🔍 What does this skill do?

Skill's Accounting Proposal Template makes it easy to create personalized and effective proposals for accounting firms. It highlights the value of the services offered, helping you stand out from the competition and increase your conversion rate without having to lower your prices.

📝
Initial Proposal
Create an initial proposal following an introductory meeting with a potential client.
🔄
Revision of Proposals
Rewrite proposals that aren't generating conversions to improve their effectiveness.
💼
Justification of Rates
Justify rates that are higher than the customer expects by highlighting the added value.
📑
Standard Template
Develop a standard proposal template for the office that can be adapted for different clients.

⚙️ How to install

1
Download the ZIP file
Click the download button to get proposals-commercial-for-accounting.zip.
2
Unzip it into your "skills" folder
Extract the contents into Claude's "skills" folder:
~/.claude/skills/propuestas-comerciales-para-contabilidad/
3
Check that SKILL.md exists
Check to see if the SKILL.md file exists in the "proposals-commercial-for-accounting/" folder.
propuestas-comerciales-para-contabilidad/ ├── SKILL.md └── ...
4
Restart Claude Code or Cowork
Close and reopen the app. Claude will detect the skill automatically.
5
Start using the skill!
Enter the client and service details, and receive a proposal ready to be formatted.

💬 Usage examples

📝 Proposal for a Distributor
Prepare a proposal for Distribuidora Rápida Ltda. for comprehensive accounting services.
🔄 Revise Proposal
Rewrite a proposal for Tech Solutions S.A. to improve conversion rates.
💼 Justify Rates
Justify the rates to a client who is expecting lower prices.
📑 Proposal Template
Create a standard proposal template for accounting services.

🛠️ Features

✅
Customized Proposals It generates sales proposals tailored to the specific needs of each client.
✅
Organizational Structure Includes an executive summary, assessment, scope of services, and investment terms.
✅
Conversion Optimization Increase your conversion rate by highlighting value without lowering prices.
✅
Integration with Tools Compatible with design tools such as Canva, Word, and Notion.

❓ Frequently asked questions

It provides customer information and services, and the skill generates a structured proposal.
You can use tools like Canva, Word, or Notion to finalize the proposal.
No, the skill helps highlight the value of the services to justify current rates.
Sales Proposals for Accounting — Boost Your Conversions

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