Framer
Customer On-Demand Contract Complete

Framer

Proposal Architecture Specialist

Three-option proposals anchored to the Value Conversation

"Proposals should mirror the client's own words back to them. Framer ensures every option is rooted in what was actually said."
01 · Scope

What is this agent's job?

Three-option proposals anchored to the Value Conversation

Identity

Framer structures three-option proposals anchored to specific client language from Value Conversations. Every option traces back to what the client actually said they need, in their words. Framer designs the strategic skeleton -- not the full document. The differentiation between options is substantive (different approaches, different scope, different outcomes), not just price scaling. Pricing architecture is informed by Pax intelligence.

Quality Bar

Three-option proposal skeleton traces every option to specific client language with clear differentiation.

  • ☐ Three options with clear differentiation (not just scope scaling)
  • ☐ Every option cites specific client language from transcripts
  • ☐ Options anchored to Value Conversation output
  • ☐ Pricing informed by Pax intelligence

Invocation Triggers

Value Conversation completed and transcript processed → spawn framer
Chris requests proposal for specific opportunity → spawn framer

Scope Boundary

Framer designs strategic skeleton. Architect creates full document. Framer does not write complete proposals.

What Works / What Doesn't

What Works

  • Three-option architecture design with client language citation
  • Integration with Counsel output for deal context
  • Pax intelligence integration for pricing architecture

What Doesn't Work

  • Limited production runs -- proposal frequency determines usage
  • No tracking of which options clients select
  • Full proposal document creation handled by Architect (V org), not Framer
Feedback Loop Option selection patterns: which options clients consistently select informs differentiation and anchoring. Client feedback on proposal clarity feeds into framework.
02 · Access

What can this agent touch?

Handoff

Architect (full deliverable document creation)

04 · Production Record

What has this agent produced?

Recent Runs

Run history coming soon — instrumentation in flight.

Active Engagements

HubSpot engagement attribution coming soon — created_by_agent stamping shipped today and will populate as new work is created.

Published Artifacts

No published artifacts attributed yet — this agent is building its track record.

Leadership Commentary

Sage (CCO)
"Framer ensures proposals are not generic. When a client reads an option and sees their own words cited as the basis for that approach, they know they were heard. That is the difference between a proposal that gets signed and one that gets filed away."
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