Discovery → Proposal — Turn Call Notes into a Client-Ready Quote
You just got off a discovery call. You have a page of messy notes, a rough idea of what they want, and no idea what to charge. This skill turns that into a finished, sendable proposal — in one step.Paste your notes. You get back three things: A cover message to send with the proposal. Short, personal — references something specific from the call, nudges toward the option you want, ends with a clear next step. A finished 7-section proposal you can copy, lightly edit, and send. Scope broken into concrete deliverables. A phased timeline. Three pricing tiers — Essential, Recommended, Premium — structured so clients land on the option you actually want to sell. An assumptions section that is your scope shield. An out-of-scope section that stops the "can you just..." emails before they start. A private strategist layer, clearly separated, never sent to the client. The clarifying questions to ask before you send. Red flags spotted in your notes. The load-bearing assumptions that, if wrong, move the price or timeline. The angle to lead with. This is the part a plain AI writeup never gives you. THE PROOFInput — seven lines of real, messy call notes:"call w/ Maria, runs Bloom - small skincare brand, sells on instagram + a janky wix site. wants a proper shopify store. ~25 products. mentioned she hates the current checkout, loses sales. wants it to feel premium / clean. has a logo + product photos already (i think?). wants it done before the holiday season ideally. didn't talk budget. she's the founder, decides herself. also mumbled something about wanting to maybe do email later. talked to one other agency apparently."Output — the finished proposal (excerpt):Proposal: Shopify Storefront for BloomA premium, conversion-focused Shopify store that replaces your Wix site and turns your Instagram audience into paying customers — live before the holiday season.Understanding your situationBloom has built real demand on Instagram, but the current Wix site — and especially its checkout — is leaking sales you've already earned. You want a store that feels as premium as the brand and that converts browsers into buyers, in time for the holiday rush.What we'll deliverStore design: a premium Shopify theme built around your existing logo and product photography, covering home, collection, product, cart, and checkout on desktop and mobile.Build & migration: all ~25 products migrated with descriptions, images, and variants. A streamlined checkout configured to cut drop-off. Core pages (About, Contact, FAQ, policies) built out.Launch: pre-launch QA across devices and browsers. Go-live support and a post-launch check-in.InvestmentEssential — theme setup, product migration, standard checkout. 1 revision round. 14-day support.Recommended (recommended) — custom design, optimized checkout, core pages. 2 revision rounds. 30-day support.Premium — everything in Recommended + email-marketing setup (Klaviyo, 3 flows) + 90-day priority support.Payment: 50% upfront, 50% on go-live. Valid 30 days.Out of scopeProduct photography and copywriting. Third-party costs (Shopify plan, domain, apps). Maintenance after the support window. Email marketing (included only in Premium). Revisions beyond the included rounds.Before you send this (internal):Clarify with Maria: the budget band — all three prices above are placeholders, this is the single most important thing to confirm. The exact deadline — "before the holidays" is vague. Whether the photos actually exist and are usable.Load-bearing assumptions: budget band and asset readiness. If either is wrong, price and timeline move. She's also talking to another agency — lead with the checkout/conversion angle, not price.Seven lines of messy notes. A proposal with real scope, real pricing structure, and a private prep checklist — ready to send.THREE TIERS, NOT ONEA single price is a yes/no decision. Three tiers shift the question to "which one?" — and because people avoid extremes, they tend toward the middle, which is exactly where you put the option you want to sell. The tier gaps (roughly 1 : 1.6 : 2.5) are set so the differences feel real: more deliverables, more revision rounds, more support — not the same scope at different prices.THE OUT-OF-SCOPE SECTIONThis is the highest-leverage section in any proposal. It explicitly excludes the things clients assume are included: content creation, maintenance, third-party costs, extra rounds. That list, spelled out before the project starts, is what stops scope creep from eating your margin mid-project.GAP DETECTION BEFORE WRITINGFive facts rarely come up on a first call: budget, hard deadline, who actually signs off, what "done" looks like, and whether the assets you need actually exist. Every gap becomes a labeled assumption in the proposal (your scope shield) and a clarifying question in the strategist layer (your prep list). No silent guesses that cost you later.WHEN THE NOTES ARE TOO THIN TO SCOPEIf the input is genuinely too sparse — "client wants an app, budget TBD" — the skill doesn't pad a fake proposal. It produces a mini-proposal for a paid discovery sprint instead: a fixed-price, bounded engagement that delivers a proper scope and a firm build quote. Something you can send and charge for. The sprint fee can credit toward the build if they proceed.WHAT'S INSIDEdiscovery-to-proposal/ SKILL.md — the workflow Claude follows - references/pricing-playbook.md — tier construction, anchoring, payment schedules - references/scoping-playbook.md — outcome deliverables, out-of-scope checklists by project type, red flags - assets/proposal-template.md — the fillable client-facing template - assets/example-proposal.md — the full worked example (messy notes to finished proposal) - assets/your-profile.md — fill in once with your rates, currency, and payment terms Fill in your-profile.md once and every proposal uses your real numbers instead of placeholders. Leave it blank and it still works — you just fill in the prices yourself.INSTALL (under 1 minute)Works in Claude Code, Claude Desktop, and Cursor. No API keys, no dependencies. Plain Markdown files.Claude Code / Claude Desktop: Unzip the file 2. Copy the discovery-to-proposal/ folder into ~/.claude/skills/ (personal) or .claude/skills/ in your project 3. Restart Claude Code or reload Claude Desktop Cursor: place the folder in .claude/skills/ and reload.HOW TO TRIGGER ITJust describe the situation and paste your notes:"I just got off a discovery call. Here are my notes — write me a proposal: [paste]""Turn these call notes into a quote with pricing options: [paste]"To make sure the full pricing and scoping framework runs, name it explicitly:"Use the discovery-to-proposal skill on these notes: [paste]"Works on any project type: web and app builds, branding, copywriting, photo and video, SaaS, dev retainers, marketing. Works in any language — paste notes in the language you work in and the proposal comes back in that language with the right currency format and professional register.
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