Proposal Generator

Turn a prospect name into a complete proposal package — research, writing, follow-up, and CRM note — in one workflow. The Proposal Generator researches your prospect automatically, then generates all 9 proposal outputs personalized to them and adapted to your offer type.

? What It Creates

Run /proposal to generate a complete proposal package:

  • ? Intelligence Brief — Company snapshot, decision-maker profile, pain signals, recent news, and personalization hooks
  • ? Proposal Document — 8-section proposal personalized to the prospect and adapted to your offer type (service, program, partnership, b2b, or retainer)
  • ? Executive Summary — One-page brief for multi-stakeholder deals where they forward it internally
  • ? Investment Presentation — Pricing framed as a decision, not a cost — with value anchors and payment options
  • ⭐ Social Proof Block — Matched testimonials and case studies relevant to this specific prospect
  • ? CTA + Next Step — One action. No options. No hedging.
  • ? Delivery Email — The email that sends the proposal, with 3 subject line options and a personalized body
  • ? Follow-Up Sequence — 3 emails: Day 2 (add value), Day 5 (reframe), Day 10 (close or clear)
  • ? CRM Summary — Structured deal note with key intel, objections to expect, and follow-up schedule

⚡ Three Ways to Start

  • From Sales Call Prep Agent outputs — Paste in your call prep outputs and skip the intake questions entirely
  • From existing notes — Paste a transcript, meeting notes, or your own brief and the pipeline fills in any gaps
  • Cold start — Answer 6 quick questions and the pipeline runs the full research suite from scratch

? 10 Skills, 5 Commands

  • ? /proposal — Full 9-output proposal pipeline
  • ? /proposalintel — Intelligence brief only
  • ? /proposaldraft — Proposal document only
  • ? /proposalemail — Delivery email only
  • ? /proposalfollowup — Follow-up sequence only

? Connects To

Web search (required for research), BetterDocs, FluentCRM, FluentCart, Google Drive, and any CRM with an MCP connector. All connectors are optional — the plugin works with web search alone.