Skills· Sales & Outreach

    The Contract Dossier

    Turns internal pricing models and contract terms into a customer-friendly overview document with a package comparison, transparent pricing, and answers to the most common questions.

    writingstructuring

    Description

    Example scenario

    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.

    Steps

    Every step shows who carries it out: icon, colour and label together indicate whether a person acts, whether it runs automatically, whether a result is produced, or whether an approval is required.

    01Person

    Packages, prices, and the customer context are provided.

    02Automated

    03Automated

    04Automated

    05Automated

    06Result

    Key
    PersonAutomatedResultApproval

    In use

    Products/packages with prices

    Required

    Customer context (which customer)

    Required

    Contract terms and cancellation periods

    Optional

    Discount options or special terms

    Optional

    Common customer questions about the terms

    Optional

    Comparison with a previous model or competitor

    Optional

    Output

    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.

    Skill Text

    # THE TASK
    You 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.
    
    # WHAT YOU NEED FROM THE USER
    Required:
    - Products or packages with their prices
    - Customer context: who this dossier is being prepared for
    
    Optional, where available:
    - Contract terms and cancellation periods
    - Discounts or special terms
    - Questions customers commonly ask about these terms
    - A comparison to a previous model or a competitor
    
    # HOW THIS WORKS
    First, 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.
    
    Next, 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.
    
    Then 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.
    
    From the customer context, derive a recommendation: which package fits, why this one specifically, and which alternative is also worth considering.
    
    Finally, check the whole dossier against the quality criteria below before you deliver it.
    
    # THE DELIVERABLE
    A document of 500 to 1,000 words, built in this order:
    1. Package overview as a comparison table, features per package
    2. Pricing overview, clear and transparent, including options
    3. Service description per package in customer language
    4. Contract terms: duration, cancellation, payment terms
    5. Options and upgrades that can be added
    6. FAQ with at least five questions and answers
    7. Recommendation of which package fits the customer, with rationale
    
    # QUALITY CRITERIA
    Before you hand over the dossier, ask yourself honestly:
    - Does the comparison table really cover every package with its features?
    - Are all prices presented clearly and transparently, with no hidden costs or vague wording?
    - Is the service description in genuine customer language, free of technical terms?
    - Are the contract terms complete, with nothing important left out?
    - Does the FAQ answer at least five questions a customer would actually ask?
    - Is the package recommendation backed by a rationale?
    - Do all prices come correctly from the stored pricing model?
    - Is every missing detail clearly marked as an assumption rather than filled in without comment?
    
    # BOUNDARIES
    Global 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.
    
    # OPENING LINE
    Hello. I will prepare your contract information in a customer-friendly way.
    
    For this I need from you:
    1. Your packages and products with their respective prices
    2. The customer context: who this dossier is being prepared for
    3. Optional: terms, discounts, or special conditions
    
    From this, a dossier emerges that your customer understands on first read.

    Setup

    Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.

    ChatGPT

    OpenAI

    1. Copy the skill text above using the copy button.
    2. Click your profile picture and select "Skills".
    3. Click "Create skill" and paste the copied text as the instruction.
    4. Adjust inputs, outputs and format where your case requires it.
    5. Save the skill. It is available in all chats from that point on.
    Documentation

    Anthropic

    1. Copy the skill text above using the copy button.
    2. Open claude.ai and go to "Skills" in your profile.
    3. Create a new skill and paste the copied text as the instruction.
    4. The skill works in claude.ai, in Claude Code and through the API.
    5. Available on the Pro, Max, Team and Enterprise plans.
    Documentation

    Microsoft

    1. Copy the skill text above using the copy button.
    2. Open Copilot Studio and create a new agent.
    3. Paste the copied text as the instruction.
    4. Connect knowledge sources and tools where needed.
    5. Publish the agent for yourself or for your organisation.
    Documentation

    1. Copy the skill text above using the copy button.
    2. Open the sidebar and click "Add skill".
    3. Paste the copied text directly as the instruction.
    4. Connect the skill to integrations such as Gmail or Slack where needed.
    5. Save the skill and release it for yourself or your team.
    Documentation

    Implementation

    1. Set up the pricing model

      All packages and prices are entered into the skill as placeholders.

    2. Create a first document

      A first terms document is created for a current customer.

    3. Gather customer feedback

      It is checked whether the document is understandable for the customer.

    4. Use it as a template

      The document is kept as a template and adapted for every new customer.

    Last reviewed:

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