recommend Better at £3,300 plus VAT. It covers the 90-second website film, drone shots of the bay and three short clips for social media. Good, at £2,400, covers the website film alone.
Could you pick an option? If a 15-minute call would help first, tell me a time that suits you.
[Your name]
If the hotel goes quiet for five working days, it writes one follow-up with a smaller next step.
An AI proposal writer in 7 skills, one per job, for the AI you already use. It turns your call notes into a clear, priced proposal.
Paste your notes from the sales call and get a proposal in the client's own words, with Good, Better and Best prices built only from your rate card. It also writes the one-page summary for the boss, the cover email and the revision when the client pushes back.
What you are buying
- 7 skills, one per job, each one checking its own work before you see it
- A fixed proposal shape: problem, outcomes, scope in and out, client tasks, timeline, prices, terms, next step.
- Fixed price rules: every total is the sum of your rate card, with the maths shown for you to check.
- When a skill needs your details, it asks a few short questions about what you sell, your rates, terms, proof and timelines, then gives you a Proposal Card. Paste it into a new chat and it asks only for what is new.
- An app, a login or a subscription. You pay once.
- A contract writer. Terms come only from what you give it, and it tells you to have a lawyer check the contract.
- A price setter. It never invents a price; anything not on your rate card is flagged for you to price.
- A way to pressure clients. No fake deadlines, invented clients or price rises you have not confirmed.
Your AI today, and with this
PROPOSAL FOR SERVICES Dear Hannah, We are delighted to present this proposal. Our holistic approach combines cutting-edge design with best-in-class technology to elevate your brand. Investment: approximately £10,000 to £12,000, depending on requirements. Please let us know your thoughts at your earliest convenience.
All about the seller, no problem or scope, and a price range nobody can sign.
Item | Good | Better | Best Website design, up to 5 pages, £4,200 | yes | yes | yes Website build, up to 5 pages, £3,800 | yes | yes | yes 3 extra pages, 3 x £450 = £1,350 | yes | yes | yes Copywriting, 5 main pages, 5 x £300 = £1,500 | no | yes | yes SEO setup, £950 | no | yes | yes Total | £9,350 | £11,800 | £13,950 We recommend Better. It fixes the two things you raised, the phone and "physio Leeds", and covers the words you were unsure about. It is £1,800 above the £10,000 you mentioned. Good fits that budget if you write all 8 pages.
Every line from the seller's own rate card, the maths shown, and an honest word on budget (Best's extra lines left out here). An invented example from the pack.
The skills inside
7 skills, one per job. A skill is a short instruction file you add to your AI once. It switches on only when you ask for its job, asks a few questions, and checks its work before you see it.
The Different line says what each skill does that a plain AI chat does not.
| Sales Proposal | Writes a full proposal from call notes: ten sections, priced options, terms and the sums for you to check.Different: Prices every line as quantity x your unit price, keeps each option 15% to 60% above the one below, and never leaves out a Not included list. |
| Proposal Price Options | Builds three options at rising prices and the price table from your own prices, with the sums shown.Different: Totals only items from your own price list, keeps each option 15% to 60% above the one below, judged before rounding, and writes out every sum and stage. |
| Proposal Cover Email | Writes the email your proposal goes out with, the one follow-up and the note before the quote expires.Different: Counts each email from greeting to sign-off name (cover 60 to 150 words, chase 30 to 80), keeps one ask, and stops after one follow-up and one expiry note. |
| Proposal One-Page Summary | Writes a one-page summary of your proposal, under 250 words, for a decision maker who missed the call.Different: Copies every price and date from the proposal unrounded, fits eight fixed parts in under 250 words, and when cutting drops client tasks first, never prices. |
| Proposal Revisions and Pushback | Revises a proposal after pushback and writes replies to discount asks, change requests and a no.Different: Moves price only by moving scope unless your terms allow a discount, shows old and new totals for every change, and closes a no in one line. |
| Proposal Check | Checks a proposal you wrote, re-adds every sum, and returns the fixed version with what changed.Different: Re-adds every line, total and stage, returns the fixed proposal first, and holds firm on invented proof, wrong totals and fake urgency only. |
| Deal Brief from Call Notes | Turns messy call notes into a ten-line deal brief that shows what you know and what to ask.Different: Fills ten fixed lines from the notes only, writes "not said" for every missing fact, quotes the client's own words, and flags a contact who does not decide. |
How you use it
- Upload each skill once from the 1 - Skills folder to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. Each one switches on by itself when its job comes up.
- No skills on your plan, or another AI? Attach the all-in-one file to a chat, or add the skill files to a project or custom GPT.
- Ask for the work in plain words. The skill asks a few short questions first, then does the job.
See the set-up steps for each AI before you buy.
What arrives
A zip file, straight after you pay. Inside:
- A start-here PDF with the clicks for each AI.
- 7 skills, one per job, ready to upload to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.
- The same skills as text files for ChatGPT, Gemini, Grok, Copilot or any other AI, and one all-in-one file.
Good to know
- It only prices what is on your rate card. If the client needs something that is not, it asks you for the price first.
- Every proposal comes with a check block for your eyes only: the maths, anything off your rate card and the gaps in your notes.
- It writes the terms you give it and nothing more. For a contract, have a lawyer check the wording.
- Client pushing for more for less? The Scope and Change Request Guard pack handles change requests and scope creep after the yes.
- 14 days to get your money back if it does not do what this page says.
What is in the download
17 files in one zip, ready straight after you pay.
| 00_START_HERE.pdf | The two ways to set it up, the clicks for each AI, and what each skill does. |
|---|---|
| 1 - Skills | 7 skill files (.zip), one per job. Upload each once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot.Sales Proposal, Proposal Price Options, Proposal Cover Email, Proposal One-Page Summary, Proposal Revisions and Pushback, Proposal Check, Deal Brief from Call Notes |
| 2 - Text files for any AI | The same 7 skills as text files, the instructions to paste in a project or custom GPT, and all skills in one file of about 23,000 words to attach to any chat. |
Questions
Which AI does it work with?
Claude, ChatGPT, Gemini, Grok and Microsoft 365 Copilot all take the skills as uploads. Where your plan has no skills, or on any other AI, use the same skills as text files, in a chat or a project.
How do I set it up?
Upload each skill once in Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. It then switches on by itself when its job comes up. Otherwise, attach the all-in-one file to a chat, or add the skill files to a project or custom GPT. The start-here PDF has the clicks.
Why separate skills instead of one big agent?
Each skill does one job and holds only the rules, numbers and checks for that job, so it stays focused and the AI does not mix jobs up. You can upload just the ones you need.
Can my team use it?
Yes, inside one company. Each person sets it up in their own AI. You cannot resell or publish the files.
Does it send anything for me?
No. It drafts, you read and send. It never contacts anyone.
Is it a subscription?
No. You pay once and the files are yours to keep and change.
What if it does not work for me?
You have 14 days to get your money back if it does not do what this page says. Tell us what you asked it and what it returned.
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