Sales Proposals — Reusable-Asset Audit (Arm a)

Sales Proposals — Reusable-Asset Audit (Arm a)

Stage-1 audit covering §§1+2 (inventory + per-asset assessment) for the four source buckets relevant to the planned KH sales-proposals workspace (per gap-tracker §D.1 §9.2). Bucket 1 = ai-smb-playbook (external repo). Bucket 2 = Anthropic sales plugin v1.1.0. Bucket 3 = local KH skills tree (this worktree’s .claude/skills/, excluding proposal-writer/ and the sales/ plugin tree). Bucket 4 = proposal-writer skill (its SKILL.md plus the 11 files under rules/).

The seven §9.2 components used for mapping are: ROI calculator, case-study selector, quote picker, pricing configurator, templates, assembly logic, export.

§1 — Reusable-asset inventory

Bucket 1 — ai-smb-playbook (external repo)

The repo is an Anthropic-aligned multi-tenant SPA + skills/templates bundle (“Starter Kit”) for SMB AI-adoption playbooks. The asset surface splits into (i) the React viewer in app/, (ii) the consultant-facing .claude/{commands,skills}/ plus .agents/skills/, (iii) the standalone starter-kit/ drop-in bundle that clients receive, and (iv) build scripts. Per-client artefacts under .planning/client-specific/ and audit notes under docs/ are project-internal and recorded as low-fit at row level.

