Product details
- Type:
- Skill
- Category:
- Services & Agency
- Seller:
- OPC
- Listed on:
Product description
From client meeting notes, receive a 12–15-slide proposal deck: understanding the problem, approach, scope, costs, and next steps.
After meeting a new client, a small agency (marketing services company) often reopens an old proposal (service proposal), changes the client's name, edits a few figures, and sends it out. The client sees something identical to what another provider sent: lots of "comprehensive solutions" and little that speaks directly to their situation. The Service Proposal skill solves exactly this problem: paste in your meeting notes, enter the service you want to offer and your costs. This skill builds a slide deck that helps the client see "they understand my problem and have a clear approach" before looking at the price.
What this skill does for you
- Writes one key message for the whole deck: what the client is facing, what you propose, and what outcome is expected. Every slide supports this message.
- Builds 12–15 slides in this order: summary, understanding the problem, why it matters, objectives, solution, scope, phased plan, proposed targets, team, capabilities, costs, terms, and next steps.
- Sets slide titles as conclusions, so reading only the titles is enough to understand the whole story.
- Clearly states Included / Not included to avoid misunderstandings after signing.
- Breaks the plan into phases, with key tasks and deliverables for each phase.
- Reads the available brief (client summary) in the
brieffolder, the client's requirements, and capability profiles (Word, PDF, PowerPoint) before asking you.
Assign the task with one message
"Create a proposal for Cà phê Mộc Sơn: selling coffee beans online, with few returning customers, wanting to start in November. Offer Fanpage management with 12 posts/month, 4 short videos, Facebook ads, customer care for existing customers via Zalo, and monthly reporting. Fee: 18 million VND/month, excluding VAT and ad spend, with a 3-month contract."
If the client's problem or the service you want to offer is completely missing, you can be asked once, with up to 3 questions combined. If only minor details are missing, the slide deck is still built, with [...] marking the gaps for you to fill in.
What you receive
- A PowerPoint file in the
proposalfolder, with no more than 6 lines per slide. The app asks for your confirmation before saving. - A chat summary: the key message, phases, costs, and a list of places you need to fill in or check (the
[...]fields, targets to agree on with the client, and cost calculations).
Example, three consecutive slide titles: "Online orders mainly come from new customers, while few existing customers return" → "3 key actions: consistent content, ads targeting existing customers, and care via Zalo" → "3-month contract, paid at the beginning of each month".
What makes this skill different from a regular AI prompt
- Uses only your prices. Prices, hours, or fees are never made up. Any total calculated by the app is shown in the chat so you can check it; if no figures are available, the cost slide is left blank.
- Targets are always marked "(proposed)". A target number is included only if you or the brief provided it; otherwise, it says "to be agreed with the client".
- No inflated capabilities. If the materials contain no completed projects, the capabilities slide is removed entirely; no former client names, awards, or praise are invented.
- Checks before saving: removes "best", "number 1", and "100%" when there is no evidence, removes promises of results, and prevents other clients' names or figures from appearing.
This is a good fit if
- You run a small agency offering Fanpage management, advertising, filming, photography, or design to new clients.
- You provide training or consulting and need a polished proposal without a dedicated writer.
- You are about to renew a contract and want to present the scope and plan for the new period again.
What to prepare
- Required: client name.
- Recommended: what the client needs (meeting notes, budget, deadline) or the client brief in the
brieffolder; the service you want to offer; costs. - Helpful if available: delivery team, capability profile, completed projects.
Outside the scope of this skill
- It does not send the proposal to the client automatically; you review and send it yourself.
- It does not promise guaranteed results such as "a 200% increase in revenue" or criticize other providers.
- It does not include salaries, profits, or other clients' information in the slides.
- Not sure how to bundle services or set prices → use Service Packaging & Pricing first; for product quotations → use Quotation Preparation.
Use in Solo Agent
After purchase, assign this skill to an existing AI staff member on your team, or create a new one to handle it. One staff member can have multiple skills; the assistant routes each request to the right person with the relevant skill.
Often used with: Service Packaging & Pricing · Brand / Client Brief · Client Report
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