Sales Proposal and Quote Builder: Three Option Pricing, Cost of Problem Math and Exec Summary, AI Skill for Claude & ChatGPT, B2B Freelance

Proposal & Quote Builder is an AI skill for Claude and ChatGPT, made for sales professionals. Turns discovery notes into a proposal in the buyer's own words: the cost of their problem with the arithmetic shown, the same case rerun at 70% of their figures, and three pricing options engineered so the middle one wins.

Instant download. Works on the free tier. No coding. The proposal that closes costs their problem first.

WHAT IS AN AI SKILL?
Think of it as a trained assistant you add to Claude or ChatGPT. It is a small folder of files: the step-by-step method the AI must follow, the templates it fills in, the checks it runs on itself, and a worked example. You load it once (about a minute), then talk to the AI in plain English the way you would brief a colleague. Instead of a generic chat answer, you get the finished piece of work as a real file you can print, send or open in Excel. No coding, no software to install, nothing to configure. It runs inside your own Claude or ChatGPT account.

THE PROBLEM IT SOLVES
They go to one contact who then has to sell it internally without you. They arrive as a single take-it-or-leave-it number, so the only decision available is yes or no. And they're written in your language rather than the buyer's.

Then there's the fourth killer, the quiet one: no deadline. A proposal without a validity date doesn't get rejected, it just drifts, and drifting feels survivable right up until the quarter closes.

ABOUT THE EXAMPLES BELOW
The figures and names come from the built-in demo: Sam Torres, an Austin B2B seller working a real pipeline and one live enterprise deal. Type "demo" after setup and you watch the same run happen in front of you before you type a single real number.

WHAT IT DOES (6 JOBS, ONE SKILL)
1. Build the proposal
Executive summary in the prospect's own vocabulary, the cost of their problem with the maths visible, the solution scoped as outcomes, three prices engineered so the middle one wins, and a next step with a real date.

2. Stress-test your own numbers
The skeptic's column reruns every cost driver at 70% of what the prospect told you, line by line. In the demo, $35,100 a year becomes $24,570 — and the document says out loud where the case actually rests when the conservative figure doesn't clear year one.

3. Write for the person who wasn't there
One page, five blocks, the recommended option only and no options table, because options help a champion decide and give an executive a reason to defer. Every figure is checked against the full proposal before it exports.

4. Prepare for the price conversation
A sheet only you see: the three first-year totals, the concession ladder with the arithmetic done, your walk-away floor printed, and the two questions to ask before conceding anything.

5. Renew and expand
Results first, price second. The original outcomes against actuals with any missed target named before the wins, what changed on their side this year, and any price rise in the first line of the pricing block rather than buried on page three.

6. Rescue a quiet one
The autopsy runs eight classic death causes, rules each clear, suspect or guilty with evidence from the document, then writes the follow-up. No validity window on the original? It routes to a clean re-issue instead of inventing a deadline.

WHAT YOU GET
• Cost-of-problem math from their numbers, plus the conservative case beside it
• Three-option pricing, in the shape you actually sell: retainer, project, day rate, per unit
• An exec one-pager for whoever wasn't on the call, and a prep sheet only you see

Clean documents for your own letterhead, and the skill says out loud which ones the buyer sees:
• The full proposal, in the buyer's language
• A separate one-page quote — numbered, dated, with terms and tax
• Cost-of-problem arithmetic, every input labelled, conservative case beside it
• The exec one-pager for the person who wasn't on the call
• The negotiation prep sheet — yours only, never sent
• The autopsy document when you rescue a quiet proposal

YOUR FIRST FIVE MINUTES (copy-paste any of these)
› Turn these discovery notes into a proposal. [paste]
› Just a quick quote for [scope] — the fast version.
› Build the exec one-pager and my negotiation prep sheet.
› They went quiet after I sent it. What's my next move?
› demo — watch it price a $35,100-a-year problem.

HOW TO SET IT UP (about a minute)
1. Download the zip and unzip it. Inside: a START-HERE file, INSTALL steps for Claude, and CHATGPT-SETUP for ChatGPT.
2. Claude app: Settings → Capabilities → Skills → Upload skill (or add the files to a Project). Claude Code: drop the folder into ~/.claude/skills/. ChatGPT: follow CHATGPT-SETUP (copy-paste, about two minutes).
3. Type "demo" to watch the skill run on a built-in example. Then give it your own details in plain English.

WHO MADE THIS
The Skill Mastery builds AI skills for working professionals: photographers, filmmakers, creators, marketers and sales teams. We don't start from what AI can do. We start from how the job is actually done, the methods the trade already trusts (here: MEDDIC qualification, SPIN questioning and pipeline math with age decay), the numbers that have to be right, and the mistakes that cost real money. Then we engineer the skill so the AI follows those rules every single time, and we test it the way a buyer would use it: on the built-in demo, on a cold scenario it has never seen, and in a currency other than our own. Every skill ships with a demo mode, a self-check, and a plain list of what it can't do.

