Draft a professional agency proposal or pitch document for a prospective client — executive summary, situation analysis, scope of services with a deliverables matrix, KPI targets with baselines and…

MITAuto-check passedSales & Support

Install Client Proposal

skills CLI
$ npx skills add indranilbanerjee/digital-marketing-pro --skill client-proposal -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install indranilbanerjee/digital-marketing-pro client-proposal --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/indranilbanerjee/digital-marketing-pro.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/client-proposal .claude/skills/client-proposal && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
client-proposal
GitHub stars
855
Used in
1 other repo
Token cost
~1.7k tokens
SKILL.md length
727 words
Files
1
Skills in repo
162
Repo updated
First seen
Licence
MIT

At a glance

Draft a professional agency proposal or pitch document for a prospective client — executive summary, situation analysis, scope of services with a deliverables matrix, KPI targets with baselines and…

  • Works in 11 steps: Load brand context: Read… → Research client industry benchmarks:… → Define proposed scope of services: Map… → …
  • /digital-marketing-pro:client-proposal
  • SKILL.md covers Purpose, Input Required, Process and Output, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Client Proposal is an agent skill from indranilbanerjee/digital-marketing-pro. Draft a professional agency proposal or pitch document for a prospective client — executive summary, situation analysis, scope of services with a deliverables matrix, KPI targets with baselines and stretch goals, 2-3 pricing options, team bio structure, case-study placeholders, terms outline, and next steps, written from the agency's perspective. Triggers on "/digital-marketing-pro:client-proposal", "write a proposal for this prospect", "scope of work for a 6-month retainer", "respond to this RFP", "pitch deck…

Its SKILL.md is about 1.7k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support, covering Proposals and quotes, OKRs and executive reporting and Fundraising and pitch decks. The repository describes itself as: An open-source AI marketing operating system for strategy, SEO, AEO/GEO, paid media, content, CRM, and analytics - grounded in brand context, human approval, and verifiable… The licence is MIT.

When your agent uses it

  • /digital-marketing-pro:client-proposal
  • Write a proposal for this prospect
  • Scope of work for a 6-month retainer
  • Respond to this RFP

Example prompts

  • “s perspective. Triggers on”
  • “write a proposal for this prospect”
  • “scope of work for a 6-month retainer”
  • “/client-proposal”

Workflow steps

11 steps, taken from the first numbered list in SKILL.md.

  1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load…
  2. Research client industry benchmarks: Pull relevant industry performance data, typical marketing spend ratios, competitive landscape…
  3. Define proposed scope of services: Map requested services to specific deliverables, ownership (agency vs. client), frequency, and…
  4. Build deliverables matrix with timelines: Create a detailed breakdown of every deliverable, its cadence (weekly, monthly, quarterly)…
  5. Create KPI framework with realistic targets: Set measurable goals for each service line — baseline assumptions, 90-day targets, 6-month…
  6. Design pricing structure: Develop 2-3 pricing options — retainer-based, project-based, or performance-based models with clear scope…
  7. Include case study references: Frame placeholders for relevant case studies or past results that demonstrate capability in the client's…
  8. Draft executive summary: Write a compelling 1-page overview that connects the client's specific challenges to the proposed solution and…
  9. Build team and process overview: Outline the account team structure, communication cadence (weekly calls, monthly reports, quarterly…
  10. Include terms and conditions framework: Draft standard engagement terms covering scope change process, payment terms, IP ownership…
  11. Add competitive differentiation: Articulate why the agency is the right choice based on the client's stated decision criteria — without…

What it can do on your machine

Read from SKILL.md and the folder at commit 3343924. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Client Proposal loads about 1.7k tokens when it runs. Until then it costs about 178 tokens; SKILL.md has 727 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~178
When it runs · the whole SKILL.md, loaded when a task matches
~1.7k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from indranilbanerjee/digital-marketing-pro at commit 3343924, republished under its MIT licence (© indranilbanerjee). 727 words, ~1,677 tokens.

