AgentSkillsCN

new-proposal

为员工增援、项目制合作，或顾问式服务生成客户参与提案。当用户希望创建提案、商业计划，或为客户量身定制服务方案时，此技能将为您提供支持——全面覆盖 PPC 的三种交付模式。

SKILL.md
--- frontmatter
name: "new-proposal"
description: "Generates client engagement proposals for staff augmentation, project-based, or advisory engagements. Use when the user asks to create a proposal, pitch, or client offering. Supports all three PPC delivery models."
user-invocable: true
allowed-tools: ["Read", "Write", "Edit", "Glob", "Grep", "Bash", "Task"]

New Client Engagement Proposal

Generate a client engagement proposal for Pivot Point Consulting.

Steps

  1. •

    Read proven patterns from .claude/feedback/patterns.md for established conventions and lessons learned.

  2. •

    Read the proposal template from templates/proposal-template.md to understand the required document structure.

  3. •

    Read the messaging framework from marketing/brand/messaging-framework.md for positioning language and value propositions.

  4. •

    Read the style guide from marketing/brand/style-guide.md for voice, tone, and formatting standards.

  5. •

    Ask the user for the following inputs (if not already provided):

    • •Client context: Client name, industry vertical, current state, and pain points.
    • •Engagement type: One of staff-augmentation, project-based, or advisory.
    • •Scope: High-level description of the work to be performed.
  6. •

    Check for duplicates by scanning client-delivery/proposals/ for existing proposals for the same client or similar scope. Alert the user if a potential duplicate is found.

  7. •

    Generate the proposal document with the following structure:

    • •Frontmatter (YAML):
      • •title: Proposal title
      • •client: Client name
      • •engagement-type: The selected delivery model
      • •status: draft
      • •author: [PLACEHOLDER]
      • •date: Current date
      • •version: 1.0
    • •Cover Page: Client name, proposal title, date, PPC branding.
    • •Executive Summary: High-level overview of the engagement, client needs, and proposed approach.
    • •Understanding of Needs: Detailed description of the client's challenges and objectives.
    • •Proposed Approach: Methodology and delivery model details.
      • •For staff-augmentation: Include role descriptions, team composition, onboarding plan, and management structure.
      • •For project-based: Include phases, deliverables, milestones, and acceptance criteria.
      • •For advisory: Include assessment framework, recommendation approach, and deliverable cadence.
    • •Team and Qualifications: Proposed team members, qualifications, and relevant experience.
    • •Timeline: High-level project timeline or engagement duration.
    • •Investment: Pricing structure appropriate to the engagement type. Mark all figures with [PLACEHOLDER].
    • •Terms and Conditions: Standard terms summary.
    • •Why Pivot Point Consulting: Key differentiators and relevant case studies.
    • •Next Steps: Clear call to action.
  8. •

    Mark all client-specific details with [PLACEHOLDER] where actual data is needed from the client or internal stakeholders.

  9. •

    Write the file to client-delivery/proposals/[year]/[kebab-case-client]-[kebab-case-topic].md where [year] is the current year.

  10. •

    Update the directory README at client-delivery/proposals/[year]/README.md by adding the new proposal to the index list. If the README does not exist, create it with a header and the first entry.

  11. •

    Log the action by appending a JSON line to .claude/feedback/skills-log.jsonl with:

    json
    {"skill": "new-proposal", "action": "created", "path": "<file-path>", "timestamp": "<ISO-8601>", "client": "<client-name>", "engagement-type": "<type>"}