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proposal-writer

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English
🇨🇳

Translation

Chinese

Proposal Writer

提案撰写工具

Create proposals that close deals. Connect discovery insights to clear solutions, present pricing strategically, and make it easy for buyers to say yes.
撰写能促成交易的提案。将客户洞察转化为清晰的解决方案，战略性地呈现定价，让客户轻松说“是”。

Input Context

输入上下文

Expect structured context from orchestrator:
yaml
prospect:
  company: string
  industry: string
  size: string
deal_size: <$10K | $10-50K | $50K+
stakeholders:
  - title: string
    concern: string
pain_points: [list from discovery]
solution: string
pricing: number | range
competition:
  - name: string
    weakness: string
objections: [list to address]
timeline:
  decision_date: date
  implementation_date: date
预期从编排器获取结构化上下文：
yaml
prospect:
  company: string
  industry: string
  size: string
deal_size: <$10K | $10-50K | $50K+
stakeholders:
  - title: string
    concern: string
pain_points: [list from discovery]
solution: string
pricing: number | range
competition:
  - name: string
    weakness: string
objections: [list to address]
timeline:
  decision_date: date
  implementation_date: date

Proposal Length by Deal Size

按交易规模划分的提案篇幅

Deal SizePagesSections
<$10K3-5Exec summary, Scope, Pricing, Next steps
$10K-$50K5-10+ Understanding, Case study, Team
$50K-$250K10-15+ Detailed timeline, Multiple options, Risk mitigation
>$250K15-25+ Implementation methodology, Comprehensive terms, Appendix
交易规模页数章节
<$10K3-5执行摘要、工作范围、定价、后续步骤
$10K-$50K5-10+ 需求理解、案例研究、团队介绍
$50K-$250K10-15+ 详细时间线、多种方案、风险缓解
>$250K15-25+ 实施方法论、完整条款、附录

Proposal Structure

提案结构

Cover Page

封面页

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PROPOSAL

PROPOSAL

[Your Company] → [Prospect Company]
Prepared for: [Name, Title] Prepared by: [Name, Title] Date: [Date] Valid until: [Date + 30 days]
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[贵司名称] → [客户公司名称]
致： [姓名、职位] 由： [姓名、职位] 日期： [日期] 有效期至： [日期 + 30天]
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Executive Summary (Most Critical Section)

执行摘要（最关键章节）

Decision-makers often read only this. Must stand alone.
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决策者通常只会阅读这部分内容，因此该部分必须能够独立表意。
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Executive Summary

执行摘要

The Challenge

面临的挑战

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"]
基于我们的沟通，[客户公司]正面临以下问题：
  • [痛点1]：[量化影响 - “每月损失X美元收入”]
  • [痛点2]：[量化影响 - “每周浪费X小时”]
  • [痛点3]：[量化影响 - “客户流失率X%”]

Our Solution

我们的解决方案

[Product/Service] will help [Company] achieve:
  • [Outcome 1]: [Measurable result with number]
  • [Outcome 2]: [Measurable result with timeframe]
  • [Outcome 3]: [Measurable result with percentage]
[产品/服务]将帮助[客户公司]实现：
  • [成果1]：[可衡量的结果，含具体数值]
  • [成果2]：[可衡量的结果，含时间范围]
  • [成果3]：[可衡量的结果，含百分比]

Investment & Timeline

投入与时间线

ComponentInvestmentDuration
[Phase/Item 1]$XX weeks
[Phase/Item 2]$XX weeks
Total$XX weeks
项目投入金额周期
[阶段/项目1]$XX周
[阶段/项目2]$XX周
总计$XX周

Why [Your Company]

为何选择我们

[2-3 sentences on specific differentiators relevant to their situation]
[2-3句话，阐述与客户情况相关的独特优势]

Next Steps

后续步骤

ActionOwnerBy Date
Proposal review call[Prospect][Date]
Contract review[Prospect legal][Date]
KickoffBoth teams[Date]
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行动负责人截止日期
提案回顾会议[客户方][日期]
合同审核[客户方法务][日期]
项目启动双方团队[日期]
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Understanding & Approach

需求理解与实施路径

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Understanding & Approach

需求理解与实施路径

Current Situation

当前现状

[Reference specific discovery conversation points]
[引用沟通中明确的客户需求点]