Download SKILL.mdSave it as .claude/skills/client-proposal/SKILL.md (or your agent's skills folder).
name
client-proposal
description
Draft a professional agency proposal or pitch document for a prospective client — executive summary, situation analysis, scope of services with a deliverables matrix, KPI targets with baselines and stretch goals, 2-3 pricing options, team bio structure, case-study placeholders, terms outline, and next steps, written from the agency's perspective. Triggers on "/digital-marketing-pro:client-proposal", "write a proposal for this prospect", "scope of work for a 6-month retainer", "respond to this RFP", "pitch deck outline with pricing tiers". Loads the agency's own brand profile (not the client's), plus custom templates and agency SOPs; industry benchmarks inform the KPI and pricing sections.

/digital-marketing-pro:client-proposal

Purpose

Generate a professional marketing agency proposal or pitch document for a prospective client. Covers strategic analysis, service scope, deliverables, pricing, and team positioning to win new business or formalize an existing engagement with a polished, ready-to-customize document.

Input Required

The user must provide (or will be prompted for):

  • Client business name and industry: Who the proposal is for and their vertical/market segment
  • Services requested: Which marketing services are in scope (SEO, PPC, social, content, email, strategy, creative, analytics, etc.)
  • Estimated budget range: Client's stated or expected budget for marketing services (monthly or annual)
  • Timeline: Engagement duration — 3-month pilot, 6-month contract, 12-month retainer, or project-based with defined milestones
  • Key challenges/goals: What the client is trying to achieve, problems they need solved, or opportunities they want to capture
  • Competitive context: Key competitors, market pressures, or differentiation challenges the client faces
  • Decision criteria: What matters most to the client — price, expertise, speed, industry experience, team size, or technology
  • Proposal format: Full written proposal, pitch deck outline, or scope-of-work document
  • Existing relationship: New prospect, referral, existing client expansion, or RFP response
  • Internal team available: Agency team members who would staff the account (for team bio section)

Process

  1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load ~/.claude-marketing/brands/{slug}/profile.json. Apply brand voice, compliance rules for target markets (skills/context-engine/compliance-rules.md), and industry context. The loaded brand should be the agency brand — the proposal will be written from the agency's perspective. Also check for guidelines at ~/.claude-marketing/brands/{slug}/guidelines/_manifest.json — if present, load restrictions and relevant category files. Check for custom templates at ~/.claude-marketing/brands/{slug}/templates/. Check for agency SOPs at ~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults.
  2. Research client industry benchmarks: Pull relevant industry performance data, typical marketing spend ratios, competitive landscape patterns, and common pain points for the client's vertical
  3. Define proposed scope of services: Map requested services to specific deliverables, ownership (agency vs. client), frequency, and dependencies between service lines
  4. Build deliverables matrix with timelines: Create a detailed breakdown of every deliverable, its cadence (weekly, monthly, quarterly), responsible party, and approval workflow
  5. Create KPI framework with realistic targets: Set measurable goals for each service line — baseline assumptions, 90-day targets, 6-month targets, and stretch goals tied to business outcomes
  6. Design pricing structure: Develop 2-3 pricing options — retainer-based, project-based, or performance-based models with clear scope boundaries, overage terms, and upgrade paths
  7. Include case study references: Frame placeholders for relevant case studies or past results that demonstrate capability in the client's industry, service area, or challenge type
  8. Draft executive summary: Write a compelling 1-page overview that connects the client's specific challenges to the proposed solution and expected outcomes
  9. Build team and process overview: Outline the account team structure, communication cadence (weekly calls, monthly reports, quarterly reviews), reporting rhythm, and escalation process
  10. Include terms and conditions framework: Draft standard engagement terms covering scope change process, payment terms, IP ownership, confidentiality, data handling, performance guarantees, and termination clauses
  11. Add competitive differentiation: Articulate why the agency is the right choice based on the client's stated decision criteria — without naming competitors directly
Show full SKILL.md (209 more words)Show less

Output

A structured client proposal document containing:

  • Executive summary: Client challenges, proposed approach, and expected outcomes in a compelling 1-page overview
  • Situation analysis: Client's current state, competitive landscape, market opportunity, and key assumptions
  • Proposed strategy: High-level strategic approach connecting services to business goals with a clear theory of change
  • Scope of services: Detailed service descriptions with deliverables, frequency, ownership matrix, and exclusions
  • Deliverables timeline: Month-by-month or phase-by-phase deliverable schedule with milestones and review gates
  • KPI targets: Measurable success metrics per service line with baseline, target, and stretch goals
  • Pricing options: 2-3 pricing tiers or models with clear scope definitions, add-on options, and payment schedule
  • Team bios section: Account team structure with role descriptions and placeholder bios to be filled with actual team members
  • Case study framework: Structured placeholders for 2-3 relevant past engagements showing challenge, approach, and results
  • Terms outline: Standard engagement terms covering scope, payment, IP, confidentiality, data, and termination
  • Next steps: Clear action items with dates for moving from proposal to signed engagement
  • Investment justification: ROI framework showing how the proposed services connect to measurable business outcomes
  • Risk and assumptions: Key assumptions underpinning projections and risks that could affect delivery or results