Path	Type	Purpose	Maturity
/Users/liamj/Documents/development/ai-smb-playbook/app/	module	Vite + React 18 + Tailwind v4 + TypeScript multi-tenant SPA shell — single build serves N clients via a JSON-config swap.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/config/client-config-schema.ts	module	TypeScript interface defining a runtime client-config (siteConfig, branding, industry, sections, etc.) for tenant overlays.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/config/client-config-context.tsx	module	React context provider distributing ClientConfig to descendant components.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/config/config-loader.ts	module	Runtime fetch + validate of /clients/{slug}.json, with _template.json fallback.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/config/site.ts	module	Site-default configuration (used when no client overlay applies).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/public/clients/_template.json	template	Canonical empty client-config template — every new tenant copies and fills this.	template
/Users/liamj/Documents/development/ai-smb-playbook/app/public/clients/phew.json	brand-asset	Live client overlay (Phew Design Limited).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/public/clients/amd.json	brand-asset	Live client overlay (AMD).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/public/clients/mufg-securities.json	brand-asset	Live client overlay (MUFG Securities).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/public/clients/wellbeing-people.json	brand-asset	Live client overlay (Wellbeing People).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/public/branding/aish-logo-light.svg	brand-asset	Default house-brand logo (light).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/public/branding/aish-logo-dark.svg	brand-asset	Default house-brand logo (dark).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/lib/docx-export.ts	module	Markdown → .docx export using docx library; parses headings, bullets, separators, body.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/lib/utils.ts	module	cn() className helper (clsx + tailwind-merge) — small but ubiquitous.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/components/ui/	module	14 shadcn/ui primitives (accordion, alert, badge, button, card, collapsible, dialog, dropdown-menu, label, radio-group, scroll-area, select, separator, sheet).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/components/content/	module	11 content-display components (CalloutCard, ClientLogo, CodeBlock, CopyButton, PromptExample, ProviderLogo, ScrollHint, SectionPage, SetupStepCard, ShikiHighlighter, TableOfContents).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/components/layout/	module	12 layout primitives (AppLayout, ErrorBoundary, FeedbackWidget, Footer, Header, HomePage, NotFoundPage, RootErrorPage, Sidebar, ThemePreview, ThemeSettings, TrackLayout).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/components/interactive/	module	ContextWindowSimulator (4 files) — interactive playbook demo, not proposal-domain.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/hooks/	module	6 hooks (useAccessibility, useClientConfig, useCopyToClipboard, useReducedMotion, useTheme, useTrack).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/index.css	module	Tailwind v4 design tokens + theme variables.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/src/themes/index.ts	module	Accessibility + font-mode theme registry.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/api/feedback.ts	module	Vercel serverless function — Resend-based feedback email forwarder.	production
/Users/liamj/Documents/development/ai-smb-playbook/app/middleware.ts	module	Per-request middleware (slug-based tenant routing).	production
/Users/liamj/Documents/development/ai-smb-playbook/app/vercel.json	other	Vercel deployment manifest (rewrites, headers).	production
/Users/liamj/Documents/development/ai-smb-playbook/.claude/commands/client-research.md	command	Three-phase site-mapping crawler that emits .planning/client-specific/{slug}/{name}-site-content.md.	production
/Users/liamj/Documents/development/ai-smb-playbook/.claude/commands/frontend-design/	command	17 frontend-design slash commands (adapt, animate, audit, bolder, clarify, colorize, critique, delight, extract, harden, normalize, onboard, optimize, polish, quieter, simplify, teach-impeccable).	production
/Users/liamj/Documents/development/ai-smb-playbook/.claude/skills/canvas-design/	skill	Generate visual art (PNG/PDF) via a design-philosophy → expression workflow; bundles Canvas font set.	production
/Users/liamj/Documents/development/ai-smb-playbook/.claude/skills/client-onboarding/	skill	Two-phase consultant-guided extraction of client details from transcript+website into a validated clients/{slug}.json.	production
/Users/liamj/Documents/development/ai-smb-playbook/.claude/skills/frontend-design/	skill	Frontend aesthetic guidance — typography, layout, colour, motion (Apache-2.0, derived from Anthropic).	production
/Users/liamj/Documents/development/ai-smb-playbook/.claude/skills/markdown-converter/	skill	Wraps uvx markitdown to convert PDF/DOCX/PPTX/HTML/etc. to Markdown.	production
/Users/liamj/Documents/development/ai-smb-playbook/.claude/skills/playbook-review/	skill	Pre-send GO/NO-GO QA review for a client deployment — spawns parallel code-based audit subagents.	production
/Users/liamj/Documents/development/ai-smb-playbook/.claude/skills/skill-development/	skill	Authoring guide for new Claude Code skills (anatomy, progressive disclosure, best practices).	production
/Users/liamj/Documents/development/ai-smb-playbook/.claude/skills/vercel-react-best-practices/	skill	57 React/Next.js performance rules across 8 categories, prioritised by impact.	production
/Users/liamj/Documents/development/ai-smb-playbook/.agents/skills/assistant-capabilities/	skill	Reference of current Claude capabilities, models, platforms, and extension patterns (symlinked into .claude/skills/).	production
/Users/liamj/Documents/development/ai-smb-playbook/scripts/build-skill-zips.sh	script	Bash helper that ZIPs every directory under starter-kit/skills/ into app/public/starter-kit/zips/ for download.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/agent-browser/	skill	CLI-based browser automation (open, snapshot, click, fill) for headed/headless flows.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/ast-grep/	skill	Translate natural-language queries into ast-grep structural-search rules.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/brainstorming/	skill	Iterative one-question-at-a-time refinement of an idea into a fully formed design/spec.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/brand-review/	skill	Audit content against brand voice / style / messaging standards; flag deviations.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/brand-voice/	skill	Document and enforce brand voice across content (personality, attributes, audience, pillars, tone, style, terminology).	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/canvas-design/	skill	Duplicate of .claude/skills/canvas-design shipped to clients.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/claude-md-improver/	skill	Audit + targeted improvement of CLAUDE.md files.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/context-engineering-collection/	skill	Bundle of context-engineering, multi-agent, and tool-design skills for production agent systems.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/file-organizer/	skill	Personal-organisation helper — find duplicates, suggest folder structure, automate cleanup.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/markdown-converter/	skill	Duplicate of .claude/skills/markdown-converter shipped to clients.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/mcp-builder/	skill	Guide for building MCP servers (Python FastMCP or Node SDK) — research, planning, tools, evaluation.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/mermaid-diagrams/	skill	Comprehensive Mermaid syntax reference for class/sequence/flowchart/ERD/C4/state/git/gantt diagrams.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/prompt-engineering-patterns/	skill	Few-shot, chain-of-thought, structured-output, prompt-template patterns for production LLM apps.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/proposal-writer/	skill	Duplicate-by-content of Bucket 4 — distributed alongside other starter-kit skills.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/session-handoff/	skill	Generic session-handoff continuation-prompt generator (audience-tier aware).	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/uk-english/	skill	Enforce UK English spelling, grammar, and date/currency conventions.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/writing-plans/	skill	TDD-discipline implementation-plan writer; bite-sized tasks.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/skills/writing-skills/	skill	TDD-applied-to-process-documentation guide for authoring new skills.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/commands/brand-review.md	command	/brand-review slash command corresponding to the brand-review skill.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/templates/claude-md-template.md	template	Starter CLAUDE.md template (project context placeholders).	template
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/templates/docs-structure-template.md	template	Recommended /docs directory structure with progressive-disclosure rationale.	template
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/templates/feasibility-study-template.md	template	UK-SMB AI use-case feasibility study (parameterised); mirrors interactive Feasibility Study Builder in the playbook.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/templates/governance-policy-template.md	template	UK-SMB AI tool governance policy template (GDPR/ICO context).	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/prompts/brand-voice-setup-prompt.md	prompt	Copy-paste prompt to start a brand-voice documentation conversation.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/prompts/example-handoff-general.md	prompt	Worked example of a non-technical session-handoff prompt.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/prompts/example-handoff-technical.md	prompt	Worked example of a Claude Code session-handoff prompt.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/gsd-mapper/	other	GSD codebase-mapper agent + slash-command + workflow + templates (4 sub-files) — produces .planning/codebase/ analysis docs.	production
/Users/liamj/Documents/development/ai-smb-playbook/starter-kit/plugins/claude-plugins-official/	other	Bundle of 14 official Anthropic plugins (asana, claude-md-management, code-simplifier, coderabbit, commit-commands, context7, example-plugin, github, php-lsp, playwright, plugin-dev, pr-review-toolkit, security-guidance, sentry).	production
/Users/liamj/Documents/development/ai-smb-playbook/CLAUDE.md	other	Project memory for ai-smb-playbook (architecture, content model, parameterisation).	production
/Users/liamj/Documents/development/ai-smb-playbook/CUSTOMISATION.md	other	Per-tenant customisation guide.	production
/Users/liamj/Documents/development/ai-smb-playbook/docs/	other	Audit findings, design notes, continuation prompts, application overview — project-internal reference.	production
/Users/liamj/Documents/development/ai-smb-playbook/.planning/	other	Per-client research, plans, and reviews — project-internal artefacts.	production

Bucket 2 — Anthropic Sales plugin (.claude/plugins/sales/1.1.0/)

Path	Type	Purpose	Maturity
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/.claude-plugin/plugin.json	other	Plugin manifest (name, version, author, description).	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/skills/account-research/SKILL.md	skill	Standalone-with-web-search account research; supercharged by enrichment + CRM connectors.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/skills/call-prep/SKILL.md	skill	Sales-call prep brief — context, attendees, agenda, suggested questions.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/skills/competitive-intelligence/SKILL.md	skill	Competitor research → interactive HTML battlecard artefact (clickable tabs, comparison matrix).	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/skills/create-an-asset/SKILL.md	skill	Generate landing pages / decks / one-pagers / workflow demos from prospect+audience+purpose+format inputs. Outputs self-contained HTML.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/skills/create-an-asset/QUICKREF.md	other	One-pager quick-reference for create-an-asset (input matrix, format picker, sample prompts).	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/skills/create-an-asset/README.md	other	Long-form README accompanying create-an-asset.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/skills/daily-briefing/SKILL.md	skill	Daily prioritised sales briefing (calendar+CRM+email-aware when connected).	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/skills/draft-outreach/SKILL.md	skill	Research-then-draft personalised cold-outreach (web → enrichment → CRM, then write).	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/commands/call-summary.md	command	/call-summary — process call notes/transcript into action items, follow-up email, internal summary.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/commands/forecast.md	command	/forecast — weighted sales forecast (best/likely/worst, commit vs upside, gap analysis).	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/plugins/sales/1.1.0/commands/pipeline-review.md	command	/pipeline-review — pipeline health, deal prioritisation, weekly action plan.	production

Bucket 3 — Local KH skills (this worktree’s .claude/skills/)

Excludes proposal-writer/ (Bucket 4) and any sales/ plugin subtree (none exists at this path). The worktree’s .claude/skills/ directory contains five user-bootstrapped skills.

