|
1 | | ---- |
2 | | -name: agentic-proposal-skill |
3 | | -description: >- |
4 | | - Create CompleteTech LLC agentic development proposals, statements of work, discovery recaps, pilot recommendations, evaluation plans, risk/control plans, implementation roadmaps, acceptance criteria, change orders, retainer proposals, and procurement-ready scope summaries. Use when Codex needs to bridge outreach emails and signed contracts/invoices by drafting buyer-facing proposal or SOW-style documents for bounded agentic workflow services. |
5 | | -version: 1.0.0 |
6 | | -metadata: |
7 | | - openclaw: |
8 | | - skillKey: agentic-proposal-skill |
9 | | - homepage: https://github.com/CompleteTech-LLC/agentic-proposal-skill |
10 | | - requires: |
11 | | - bins: |
12 | | - - python3 |
13 | | ---- |
14 | | - |
15 | | -# Agentic Proposal Skill |
16 | | - |
17 | | -## Purpose |
18 | | - |
19 | | -Create proposal and SOW-style sales documents for CompleteTech LLC agentic development engagements, from discovery recap through buyer approval. |
20 | | - |
21 | | -## System Boundary |
22 | | - |
23 | | -This skill owns buyer-facing commercial scope before signature: proposals, SOW attachments, approval summaries, change-order proposals, and pilot recommendations. Use `agentic-discovery-skill` for upstream fact collection, `agentic-contract-skill` for agreement PDFs and legal-template artifacts, `agentic-invoice-skill` for payment requests, `agentic-delivery-skill` after approval, and `agentic-email-skill` only for the covering message that sends or follows up on the proposal. |
24 | | - |
25 | | -## Core Workflow |
26 | | - |
27 | | -1. Identify the commercial stage: post-discovery recap, pilot proposal, full proposal, SOW, procurement summary, change order, expansion, retainer, or evaluation/risk plan. |
28 | | -2. Gather only verified facts: client, workflow, pain, systems, timeline, budget model, stakeholders, decision criteria, constraints, approval rules, and desired next step. |
29 | | -3. Use `references/use-case-decision-table.md` to choose the right proposal type. |
30 | | -4. Use `references/proposal-positioning.md` for brand language, scope boundaries, proof rules, and guardrails. |
31 | | -5. Use `references/proposal-catalog.md` for near-exhaustive templates. |
32 | | -6. Draft in a practical, bounded, low-hype voice. Do not fabricate case studies, savings metrics, regulated-use assurances, legal claims, or client facts. |
33 | | - |
34 | | -## Proposal Selection Guide |
35 | | - |
36 | | -- Post-discovery summary: use `discovery-recap`. |
37 | | -- Short buyer-friendly pilot pitch: use `one-page-pilot-proposal`. |
38 | | -- Full services proposal: use `full-agentic-development-proposal`. |
39 | | -- Contract-ready scope attachment: use `statement-of-work`. |
40 | | -- Fixed-price first engagement: use `fixed-fee-pilot-proposal`. |
41 | | -- Hourly or flexible scope: use `time-and-materials-proposal`. |
42 | | -- Ongoing support/monitoring: use `monthly-retainer-proposal`. |
43 | | -- Advice without build: use `advisory-only-proposal`. |
44 | | -- Workflow assessment before implementation: use `workflow-assessment-proposal`. |
45 | | -- Multi-phase delivery plan: use `implementation-roadmap`. |
46 | | -- Testing and acceptance focus: use `evaluation-plan`. |
47 | | -- Governance or safety concern: use `risk-control-plan`. |
48 | | -- Approval architecture: use `human-in-the-loop-approval-model`. |
49 | | -- Added scope after agreement: use `change-order-proposal`. |
50 | | -- Second workflow after pilot: use `expansion-second-workflow-proposal`. |
51 | | -- Procurement or internal approval: use `procurement-ready-scope-summary`. |
52 | | -- Executive decision maker: use `executive-summary`. |
53 | | -- Buyer needs clear done criteria: use `acceptance-criteria`. |
54 | | -- Scope boundaries unclear: use `assumptions-and-exclusions`. |
55 | | -- Closeout and operations planning: use `support-and-handoff-plan`. |
56 | | -- After discovery when a recommendation is needed: use `post-discovery-recommended-pilot-memo`. |
