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proposaltemplate

Generate professional consulting proposal templates with pricing calculation

Stars
19
Source
reggiechan74/JobOps
Updated
2026-05-29
Slug
reggiechan74--JobOps--proposaltemplate
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/reggiechan74/JobOps/HEAD/plugins/jobops-ic/skills/proposaltemplate/SKILL.md -o .claude/skills/proposaltemplate.md

Drops the SKILL.md into .claude/skills/proposaltemplate.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Configuration

Read .jobops/config.json. If missing, stop with:

JOBOPS NOT CONFIGURED Run /jobops:setup (then /jobops-ic:setup) to initialize your workspace.

Use config.directories.contractor_root for output paths in this skill. Use config.preferences.default_currency for pricing if applicable.

Arguments

Generate McKinsey/BCG-style proposal with transparent pricing calculations.

  • --client=name: Client name (default: "Generic")
  • --service=name: Service from definition (default: primary service)
  • --type=TYPE: project|retainer|staff-aug|workshop (default: project)
  • --value=amount: Target pricing (default: calculated from rate card)

Phase 1: Prerequisites & Input Loading

1.1 Load Service Definition

Find most recent: find {config.directories.contractor_root}/services/ -name "service_definition_*.md" -type f | sort -r | head -1

If missing: Stop execution. Guide user to run /defineservices first.

Parse required sections:

  • Consultant: name, credentials, years_experience, contact info
  • Services: name, deliverables, pricing range, typical_duration, success_metrics, case_studies
  • Rate Card: hourly/daily/retainer rates, payment_terms, expenses
  • Engagement Models: preferred/acceptable types, minimum_engagement
  • Differentiation: unique_value, competitive_advantages, proof_points

Validate: Require rate_card with hourly/daily rates, consultant credentials, >=1 service, payment_terms.

1.2 Parse Arguments

  • --client: Extract name, sanitize, default "Generic"
  • --service: Fuzzy match against services, default to primary service, error if no match
  • --type: Validate against [project|retainer|staff-aug|workshop], default "project"
  • --value: Parse numeric, default null (calculate from rate card)

1.3 Load Optional Context

Pitch Deck (if client != "Generic"):

  • Find: {config.directories.contractor_root}/pitches/*${client}*.md (most recent)
  • Extract: prospect_research (pain_points, strategic_priorities, decision_makers, research_date)
  • Set prospect_context.has_prior_research = true/false

Candidate Credentials (read directly from resume source): For proposal-relevant credentials, read:

  • WorkHistory/*.md — relevant role history, achievements with metrics
  • Projects/*.md — case studies with outcomes
  • Technology/Certifications.md — Active certifications relevant to the proposal scope
  • CareerHighlights/*.md if present — quantified accomplishments
  • Preferences/Vision.md — engagement and pricing preferences

Do NOT load candidate_profile.json — removed in v2.2.0.

Phase 2: Pricing Calculation

CRITICAL: Transparent, defensible pricing with full traceability

2.1 Calculate by Engagement Type

PROJECT: estimated_hours x hourly.target x volume_discount

  • Hours from: typical_duration (weeks x 25 hrs/week) OR --value/hourly.target OR target_price/hourly.target
  • Volume discounts: >$100K: 10%, >$50K: 5%, >$25K: 2.5%

RETAINER: monthly_hours x effective_rate

  • Effective rates: Full-time (160h): minimum rate, Half (80h): target x 0.85, Quarter (40h): target x 0.90, Part (<40h): target x 0.95

STAFF-AUG: 20_days x daily.target x duration_discount

  • Duration discounts: >=6mo: 10%, >=3mo: 5%

WORKSHOP: (workshop_days x daily.premium) + (prep_days x daily.target) + materials + followup

  • Prep days: max(1, workshop_days x 0.5)
  • Materials: $500/participant, Followup: 10 hours x hourly.target

2.2 Validation

Range Check: Compare to service pricing.range (allow 20% buffer), warn if outside Minimum Check: Enforce minimums (project: $5K, retainer: $2K/mo, staff-aug: $8K/mo, workshop: $3K)

Generate pricing_calculation YAML metadata for frontmatter with method, rates, hours/days, discounts, final price.

