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proposal-writer

Marketing & growth

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Updated 10-15 21:03

About this skill

Proposal Writer — Automatic B2B Sales Proposal Generation

moai-sales | The first skill in the Korean B2B sales workflow

Overview

In the Korean B2B sales environment, it automatically generates the body of RFP responses, solution proposals, and bid proposals. It combines the Three C's (Compliant, Complete, Compelling) principles of the HubSpot Breeze RFP Agent with Korean business practices (formal style, 12-section standard table of contents, approval line guidance).

Core Value: AI quickly creates a draft, and the user focuses on the core value proposition. All deliverables are sent after human review (Human-in-the-Loop).

Trigger Keywords

B2B proposal RFP response sales proposal solution proposal bid proposal client proposal enterprise sales SaaS sales proposal

Workflow

Step 1: Collect Input Materials

Confirm the following information from the user (not all are required; based on available materials):

  • RFP document or customer requirements (text/PDF/email body)
  • Company and solution introduction (company brochure, product specifications, technical documentation)
  • Past winning proposals (optional, used as a content library)
  • Deal information (optional): client company name, industry, size, decision-maker job title, expected contract size, review period

If materials are insufficient, start by writing the sections among the 12 that can be filled, and for unmet sections use [추가 정보 필요: ...] placeholders.

Step 2: RFP Compliance Analysis (Compliant)

If an RFP is provided, extract all required items and turn them into a checklist:

  • Format requirements: page limit, font, submission deadline, submission method
  • Required attachments: business registration certificate, security certifications (ISO 27001, etc.), financial statements, implementation cases
  • Qualification requirements: revenue size, years in business, personnel, certifications held
  • Response format: item-by-item response table, scoring criteria

The checklist is attached as a separate section at the end of the output, and missing items are highlighted with a red ❌ marker.

Step 3: Generate the 12-Section Body (Complete)

Standard Korean B2B proposal 12-section structure:

# Section Key Content
1 Cover Page Proposal date, client company, our company, contact person
2 Executive Summary 1 page, core value proposition + quantitative ROI
3 Company Introduction History, mission, key personnel
4 Market and Customer Understanding Quoting customer challenges + market data
5 Solution Overview How we solve it (1 page)
6 Detailed features and technical specifications Details by feature + architecture
7 Adoption and implementation schedule Phase-by-phase milestones (priority labels, no time units)
8 Operations and maintenance plan SLA, support channels, update policy
9 References and adoption cases Industry peer cases + quantitative results
10 Pricing and license model State VAT excluded/included, payment terms
11 Risks and mitigation measures Adoption risks + response strategies
12 Appendix and reference materials Certifications, certificates, additional materials

Step 4: Apply Korean formality and tone

  • Default endings: "~합니다," "~드립니다," "~로 판단됩니다"
  • Job title forms of address: 대표님/팀장님/부장님/차장님 (auto matching)
  • Approval line guidance: review-stage guide for this proposal (e.g., "실무 검토 → 부서장 결재 → 최종 승인 순")
  • Signature fields: slots for 2-3 people from our company and the client's approvers

Step 5: Strengthen Compelling

  • Executive Summary에 Mandatory insertion of quantitative ROI (% or KRW/hour units, cite sources)
  • Figures without sources [추정] tag mandatory
  • Cite objective figures when comparing competitors (price, feature matrix)
  • Directly map client challenges → our solutions

Step 6: Post-processing guide

Immediately after generation, guide the user to the next follow-up step:

  1. moai-core:ai-slop-reviewerreview the body text with
  2. moai-office:docx-generator(Word/PDF) or moai-office:pptx-designer(slides) output
  3. To issue a separate quotation, this skill directly creates the item, quantity, unit price, subtotal, VAT, and total table (quotation specification) based on the pricing section (No. 10), then moai-office:xlsx-creatoroutput to a spreadsheet with
  4. Before sending, a human must perform final review (HubSpot Best Practice: Human-in-the-Loop)

Output format

# [고객사명] 대상 [솔루션명] 도입 제안서

## 1. 표지
...
## 2. Executive Summary
...
## 12. 부록
...

---

## 📋 RFP 컴플라이언스 체크리스트
- [x] 페이지 한도 30p 이내
- [x] ISO 27001 인증서 첨부
- [ ] ❌ 보안 감사 보고서 (별도 첨부 필요)
- ...

## 🔍 다음 단계
1. moai-core:ai-slop-reviewer로 본문 검수
2. moai-office:docx-generator로 PDF 출력
3. 견적서 분리 발행 시 — 가격 섹션 기반 견적 명세 표 작성 후 moai-office:xlsx-creator로 출력

Usage examples

Example 1 — RFP response (full pipeline)

사용자: "이 RFP 답변 초안 만들어줘. 고객사는 ABC물류, 우리는 AcmeAI WMS 솔루션. 예산 5000만원/년."
→ proposal-writer 가 RFP 분석 + 12섹션 초안 + 컴플라이언스 체크리스트 생성
→ 이어서 ai-slop-reviewer → docx-generator 체이닝 안내

Example 2 — Solution proposal (free proposal without an RFP)

사용자: "스타트업 XYZ에 우리 데이터 분석 SaaS 제안서 써줘. 가격 월 200만원."
→ proposal-writer 가 RFP 없이도 12섹션 표준 구조로 본문 생성
→ Executive Summary에 정량 ROI 자동 산정

Precautions

  • Disclaimer of legal liability: This skill assists with proposal drafts, and a human must review before final sending
  • VAT statement required: Automatically display whether VAT is excluded/included in the pricing section
  • Caution with NDA information: When including information subject to the client's NDA, moai-legal:nda-triage chaining recommended
  • AI figure verification: If quantitative data (ROI, market size) has no source, [추정] tag mandatory
  • Time estimates prohibited: Direct time estimates such as "adoption within 1 week" or "takes 2-3 months" are converted to priority labels (P0/P1)

Related skills

Before (input prep):

  • moai-business:market-analyst — Prep client industry and market analysis materials

After (output post-processing):

  • moai-core:ai-slop-reviewer — Review body text for AI slop (required)
  • moai-office:docx-generator — Word/PDF output
  • moai-office:pptx-designer — Slides output
  • moai-office:xlsx-creator — Separate issuance of quotation (this skill creates a quotation specification table based on the price section and then outputs it as a spreadsheet)

Alternative (alternative skill):

  • moai-business:investor-relations — Investor-facing IR (not a B2B customer)
  • moai-business:kr-gov-grant — Government support program application (not B2B sales)

Related Commands

  • /harness — Further improvement/regeneration of this skill itself
  • Registered skill chain:
    • B2B sales proposal: moai-business:market-analyst → moai-sales:proposal-writer → moai-core:ai-slop-reviewer → moai-office:docx-generator
    • B2B sales slides: moai-business:market-analyst → moai-sales:proposal-writer → moai-core:ai-slop-reviewer → moai-office:pptx-designer
    • Quotation separation: moai-sales:proposal-writer → moai-office:xlsx-creator (proposal-writer directly creates a quotation specification table based on the price section)

Source