--- name: sales-planner metadata: compatible_agents: [claude-code] tags: [sales, pricing, quotation, marketing, financial-planning, proposal] description: > Product pricing, sales, quotation, marketing copy, and financial planning assistant for developers and solo founders. Use this skill whenever the user wants to figure out how to price their product or service, generate a quotation, calculate partner/reseller margins, plan revenue targets, write marketing copy or elevator pitches, or build a product pricing config. Triggers for requests like "how much should I charge", "help me price my SaaS", "generate a quotation for a government project", "what should my reseller margin be", "write a tagline for my product", "how many sales do I need to hit RM X", "build a pricing framework for my product", or "help me with my sales strategy". Works with or without an existing product-config.md — if none exists, interviews the user first to build one. Compatible with the nasrulhazim/claude-sales Claude Code slash command file structure. --- # Sales Planner Pricing strategy, partner channel design, quotation generation, marketing copy, and financial planning — structured around a `product-config.md` that serves as the single source of truth for all your product's commercial details. ## How It Works 1. **With a product-config.md** — user pastes or uploads their config → generate outputs directly 2. **Without a config** — interview the user → generate a populated `product-config.md` first, then proceed to the requested output Always check if a config exists before asking questions. If the user pastes pricing details inline, extract and structure them rather than asking redundant questions. --- ## Command Reference | Command / Request | Description | |---|---| | `get-pricing license` | Base product price breakdown | | `get-pricing via reseller` | Price + margin calculation for reseller channel | | `get-pricing via affiliate` | Price + affiliate margin | | `get-pricing via referrer` | Price + referrer commission | | `get-pricing government` | Government/public sector pricing package | | `get-quotation enterprise` | Full enterprise quotation document | | `get-quotation government` | Government project quotation with line items | | `get-quotation sme` | SME-friendly quotation | | `get-marketing taglines` | 5–10 tagline options | | `get-marketing elevator pitch` | 30-second verbal pitch | | `get-marketing social casual` | Social media post (casual tone) | | `get-marketing social formal` | Social media post (formal/corporate tone) | | `get-marketing social malay` | Social media post in Bahasa Malaysia | | `get-financial plan` | Revenue scenario planning | | `get-financial breakeven` | Break-even analysis | | `get-proposal` | Full client-facing project proposal (scope, timeline, deliverables, pricing) | | `setup-config` | Interview → generate product-config.md | --- ## 1. Setup — Interview to Build product-config.md When no config exists, run this interview **in two blocks**: ### Block 1 — Product Identity - What is your product name? - One sentence: what does it do and who is it for? - Is it SaaS (subscription), on-premise (license), service, or hybrid? - What currency do you work in? (default: MYR) ### Block 2 — Pricing & Channels - What is the base price? (one-time or monthly/annual) - What's included in the base price? - Do you have add-ons or optional extras? List them with approximate prices. - Do you sell through partners? (resellers, affiliates, referrers?) - Do you sell to government or enterprise? If yes, what does a full project look like? After both blocks: generate `product-config.md` using the template in `references/product-config-template.md`. Present it and confirm before proceeding to any pricing/quotation/marketing outputs. --- ## 2. get-pricing Read the product-config.md. Calculate and present pricing for the requested channel. ### Direct / License Pricing Show: - Base price with all inclusions listed - Optional add-ons as a menu with prices - Total range (base only vs base + all add-ons) - Recommended starting package for a new customer ### Partner Channel Pricing For each channel, apply the margin from config and show: ``` Base Price: RM 25,000 Reseller Margin: 30% (RM 7,500) Partner Price: RM 17,500 ← what partner pays you Customer Price: RM 25,000 ← what customer pays partner Partner Earns: RM 7,500 ``` Always show both what the partner pays you and what they earn. Never assume the partner passes the full discount to the customer. ### Government / Public Sector Pricing Present the full government package breakdown as a structured table: ``` Component Price (MYR) ───────────────────────────────────────── Requirement Study 15,000 Product License 40,000 Integration Services 30,000 Customisation 20,000 Training (3 days) 15,000 ───────────────────────────────────────── Subtotal 120,000 SST (8%) 9,600 ───────────────────────────────────────── Total 129,600 ``` Include annual maintenance/support pricing if defined in config. ### Hourly / Retainer Pricing For service-based or consulting engagements: ``` Hourly Rate: RM 250/hour Day Rate (8h): RM 2,000/day Monthly Retainer: RM 8,000/month (includes 40 hours) Overage Rate: RM 250/hour (billed at end of month) ``` Show: - Recommended rate based on target annual income and utilisation rate - Retainer vs hourly comparison (break-even at X hours/month) - Partner channel rates (apply same margin structure) --- ## 3. get-quotation Generate a professional quotation document as a Markdown file ready to convert to PDF. ### Quotation Structure ``` QUOTATION ───────────────────────────────────────────── Quotation No: Q-[YYYY]-[NNN] Date: [Date] Valid Until: [Date + 30 days] Prepared For: [Client Name] [Client Organisation] [Client Address] Prepared By: [Your Name / Company] [Contact] ───────────────────────────────────────────── SCOPE OF WORK [Brief description of what is being quoted] ───────────────────────────────────────────── PRICING BREAKDOWN No. Item Qty Unit Price Total ─── ──────────────────────────── ─── ────────── ────── 1. [Item] 1 RM xx,xxx RM xx,xxx 2. [Item] 1 RM xx,xxx RM xx,xxx ... Subtotal: RM xx,xxx SST (8%): RM xx,xxx Total: RM xx,xxx ───────────────────────────────────────────── TERMS & CONDITIONS Payment Terms: [e.g., 50% upfront, 50% on delivery] Delivery: [Timeline] Support: [Included support period] Validity: This quotation is valid for 30 days. ───────────────────────────────────────────── AUTHORISED BY [Signature line] [Name, Title] [Date] ``` Ask for client name/organisation before generating if not provided. Use sequential quotation numbers formatted as `Q-2026-001`. --- ## 4. get-marketing Generate marketing copy using the product name, tagline, target audience, and value proposition from product-config.md. ### Taglines Generate 8–10 options across different angles: - Outcome-focused ("Ship faster, break nothing") - Problem-focused ("No more guessing your API limits") - Audience-focused ("Built for Laravel teams who care") - Bold/provocative ("Your competitors are already monitoring. Are you?") - Simple/direct ("API monitoring for Laravel. Nothing more.") ### Elevator Pitch (30 seconds) Structure: Problem → Solution → Proof → Call to action ``` [Product] solves [problem] for [audience]. Unlike [alternative], we [key differentiator]. [Social proof or traction if available]. [Call to action]. ``` ### Social Media Posts **Casual (English):** Conversational tone, 1–3 short paragraphs, relevant emoji, hashtags at end. **Formal/Corporate (English):** Professional tone, no emoji, full sentences, suitable for LinkedIn. **Bahasa Malaysia (Casual):** Natural code-switching is fine — Malaysian devs and founders mix BM/English naturally. Use "korang", "nak", "boleh", "bro" where appropriate. Not stiff, not formal. Example register: "Korang dah try [Product] belum? Serius senang gila nak setup..." --- ## 5. get-financial Financial scenario planning based on pricing config. ### Revenue Plan Ask: "What is your revenue target and timeframe?" If not given, use RM 300,000 / year. Generate three scenarios: **Scenario A — Direct Sales Only** ``` Target: RM 300,000 License Price: RM 25,000 Sales Needed: 12 direct sales (1/month) ``` **Scenario B — Mixed Channel** ``` Direct (50%): 6 sales × RM 25,000 = RM 150,000 Reseller (50%): 6 sales × RM 17,500 = RM 105,000 Gap to target: RM 45,000 Extra needed: 2 more reseller sales ``` **Scenario C — Government / Enterprise Heavy** ``` 2 gov projects × RM 129,600 = RM 259,200 Year 2 maintenance × 2 × RM 5k = RM 10,000 Subtotal: RM 269,200 Direct to fill gap: 1 more direct sale ``` Always show the math explicitly — not just the result. The reasoning is the value. ### Break-Even Analysis Ask for monthly fixed costs (hosting, tools, salary/draw, etc.). ``` Monthly Fixed Costs: RM 5,000 Contribution Margin: RM 25,000 (direct) or RM 17,500 (reseller) Break-even (direct): 1 sale per 5 months Break-even (reseller): 1 sale per 3.5 months Annual break-even: 3 direct sales OR 4 reseller sales ``` --- ## 6. get-proposal Generate a client-facing project proposal pulling from product-config.md. ### Interview (if needed) If client details not provided, ask: - Client name and organisation - Project scope (one paragraph) - Expected timeline - Any special requirements or compliance needs ### Proposal Structure ``` PROJECT PROPOSAL ───────────────────────────────────────────── Prepared For: [Client Name / Organisation] Prepared By: [Your Company] Date: [Date] Reference: P-[YYYY]-[NNN] ───────────────────────────────────────────── EXECUTIVE SUMMARY [1–2 paragraphs: problem, solution, why us] ───────────────────────────────────────────── SCOPE OF WORK Phase 1: [Phase name] - [Deliverable] - [Deliverable] Phase 2: [Phase name] - [Deliverable] ───────────────────────────────────────────── TIMELINE Phase 1: Week 1–4 Phase 2: Week 5–8 UAT: Week 9–10 Go-live: Week 11 ───────────────────────────────────────────── INVESTMENT [Pricing table from product-config.md] ───────────────────────────────────────────── TERMS & CONDITIONS [Standard terms] ───────────────────────────────────────────── ``` For Malaysian government proposals, support bilingual (BM/EN) output. Output: `proposal-[client]-[date].md` --- ## Partner Channel Guide Standard margins from the claude-sales framework. Use as defaults if not in config: | Channel | Margin | Role | |---|---|---| | Referrer | 10% | Introduces a lead only, no sales involvement | | Affiliate | 20% | Markets the product, qualifies leads | | Reseller | 30% | Manages full sales cycle end-to-end | | Fronting | 15% | Handles project management and finance only | When explaining channels to the user, frame it this way: the more work the partner does, the higher their margin. Referrers do the least → lowest margin. Resellers carry the full sales burden → highest margin. --- ## Output Files When generating documents, save with these names: | Output | Filename | |---|---| | Product config | `product-config.md` | | Pricing sheet | `pricing-[channel].md` | | Quotation | `quotation-[client]-[date].md` | | Marketing copy | `marketing-[type].md` | | Financial plan | `financial-plan.md` | | Proposal | `proposal-[client]-[date].md` | All files are Markdown. Present them via `present_files` so the user can download. --- ## Reference Files | File | Read When | |---|---| | `references/product-config-template.md` | Setting up a new product config, or showing the user the config schema | | `references/pricing-patterns.md` | Complex pricing scenarios, government project structures, financial modelling |