Desired Future State

期望未来状态

MetricCurrentTargetImpact
[Metric 1][Current][Goal][Business impact]
[Metric 2][Current][Goal][Business impact]
指标当前值目标值业务影响
[指标1][当前数值][目标数值][业务影响]
[指标2][当前数值][目标数值][业务影响]

Our Approach

我们的实施路径

Phase 1: [Name] [Description and deliverables]
Phase 2: [Name] [Description and deliverables]
Phase 3: [Name] [Description and deliverables]
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阶段1：[名称] [阶段描述与交付成果]
阶段2：[名称] [阶段描述与交付成果]
阶段3：[名称] [阶段描述与交付成果]
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Scope of Work

工作范围

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Scope of Work

工作范围

Included

包含内容

DeliverableDescriptionAcceptance Criteria
[Deliverable 1][What it is][How we know it's done]
[Deliverable 2][What it is][How we know it's done]
交付成果描述验收标准
[交付成果1]【内容说明】【验收完成的判定标准】
[交付成果2]【内容说明】【验收完成的判定标准】

Not Included

不包含内容

  • [Item 1] — available as add-on
  • [Item 2] — future phase
  • [Item 3] — client responsibility
  • [项目1] — 可作为附加服务
  • [项目2] — 后续阶段交付
  • [项目3] — 客户方负责

Assumptions

假设条件

  • [Assumption 1]
  • [Assumption 2]
  • [假设1]
  • [假设2]

Client Responsibilities

客户方职责

  • [Responsibility 1]
  • [Responsibility 2]
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  • [职责1]
  • [职责2]
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Timeline & Milestones

时间线与里程碑

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Timeline & Milestones

时间线与里程碑

WeekMilestoneDeliverableDependencies
1KickoffProject planContract signed
2-3[Phase 1][Deliverable][Dependency]
4-6[Phase 2][Deliverable][Dependency]
7-8Go-Live[Final deliverable][Dependency]
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周数里程碑交付成果依赖条件
1项目启动项目计划合同签署
2-3[阶段1][交付成果][依赖条件]
4-6[阶段2][交付成果][依赖条件]
7-8上线[最终交付成果][依赖条件]
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Investment & Pricing

投入与定价

Strategy: Present 2-3 options with recommended highlighted. Anchor high.
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策略： 提供2-3种方案，突出推荐选项，以高价位方案为锚点。
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Investment Options

投入选项

Option A: Comprehensive

选项A：全面方案

[Full solution with premium features]
  • [Feature 1]
  • [Feature 2]
  • [Bonus: Feature 3]
Investment: $XX,XXX
[含高级功能的完整解决方案]
  • [功能1]
  • [功能2]
  • 额外福利：功能3
投入金额：$XX,XXX

Option B: Recommended ⭐

选项B：推荐 ⭐

[Core solution, best value for most situations]
  • [Feature 1]
  • [Feature 2]
Investment: $XX,XXX
[核心解决方案，性价比最优]
  • [功能1]
  • [功能2]
投入金额：$XX,XXX

Option C: Essentials

选项C：基础方案

[Minimum viable solution]
  • [Feature 1]
Investment: $XX,XXX
Payment Terms: [50% upfront, 50% on completion | Monthly | etc.]
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[最小可行解决方案]
  • [功能1]
投入金额：$XX,XXX
付款条款： [50%预付，50%交付完成后支付 | 月度支付 | 其他]
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ROI Justification

ROI 合理性说明

Use when price is a concern:
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当客户对价格有顾虑时使用：
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Return on Investment

投资回报率

Current Cost of Problem:
IssueMonthly CostAnnual Cost
[Problem 1]$X$X
[Problem 2]$X$X
Total cost of inaction$X$X
With [Solution]:
ImprovementMonthly SavingsAnnual Savings
[Outcome 1]$X$X
[Outcome 2]$X$X
Total savings$X$X
Payback Period: X months First-Year ROI: X.Xx
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当前问题的成本：
问题月度成本年度成本
[问题1]$X$X
[问题2]$X$X
不作为的总成本$X$X
使用[解决方案]后：
改进点月度节省年度节省
[成果1]$X$X
[成果2]$X$X
总节省金额$X$X
投资回报周期： X个月 首年投资回报率： X.X倍
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Social Proof

社会证明

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Why [Your Company]

为何选择我们

Relevant Experience

相关服务经验

ClientChallengeResult
[Similar company][Similar problem][Quantified outcome]
[Similar company][Similar problem][Quantified outcome]
客户面临的挑战取得的成果
[类似公司][类似问题][量化成果]
[类似公司][类似问题][量化成果]

