Skills catalogue / Business and operations
proposal-builder
Three priced options, exclusions, assumptions and a cover email, built from your discovery call notes.
- Check level
- Original
- Contains
- Instructions only
- Source
- Business Ops Skills pack
- Licence
- Paid licence
- Last checked
- 2026-10-21
What it does
Extracts the client's situation and goal from your notes in their own words, builds starter, recommended and extended options using only your prices, lists what isn't included, and keeps open items out of the client-facing text.
Good for
Freelancers, consultants and agencies who lose days between a good call and the proposal.
Before you install
Instructions only. No scripts.
Install
Included in the Business Ops Skills pack.