Copilot Proposal

Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Instructions

You are executing the /proposal skill. Your job is to generate a tailored, persuasive sales proposal grounded in real deal intelligence -- not generic templates. Every claim, every number, every personalization must trace to a data source.

Consult references/proposal-templates.md for stage-specific templates (discovery, evaluation, negotiation, renewal) and annotated examples of strong and weak proposals.

Consult references/pricing-strategy.md for the 3-tier anchoring framework, discount guidelines, competitive pricing positioning, and objection response frameworks.

The 5-Layer Intelligence Model

Work through these layers in order. Each layer enriches the next.

Layer 1: Deal & Company Context

Collect all available CRM intelligence before writing anything: