The Contract Dossier takes your internal pricing and contract information and translates it into a customer-friendly overview document: a package comparison, transparent pricing, contract terms in plain language, and the most common questions with answers. Built for anyone who regularly needs to explain quotes with multiple packages or pricing tiers and does not want to start from scratch every time.
\nParticularly useful when a customer asks what is included in which package and what it costs, or when an existing pricing model needs to be adapted for a new target audience. The skill delivers a structure and a recommendation, not a legal review of the contract.
\nWhat it deliberately does not do: it does not check contract texts for legal validity and does not replace individual legal advice. It works exclusively with the prices and terms you give it; verifying them against your actual pricing model remains your responsibility.
\nNote: this tool does not replace legal advice. Have results with legal implications reviewed by a lawyer before making decisions based on them.
\n" }, { "id": "skill-text", "title": "Skill Text", "html": "Copy the prompt below in full into your AI tool. As a file: vertrags-dossier.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Provide pricing data", "beschreibung": "Packages, prices, and the customer context are provided.", "rolle": "mensch" }, { "nr": 2, "titel": "Structure the terms", "beschreibung": "All pricing and contract information is sorted and brought together into a comparison table.", "rolle": "automatisch" }, { "nr": 3, "titel": "Translate into customer language", "beschreibung": "Technical terms are converted into customer language, benefits take the place of features.", "rolle": "automatisch" }, { "nr": 4, "titel": "Create FAQ and recommendation", "beschreibung": "Common customer questions are answered and a reasoned package recommendation is formulated.", "rolle": "automatisch" }, { "nr": 5, "titel": "Quality check", "beschreibung": "The document is checked against the Definition of Done.", "rolle": "automatisch" }, { "nr": 6, "titel": "Terms document", "beschreibung": "A comparison table, pricing overview, service description, contract terms, FAQ, and recommendation are ready in customer language.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-27", "umsetzung": [ { "titel": "Set up the pricing model", "text": "All packages and prices are entered into the skill as placeholders." }, { "titel": "Create a first document", "text": "A first terms document is created for a current customer." }, { "titel": "Gather customer feedback", "text": "It is checked whether the document is understandable for the customer." }, { "titel": "Use it as a template", "text": "The document is kept as a template and adapted for every new customer." } ], "zutaten": [ "Prices and packages", "Customer context", "Contract terms" ], "beispielSzenario": "A customer asks what exactly is included in which package and what it costs. Instead of compiling the overview by hand, the skill receives the pricing model as input. From this, a clear comparison table emerges, the differences between the packages are explained in customer language, and the most common questions are already answered.", "eingaben": [ { "feld": "Products/packages with prices", "pflicht": true }, { "feld": "Customer context (which customer)", "pflicht": true }, { "feld": "Contract terms and cancellation periods", "pflicht": false }, { "feld": "Discount options or special terms", "pflicht": false }, { "feld": "Common customer questions about the terms", "pflicht": false }, { "feld": "Comparison with a previous model or competitor", "pflicht": false } ], "ausgabe": "A document of 500 to 1,000 words with a package comparison table, a transparent pricing overview, a service description in customer language, contract terms, options and upgrades, at least five FAQ items, and a reasoned package recommendation.", "prompt": "# THE TASK\nYou turn internal pricing models and contract terms into a dossier a customer understands without follow-up questions: what costs what, what is included, which terms apply, and which package fits. Address the reader in a clear, professional voice throughout. If a detail is missing, mark it explicitly in the dossier as an assumption instead of filling it in silently.\n\n# WHAT YOU NEED FROM THE USER\nRequired:\n- Products or packages with their prices\n- Customer context: who this dossier is being prepared for\n\nOptional, where available:\n- Contract terms and cancellation periods\n- Discounts or special terms\n- Questions customers commonly ask about these terms\n- A comparison to a previous model or a competitor\n\n# HOW THIS WORKS\nFirst, bring order to the raw data: list every package with everything it includes, present prices consistently in the same time unit and currency, and make the differences between packages stand out clearly. Hidden costs or vague wording have no place here.\n\nNext, translate the result into customer language. Explain or replace every technical term, present features as benefits, and always frame a price in terms of the value it delivers. Leave out legal jargon and internal vocabulary.\n\nThen anticipate what a customer would ask next and answer at least five of these questions honestly, including the uncomfortable ones. Where a question touches a legal point, note that it should be checked with the legal department.\n\nFrom the customer context, derive a recommendation: which package fits, why this one specifically, and which alternative is also worth considering.\n\nFinally, check the whole dossier against the quality criteria below before you deliver it.\n\n# THE DELIVERABLE\nA document of 500 to 1,000 words, built in this order:\n1. Package overview as a comparison table, features per package\n2. Pricing overview, clear and transparent, including options\n3. Service description per package in customer language\n4. Contract terms: duration, cancellation, payment terms\n5. Options and upgrades that can be added\n6. FAQ with at least five questions and answers\n7. Recommendation of which package fits the customer, with rationale\n\n# QUALITY CRITERIA\nBefore you hand over the dossier, ask yourself honestly:\n- Does the comparison table really cover every package with its features?\n- Are all prices presented clearly and transparently, with no hidden costs or vague wording?\n- Is the service description in genuine customer language, free of technical terms?\n- Are the contract terms complete, with nothing important left out?\n- Does the FAQ answer at least five questions a customer would actually ask?\n- Is the package recommendation backed by a rationale?\n- Do all prices come correctly from the stored pricing model?\n- Is every missing detail clearly marked as an assumption rather than filled in without comment?\n\n# BOUNDARIES\nGlobal placeholders: COMPANY, PRODUCTS_SERVICES, TONE_OF_VOICE. Skill specific: PRICING_MODEL for the full pricing structure, CURRENCY for how prices are displayed. Your expertise covers pricing communication, the basics of contract law, and value framing, enough for a customer-friendly write-up, not for a legal review. Use only verified prices and terms, never give legal advice, and recommend consulting the relevant department where there is uncertainty. This dossier does not replace a lawyer's review; results with legal implications belong in legal hands before any decision is made.\n\n# OPENING LINE\nHello. I will prepare your contract information in a customer-friendly way.\n\nFor this I need from you:\n1. Your packages and products with their respective prices\n2. The customer context: who this dossier is being prepared for\n3. Optional: terms, discounts, or special conditions\n\nFrom this, a dossier emerges that your customer understands on first read.", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the skill text above using the copy button.", "Click your profile picture and select \"Skills\".", "Click \"Create skill\" and paste the copied text as the instruction.", "Adjust inputs, outputs and format where your case requires it.", "Save the skill. It is available in all chats from that point on." ], "doku": { "label": { "de": "OpenAI Dokumentation: Skills in ChatGPT", "en": "OpenAI documentation: Skills in ChatGPT" }, "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the skill text above using the copy button.", "Open claude.ai and go to \"Skills\" in your profile.", "Create a new skill and paste the copied text as the instruction.", "The skill works in claude.ai, in Claude Code and through the API.", "Available on the Pro, Max, Team and Enterprise plans." ], "doku": { "label": { "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen", "en": "Anthropic documentation: Creating custom skills" }, "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the skill text above using the copy button.", "Open Copilot Studio and create a new agent.", "Paste the copied text as the instruction.", "Connect knowledge sources and tools where needed.", "Publish the agent for yourself or for your organisation." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the skill text above using the copy button.", "Open the sidebar and click \"Add skill\".", "Paste the copied text directly as the instruction.", "Connect the skill to integrations such as Gmail or Slack where needed.", "Save the skill and release it for yourself or your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Skills", "en": "Langdock documentation: Skills" }, "url": "https://docs.langdock.com/de/product/chat/skills" } } ] }, "itemIcon": "file-signature", "recommended": [ { "slug": "angebots-skript", "category": "skill", "name": "The Quote Builder", "teaser": "The Quote Builder turns conversation notes into a structured, ready-to-send quote with a personal cover letter, matching service packages, a transparent price table, and clear next steps.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "pitch-geruest", "category": "skill", "name": "The Pitch Deck Builder", "teaser": "Builds a complete sales deck from target audience, goal and available time.", "domaene": "Vertrieb & Outreach", "itemIcon": "rocket" }, { "slug": "angebots-schiene", "category": "workflow", "name": "The Quote Pipeline", "teaser": "A workflow that automatically turns an incoming quote request into a reviewed quote draft, from requirements extraction through to sales approval.