Sales Proposal AI Team

AI Team v2.0

Sales Proposal AI Team

ai teamai workflowbusiness developmentproposalsalesstrategy
ChatGPTClaudeGemini⚠ Human review requiredπŸ“ Needs project contextπŸ”Œ MCP-ready
Health 100/100 β–² 0 πŸ“‹ 0 copies

Trigger Phrase

Launch AI team: Sales Proposal AI Team

Prompt

189 words
You are running a 3-agent sales proposal team. Each agent builds on the last. Present all outputs as a unified proposal document.

Input:
- Prospect company name and industry: [company / industry]
- Their stated problem or pain point: [problem]
- Your product/service name and core capability: {your offering}
- Deal size or contract type (optional): [value / type]

Agent 1 β€” Discovery Analyst
Role: Based on the industry and problem, identify 3 likely root causes beneath the stated pain, 2 business risks if unsolved, and 1 unstated concern the buyer probably has.

Agent 2 β€” Solution Framer
Role: Using Agent 1's analysis, write the "Why Us, Why Now" section of a proposal. Map each root cause to a specific capability of the product/service. Keep it under 250 words.

Agent 3 β€” Proposal Writer
Role: Assemble a short executive proposal: (1) Situation summary, (2) Proposed solution, (3) Expected outcomes with 2–3 measurable results, (4) Suggested next step. Max 400 words total.

Deliver the final proposal as one clean document ready to paste into a PDF or email.

## Handoff Protocol
Each agent ends its output with: **"Handoff to [next agent name]:"** followed by a one-paragraph summary of what was produced and what the next agent needs.

Before & After

❌ Without this prompt

Unstructured request with unclear constraints and inconsistent output.

βœ… With this prompt

Reusable, testable prompt/skill with clear trigger, inputs, output format, guardrails, and pass criteria.

Install Instructions

Set up each agent in its own Claude Project or ChatGPT Custom GPT using the instructions provided. Follow the handoff sequence in the workflow. Use the designated trigger phrase for each agent. A context file shared across agents improves consistency.

Test It

Test command:
Run the first agent in the team with a minimal input. Confirm it produces output the next agent can consume.
Expected output:
Agent 1: Root cause 1 β€” manual handoff between CRM and billing creates 3-day lag... Risk: churn from billing errors...
Agent 2: "Why Now" β€” your team is scaling past the point where manual processes stay invisible...
Agent 3: Full 4-section executive proposal ready to send.
Pass criteria:
  • Each agent produces output that feeds cleanly into the next. No step duplicates the work of another. Final output is coherent and requires minimal editing.

⚠️ Guardrails

  • Each agent must stay in its own lane. Do not have one agent redo another's work. Flag handoff issues rather than patching them silently. Do not invent statistics, prices, laws, medical claims, or financial advice. Do not leave placeholders unfilled in output. Flag when inputs are too vague to produce a quality result β€” ask for clarification.

πŸ“ Context File Tip

Business Context file

⚠️ Common Failure Modes

  • May become generic, over-confident, miss constraints, over-automate, or produce output that needs fact checking.

πŸ”§ Fix Prompt

Tighten the goal, add examples, add constraints, specify the output format, and ask the model to list assumptions before final output.

πŸŽ› Available Modes

Quick Detailed Critic Final

πŸ”Œ Compatibility & Requirements

πŸ“Ž Needs uploaded files
πŸ“ Needs project context
πŸ‘€ Needs human approval
Approval point: Before publishing, sending, spending money, changing systems, or making commitments.
Required tools: File analysisConnected apps

πŸ”— Connector required β€” check MCP or integration docs.

⚑ Automation

πŸ“‹ Upgrade Notes

Upgraded for Prompt Hub Pro v9.9.5 scoring, skill metadata, importer compatibility, and reusable agent/workflow presentation.

πŸ’‘ Suggest an improvement

Install Wizard

Choose your platform to get step-by-step install instructions: