client-proposal

The saved excerpt is a snapshot from when this skill was listed. The external source remains the complete and most current version.

---
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 boundarie