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "einwand-drehbuch", "category": "skill", "name": "The Objection Playbook", "teaser": "Classifies a customer objection psychologically and delivers three ready-to-use response strategies with concrete phrasing instead of a generic stock answer.", "domaene": "Vertrieb & Outreach", "itemIcon": "shield-question" }, { "slug": "kaltakquise-drehbuch", "category": "skill", "name": "The Cold Outreach Playbook", "teaser": "Builds a multi-stage, cross-channel cold outreach sequence across email, LinkedIn and optionally phone from a few prospect details, with a timing plan, talking points and GDPR-compliant messages including opt-out.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-outgoing" }, { "slug": "nachfass-konzept", "category": "skill", "name": "The Follow-up Sequence", "teaser": "Plans and drafts a multi-step follow-up sequence after a business contact, with a rotating focus per email, an opt-out notice, and a GDPR reference in every template.", "domaene": "Vertrieb & Outreach", "itemIcon": "mail-check" }, { "slug": "kaltakquise-sequenzer", "category": "assistent", "name": "The Cold Email Sequencer", "teaser": "Builds a short, personalized cold email from target contact, offer and research, complete with subject line, connection point and a low-friction call to action, optionally as the starting point of a multi-step sequence.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-outgoing" }, { "slug": "account-dossier", "category": "skill", "name": "The Account Dossier", "teaser": "The Account Dossier gathers publicly available information on a target company into a structured briefing covering profile, strategy, decision makers, and reasoned pain point hypotheses to prepare for sales conversations.", "domaene": "Vertrieb & Outreach", "itemIcon": "building-2" }, { "slug": "kundentermin-protokoll", "category": "skill", "name": "The Client Meeting Protocol", "teaser": "Turns notes or a transcript from a client meeting into a structured protocol with a BANT or MEDDIC opportunity analysis, action items, and a follow-up email draft.", "domaene": "Vertrieb & Outreach", "itemIcon": "notebook-pen" }, { "slug": "pipeline-protokoll", "category": "skill", "name": "The Pipeline Protocol", "teaser": "Systematically checks your CRM pipeline, flags deals that need action, and delivers a compact report with metrics and prioritized next steps.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "qbr-dossier", "category": "skill", "name": "The QBR Dossier", "teaser": "Creates a structured Quarterly Business Review for existing customers, from health score to a prioritized roadmap for the next quarter.", "domaene": "Vertrieb & Outreach", "itemIcon": "pie-chart" }, { "slug": "scoring-schema", "category": "skill", "name": "The Scoring Framework", "teaser": "Scores incoming leads against your ICP criteria, assigns a traceable score with a confidence rating, prioritizes them into Hot, Warm and Disqualified, and delivers first-outreach drafts for the top leads.", "domaene": "Vertrieb & Outreach", "itemIcon": "star" }, { "slug": "pipeline-schiene", "category": "workflow", "name": "The Pipeline Pulse", "teaser": "A weekly report that reads your open pipeline from the CRM and flags risks, opportunities and stagnating deals for the sales team.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "termin-briefing-staffel", "category": "workflow", "name": "The Meeting Briefing Relay", "teaser": "A workflow that automatically prepares a structured briefing before every customer meeting by combining calendar details, CRM history and fresh web research.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-clock" }, { "slug": "vertriebsantwort-schiene", "category": "workflow", "name": "The Sales Response Pipeline", "teaser": "Automatically drafts a personalized sales reply from CRM context for incoming lead emails and notifies the responsible sales rep for review before it is sent.", "domaene": "Vertrieb & Outreach", "itemIcon": "send" }, { "slug": "call-analyst", "category": "assistent", "name": "The Call Analyst", "teaser": "Turns call notes or a sales call transcript into a CRM-ready follow-up document with needs analysis, BANT assessment and a scheduled follow-up plan.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-call" }, { "slug": "meeting-planer", "category": "assistent", "name": "The Meeting Planner", "teaser": "The Meeting Planner turns a company name, contact person and offer into a client-meeting briefing that reads in fifteen minutes and leaves you fully prepared.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-check" }, { "slug": "artisan", "category": "tool", "name": "Artisan", "teaser": "Artisan is an AI outbound sales tool centered on Ava, an autonomous agent that researches leads, personalizes email sequences and manages follow-ups for B2B SaaS teams.", "domaene": "Vertrieb & Outreach", "logoFile": "artisan.png", "logoEinzug": 0.78 } ] }