proposal-assembly

proposal-assembly is a skill for Claude Code from Arise-AI-Group/lead-management-plugin. It costs 0 tokens per session (1,974 once invoked), scanned A, original, Apache-2.0.

A workflow for turning client discovery information into a structured proposal. A proposal explains the planned work, deliverables, price, and timeline for a potential customer.

In plain words
What is it for?
Use it to create personalized proposals with standard sections, a description of the approach, deliverables, pricing, and timeline. Connected tools can pull client notes, route reviews, email the proposal, and prepare it for signing.
Why use it?
It reduces repeated document writing and helps ensure the proposal reflects what the client discussed. It can also send the draft through team review before delivery.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the lead-management plugin — 9 skills shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/arise-ai-group/lead-management-plugin/proposal-assembly
Any agent
npx skills add Arise-AI-Group/lead-management-plugin --skill proposal-assembly
Clone the repo
git clone --depth 1 https://github.com/Arise-AI-Group/lead-management-plugin

Made for: Claude Code.

Or install lead-management, the plugin that ships this one along with the rest of its 9 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for proposal-assembly

README.md
[![agentmods](https://agentmods.dev/badge/skills/arise-ai-group/lead-management-plugin/proposal-assembly.svg)](https://agentmods.dev/skills/arise-ai-group/lead-management-plugin/proposal-assembly)
Your own site
<a href="https://agentmods.dev/skills/arise-ai-group/lead-management-plugin/proposal-assembly"><img src="https://agentmods.dev/badge/skills/arise-ai-group/lead-management-plugin/proposal-assembly.svg" alt="Measured on agentmods" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,974 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.01974
Opus 5 $0.00000 $0.00987
Sonnet 5 $0.00000 $0.00395
Haiku 4.5 $0.00000 $0.00197

Measured 6d ago against content hash 9d076db583a2, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

proposal-assembly scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

lead-management/skills/proposal-assembly/SKILL.md · 298 lines

How it starts

The opening of the file, as written. The whole thing — 298 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Proposal Assembly

Build professional proposals from discovery data — auto-populate templates, route for team review, and get from "interested" to "here's our proposal" fast.

How It Works

┌─────────────────────────────────────────────────────────────────┐
│                    PROPOSAL ASSEMBLY                             │
├─────────────────────────────────────────────────────────────────┤
│  STANDALONE (always works)                                       │
│  ✓ You tell me: client, their needs, your services, pricing    │
│  ✓ Generate structured proposal with all standard sections      │
│  ✓ Personalized approach section referencing discovery data     │
│  ✓ Pricing table with clear deliverables and timeline           │
│  ✓ Output: ready-to-send proposal document                     │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + CRM: Pull client data, discovery notes, pain points auto    │
│  + Chat: Route for team review with SLA tracking                │
│  + Email: Send proposal directly to client                      │
│  + E-signature: Generate PDF and create signing envelope        │
└─────────────────────────────────────────────────────────────────┘

Getting Started

Required:

  • Client name and company
  • What services you're proposing
  • Pricing (or "help me figure out pricing")

Helpful if you have it:

  • Discovery call notes or transcript summary
  • Pain points they mentioned
  • Their timeline and budget range
  • Decision makers and their priorities
  • Any specific requests or constraints they mentioned

If CRM is connected, I'll pull discovery notes and client data automatically.


Connectors (Optional)

Connector What It Adds
~~CRM Pull client data, discovery notes, pain points, prior proposals
~~chat Route proposal for team review with SLA reminders
~~email Send completed proposal to client
~~e-signature Generate PDF, create signing envelope, send for signature

Read the full file on GitHub · 298 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen · 298 lines · 0 tokens per session scan A 9d076db583a2

Subscribe to this mod's changes

proposal-assembly is a skill published in the GitHub repository Arise-AI-Group/lead-management-plugin (7 stars, last pushed 7mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 1,974 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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