Path	Type	Purpose	Maturity
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/ast-grep/	skill	Translate NL queries into ast-grep structural-search rules.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/handoff/	skill	KH session-handoff continuation-prompt generator (parallel-track aware).	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/review/	skill	Run KH .claude/checks/* rules against a git diff; produce pass/fail report.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/start-session/	skill	New-session pre-flight (worktree hygiene, doc reads, awaits continuation prompt).	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/update-docs/	skill	Sync roadmap, state-of-the-product, stats, product-functionality, backlog; auto-chains to /handoff.	production

Bucket 4 — proposal-writer skill (.claude/skills/proposal-writer/)

Path	Type	Purpose	Maturity
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/SKILL.md	skill	Top-level skill manifest — philosophy, Proposal Pyramid, deal-stage type matrix, CLOSE framework, win-factor breakdown, components table, anti-patterns.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/structure-proposal-architecture.md	other	CRITICAL rule — section sequence, length-by-deal-size, role-based prioritisation, reader-journey flow.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/structure-terms-conditions.md	other	Rule for positioning T&Cs (mutual-protection framing, friction reduction).	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/executive-summary-writing.md	other	CRITICAL — one-page exec-summary structure, 3-3-3 / If-Then / Because formulas, persona-tuned outcomes.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/executive-stakeholder-alignment.md	other	Per-role engagement rules (CEO/CFO/CTO/VP) — language, focus, escalation.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/pricing-presentation.md	other	CRITICAL — value-first pricing structure, 3-option strategy, anchoring, decoy effect, objection prevention.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/pricing-roi-business-case.md	other	CRITICAL — ROI calculation methods (ROI%, payback, NPV, TCO), value categories, sensitivity analysis, cost-of-inaction.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/sow-writing.md	other	HIGH — SOW component checklist, RACI for tasks, payment-milestone options, scope-protection patterns.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/rfp-response-strategy.md	other	RFP compliance, win themes, response strategy.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/design-formatting.md	other	Visual hierarchy, layout, typography, formatting conventions for proposals.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/strategy-competitive-differentiation.md	other	Competitive positioning without bashing — strengths-first, landmine questions.	production
/Users/liamj/Documents/development/knowledge-hub-experiment-arm-a/.claude/skills/proposal-writer/rules/strategy-followup.md	other	Post-send follow-up cadence and negotiation rules.	production

§2 — Per-asset assessment

Bucket 1 — ai-smb-playbook

app/

• What it does today — Multi-tenant Vite/React/Tailwind v4 SPA with per-client overlays via JSON config; one build serves N clients with branding, sections, and content swapped at runtime via slug-based middleware.
• Fit — high. The “one build, N clients” pattern is a near-exact precedent for a proposal viewer where one app renders many proposals from different config payloads.
• Gaps — viewer is content-publication-shaped, not document-assembly-shaped; no proposal section model, no investment/ROI sections, no PDF export route; uses Vite while KH is Next.js 16 — pattern is portable, code is not.
• Effort — L (study the parameterisation pattern; reimplement inside KH’s Next.js router).
• Components — templates, assembly logic, export.

app/src/config/client-config-schema.ts

• What it does today — Defines a ClientConfig TypeScript interface covering siteConfig, branding, industry, sections, and domain-specific overrides; consumed at runtime via context provider.
• Fit — high. A proposal config (client + deal + sections + investment) follows the same shape; the schema layout (required vs recommended vs domain-specific) is directly imitable.
• Gaps — fields are SMB-playbook-specific (developer track, recurring tasks, ROI examples); proposal version needs deal-stage, pricing tier, ROI inputs, case-study refs.
• Effort — S (read pattern; author KH-shaped equivalent).
• Components — templates, assembly logic.

app/src/config/client-config-context.tsx

• What it does today — React context provider distributing the loaded ClientConfig to descendant components.
• Fit — medium. Same pattern transfers to proposal config delivery.
• Gaps — KH stack uses TanStack Query; pattern needs porting, not literal copy.
• Effort — XS.
• Components — assembly logic.

