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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`

• Invändningar i affärenListar varje invändning som kommit upp i en affär och om den har hanterats.
• Nämnda konkurrenterVisar vilka konkurrenter köparna nämner, i vilka affärer, och hur du svarar.
• Gemensam handlingsplanBygger en daterad plan fram till underskrift som du kan dela med köparen.
• Win/loss-analysFörklarar varför affärer vanns eller förlorades, utifrån det som faktiskt sades.