Proposal Generation

Objective

Generate personalised, data-driven proposals that map each prospect's prop-firm trading profile to the optimal Hedge Edge tier. Every proposal quantifies the financial risk of NOT using automated hedging, presents a clear ROI case, and includes a frictionless Creem.io checkout link for immediate conversion.

When to Use This Skill

• •A demo has been completed and the lead is ready for a formal proposal.
• •A hot lead (score 91100) requests pricing directly without needing a demo.
• •A closing call is approaching and a proposal document needs to be prepared in advance.
• •An annual-plan discount or promotional offer is being extended.
• •An existing subscriber is considering an upgrade and needs a comparative proposal.
• •A bulk/team deal is being negotiated (e.g., a prop-firm trading group wants 10+ licenses).

Input Specification

`yaml proposal_request: type: enum[standard, annual_discount, upgrade, bulk_team, promotional] required: true

lead_context: lead_id: string lead_name: string email: string company_name: string | null # for bulk/team proposals prop_firms: list[string] account_count: integer account_sizes: list[string] # e.g. ["200K", "200K", "100K"] total_notional: float trading_pairs: list[string] platform: enum[MT5, MT4, cTrader] current_hedging_method: string current_tier: enum[free, starter, pro, hedger] | null pain_points: list[string] demo_completed: boolean demo_engagement: enum[high, medium, low] | null objections: list[string] | null broker_accounts: list[string]

pricing_context: discount_code: string | null annual_billing: boolean # true = offer annual pricing custom_terms: string | null # for bulk deals `

Step-by-Step Process

Step 1 Determine Optimal Tier

Apply tier-matching logic based on lead profile:

Override rules:

• •If ccount_count 5, never recommend Starter or Pro always Hedger.
• •If otal_notional , recommend Hedger regardless of account count.
• •If the lead explicitly stated budget constraints and has 3 accounts, Starter is acceptable even if pain points suggest Pro.

Step 2 Build the ROI Model

Calculate personalised financial justification:

`

Risk Quantification

challenge_fee_per_account = lookup(prop_firm) # FTMO 200K = ,049, The5%ers = varies, Apex = total_challenge_fees = sum(challenge_fee for each account) estimated_annual_breach_risk = total_challenge_fees breach_probability # industry avg: 1.2 breaches/year for manual hedgers

Cost of Inaction

annual_risk_exposure = estimated_annual_breach_risk + opportunity_cost_of_lost_profit_splits

Profit split loss: if an 80/20 split on account, monthly profit avg , payout = ,200

One breach = 48 weeks reset = ,400,800 lost income

Hedge Edge Investment

annual_hedge_cost = tier_price 12 # or annual_price if annual_billing roi_ratio = annual_risk_exposure / annual_hedge_cost payback_period_days = annual_hedge_cost / (annual_risk_exposure / 365) `

Example output for a 5 FTMO 200K trader on Hedger tier:

• •Challenge fees at risk: 5 ,049 = ,245
• •Estimated annual breach cost (1.2 breaches): ,294
• •Lost profit splits from breaches: ~,800
• •Total annual risk: ,094
• •Hedger annual cost: (or on annual plan)
• •ROI: 21.2 (monthly) or 26.5 (annual plan)
• •Payback period: 14 days

Step 3 Compose the Proposal Document

Structure:

1. Executive Summary "Hi {lead_name}, based on our conversation about your {account_count} {prop_firm} accounts, here's a tailored Hedge Edge plan to automate your hedging and protect in funded capital."

2. Your Current Situation

• •{account_count} accounts across {prop_firms}
• •Currently: {current_hedging_method} hedging
• •Key risk: {primary_pain_point}
• •Estimated annual exposure:

3. Recommended Solution: {tier_name} Tier

• •What's included (tier-specific feature list)
• •How it addresses each pain point
• •Platform support: MT5 (live now), MT4/cTrader (roadmap)

4. Financial Impact

• •ROI calculation with their numbers
• •Break-even timeline
• •Comparison: cost of Hedge Edge vs. cost of one blown account

5. Pricing

• •Monthly: /mo
• •Annual (20% savings): /yr (/mo)
• •If applicable: discount code, promotional offer, or bulk pricing

6. IB Broker Bonus (if applicable)

• •"Open a Vantage or BlackBull account through our partner link and get competitive raw spreads that complement your hedging strategy."
• •Include IB referral link.