app/src/config/config-loader.ts

• What it does today — Runtime fetch + Zod-style validation of /clients/{slug}.json, with _template.json fallback.
• Fit — medium. Useful as a parameterisation reference; KH would more likely load from Supabase.
• Gaps — JSON-on-disk model doesn’t match KH’s DB-first store.
• Effort — XS (reference only).
• Components — assembly logic.

app/src/config/site.ts

• What it does today — Default SiteConfig constants used when no client overlay applies.
• Fit — low. Default-fallback pattern is trivial; specific values are not transferable.
• Gaps — none worth porting.
• Effort — XS (reference only).
• Components — none (low-fit row).

app/public/clients/_template.json

• What it does today — Empty JSON skeleton with every field present and unfilled — every new tenant copies this.
• Fit — high. The “starter template + diff per tenant” pattern is the exact analogue for “starter proposal + diff per deal”.
• Gaps — fields are playbook-shaped; need rewrite for proposal domain.
• Effort — XS (use as inspiration; author proposal-shaped sibling).
• Components — templates.

app/public/clients/phew.json

• What it does today — Live client overlay for Phew Design Limited (UK design SMB).
• Fit — medium. Worked exemplar of how the schema flexes for a UK design SMB; pattern reference only — content is client-confidential.
• Gaps — playbook-domain content; not transferable as data.
• Effort — XS (reference only).
• Components — templates (pattern only).

app/public/clients/amd.json

• What it does today — Live client overlay for AMD (manufacturing-adjacent SMB).
• Fit — medium. Pattern study — different industry than phew, useful for understanding schema flexibility.
• Gaps — playbook-domain; not transferable.
• Effort — XS (reference only).
• Components — templates (pattern only).

app/public/clients/mufg-securities.json

• What it does today — Live client overlay for MUFG Securities (financial services).
• Fit — medium. Demonstrates regulated-industry overlays.
• Gaps — playbook-domain; not transferable.
• Effort — XS (reference only).
• Components — templates (pattern only).

app/public/clients/wellbeing-people.json

• What it does today — Live client overlay for Wellbeing People (healthcare-adjacent SMB).
• Fit — medium. Demonstrates a wellbeing-sector overlay.
• Gaps — playbook-domain; not transferable.
• Effort — XS (reference only).
• Components — templates (pattern only).

app/public/branding/aish-logo-light.svg

• What it does today — Default light-mode house-brand logo used when client overlay omits its own.
• Fit — low. KH has its own brand; not transferable.
• Gaps — wrong brand.
• Effort — XS.
• Components — none.

app/public/branding/aish-logo-dark.svg

• What it does today — Default dark-mode house-brand logo used when client overlay omits its own.
• Fit — low. KH has its own brand; not transferable.
• Gaps — wrong brand.
• Effort — XS.
• Components — none.

app/src/lib/docx-export.ts

• What it does today — Parses Markdown into typed blocks (heading1/2/3, bullet, separator, body) and builds a .docx via the docx library; ~200 lines, no dependencies on the rest of the app.
• Fit — high. Proposals must export to .docx for buyer hand-off; this is the closest existing implementation in the AISH ecosystem.
• Gaps — no support for tables, images, footnotes, cover page, or numbered lists; KH proposal export likely needs PDF as primary and DOCX as secondary, plus richer block types.
• Effort — S to drop in as-is for a v1; M to extend to KH proposal-block coverage.
• Components — export.

app/src/lib/utils.ts

• What it does today — cn() className helper combining clsx and tailwind-merge.
• Fit — low. KH already has this; no need to import.
• Gaps — duplicate.
• Effort — XS.
• Components — none.

app/src/components/ui/

• What they do today — 14 shadcn/ui primitives configured for the playbook’s Tailwind v4 theme.
• Fit — low. KH already has shadcn primitives; these are duplicates with a different theme.
• Gaps — duplicate; differing tokens.
• Effort — XS.
• Components — none.

app/src/components/content/

• What they do today — 11 content-display components (CalloutCard, CodeBlock, CopyButton, PromptExample, ProviderLogo, ScrollHint, SectionPage, SetupStepCard, ShikiHighlighter, TableOfContents, ClientLogo).
• Fit — medium. SectionPage / TableOfContents / CalloutCard are reusable shapes for a proposal viewer; CodeBlock / PromptExample / SetupStepCard are playbook-specific.
• Gaps — playbook semantics (steps, prompts, providers); proposal semantics (sections, pricing tables, case-study cards) need new components.
• Effort — S (cherry-pick the 3-4 generic ones; rebuild the rest).
• Components — templates, assembly logic.

