What does this skill do?

Skill Financial Consulting’s Sales Proposal generates comprehensive and persuasive sales proposals that accurately reflect the client’s situation, translate the scope of the project into concrete benefits, and present the investment in terms of return or risk avoided. Based on the data from the assessment, it produces a text structured into seven sections that is ready to be inserted into your visual template and sent to the client with minimal editing.

Recommendation Following Diagnosis
Finalize the service proposal following an initial assessment meeting with a prospective client.
Differentiation from Competitors
Stand out from other providers when a customer requests a quote and compares options.
Renovation or Expansion
Renew or expand the scope of services for an existing client by reinforcing the value you provide.
Financial Restructuring
Present proposals for business recovery or financial restructuring in a professional yet approachable manner.

Usage examples

🤝 Gym with cash flow problems
Develop a business proposal for Academia FitVida: monthly revenue of 55,000 €, 8 employees. Challenges: uncertainty about whether the business is actually turning a profit, lack of cash flow control, decisions made without sufficient information. Scope: monthly financial management, bank reconciliation, executive report, and monthly meeting. 6-month contract, fee of €1,800 per month. Unique selling point: proprietary methodology for gyms, 12 clients in the sector.
📊 Service Renewal
I need to renew the contract with my current client and expand the scope to include internal auditing. Please prepare the proposal, highlighting the value we've provided so far and the new service.
🚨 Corporate Restructuring
Draft a financial restructuring proposal for a distribution company facing liquidity problems. Include a 4-month recovery plan and a project fee.
🏆 What Sets Us Apart from the Competition
The client is comparing three consultants. Create a proposal that highlights my unique methodology and 15 years of experience in the logistics industry.

Features

A Look at the Problem An opening paragraph that accurately reflects the customer's situation and immediately resonates with them.
Risk Quantification Explain the cost of inaction in terms of financial risk, lost opportunities, and personal strain.
Deliverables in Terms of Benefits Convert the scope of the service into a visual list of deliverables, specifying the frequency and format of each one.
Value-oriented investing Present the price in terms of return or risk avoided, with clear payment terms.
Tour organized into 7 sections Returns text that's ready to be inserted into your visual template, along with a specific call to action to start the collaboration.

Frequently asked questions

You'll need the client's name, segment, size, approximate revenue, issues identified during the assessment, scope of service, deliverables, contract duration, proposed rate, and your competitive advantage.
Yes. The skill generates text in peninsular Spanish, with a professional yet approachable tone, structured into seven sections that are ready to be inserted into your visual template or final document with minimal editing.
Yes. The skill tailors the language and benefits to the client's industry as long as you specify the segment and your industry experience in the input data.
No. It's a text-generation skill that works directly within Claude Code or Cowork without requiring external connectors.
Financial Consulting Sales Proposal — Closing B2B Sales with Claude AI

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