57 | | -- Technical audience: use `technical-architecture-proposal`. |
58 | | -- Data/tool access concerns: use `data-and-tooling-readiness-proposal`. |
59 | | -- Training and enablement: use `training-enablement-proposal`. |
60 | | -- Proof of concept only: use `proof-of-concept-proposal`. |
61 | | -- Production rollout after pilot: use `production-rollout-proposal`. |
62 | | - |
63 | | -When several templates fit, choose by buyer decision need first, then stage, then document length. If the buyer has not agreed on a workflow and success criteria, do not jump to a full SOW; use discovery recap, assessment, or pilot recommendation first. |
64 | | - |
65 | | -## Quality Rules |
66 | | - |
67 | | -- Frame agentic development as practical workflow implementation: discovery, tool routing, retrieval, approval gates, evaluation examples, logs, monitoring, documentation, support, and handoff. |
68 | | -- Keep humans in the loop for external communications, production changes, purchases, data export, and material business decisions. |
69 | | -- Include assumptions, exclusions, acceptance criteria, risks, and dependencies when the document is used for buying approval. |
70 | | -- Make scope concrete enough to become a contract or invoice input. |
71 | | -- Use `TBD` or ask for facts rather than inventing client details, legal terms, metrics, or proof. |
72 | | - |
73 | | -## Resource Guide |
74 | | - |
75 | | -- `references/proposal-positioning.md`: load for CompleteTech LLC offer framing, language, proof rules, and boundaries. |
76 | | -- `references/use-case-decision-table.md`: load when deciding which document type to use. |
77 | | -- `references/proposal-lifecycle.md`: load for end-to-end flow from discovery through contract/invoice handoff. |
78 | | -- `references/proposal-catalog.md`: load for the near-exhaustive proposal/SOW template library. |
79 | | -- `references/template-index.json`: machine-readable template metadata used by the renderer. |
80 | | -- `scripts/render_proposal.py`: list proposal templates or render a draft with placeholders. |
81 | | - |
82 | | -## Renderer |
83 | | - |
84 | | -```bash |
85 | | -python3 scripts/render_proposal.py --list |
86 | | -python3 scripts/render_proposal.py --stage pilot --list |
87 | | -python3 scripts/render_proposal.py --template one-page-pilot-proposal --var client_name=Acme --var workflow="support triage" |
88 | | -``` |
89 | | - |
90 | | -Rendered templates are drafts. Replace placeholders with verified facts and refine the narrative for the buyer. |
91 | | - |
92 | | -## Rendering to a Branded PDF |
93 | | - |
94 | | -Artifacts from this skill are delivered as branded CompleteTech LLC **PDF** documents, not raw Markdown. The renderer emits the PDF (and prints the Markdown) in **one command**, using the same reportlab branding engine as the contract skill: |
95 | | - |
96 | | -```bash |
97 | | -pip install -r requirements.txt |
98 | | -python3 scripts/render_proposal.py --template one-page-pilot-proposal \ |
99 | | - --out artifact.pdf --png artifact.png \ |
100 | | - --title "Support Email Triage Agent — Pilot Proposal" --doc-type "PROPOSAL / STATEMENT OF WORK" \ |
101 | | - --subtitle "Prepared for <b>Northwind Trading Co.</b>" --meta "PROPOSAL NO.=PRO-2026-0188" --meta "DATE=2026-05-20" \ |
102 | | - --var client_name="Client Name" --var workflow="support triage" |
103 | | -``` |
104 | | - |
105 | | -- `--no-pdf` emits Markdown only (the original behavior); `--no-cover` drops the cover page. |
106 | | -- Already drafted the Markdown yourself? Render it directly: `python3 scripts/render_pdf.py --markdown artifact.md --out artifact.pdf --logo assets/logo.png --title "..."`. |
107 | | -- The PDF supports a Markdown subset: `#`/`##`/`###` headings, paragraphs, `-` bullets, tables, `>` callouts, `**bold**`, and `[PAGE_BREAK]`. PDF requires `reportlab`; the optional `--png` preview requires `pypdfium2` and `pillow`. See `assets/examples/` for a rendered example. |
| 1 | +--- |
| 2 | +name: agentic-proposal-skill |
| 3 | +description: >- |
