client-proposal

--- name: client-proposal description: "Draft a professional agency proposal or pitch document for a prospective client — executive summary, situation analysis, scope of services with a deliverables matrix, KPI targets with baselines and stretch goals, 2-3 pricing options, team bio structure, case-study placeholders, terms outline, and next steps, written from the agency's perspective. Triggers on \"/digital-marketing-pro:client-proposal\", \"write a proposal for this prospect\", \"scope of work for a 6-month retainer\", \"respond to this RFP\", \"pitch deck outline with pricing tiers\". Loads the agency's own brand profile (not the client's), plus custom templates and agency SOPs; industry benchmarks inform the KPI and pricing sections." --- # /digital-marketing-pro:client-proposal ## Purpose Generate a professional marketing agency proposal or pitch document for a prospective client. Covers strategic analysis, service scope, deliverables, pricing, and team positioning to win new business or formalize an existing engagement with a polished, ready-to-customize document. ## Input Required The user must provide (or will be prompted for): - **Client business name and industry**: Who the proposal is for and their vertical/market segment - **Services requested**: Which marketing services are in scope (SEO, PPC, social, content, email, strategy, creative, analytics, etc.) - **Estimated budget range**: Client's stated or expected budget for marketing services (monthly or annual) - **Timeline**: Engagement duration — 3-month pilot, 6-month contract, 12-month retainer, or project-based with defined milestones - **Key challenges/goals**: What the client is trying to achieve, problems they need solved, or opportunities they want to capture - **Competitive context**: Key competitors, market pressures, or differentiation challenges the client faces - **Decision criteria**: What matters most to the client — price, expertise, speed, industry experience, team size, or technology - **Proposal format**: Full written proposal, pitch deck outline, or scope-of-work document - **Existing relationship**: New prospect, referral, existing client expansion, or RFP response - **Internal team available**: Agency team members who would staff the account (for team bio section) ## Process 1. **Load brand context**: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand voice, compliance rules for target markets (`skills/context-engine/compliance-rules.md`), and industry context. The loaded brand should be the **agency brand** — the proposal will be written from the agency's perspective. **Also check for guidelines** at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json` — if present, load restrictions and relevant category files. Check for custom templates at `~/.claude-marketing/brands/{slug}/templates/`. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults. 2. **Research client industry benchmarks**: Pull relevant industry performance data, typical marketing spend ratios, competitive landscape patterns, and common pain points for the client's vertical 3. **Define proposed scope of services**: Map requested services to specific deliverables, ownership (agency vs. client), frequency, and dependencies between service lines 4. **Build deliverables matrix with timelines**: Create a detailed breakdown of every deliverable, its cadence (weekly, monthly, quarterly), responsible party, and approval workflow 5. **Create KPI framework with realistic targets**: Set measurable goals for each service line — baseline assumptions, 90-day targets, 6-month targets, and stretch goals tied to business outcomes 6. **Design pricing structure**: Develop 2-3 pricing options — retainer-based, project-based, or performance-based models with clear scope boundaries, overage terms, and upgrade paths 7. **Include case study references**: Frame placeholders for relevant case studies or past results that demonstrate capability in the client's industry, service area, or challenge type 8. **Draft executive summary**: Write a compelling 1-page overview that connects the client's specific challenges to the proposed solution and expected outcomes 9. **Build team and process overview**: Outline the account team structure, communication cadence (weekly calls, monthly reports, quarterly reviews), reporting rhythm, and escalation process 10. **Include terms and conditions framework**: Draft standard engagement terms covering scope change process, payment terms, IP ownership, confidentiality, data handling, performance guarantees, and termination clauses 11. **Add competitive differentiation**: Articulate why the agency is the right choice based on the client's stated decision criteria — without naming competitors directly ## Output A structured client proposal document containing: - **Executive summary**: Client challenges, proposed approach, and expected outcomes in a compelling 1-page overview - **Situation analysis**: Client's current state, competitive landscape, market opportunity, and key assumptions - **Proposed strategy**: High-level strategic approach connecting services to business goals with a clear theory of change - **Scope of services**: Detailed service descriptions with deliverables, frequency, ownership matrix, and exclusions - **Deliverables timeline**: Month-by-month or phase-by-phase deliverable schedule with milestones and review gates - **KPI targets**: Measurable success metrics per service line with baseline, target, and stretch goals - **Pricing options**: 2-3 pricing tiers or models with clear scope definitions, add-on options, and payment schedule - **Team bios section**: Account team structure with role descriptions and placeholder bios to be filled with actual team members - **Case study framework**: Structured placeholders for 2-3 relevant past engagements showing challenge, approach, and results - **Terms outline**: Standard engagement terms covering scope, payment, IP, confidentiality, data, and termination - **Next steps**: Clear action items with dates for moving from proposal to signed engagement - **Investment justification**: ROI framework showing how the proposed services connect to measurable business outcomes - **Risk and assumptions**: Key assumptions underpinning projections and risks that could affect delivery or results ## Agents Used - **marketing-strategist** — Strategic positioning, service scoping, KPI framework, competitive analysis, proposal narrative, industry benchmarking

1. **Gather Inputs**: Collect [AGENCY_NAME], [CLIENT_COMPANY], [PROJECT_NAME], and specific goals from the client’s brief. Use tools like Notion or Google Docs to organize these details. 2. **Customize Sections**: Populate the prompt template with your agency’s actual capabilities, case studies, and pricing. Replace placeholders with real data (e.g., "EcoGlow Cosmetics" instead of [CLIENT_COMPANY]). 3. **Generate Draft**: Paste the filled template into your AI tool (e.g., Claude, ChatGPT) and request edits for tone (formal/casual). Use the AI’s output as a starting point, not a final document. 4. **Refine & Validate**: Cross-check AI-generated sections (e.g., pricing, timelines) against your agency’s internal templates. Add client-specific metrics or testimonials to strengthen credibility. 5. **Finalize**: Use the proposal as a living document—update it during client meetings and track changes in a tool like Google Docs or PandaDoc. Always include a clear call-to-action (e.g., "Schedule a follow-up call"). *Tip: For competitive proposals, ask the AI to highlight 2-3 differentiators (e.g., proprietary tools, unique methodologies) that set your agency apart from competitors like Wieden+Kennedy or R/GA.*