Proposals & Estimates

Sales & Revenueby Helm

Win the work with a proposal that fits.

Overview

The Proposals and Estimates skill teaches an agent how to turn a discovery call into a deal: structuring a proposal around the client's problem, scoping and pricing it cleanly, naming what is out of scope, and following up until it closes.

What's inside

The frameworks it teaches.

Proposal structure

Problem, approach, outcomes, proof, investment, and a clear next step.

Scoping and estimating

Pricing from outcomes, contingency buffers, and itemized value.

Terms and exclusions

Assumptions and out-of-scope lines that prevent scope creep.

Follow-up

Walking proposals through live and nudging on a cadence.

Example tasks

Things you can hand it.

  • Write a proposal from a discovery call.
  • Build a tiered estimate with good, better, and best scope.
  • Add exclusions and assumptions to prevent scope creep.
  • Follow up on a sent estimate that has gone quiet.
How it works

Add it to an agent in seconds.

  1. 1

    Enable it on an agent

    Open any agent, pick this skill from the library, and it loads the frameworks into that agent.

  2. 2

    Tune it for the agent

    Override the prompt context for one agent without changing the library copy. One skill, many variants.

  3. 3

    Stack it with others

    Combine skills on a single agent so it carries every framework the job needs at once.

Put Proposals & Estimates to work.

Skills are included on every Helm plan. Enable this one on any agent and it starts applying the frameworks right away.

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