WHY NOT JUST ASK THE CHATBOT?
• It argues against itself first. Every ROI figure came out of somebody's memory, and finance readers assume those were generous. So the case runs twice, driver by driver at 70%, with the verdict stated even when it's unflattering. A buyer who finds the weak case themselves stops believing the strong one.

• It writes the second document. Death cause number one is a proposal sent to one contact. The fix isn't a better proposal; it's a one-page version aimed at the executive who never met you, carrying the recommended option and the decision date, with every figure reconciled against the long version.

• It won't invent an input. Missing figures become [CONFIRM: x] in the draft rather than plausible fiction. Getting caught with a made-up number costs you the deal and the relationship, so the gaps stay visible until you close them.

WHAT IT WON'T DO (read this before buying)
• No e-signature and no designed PDF. You get a clean document to put on your own letterhead, which is what most sellers actually want.
• Every ROI figure is labelled as the estimate it is, built from the prospect's stated numbers. It won't dress a projection up as a promise.
• It writes the commercial document, not the legal one. Contract terms beyond standard payment and validity language belong with your own advisor.

FAQ
Q: How is this different from just asking Claude or ChatGPT?
A: A chatbot writes a nice-looking proposal. This applies a fixed structure: mirror their vocabulary, price the problem before the solution with visible arithmetic, run that case again at 70% to beat the skeptic to it, three options with the middle engineered to win, a dated next step and a 14-day validity window. Anything it doesn't have is flagged rather than invented.

Q: Why would I show the buyer a weaker version of my own numbers?
A: Because they will build it themselves, silently, and trust nothing afterwards. Printing the conservative case first is what makes the headline number credible. In the demo the problem costs $35,100 a year on the prospect's own figures and $24,570 at 70% of them, and the document states plainly which part of the case the deal actually rests on.

Q: What if I don't have detailed discovery notes?
A: It works from whatever you have and runs a five-question gap interview covering the inputs a cost-of-problem section can't be built without. Anything still missing appears as a [CONFIRM] marker in the draft, so you can see the gaps rather than ship them invisibly.

Q: Does it handle pricing that isn't a flat project fee?
A: Yes. It picks the shape first — project, retainer, per unit, day rate, or performance-linked — and each shape carries its own requirement: milestones and exclusions, term and notice period, a worked example at your buyer's volume with a cap, a not-to-exceed figure, or a named measurement source. Every shape prints the first-year total, because the buyer's finance person will compute it anyway.

Q: Is it a subscription?
A: No. A one-time purchase, yours to keep, updates included. It runs inside the Claude or ChatGPT account you already have — the free tiers work too.

Q: Do I need a paid Claude or ChatGPT plan?
A: No. The free tiers run it. Paid plans give you longer sessions and stronger models, which is nicer but not required.

Q: Claude or ChatGPT: which should I use?
A: Both are included and both work. Claude gives the fuller experience because skills upload directly; ChatGPT setup is a two-minute copy-paste from the included CHATGPT-SETUP file.

Q: Do I need to know how to code?
A: No. You type in plain English. Setup is upload-a-file, and every step is written out for non-technical people.

Q: Does it work outside the US, in my currency?
A: Yes. It works in your currency, your date format and your market. It never converts or invents exchange rates.

Q: Can I use it for client work?
A: Yes. One purchase is a perpetual single-user licence; everything it produces is yours to use, unrestricted, for your own business or your clients. You just can't resell or share the skill files themselves.

Q: Is my data private?
A: It runs entirely inside your own Claude or ChatGPT account. We never see your numbers, clients or files.

Q: Can I use it on my phone?
A: Set it up once on a computer; after that it works from the Claude and ChatGPT phone apps too.

Q: Do I get updates?
A: Yes, free updates to this version. If a new version ships, message us on Etsy for the update.

Q: What if it doesn't work for me?
A: Digital files can't be returned on Etsy, but message us and we'll make it right, whether that's a fix, a walkthrough or a refund. A real person replies.

PART OF THE CLOSER SUITE
Also in this shop: Discovery Call Co-Pilot, Cold Outreach Engine, Objection Battlecards, Pipeline Doctor, or the full Closer Suite bundle at a saving. They share one profile, so you describe your business once and every skill reads it.

INSTANT DIGITAL DOWNLOAD
One .zip file, delivered by Etsy the moment you buy. Nothing physical will be shipped. Free updates for the current version. Questions before or after buying: message us here on Etsy, a real person replies.
Version 2.0.0.

AI disclosure: this toolkit was designed and written by The Skill Mastery with the help of AI tools, then tested by hand (every calculation, template and demo checked). It runs inside Claude or ChatGPT; it is not a standalone app. Not affiliated with Anthropic or OpenAI. Claude and ChatGPT are trademarks of their respective owners.