7. Next Step

• •Creem.io checkout link for instant signup
• •Or: "Let's jump on a 15-minute closing call to finalise {calendly_link}"

Step 4 Generate Checkout Link

1. •Call Creem.io API (CREEM_API_KEY) to create a checkout session:
   • •Product: Hedge Edge {tier_name}
   • •Price: monthly or annual based on nnual_billing
   • •Customer email: {email}
   • •Success URL: landing page thank-you page
   • •Metadata: lead_id, source, discount_code
2. •If a discount code is provided, apply it to the checkout session.
3. •Store the checkout link in the proposal and CRM.

Step 5 Handle Special Proposal Types

annual_discount:

• •Calculate the 20% annual saving.
• •Frame it: "Save per year that's {months_free} months free."
• •Starter: save /yr, Pro: save /yr, Hedger: save /yr.

upgrade:

1. •Pull current subscription data from Supabase.
2. •Calculate the price delta: "Going from Pro (/mo) to Hedger (/mo) is an additional /mo .50/day."
3. •Show what they unlock: additional accounts, priority execution, advanced analytics.
4. •Include a pro-rated upgrade checkout link from Creem.io if available.
5. •Reference their actual usage: "You've run {hedge_sessions} hedge sessions this month across {connected_accounts} accounts Hedger tier optimises this workflow with priority execution."

bulk_team:

1. •Calculate volume pricing:
   • •59 licenses: 10% discount
   • •1024 licenses: 15% discount
   • •25+ licenses: 20% discount + dedicated onboarding session
2. •Present per-seat and total pricing.
3. •Include a custom terms section if custom_terms is provided.
4. •Require approval from the Business Strategist Agent for discounts > 20%.

promotional:

1. •Apply the specified promotional terms (e.g., "First month free", "50% off first 3 months").
2. •Calculate the effective annual cost with the promotion.
3. •Include urgency language: "This offer is available until {expiry_date}."
4. •Generate a promo-specific Creem.io checkout link with the discount applied.

Step 6 Deliver and Track

1. •Send the proposal via email (formatted HTML) and Discord DM (condensed version with checkout link).
2. •Log the proposal in the CRM: tier recommended, pricing offered, discount applied, checkout link, delivery timestamp.
3. •Update Notion deal card to proposal_sent stage.
4. •Schedule follow-up reminders via n8n:
   • •24 hours: "Just checking if you had any questions about the proposal."
   • •72 hours: "The {tier} plan we discussed would protect your portfolio ready to get started?"
   • •7 days (if no response): "I noticed you haven't activated yet. Would a quick call help? {calendly_link}"
5. •Track checkout link clicks and completion via Creem.io webhooks.

Output Specification

yaml proposal_output: lead_id: string proposal_id: string # unique ID for tracking recommended_tier: enum[starter, pro, hedger] pricing: monthly: float annual: float discount_applied: string | null effective_monthly: float # after any discounts roi_model: annual_risk_exposure: float annual_hedge_cost: float roi_ratio: float payback_period_days: integer narrative: string checkout_link: string # Creem.io URL proposal_document: string # full proposal text (Markdown) delivery: email_sent: boolean discord_sent: boolean delivered_at: datetime follow_up_schedule: - trigger: "24h" message_preview: string - trigger: "72h" message_preview: string - trigger: "7d" message_preview: string crm_updated: boolean notion_stage_updated: boolean ib_referral_included: boolean

API & Platform Requirements

Quality Checks

• • Every proposal includes a personalised ROI calculation using the lead's actual account data never generic numbers.
• • Tier recommendation matches the lead profile rules (5+ accounts = Hedger, always).
• • Checkout link is valid and tier-correct verified by a test query to Creem.io before sending.
• • Annual pricing reflects exactly 20% off monthly no rounding errors.
• • Bulk discounts never exceed 20% without Business Strategist Agent approval.
• • Proposal is delivered on both email and Discord (if handle available) within 2 hours of request.
• • Follow-up sequence is scheduled immediately upon proposal delivery no manual intervention needed.
• • IB referral link is included only when the lead's broker list does not already include Vantage or BlackBull.
• • Upgrade proposals show the incremental cost, not the full price frame it as "additional /mo".
• • All pricing in the proposal matches current Creem.io product configuration no stale prices.