Sales
Qualify Inbound Leads
Score inbound leads for fit, urgency, and next step so reps or founders know where to spend attention first.
Sales
Draft a clean proposal from rough notes so follow-up happens while context is fresh.
What it does
This skill takes rough discovery notes and turns them into a proposal draft that feels deliberate instead of improvised. It pulls the actual client goals out of a messy conversation, turns them into a clear scope, and highlights assumptions before they become delivery problems.
It works best for service businesses, agencies, and consultancies that need to move quickly after calls without losing nuance.
Who it is for
Requirements
Call notes or transcript
Discovery notes, transcript export, or summary bullets
Service context
Your offer, deliverables, and preferred proposal structure
Pricing guidance
Optional. Used to shape the framing, not calculate final price.
Sample output
Project: Landing page reposition + paid acquisition support Scope: Messaging strategy, page outline, ad concepting, weekly review loop Assumptions: Client owns design implementation, analytics access available Next step: Confirm timeline and target launch window before pricing finalization.
What's in this pack
Outcome definition
What exact job this pack solves
Operating instructions
Step-by-step workflow the agent follows
Input contract
Required and optional fields defined as a schema
Output contract
Exact output structure the agent must return
Worked examples(5 files)
3 good, 2 bad, and 1 edge-case scenario
Test & eval set
Bundle option
This pack is also included in Founder Growth Pack, which groups related workflows for a faster setup.
View bundleRelated packs
Sales
Score inbound leads for fit, urgency, and next step so reps or founders know where to spend attention first.
Test cases with expected outputs and pass/fail criteria
QA checklist
Human review checklist for output quality
FAQ
No. It frames the proposal so pricing can be added deliberately by a human operator.
Yes. It is especially useful when a transcript is too noisy to turn into a proposal manually.
Ops
Create a prep brief with context, goals, risks, and suggested questions before customer, candidate, or internal meetings.
Research
Generate a prospect brief with company context, angles, red flags, and a suggested opener before writing outreach.