Agents Used

  • marketing-strategist — Strategic positioning, service scoping, KPI framework, competitive analysis, proposal narrative, industry benchmarking

© indranilbanerjee, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/client-proposal of indranilbanerjee/digital-marketing-pro.

Open the folder on GitHubat commit 3343924

Used in 1 other repository

We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in indranilbanerjee/digital-marketing-pro, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Client Proposal next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Client Proposal compared with similar skills
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Client Proposal this skillindranilbanerjee/digital-marketing-pro8551 repos~1.7kAutomated safety check: PassMIT
Pitch Deckagentii-ai/agentii-investment-intelligence207—~2kAutomated safety check: PassApache-2.0
Business ProposalsEliasOulkadi/shokunin114—~2.7kAutomated safety check: PassMIT
Prospect Panel SimulatorOneWave-AI/claude-skills323—~1.2kAutomated safety check: PassMIT
Security Commsbriiirussell/cybersecurity-skills413—~3.8kAutomated safety check: PassMIT
Commercial Skillsalirezarezvani/claude-skills28k—~2.3kAutomated safety check: PassMIT

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Questions about Client Proposal

What does Client Proposal do?

Draft a professional agency proposal or pitch document for a prospective client — executive summary, situation analysis, scope of services with a deliverables matrix, KPI targets with baselines and…. Client Proposal is an agent skill from indranilbanerjee/digital-marketing-pro. Draft a professional agency proposal or pitch document for a prospective client — executive summary, situation analysis, scope of services with a deliverables matrix, KPI targets with baselines and stretch goals, 2-3 pricing options, team bio structure, case-study placeholders, terms outline, and next steps, written from the agency's perspective.

When should I use Client Proposal?

Client Proposal fits situations like: /digital-marketing-pro:client-proposal; write a proposal for this prospect; scope of work for a 6-month retainer; respond to this RFP.

How do I install Client Proposal in Claude Code?

Run `npx skills add indranilbanerjee/digital-marketing-pro --skill client-proposal -a claude-code`. Or copy the skill folder (skills/client-proposal in indranilbanerjee/digital-marketing-pro) into .claude/skills/client-proposal in your project. Claude Code loads it when a task matches its description.

How do I install Client Proposal in Codex?

Run `npx skills add indranilbanerjee/digital-marketing-pro --skill client-proposal -a codex`. Or copy the skill folder (skills/client-proposal in indranilbanerjee/digital-marketing-pro) into .agents/skills/client-proposal in your project. Codex loads it when a task matches its description.

Can I use Client Proposal in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add indranilbanerjee/digital-marketing-pro --skill client-proposal -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/client-proposal, .gemini/skills/client-proposal, .github/skills/client-proposal and .opencode/skills/client-proposal in your project.

What does Client Proposal need to run?

SKILL.md names no scripts, command-line tools or credentials: Client Proposal is instructions for the agent only.

Does Client Proposal access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Client Proposal safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Client Proposal use?

Client Proposal is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Client Proposal use?

About 1.7k tokens (SKILL.md is roughly 6.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Client Proposal?

Skills that share tags, products or a category with Client Proposal: Pitch Deck (agentii-ai/agentii-investment-intelligence, 207 stars), Business Proposals (EliasOulkadi/shokunin, 114 stars), Prospect Panel Simulator (OneWave-AI/claude-skills, 323 stars) and Security Comms (briiirussell/cybersecurity-skills, 413 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Client Proposal?

indranilbanerjee (a GitHub user) maintains it in indranilbanerjee/digital-marketing-pro, which has 855 GitHub stars. The repository holds 162 skills in this directory. The repository was last updated on October 4, 2026.

Source: indranilbanerjee/digital-marketing-pro on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.