SALES & OUTREACH · CLONE SKILL

Proposal ReadinessAI proposal review against approved sources

Proposal Readiness is a Clone skill that gathers approved source content and checks that a proposal is complete and accurate before it goes to the customer. Sales rep and sales ops clones use it to catch missing sections and verify claims against sources. There is no app to connect; share the draft and your clone runs the review.

Works out of the box. No app to connect.
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Check this proposal before it goes out Friday. Anything missing or unsupported?

One section is missing and two claims don't match approved sources. The fixes are listed below with the source for each.

Proposal readiness check3 issues · 11 sections
SectionIssueSource
Implementation timelineMissing sectionApproved template
SecurityClaim not in approved docsSecurity overview
Support hoursHours differ from sourceSupport policy
Pricing summaryComplete and matchesApproved pricing

Ask in plain words

No forms, no workflow builder. Ask your clone the way you'd ask a teammate.

“Collect approved content for a proposal”
“Check a proposal for missing sections”
“Verify proposal claims against sources”

How it works

  1. 1

    Share the draft

    Give your clone the proposal and tell it which approved sources to use.

  2. 2

    It checks every section

    Your clone looks for missing sections and verifies each claim against approved content.

  3. 3

    Fix before it ships

    You get a short list of issues with sources, so corrections are quick and the customer sees an accurate proposal.

Missing sections caught before the customer sees them Every claim checked against approved content Proposals that go out complete and on time

Clones that run Proposal Readiness

Skills belong to roles. These clones put Proposal Readiness to work as part of their job.

Leena ShahAI Proposal Coordinator

Proposal Readiness: questions

What is an AI proposal readiness review?

It is AI that checks a sales proposal before it is sent. Your clone gathers approved content, looks for missing sections and verifies claims against sources.

What counts as an approved source?

Content your team has signed off on, such as templates, security docs and policies. Your clone checks the proposal against those.

Does it work for RFPs?

Yes. The same review applies to RFP responses: collect approved content, check for missing sections and verify claims.

Do I need to connect an app?

No. Proposal Readiness works without a connection.

Which clones use Proposal Readiness?

Sales rep and sales ops clones use it, usually in the final days before a proposal is due.

Related skills

ApolloConnects to Apollo.io so you can prospect, enrich contacts, find verified emails, and manage outbound in plain English.Lead GenerationGenerates a lead list from plain-language criteria such as role, location, and tech stack, and emails it to you as a CSV.Account ResearchResearches target accounts and writes short briefings to support personalized prospecting.Discovery Call PrepPrepares sourced account briefs, discovery-call agendas, question sets, and prep checklists, leaving decisions to the seller.Follow-Up DraftsDrafts follow-up messages after seller reviews for the seller to approve before sending.ICP to Prospect ListTurns your ideal customer profile into clear criteria and a review-ready prospect list plan.

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Updated October 2026