Pre-Sales
| Presales | |
|---|---|
| Space owner | TBD |
| Skills | 2 launched 9 proposed |
| Folder | skills/pre-sales/+ skills/shared/ |
| Backlog | Skill Idea issues |
| Process | BD Operating Model v1.0 |
Home › Presales
Covers proposals, pitch decks, SOWs, discovery prep, RFP responses, and any client-facing material produced before a project is signed. Presales owns skills/pre-sales/ (home of apd-proposal-to-sow) and leans on the company-wide skills in skills/shared/ for decks and copy.
For rules on sharing client material, see Handling Outputs.
A copy of Pre-Sales skills live on the Aimpoint Digital Sharepoint.
Recommended skill stack
| Skill | Use it for | Invoke |
|---|---|---|
apd-pptx-design |
Pitch decks and proposal presentations, on-brand end-to-end (storyboard → build → visual QA) | $apd-pptx-design / /apd-pptx-design |
apd-proposal-to-sow |
Converting an approved proposal into an SOW draft on the SOW template | $apd-proposal-to-sow / /apd-proposal-to-sow |
Typical flow for a pitch deck: build the deck with apd-pptx-design (self-contained; don't stack other skills on a deck run).
Where skills fit the Sales SoP
How launched skills and the idea backlog map onto the Deal Workflow (BD Operating Model v1.0). The overall effort is tracked under the Pre-Sales Acceleration epic (#76, @apd-mozgen).
Launched 
| Skill | Stage | What it does |
|---|---|---|
apd-pptx-design |
Cross-cutting | Custom decks for intro calls and bespoke proposal slides |
apd-proposal-to-sow |
End Game | Converts an approved proposal into an on-template SOW draft (#77 still open; close once validated) |
Proposed 
| Issue | Skill idea | Stage | What it does |
|---|---|---|---|
| #105 | Research on Client | Lead Qualification | Company and contact research brief ahead of the intro meeting |
| #107 | Channel Request for Resource | Lead Qualification → Technical Scoping | Requests named pre-sales support from practice leadership |
| #73 | Pre-Sales Scoping Assistant | Technical Scoping | Drafts scope, effort, and delivery approach for the pursuit team |
| #79 | Slide / Deck Finder | Proposal | Surfaces relevant case studies and prior decks for the proposal |
| #78 | Specific Proposal Template Slides | Proposal | Fills out the standard proposal template (vs. bespoke slides from apd-pptx-design) |
| #84 | Likelihood-to-Close Assessment | Proposal | Scores the deal and suggests next actions as the proposal develops |
| #82 | Standardized Tech & Practice Lead Review | Proposal | Standardizes practice lead review and additions on proposals and SOWs |
| #83 | SoP / Funding / Process Check | Cross-cutting | Checks deals against routing rules, stages, and approval thresholds |
| #106 | Daily / Ad-hoc Account Summary | Cross-cutting | Rolls up all account activity for reps and account owners |
No skill currently targets Lead ID & Distribution (Deal Desk routing) or Delivery Handoff (intake form, delivery-team walkthrough); these are open gaps if we want end-to-end coverage.
Playbook tips
- Feed the skills real context: discovery notes, the client's own language, and win themes produce far better first drafts than a bare ask
- Never paste confidential client RFP material into non-approved environments (see Handling Outputs)
- Deck slide copy density rules live inside
apd-pptx-design; don't fight them, they're tuned to Aimpoint's template
Skill ideas / roadmap
Candidates for dedicated presales skills. Open a Skill Idea issue to claim one, or pick up an existing tracked idea:
Tracked as issues (9 open, mapped on the SoP diagram above)
- [ ] [#105](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/105) Research on Client - [ ] [#73](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/73) Pre-Sales Scoping Assistant - [ ] [#107](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/107) Channel Request for Resource - [ ] [#79](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/79) Slide / Deck Finder - [ ] [#78](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/78) Specific Proposal Template Slides - [ ] [#84](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/84) Likelihood-to-Close Assessment - [ ] [#82](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/82) Standardized Tech & Practice Lead Review - [ ] [#83](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/83) SoP / Funding / Process Check - [ ] [#106](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/106) Daily / Ad-hoc Account SummaryUnclaimed candidates (not yet tracked, open an issue to claim)
- [ ] RFP response assembler (question → answer bank → tailored response) - [ ] SOW / proposal document generator (docx, on-template) - [ ] Case study finder/matcher (map prospect's problem to relevant APD case studies; overlaps with [#79](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/79), consolidate before claiming) - [ ] Discovery call prep brief (company research + question list; overlaps with [#105](https://github.com/Aimpoint-Digital/apd-agent-skills/issues/105), consolidate before claiming)Contacts
- Space owner: TBD
- Questions → Office Hours or the Support Desk
See also: Handling Outputs · Office Hours · skills/pre-sales/ · Skill Idea issues