Consulting Proposal Drafting
Visual handoff
When this workflow creates or requests a rendered artifact, use recoup-internal-consulting-tasteful-design and
the selected workspace DESIGN.md. House identity is Recoup Sky; explicit client/artist branding wins.
Pass brand/version, expression, format, reference IDs and output folder to the media skill. Its bundled
package supplies exact fonts/logos. Keep new derivatives in the current identity while preserving
historical evidence. Save editable source and brand.lock.json with the deliverable. Ordinary text
outputs stay text; a script is not a rendered video. Existing data dashboards retain their canonical
Recoup CSS during data updates. Do not publish private client work to the public Brand Studio.
Workspace: use the selected project and its AGENTS.md; keep existing entity folders and
Reality headings. Business paths below are relative to that project. Bundled resources are relative
to this installed skill; sibling capabilities resolve by their installed names. Never search another
private checkout for missing inputs. Use workspace identity, audience, pricing, and DESIGN.md fonts.
When to run
After discovery analysis on a qualified deal.
Steps
- Read the discovery transcript/analysis and the master template at
library/proposal/situational-assessment-template.md. - Draft: exec summary (their outcomes) → situational assessment (what's at stake) → objectives/success metrics → approach → three options (Advisory / Comprehensive [recommended] / Premium w/ expert access, 5-10x spread) → joint accountability → investment & payment terms → next steps.
- Pull payment structures from
library/pricing/payment-structures.md. - Save to the deal/client's
02-proposals/as{deal}-proposal-YYYY-MM-DD.md. - Remind: deliver within 48h, attach a Loom, lock the review call.