# Proposal Factory — Pipeline Operator Guide

## Overview

This system takes a client intake (form OR meeting transcript) and produces a complete proposal package:

1. **Spec Sheet** — Technical scope, MCP servers needed, agent team, automation tiers
2. **Visual Deliverables Doc** — The "What You Get & What It Does" PDF with AI-generated visuals
3. **Contract/SOW** — Legally ready statement of work with payment terms
4. **Discovery Questions** — Tailored follow-up questions based on their industry/use case

## How to Use

### Option A: Intake Form
Jake fills out `intake/CLIENT-NAME.md` using the template at `templates/intake-form.md`.

### Option B: Meeting Transcript
Jake drops a transcript (text, audio file, or paste) and tells Buba: "New prospect intake from this transcript." Buba extracts the intake fields and creates the intake file.

### Trigger
Tell Buba: **"Run proposal factory for [CLIENT NAME]"**

Buba will:
1. Read the intake file at `intake/CLIENT-NAME.md`
2. Generate all outputs into `output/CLIENT-NAME/`
3. Send the package to Jake for review

---

## Pipeline Stages

### Stage 1: Parse Intake
- **Input:** `intake/CLIENT-NAME.md` (form) OR raw transcript
- **Action:** Extract all fields into structured data
- **Output:** Validated intake data (in memory)

### Stage 2: Scope & Architecture
- **Input:** Validated intake data
- **Action:** 
  - Map client's tech stack to MCP servers (match against our library of 30+)
  - Map their team roles to agent personas
  - Map their services/pain points to automation capabilities
  - Determine tier (Starter / Standard / White Glove) from scope
  - Calculate pricing using tier logic
- **Output:** `output/CLIENT-NAME/spec-sheet.md`

### Stage 3: Visual Deliverables Doc
- **Input:** Spec sheet + intake data
- **Action:**
  - Generate 4 Nano Banana Pro visuals:
    1. Work OS dashboard mockup (with THEIR platform names)
    2. Factory pipeline (with THEIR deliverable types)
    3. Agent chat interface (with THEIR agent names + data sources)
    4. AI-generated creatives (with THEIR industry examples)
  - Build HTML from template, inject client-specific content
  - Convert to PDF via Puppeteer + Ghostscript
  - Add case studies matched to their use case
- **Output:** `output/CLIENT-NAME/deliverables.pdf` + `output/CLIENT-NAME/deliverables.html`

### Stage 4: Contract/SOW
- **Input:** Spec sheet + pricing + client info
- **Action:**
  - Select contract template based on tier
  - Fill in: client name, company, scope, integrations list, deliverables, pricing, timeline
  - Generate HTML + PDF
- **Output:** `output/CLIENT-NAME/contract-sow.pdf` + `output/CLIENT-NAME/contract-sow.md`

### Stage 5: Discovery Questions (Optional)
- **Input:** Intake data + industry
- **Action:** Generate tailored discovery questions based on gaps in intake + industry-specific concerns
- **Output:** `output/CLIENT-NAME/discovery-questions.md`

### Stage 6: Package & Deliver
- **Input:** All outputs
- **Action:** Send summary to Jake with file links, ready for review
- **Output:** Message to Jake with the full package

---

## Tier Logic

### Starter — $2,499
- 1 messaging channel
- 1-3 MCP integrations
- Basic agent configuration (1 agent)
- 5-7 day delivery
- No custom visuals in proposal (text-only spec sheet + contract)

### Standard — $7,499
- 2-3 messaging channels
- 4-8 MCP integrations
- 2-3 agents with custom personas
- 14-day delivery
- Visual deliverables doc (no case studies)

### White Glove — $20,000+
- 3+ messaging channels
- 8+ MCP integrations
- 3+ agents with deep workflow logic
- Work OS + Factory pipeline
- 6-week delivery
- Full visual deliverables doc + case studies + discovery questions
- Post-launch retainer offered

### Custom Enterprise — $20,000-60,000+
- Multi-phase rollout
- 5+ agents across business pillars
- 10+ MCP integrations
- Custom expansion roadmap
- Full proposal package + phased pricing

---

## Case Study Matching

| Client Use Case | Matched Case Study |
|----------------|-------------------|
| CRM + lead gen + pipeline | *A: LocalBosses (GHL + multi-tool Work OS) |
| Bulk content/deliverable production | *B: MCP Factory (30+ servers, 18-stage pipeline) |
| Multi-channel agent (Discord/Telegram/iMessage/SMS) | *C: Buba (multi-channel coaching agent) |
| Ad management (Google/Meta) | *A: LocalBosses (Google Ads + Meta Ads integration) |
| Automation/workflow generation | *A: LocalBosses (n8n workflow generation via chat) |
| Client-facing chatbot | *C: Buba (24/7 always-on, persistent memory) |
| Sales enablement / coaching | *C: Buba (structured daily coaching, cron scheduling) |
| Data/analytics dashboards | *A: LocalBosses (cross-platform dashboard, iframeable) |

---

## Nano Banana Prompt Library

### Work OS Dashboard
```
Professional dark-mode SaaS dashboard mockup on a laptop screen. Dashboard title: '[CLIENT] WORK OS'. Shows unified analytics pulling from [PLATFORM LIST]. Include: cross-platform analytics chart, [INDUSTRY-SPECIFIC METRIC] tracker, pipeline funnel, activity feed. Blue/purple accent colors, modern glassmorphism cards.
```

### Factory Pipeline
```
Clean product marketing mockup showing an AI Factory pipeline on a monitor. 5 connected stages: Stage 1 'Data Pull' (icons for [THEIR TOOLS]), Stage 2 'AI Generation' ([THEIR DELIVERABLE TYPES]), Stage 3 'Brand Customization' (logos being swapped per client), Stage 4 'Quality Review' (human approval checkpoint), Stage 5 'Delivery' (outputs going to clients). Dark UI with gradient cards. Title: 'THE FACTORY'.
```

### Agent Chat Interface
```
Product mockup showing AI agent chat on phone and laptop side by side. Phone shows [MESSAGING PLATFORM] chat where user asks '[INDUSTRY-SPECIFIC QUESTION]' and agent [AGENT NAME] responds with embedded dashboard card showing [RELEVANT METRICS FROM THEIR TOOLS]. Laptop shows expanded dashboard. Modern, sleek. Title: 'ASK ANYTHING, GET EVERYTHING'.
```

### AI Creatives
```
Product mockup showing AI-generated branded marketing content. Show: [NUMBER] different [INDUSTRY] branded [DELIVERABLE TYPES] with different logos and color schemes, social media post graphics for LinkedIn and Facebook, [AD PLATFORM] ad creatives, and a branded [REPORT TYPE] cover. AI sparkle icons. Banner: 'AI-GENERATED CREATIVES IN MINUTES'. Overhead flat-lay, clean background.
```

---

## File Locations

- **Intake template:** `templates/intake-form.md`
- **Deliverables HTML template:** `templates/deliverables-template.html`
- **Contract templates:** `templates/contract-starter.md`, `templates/contract-standard.md`, `templates/contract-whiteglove.md`
- **Discovery questions template:** `templates/discovery-questions-template.md`
- **Case study assets:** `case-studies/` (images + text blocks)
- **Output:** `output/CLIENT-NAME/` (one folder per prospect)

---

## Maintenance

- **When we ship a new project:** Add it as a case study in `case-studies/`
- **When pricing changes:** Update tier logic in this doc + contract templates
- **When we build new MCP servers:** They auto-expand our capability matching