Client Testimonial

客户证言

"[Quote about working with you and results achieved]" — [Name, Title, Company]
“[与我们合作的体验及取得的成果评价]” — [姓名、职位、公司]

By the Numbers

数据亮点

  • X years in [industry]
  • X clients served
  • X% client satisfaction
  • $Xm in [results delivered]
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  • 在[行业]拥有X年经验
  • 服务过X家客户
  • 客户满意度X%
  • 为客户创造了X百万美元的[成果]
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Team & Support

团队与支持

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Your Team

专属团队

RoleNameResponsibility
Project Lead[Name]Overall delivery, your primary contact
[Specialist][Name][Specific responsibility]
[Support][Name][Ongoing support]
角色姓名职责
项目负责人[姓名]整体交付，您的主要对接人
[专家][姓名][具体职责]
[支持人员][姓名][持续支持内容]

Support Model

支持模式

During Implementation:
  • [Support type and availability]
Post-Implementation:
  • [Ongoing support included]
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实施期间：
  • [支持类型与可用时间]
实施完成后：
  • [包含的持续支持内容]
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Terms & Next Steps

条款与后续步骤

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Next Steps

后续步骤

StepActionOwnerTarget Date
1Proposal review call[Prospect][Date]
2Final questions addressed[You][Date]
3Contract review[Prospect legal][Date]
4Signed agreementBoth[Date]
5Kickoff meetingBoth[Date]
步骤行动负责人目标日期
1提案回顾会议[客户方][日期]
2解答最终疑问[我方][日期]
3合同审核[客户方法务][日期]
4签署协议双方[日期]
5项目启动会议双方[日期]

Terms Summary

条款摘要

  • 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]
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  • 提案有效期至： [日期]
  • 付款条款： [具体条款]
  • 合同期限： [时长]
  • 取消政策： [具体政策]
推进方式： [明确指令 — 签署后返回、预约会议等]
有疑问？ 联系[姓名]，邮箱/电话：[联系方式]
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One-Pager Template (Quick Deals)

单页提案模板（快速交易）

For deals <$5K or early-stage exploration:
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适用于交易金额<$5K或早期沟通阶段：
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[Your Company] + [Prospect Company]

[贵司名称] + [客户公司名称]

The Problem

面临的问题

  • [Pain point 1 - quantified]
  • [Pain point 2 - quantified]
  • [痛点1 - 量化]
  • [痛点2 - 量化]

Our Solution

我们的解决方案

  • [Outcome 1 - measurable]
  • [Outcome 2 - measurable]
  • [成果1 - 可衡量]
  • [成果2 - 可衡量]

Investment

投入金额

$[Amount] for [scope] delivered in [timeframe]
$[金额]，交付[服务范围]，周期[时长]

Next Step

下一步行动

[Single clear action with date]
Valid until [Date] | [Your contact info]
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[单一明确的行动及日期]
有效期至[日期] | [您的联系方式]
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Tone Guidelines

语气准则

  • Confident, not arrogant: "We will deliver" not "We're the best"
  • Consultative: Trusted advisor solving their problem
  • Specific: Reference their words, their situation
  • Action-oriented: Every section moves toward next step
  • Clean: White space, scannable, professional
  • 自信而非傲慢：使用“我们将交付”而非“我们是最好的”
  • 顾问式：以值得信赖的顾问身份解决客户问题
  • 具体：引用客户的原话及具体情况
  • 行动导向：每个章节都推动交易走向下一步
  • 简洁专业：合理留白、易于扫描、风格专业

Anti-Patterns

反模式

MistakeWhy It FailsFix
Lead with company historyThey don't care yetLead with their pain
Generic scopeFeels like templateReference specific discovery
Bury pricingSeems evasivePut in exec summary
Feature listsDoesn't resonateFocus on outcomes
No next stepsDeal stallsAction table with dates
Wall of textWon't be readHeaders, tables, bullets
错误做法失败原因修正方案
以公司历史开篇客户此时并不关心以客户的痛点开篇
通用化工作范围显得像模板化内容引用沟通中明确的客户需求
隐藏定价显得不够坦诚在执行摘要中呈现定价
罗列功能无法引起客户共鸣聚焦于成果
未明确后续步骤交易陷入停滞带日期的行动表格
大段文字客户不会阅读使用标题、表格、项目符号