| 4 | + Create CompleteTech LLC agentic development proposals, statements of work, discovery recaps, pilot recommendations, evaluation plans, risk/control plans, implementation roadmaps, acceptance criteria, change orders, retainer proposals, and procurement-ready scope summaries. Use when Codex needs to bridge outreach emails and signed contracts/invoices by drafting buyer-facing proposal or SOW-style documents for bounded agentic workflow services. |
| 5 | +version: 1.0.0 |
| 6 | +metadata: |
| 7 | + openclaw: |
| 8 | + skillKey: agentic-proposal-skill |
| 9 | + homepage: https://github.com/CompleteTech-LLC/agentic-proposal-skill |
| 10 | + requires: |
| 11 | + bins: |
| 12 | + - python3 |
| 13 | + install: |
| 14 | + - kind: uv |
| 15 | + package: reportlab>=4.0 |
| 16 | + - kind: uv |
| 17 | + package: pyyaml>=6.0 |
| 18 | +--- |
| 19 | + |
| 20 | +# Agentic Proposal Skill |
| 21 | + |
| 22 | +## Purpose |
| 23 | + |
| 24 | +Create proposal and SOW-style sales documents for CompleteTech LLC agentic development engagements, from discovery recap through buyer approval. |
| 25 | + |
| 26 | +## System Boundary |
| 27 | + |
| 28 | +This skill owns buyer-facing commercial scope before signature: proposals, SOW attachments, approval summaries, change-order proposals, and pilot recommendations. Use `agentic-discovery-skill` for upstream fact collection, `agentic-contract-skill` for agreement PDFs and legal-template artifacts, `agentic-invoice-skill` for payment requests, `agentic-delivery-skill` after approval, and `agentic-email-skill` only for the covering message that sends or follows up on the proposal. |
| 29 | + |
| 30 | +## Core Workflow |
| 31 | + |
| 32 | +1. Identify the commercial stage: post-discovery recap, pilot proposal, full proposal, SOW, procurement summary, change order, expansion, retainer, or evaluation/risk plan. |
| 33 | +2. Gather only verified facts: client, workflow, pain, systems, timeline, budget model, stakeholders, decision criteria, constraints, approval rules, and desired next step. |
| 34 | +3. Use `references/use-case-decision-table.md` to choose the right proposal type. |
| 35 | +4. Use `references/proposal-positioning.md` for brand language, scope boundaries, proof rules, and guardrails. |
| 36 | +5. Use `references/proposal-catalog.md` for near-exhaustive templates. |
| 37 | +6. Draft in a practical, bounded, low-hype voice. Do not fabricate case studies, savings metrics, regulated-use assurances, legal claims, or client facts. |
| 38 | + |
| 39 | +## Proposal Selection Guide |
| 40 | + |
| 41 | +- Post-discovery summary: use `discovery-recap`. |
| 42 | +- Short buyer-friendly pilot pitch: use `one-page-pilot-proposal`. |
| 43 | +- Full services proposal: use `full-agentic-development-proposal`. |
| 44 | +- Contract-ready scope attachment: use `statement-of-work`. |
| 45 | +- Fixed-price first engagement: use `fixed-fee-pilot-proposal`. |
| 46 | +- Hourly or flexible scope: use `time-and-materials-proposal`. |
| 47 | +- Ongoing support/monitoring: use `monthly-retainer-proposal`. |
| 48 | +- Advice without build: use `advisory-only-proposal`. |
| 49 | +- Workflow assessment before implementation: use `workflow-assessment-proposal`. |
| 50 | +- Multi-phase delivery plan: use `implementation-roadmap`. |
| 51 | +- Testing and acceptance focus: use `evaluation-plan`. |
| 52 | +- Governance or safety concern: use `risk-control-plan`. |
| 53 | +- Approval architecture: use `human-in-the-loop-approval-model`. |
| 54 | +- Added scope after agreement: use `change-order-proposal`. |
| 55 | +- Second workflow after pilot: use `expansion-second-workflow-proposal`. |
| 56 | +- Procurement or internal approval: use `procurement-ready-scope-summary`. |
| 57 | +- Executive decision maker: use `executive-summary`. |
| 58 | +- Buyer needs clear done criteria: use `acceptance-criteria`. |
| 59 | +- Scope boundaries unclear: use `assumptions-and-exclusions`. |
| 60 | +- Closeout and operations planning: use `support-and-handoff-plan`. |
| 61 | +- After discovery when a recommendation is needed: use `post-discovery-recommended-pilot-memo`. |