app/src/components/layout/

• What they do today — 12 layout primitives — AppLayout, ErrorBoundary, FeedbackWidget, Footer, Header, HomePage, Sidebar, ThemePreview, ThemeSettings, TrackLayout, NotFoundPage, RootErrorPage.
• Fit — medium. Layout shell is conceptually transferable but Next.js App Router uses different primitives; pattern study only.
• Gaps — Vite-shaped, not Next.js-shaped.
• Effort — S (pattern reference).
• Components — templates, assembly logic.

app/src/components/interactive/

• What it does today — ContextWindowSimulator and 3 sub-components — interactive AI-context demo for the playbook.
• Fit — no fit.
• Gaps — out of scope.
• Effort — XS (skip).
• Components — none.

app/src/hooks/

• What they do today — 6 hooks (useAccessibility, useClientConfig, useCopyToClipboard, useReducedMotion, useTheme, useTrack).
• Fit — low. KH already has equivalents; useClientConfig pattern is the only interesting one and is trivial.
• Gaps — duplicates.
• Effort — XS.
• Components — none.

app/src/index.css

• What it does today — Tailwind v4 design tokens + theme variables used by the playbook.
• Fit — low. KH has Warm Meridian tokens; these would conflict.
• Gaps — wrong design system.
• Effort — XS.
• Components — none.

app/src/themes/index.ts

• What it does today — Accessibility + font-mode theme registry.
• Fit — low. KH has its own theming; pattern is generic.
• Gaps — duplicate concept.
• Effort — XS.
• Components — none.

app/api/feedback.ts

• What it does today — Vercel serverless route forwarding feedback via Resend.
• Fit — low. KH already has email infra; not needed in proposals workspace.
• Gaps — duplicate concept.
• Effort — XS.
• Components — none.

app/middleware.ts

• What it does today — Vercel-edge middleware that resolves slug → tenant config.
• Fit — low. KH proposals are scoped per-org and per-deal, not multi-tenant SPAs.
• Gaps — wrong tenancy model.
• Effort — XS.
• Components — none.

app/vercel.json

• What it does today — Vercel deployment manifest (rewrites, headers).
• Fit — low. Deployment config is project-specific.
• Gaps — none.
• Effort — XS.
• Components — none.

.claude/commands/client-research.md

• What it does today — Three-phase Firecrawl-driven site mapping → scrape → search; emits a comprehensive {slug}-site-content.md research document used as input to onboarding.
• Fit — medium. Proposals also need client research as input; this gives a structured template plus a worked Phew exemplar.
• Gaps — output format is playbook-shaped; KH workspace would integrate via Supabase rather than .planning/client-specific/.
• Effort — S (port template; replace IO layer).
• Components — case-study selector, assembly logic.

.claude/commands/frontend-design/

• What they do today — 17 polish commands (audit, bolder, harden, optimize, simplify, etc.) for incremental UI refinement.
• Fit — low for proposal-content authoring; medium if KH builds a UI for the proposals workspace and wants ready-made polish primitives.
• Gaps — they are UI-quality commands, not proposal-domain commands.
• Effort — XS (already available as KH frontend-design:* plugin).
• Components — templates (indirect — UI polish for proposal viewer).

.claude/skills/canvas-design/ (ai-smb-playbook copy)

• What it does today — Generates visual art (PNG/PDF) via a design-philosophy-then-expression workflow; bundles a Canvas font set.
• Fit — no fit. Proposal cover-page art could in theory use this, but visual-art generation is not a §9.2 component.
• Gaps — out of domain.
• Effort — XS.
• Components — none.

.claude/skills/client-onboarding/

• What it does today — Two-phase consultant-guided extraction: read transcript + website → propose JSON config field-by-field with confidence tiers → emit clients/{slug}.json. Required inputs documented; refuses to guess low-confidence fields.
• Fit — high. Proposal authoring needs the same pattern: extract deal context (client, pain, goals) → propose config → emit a proposal-shaped JSON for a viewer to render.
• Gaps — output is playbook-shaped; needs proposal-shaped equivalent (deal stage, ROI inputs, selected case studies, chosen pricing tier).
• Effort — M (clone the workflow; rewrite extraction targets).
• Components — assembly logic, templates.