Phase 3: Generate 10-Section McKinsey/BCG Proposal

Structure: Cover -> Executive Summary -> Understanding Challenge -> Proposed Approach -> Deliverables/Timeline -> Team/Qualifications -> Investment -> Terms -> Next Steps -> Appendix

Generation Rules:

  • Use prospect_context for client-specific content (if has_prior_research=true), otherwise generic
  • Include pricing_calculation YAML frontmatter
  • Add evidence citations: [Evidence: source_file -> section]
  • Customize by engagement type (project/retainer/staff-aug/workshop)

Section Templates (Adapt by Engagement Type)

Cover Page: YAML frontmatter with pricing_calculation metadata + title/client/consultant/date/validity (14 days)/reference (PROP-YYYYMMDD-ClientInit-ServiceInit)

Executive Summary:

  • Client-specific: Use pain_points from prospect_context + strategic_priorities
  • Generic: Use ideal_client.pain_points from service definition
  • Include: problem statement, solution approach, expected outcomes (success_metrics), investment summary, payment terms, next steps timeline

Understanding Your Challenge:

  • Client-specific: Current situation, pain points with business impact, urgency drivers from research, desired future state
  • Generic: Common challenges in industry, typical business impact, why organizations seek service, success outcomes

Proposed Approach (varies by type):

  • PROJECT: 3-4 phases with duration/objective/activities/deliverables/client involvement per phase + methodology notes
  • RETAINER: Monthly hour allocation, services covered (strategic advisory + tactical support), hour tracking, overage policy, typical monthly cadence
  • STAFF-AUG: Role definition, responsibilities, skills, working arrangement (reporting/schedule/location/tools), integration timeline, success metrics
  • WORKSHOP: Overview, agenda (day-by-day sessions), materials, post-workshop support, preparation requirements, expected outcomes

Deliverables & Timeline:

  • Complete deliverables list with format/delivery date/acceptance criteria
  • Timeline table (Gantt-style for project, recurring for retainer, continuous for staff-aug, milestone-based for workshop)
  • Key milestones with gates, regular check-in cadence

Team & Qualifications:

  • If candidate credentials loaded from source files: Credentials, domain expertise, technical capabilities, relevant achievements (top 3-5 with evidence from WorkHistory/Projects), certifications from Technology/Certifications.md, thought leadership
  • If source files missing or sparse: Use differentiation section (competitive_advantages, proof_points, unique_value)

Investment:

  • Pricing table by type (project phases, retainer tiers, staff-aug breakdown, workshop components)
  • Payment terms (deposit %, progress/recurring payments, invoice terms, late fees, accepted methods)
  • Expenses (included vs. billable)
  • Pricing transparency (calculation method, validation, value justification with ROI)

Terms & Conditions:

  • Scope (included/excluded deliverables)
  • Assumptions (client access, timeline, environment)
  • Change management process
  • IP ownership (work product -> client, pre-existing -> consultant with license, confidentiality)
  • Warranties & limitations
  • Termination (for convenience vs. cause, notice periods by type)
  • Engagement period & renewal
  • Governing law & disputes

Next Steps:

  • Review process, discussion scheduling, approval deadline (7-14 days), contract signing, kickoff timeline
  • Client preparation checklist (administrative, access/resources, information)
  • Contact info and customization options

Appendix:

  • Detailed credentials (certifications from Technology/Certifications.md, education, thought leadership, technical proficiencies from WorkHistory/*.md)
  • Case studies (from service_definition or Projects/*.md)
  • References (available upon request)
  • Terms/definitions, proposal metadata (generated date, reference, sources)

Phase 4: Save & Report

4.1 File Output

Filename: {config.directories.contractor_root}/proposals/[ClientCompany]_[YYYYMMDD].md

  • Sanitize ClientCompany: PascalCase, no special chars

4.2 Summary Report

Display:

  • Output file path
  • Proposal details (client, service, type, investment, duration)
  • Pricing calculation (method, rates, discounts, validation status)
  • Proposal contents (sections, deliverables count, customization level)
  • Prospect research integration status
  • Sources used
  • Next steps: review, customize, convert (formatresume/convert), send, handle changes
  • Best practices: respond quickly (24-48h), personalize, be specific, show expertise, price transparently

Warnings:

  • Below minimum viable engagement: Flag for review with options
  • Price outside service range: Explain and recommend
  • Stale prospect research (>30 days): Suggest refresh

Error Handling

Stop Execution Errors:

  1. No service definition found -> Guide to /defineservices
  2. Service not found -> List available services
  3. Incomplete service definition (missing required sections) -> Guide to /defineservices --update
  4. Pricing calculation failed -> Provide --value or update service definition

Continue with Default:

  • Invalid engagement type -> Default to "project", warn user

Usage Examples

  1. Generic project (default): /proposaltemplate
  2. Client-specific: /proposaltemplate --client="Hatch" --service="AI Agent Development"
  3. Retainer: /proposaltemplate --client="OxfordProperties" --service="Portfolio Advisory" --type=retainer
  4. Workshop with budget: /proposaltemplate --service="AI Training" --type=workshop --value=15000
  5. Staff augmentation: /proposaltemplate --client="TechStartup" --service="Senior AI Engineer" --type=staff-aug

Now execute proposal generation following all phases above...