Proposal brief

skills/proposal-brief/SKILL.md

---
name: proposal-brief
description: Turns the deal and its meetings into a brief for the proposal. Use when the user needs to write a proposal, quote or business case.
---

# Proposal brief

Runs on the Funnelfeedr connector. Needs a Close seat.

## 0. Check the connection

Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=proposal-brief"

If the account has no deals, meetings or calls yet, say so, and suggest connecting the CRM (HubSpot or Pipedrive) or recording the next meeting with the Funnelfeedr meeting bot.

## Steps

1. Collect the stated problems, their cost and the success criteria from the deal's conversations.
2. Note decision makers, timeline and the decision process.
3. Structure the brief: situation, goal, solution, investment, next steps.

## Output

A proposal brief in the buyer's own words, ready to turn into a document.

## Rules

- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.

Tools: `get_deal`, `search_conversations`, `get_conversation`

• Deal objection reviewLists every objection raised in a deal and whether it was handled.
• Competitor mentionsShows which competitors buyers mention, in which deals, and how to answer.
• Mutual action planBuilds a dated plan to signature that you can share with the buyer.
• Win/loss analysisExplains why deals were won or lost, from what was actually said.