name: "new-proposal" description: "Generates client engagement proposals for staff augmentation, project-based, or advisory engagements. Use when the user asks to create a proposal, pitch, or client offering. Supports all three PPC delivery models." user-invocable: true allowed-tools: ["Read", "Write", "Edit", "Glob", "Grep", "Bash", "Task"]

New Client Engagement Proposal

Generate a client engagement proposal for Pivot Point Consulting.

Steps

1. Read proven patterns from .claude/feedback/patterns.md for established conventions and lessons learned.

2. Read the proposal template from templates/proposal-template.md to understand the required document structure.

3. Read the messaging framework from marketing/brand/messaging-framework.md for positioning language and value propositions.

4. Read the style guide from marketing/brand/style-guide.md for voice, tone, and formatting standards.

5. Ask the user for the following inputs (if not already provided):

   • Client context: Client name, industry vertical, current state, and pain points.
   • Engagement type: One of staff-augmentation, project-based, or advisory.
   • Scope: High-level description of the work to be performed.

6. Check for duplicates by scanning client-delivery/proposals/ for existing proposals for the same client or similar scope. Alert the user if a potential duplicate is found.

7. Generate the proposal document with the following structure:

   • Frontmatter (YAML):
     • title: Proposal title
     • client: Client name
     • engagement-type: The selected delivery model
     • status: draft
     • author: [PLACEHOLDER]
     • date: Current date
     • version: 1.0
   • Cover Page: Client name, proposal title, date, PPC branding.
   • Executive Summary: High-level overview of the engagement, client needs, and proposed approach.
   • Understanding of Needs: Detailed description of the client's challenges and objectives.
   • Proposed Approach: Methodology and delivery model details.
     • For staff-augmentation: Include role descriptions, team composition, onboarding plan, and management structure.
     • For project-based: Include phases, deliverables, milestones, and acceptance criteria.
     • For advisory: Include assessment framework, recommendation approach, and deliverable cadence.
   • Team and Qualifications: Proposed team members, qualifications, and relevant experience.
   • Timeline: High-level project timeline or engagement duration.
   • Investment: Pricing structure appropriate to the engagement type. Mark all figures with [PLACEHOLDER].
   • Terms and Conditions: Standard terms summary.
   • Why Pivot Point Consulting: Key differentiators and relevant case studies.
   • Next Steps: Clear call to action.

8. Mark all client-specific details with [PLACEHOLDER] where actual data is needed from the client or internal stakeholders.

9. Write the file to client-delivery/proposals/[year]/[kebab-case-client]-[kebab-case-topic].md where [year] is the current year.

10. Update the directory README at client-delivery/proposals/[year]/README.md by adding the new proposal to the index list. If the README does not exist, create it with a header and the first entry.

11. Log the action by appending a JSON line to .claude/feedback/skills-log.jsonl with:

    {"skill": "new-proposal", "action": "created", "path": "<file-path>", "timestamp": "<ISO-8601>", "client": "<client-name>", "engagement-type": "<type>"}