.claude/skills/frontend-design/ (ai-smb-playbook copy)

• What it does today — Frontend aesthetic guidance — typography, layout, colour, motion.
• Fit — low. KH has its own design system + plugin; this is duplicated in functionality.
• Gaps — duplicate.
• Effort — XS.
• Components — none.

.claude/skills/markdown-converter/

• What it does today — Wraps uvx markitdown to convert PDF/DOCX/PPTX/HTML/etc. to Markdown.
• Fit — medium. Useful when ingesting buyer RFPs or prior proposals into the workspace.
• Gaps — none (ready-to-use).
• Effort — XS (drop-in).
• Components — assembly logic, export (input ingestion).

.claude/skills/playbook-review/

• What it does today — Pre-send GO/NO-GO QA review for a client deployment — spawns parallel code-based audit subagents.
• Fit — medium. The pattern (parallel pre-send QA) maps well onto a “proposal pre-send review” gate; specifics do not.
• Gaps — review checklist is playbook-shaped; KH proposal QA needs different rules (numerics consistency, client name spelling, ROI sanity).
• Effort — M (clone the harness shape; rewrite review checklist + agents).
• Components — assembly logic.

.claude/skills/skill-development/

• What it does today — Authoring guide for new Claude Code skills.
• Fit — no fit.
• Gaps — out of domain.
• Effort — XS.
• Components — none.

.claude/skills/vercel-react-best-practices/

• What it does today — 57 React/Next.js performance rules across 8 categories.
• Fit — low. Useful when KH builds the proposals UI but not domain-specific.
• Gaps — generic engineering reference.
• Effort — XS.
• Components — none.

.agents/skills/assistant-capabilities/

• What it does today — Reference of current Claude capabilities, models, platforms, and extension patterns.
• Fit — no fit (meta).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

scripts/build-skill-zips.sh

• What it does today — Bash helper that ZIPs every directory under starter-kit/skills/ for download.
• Fit — low. KH might want a ZIP-export of generated proposal artefacts but the use cases are different.
• Gaps — different output domain.
• Effort — XS (pattern only).
• Components — export (loose mapping).

starter-kit/skills/agent-browser/

• What it does today — CLI-based browser automation for headed flows.
• Fit — low. Indirectly useful for buyer-portal RFP submission but out of v1 scope.
• Gaps — none.
• Effort — XS.
• Components — none.

starter-kit/skills/ast-grep/

• What it does today — Translate NL queries into ast-grep rules.
• Fit — no fit.
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/skills/brainstorming/

• What it does today — Iterative refinement of an idea into a fully formed design/spec via one-question-at-a-time dialogue.
• Fit — medium. A “draft proposal” workflow benefits from the same one-question-at-a-time pattern when gathering deal context.
• Gaps — pattern-only fit; not proposal-specific.
• Effort — XS (drop-in or reference).
• Components — assembly logic.

starter-kit/skills/brand-review/

• What it does today — Audit content against brand voice / style / messaging standards; flag deviations.
• Fit — medium. Proposals must pass brand-voice review before send; the rule shape transfers directly.
• Gaps — needs KH-specific brand guidelines as input.
• Effort — XS (drop-in once KH brand spec is loadable).
• Components — assembly logic.

starter-kit/skills/brand-voice/

• What it does today — Document and enforce brand voice across content (7-section framework: personality, attributes, audience, pillars, tone, style, terminology).
• Fit — medium. Proposals are brand-voice-sensitive; the framework is generic and reusable.
• Gaps — needs KH-specific brand-voice document populated against the framework.
• Effort — S (populate framework with KH brand data).
• Components — templates.

starter-kit/skills/canvas-design/

• What it does today — Duplicate of .claude/skills/canvas-design.
• Fit — no fit.
• Gaps — duplicate.
• Effort — XS.
• Components — none.

starter-kit/skills/claude-md-improver/

• What it does today — Audit + targeted improvement of CLAUDE.md files.
• Fit — no fit.
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/skills/context-engineering-collection/

