proposal-writer について
proposal-writerは、見込み顧客のニーズに沿ったビジネス提案書の構成を支援するスキルです。作業範囲、価格、ROI、実績、納期計画、次の手順をまとめるための構成と指針を提供します。
主な機能
- 01エグゼクティブサマリーの構成
- 02作業範囲と受け入れ基準の定義
- 03スケジュールと価格案の提示
- 04ROIと導入実績の説明
- 05チーム、サポート、次の手順の整理
活用シーン
- 01商談後の提案書作成
- 02見込み顧客向け投資案の比較
- 03成果物とプロジェクトマイルストーンの明確化
- 04費用、期待効果、フォローアップの提示
インストール
コマンドをコピーしてターミナルで実行します。
$
npx skills add https:/ / github.com/ majesticlabs-dev/ majestic-marketplace --skill proposal-writerインストール後、Claude Code で/proposal-writerを入力して読み込まれたか確認します。
同梱ファイル
SKILL.md と一緒にインストールされる参考資料やスクリプト。
assets/delivery-models.yamlpricing-psychology.yamlproposal-templates.yamlreferences/proposal-input-schema.md詳細
提案書作成者
入力スキーマについては、references/proposal-input-schema.mdを参照してください。
提案書の構成
表紙
# PROPOSAL
**[Your Company] -> [Prospect Company]**
**Prepared for:** [Name, Title]
**Prepared by:** [Name, Title]
**Date:** [Date]
**Valid until:** [Date + 30 days]
エグゼクティブサマリー(最重要セクション)
意思決定者は、ここだけを読むことがよくあります。このセクションだけで内容が伝わるようにしてください。
## Executive Summary
### The Challenge
Based on our conversations, [Company] is facing:
- **[Pain Point 1]**: [Quantified impact - "$X/month in lost revenue"]
- **[Pain Point 2]**: [Quantified impact - "X hours/week wasted"]
- **[Pain Point 3]**: [Quantified impact - "X% customer churn"]
### Our Solution
[Product/Service] will help [Company] achieve:
- **[Outcome 1]**: [Measurable result with number]
- **[Outcome 2]**: [Measurable result with timeframe]
- **[Outcome 3]**: [Measurable result with percentage]
### Investment & Timeline
| Component | Investment | Duration |
|-----------|------------|----------|
| [Phase/Item 1] | $X | X weeks |
| [Phase/Item 2] | $X | X weeks |
| **Total** | **$X** | **X weeks** |
### Why [Your Company]
[2-3 sentences on specific differentiators relevant to their situation]
### Next Steps
| Action | Owner | By Date |
|--------|-------|---------|
| Proposal review call | [Prospect] | [Date] |
| Contract review | [Prospect legal] | [Date] |
| Kickoff | Both teams | [Date] |
理解とアプローチ
## Understanding & Approach
### Current Situation
[Reference specific discovery conversation points]
### Desired Future State
| Metric | Current | Target | Impact |
|--------|---------|--------|--------|
| [Metric 1] | [Current] | [Goal] | [Business impact] |
| [Metric 2] | [Current] | [Goal] | [Business impact] |
### Our Approach
**Phase 1: [Name]**
[Description and deliverables]
**Phase 2: [Name]**
[Description and deliverables]
**Phase 3: [Name]**
[Description and deliverables]
作業範囲
## Scope of Work
### Included
| Deliverable | Description | Acceptance Criteria |
|-------------|-------------|---------------------|
| [Deliverable 1] | [What it is] | [How we know it's done] |
| [Deliverable 2] | [What it is] | [How we know it's done] |
### Not Included
- [Item 1] -- available as add-on
- [Item 2] -- future phase
- [Item 3] -- client responsibility
### Assumptions
- [Assumption 1]
- [Assumption 2]
### Client Responsibilities
- [Responsibility 1]
- [Responsibility 2]
スケジュールとマイルストーン
## Timeline & Milestones
| Week | Milestone | Deliverable | Dependencies |
|------|-----------|-------------|--------------|
| 1 | Kickoff | Project plan | Contract signed |
| 2-3 | [Phase 1] | [Deliverable] | [Dependency] |
| 4-6 | [Phase 2] | [Deliverable] | [Dependency] |
| 7-8 | Go-Live | [Final deliverable] | [Dependency] |
投資額と価格設定
戦略: 2~3つの選択肢を提示し、推奨案を目立たせます。高めの価格を基準にします。
## Investment Options
### Option A: Comprehensive
[Full solution with premium features]
- [Feature 1]
- [Feature 2]
- [Bonus: Feature 3]
**Investment: $XX,XXX**
### Option B: Recommended
[Core solution, best value for most situations]
- [Feature 1]
- [Feature 2]
**Investment: $XX,XXX**
### Option C: Essentials
[Minimum viable solution]
- [Feature 1]
**Investment: $XX,XXX**
---
**Payment Terms:** [50% upfront, 50% on completion | Monthly | etc.]
ROIの根拠
## Return on Investment
**Current Cost of Problem:**
| Issue | Monthly Cost | Annual Cost |
|-------|--------------|-------------|
| [Problem 1] | $X | $X |
| [Problem 2] | $X | $X |
| **Total cost of inaction** | **$X** | **$X** |
**With [Solution]:**
| Improvement | Monthly Savings | Annual Savings |
|-------------|-----------------|----------------|
| [Outcome 1] | $X | $X |
| [Outcome 2] | $X | $X |
| **Total savings** | **$X** | **$X** |
**Payback Period:** X months
**First-Year ROI:** X.Xx
実績
## Why [Your Company]
### Relevant Experience
| Client | Challenge | Result |
|--------|-----------|--------|
| [Similar company] | [Similar problem] | [Quantified outcome] |
| [Similar company] | [Similar problem] | [Quantified outcome] |
### Client Testimonial
> "[Quote about working with you and results achieved]"
> -- [Name, Title, Company]
### By the Numbers
- X years in [industry]
- X clients served
- X% client satisfaction
- $Xm in [results delivered]
チームとサポート
## Your Team
| Role | Name | Responsibility |
|------|------|----------------|
| Project Lead | [Name] | Overall delivery, your primary contact |
| [Specialist] | [Name] | [Specific responsibility] |
### Support Model
**During Implementation:**
- [Support type and availability]
**Post-Implementation:**
- [Ongoing support included]
条件と次のステップ
## Next Steps
| Step | Action | Owner | Target Date |
|------|--------|-------|-------------|
| 1 | Proposal review call | [Prospect] | [Date] |
| 2 | Final questions addressed | [You] | [Date] |
| 3 | Contract review | [Prospect legal] | [Date] |
| 4 | Signed agreement | Both | [Date] |
| 5 | Kickoff meeting | Both | [Date] |
### Terms Summary
- **Proposal valid until:** [Date]
- **Payment terms:** [Terms]
- **Contract length:** [Duration]
- **Cancellation:** [Policy]
---
**To proceed:** [Clear instruction -- sign and return, schedule call, etc.]
**Questions?** Contact [Name] at [email/phone]
避けるべきパターン
| 間違い | 改善策 |
|---|---|
| 会社の沿革から始める | 顧客の課題から始める |
| 汎用的な作業範囲 | ヒアリングで得た具体的な内容を参照する |
| 価格を目立たない場所に記載する | エグゼクティブサマリーに記載する |
| 機能の羅列 | 成果に焦点を当てる |
| 次のステップがない | 日付入りのアクション表を用意する |
| 文章が長すぎる | 見出し、表、箇条書きを使う |
コメント
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