| 62 | +- Technical audience: use `technical-architecture-proposal`. |
| 63 | +- Data/tool access concerns: use `data-and-tooling-readiness-proposal`. |
| 64 | +- Training and enablement: use `training-enablement-proposal`. |
| 65 | +- Proof of concept only: use `proof-of-concept-proposal`. |
| 66 | +- Production rollout after pilot: use `production-rollout-proposal`. |
| 67 | + |
| 68 | +When several templates fit, choose by buyer decision need first, then stage, then document length. If the buyer has not agreed on a workflow and success criteria, do not jump to a full SOW; use discovery recap, assessment, or pilot recommendation first. |
| 69 | + |
| 70 | +## Quality Rules |
| 71 | + |
| 72 | +- Frame agentic development as practical workflow implementation: discovery, tool routing, retrieval, approval gates, evaluation examples, logs, monitoring, documentation, support, and handoff. |
| 73 | +- Keep humans in the loop for external communications, production changes, purchases, data export, and material business decisions. |
| 74 | +- Include assumptions, exclusions, acceptance criteria, risks, and dependencies when the document is used for buying approval. |
| 75 | +- Make scope concrete enough to become a contract or invoice input. |
| 76 | +- Use `TBD` or ask for facts rather than inventing client details, legal terms, metrics, or proof. |
| 77 | + |
| 78 | +## Resource Guide |
| 79 | + |
| 80 | +- `references/proposal-positioning.md`: load for CompleteTech LLC offer framing, language, proof rules, and boundaries. |
| 81 | +- `references/use-case-decision-table.md`: load when deciding which document type to use. |
| 82 | +- `references/proposal-lifecycle.md`: load for end-to-end flow from discovery through contract/invoice handoff. |
| 83 | +- `references/proposal-catalog.md`: load for the near-exhaustive proposal/SOW template library. |
| 84 | +- `references/template-index.json`: machine-readable template metadata used by the renderer. |
| 85 | +- `scripts/render_proposal.py`: list proposal templates or render a draft with placeholders. |
| 86 | + |
| 87 | +## Renderer |
| 88 | + |
| 89 | +```bash |
| 90 | +python3 scripts/render_proposal.py --list |
| 91 | +python3 scripts/render_proposal.py --stage pilot --list |
| 92 | +python3 scripts/render_proposal.py --template one-page-pilot-proposal --var client_name=Acme --var workflow="support triage" |
| 93 | +``` |
| 94 | + |
| 95 | +Rendered templates are drafts. Replace placeholders with verified facts and refine the narrative for the buyer. |
| 96 | + |
| 97 | +## Rendering to a Branded PDF |
| 98 | + |
| 99 | +Artifacts from this skill are delivered as branded CompleteTech LLC **PDF** documents, not raw Markdown. The renderer emits the PDF (and prints the Markdown) in **one command**, using the same reportlab branding engine as the contract skill: |
| 100 | + |
| 101 | +```bash |
| 102 | +pip install -r requirements.txt |
| 103 | +python3 scripts/render_proposal.py --template one-page-pilot-proposal \ |
| 104 | + --out artifact.pdf --png artifact.png \ |
| 105 | + --title "Support Email Triage Agent — Pilot Proposal" --doc-type "PROPOSAL / STATEMENT OF WORK" \ |
| 106 | + --subtitle "Prepared for <b>Northwind Trading Co.</b>" --meta "PROPOSAL NO.=PRO-2026-0188" --meta "DATE=2026-05-20" \ |
| 107 | + --var client_name="Client Name" --var workflow="support triage" |
| 108 | +``` |
| 109 | + |
| 110 | +- `--no-pdf` emits Markdown only (the original behavior); `--no-cover` drops the cover page. |
| 111 | +- Already drafted the Markdown yourself? Render it directly: `python3 scripts/render_pdf.py --markdown artifact.md --out artifact.pdf --logo assets/logo.png --title "..."`. |
| 112 | +- The PDF supports a Markdown subset: `#`/`##`/`###` headings, paragraphs, `-` bullets, tables, `>` callouts, `**bold**`, and `[PAGE_BREAK]`. PDF requires `reportlab`; the optional `--png` preview requires `pypdfium2` and `pillow`. See `assets/examples/` for a rendered example. |
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