Business Operations
Discovery Call ➜ Client Proposal Generator
Turns raw discovery-call notes or transcripts into a polished, client-ready proposal that includes scope, deliverables, timeline, pricing options, and key assumptions. The chain first extracts and verifies requirements, then drafts and formats the full document in the user’s preferred style.
- proposal
- sales
- consulting
- business-development
- operations
How it runs
- 1Sign in to Agentic Workers.
- 2Pick which of your agents should run it.
- 3It starts in chat and asks for anything it needs.
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Mari PAgentic Workers userWhat it does well
Structured Information Extraction
The outlined steps guide users through a systematic analysis of the CALL_TRANSCRIPT, ensuring that all vital aspects such as client objectives, pain points, and success criteria are captured accurately. This structure helps users focus on critical elements that drive project success.
Clear Communication with Stakeholders
By asking for an approval or corrections on the extracted information, users can ensure that all stakeholders are aligned with the project details. This step fosters collaboration and minimizes miscommunication, leading to a more streamlined proposal process.
Professional Proposal Framework
The proposal architecture provides a clear template that covers all necessary sections, such as project overview, scope, deliverables, and pricing options. This helps users present their ideas in a professional manner, enhancing credibility and increasing the likelihood of client approval.
Customizable and Polished Output
The final step allows users to incorporate their branding and desired tone into the proposal, resulting in a polished and tailored document. This personal touch not only reinforces brand identity but also makes the proposal more engaging and persuasive to clients.
Questions
How do I use Discovery Call ➜ Client Proposal Generator?
One click and your agent runs it. Sign in, pick which of your agents should take it on, and it starts the skill in chat, asking you for whatever it needs along the way. No copying, pasting, or browser extension.
Does Discovery Call ➜ Client Proposal Generator work with ChatGPT or Claude?
Yes. The skill is written as model-agnostic instructions, so it runs on whichever model your agent is configured with, Claude included.
Run Discovery Call ➜ Client Proposal Generator with an agent
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