• What it does today — Bundle of context-engineering, multi-agent, and tool-design skills for production agent systems.
• Fit — low. Useful when designing the proposals workspace agent surface; not directly proposal-domain.
• Gaps — meta-engineering, not domain.
• Effort — XS.
• Components — none.

starter-kit/skills/file-organizer/

• What it does today — Personal-file organisation helper.
• Fit — no fit.
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/skills/markdown-converter/

• What it does today — Duplicate of .claude/skills/markdown-converter shipped to clients.
• Fit — medium (same as parent).
• Gaps — duplicate.
• Effort — XS.
• Components — assembly logic.

starter-kit/skills/mcp-builder/

• What it does today — Guide for building MCP servers.
• Fit — no fit.
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/skills/mermaid-diagrams/

• What it does today — Comprehensive Mermaid syntax reference.
• Fit — low. Proposals occasionally embed architecture diagrams; if so, Mermaid is a sensible vehicle.
• Gaps — proposal embed pipeline (Mermaid → SVG → DOCX/PDF) does not exist yet.
• Effort — S to wire up if diagrams are required.
• Components — templates.

starter-kit/skills/prompt-engineering-patterns/

• What it does today — Few-shot, chain-of-thought, structured-output, prompt-template patterns.
• Fit — low. Useful when authoring KH proposal-generation prompts.
• Gaps — meta.
• Effort — XS.
• Components — none.

starter-kit/skills/proposal-writer/

• What it does today — Duplicate-by-content of Bucket 4 — distributed alongside other starter-kit skills for SMB clients.
• Fit — high (same as Bucket 4).
• Gaps — duplicate; treat Bucket 4 as canonical.
• Effort — XS.
• Components — templates, assembly logic, ROI calculator, pricing configurator.

starter-kit/skills/session-handoff/

• What it does today — Generic session-handoff continuation-prompt generator (audience-tier aware).
• Fit — no fit (meta).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/skills/uk-english/

• What it does today — Enforce UK English spelling, grammar, and date/currency conventions.
• Fit — high. KH project uses UK English; proposals must follow.
• Gaps — none.
• Effort — XS (drop-in; KH already has equivalent rules in CLAUDE.md).
• Components — templates.

starter-kit/skills/writing-plans/

• What it does today — TDD-discipline implementation-plan writer.
• Fit — no fit.
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/skills/writing-skills/

• What it does today — TDD-applied-to-process-documentation guide.
• Fit — no fit (meta).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/commands/brand-review.md

• What it does today — /brand-review slash command corresponding to the brand-review skill.
• Fit — medium (matches the skill).
• Gaps — same as skill.
• Effort — XS.
• Components — assembly logic.

starter-kit/templates/claude-md-template.md

• What it does today — Starter CLAUDE.md template.
• Fit — no fit (meta).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/templates/docs-structure-template.md

• What it does today — Recommended /docs directory structure (progressive-disclosure rationale).
• Fit — low. Proposals workspace will need a docs structure; this is generic enough to inform but not directly transferable.
• Gaps — generic.
• Effort — XS.
• Components — none.

starter-kit/templates/feasibility-study-template.md

• What it does today — UK-SMB AI use-case feasibility study, parameterised with {{PLACEHOLDER}} markers (company, owner, frequency, current process, time/cost per instance, etc.); mirrors an interactive Feasibility Study Builder.
• Fit — high. A feasibility study is the closest extant analogue to a proposal-with-ROI; the parameter set (current cost, current time, projected savings) overlaps directly with a proposal ROI calculator’s inputs.
• Gaps — feasibility-study language is internal-deliberation-shaped; proposals are buyer-facing-shaped — needs framing rewrite.
• Effort — S (rewrite as proposal template; reuse parameter set).
• Components — templates, ROI calculator.

starter-kit/templates/governance-policy-template.md

• What it does today — UK-SMB AI tool governance policy template (GDPR/ICO context).
• Fit — low. Could be appended to proposals as a compliance attachment; not core.
• Gaps — out of v1 scope.
• Effort — XS.
• Components — templates (loose).

starter-kit/prompts/brand-voice-setup-prompt.md

• What it does today — Copy-paste prompt to start a brand-voice documentation conversation.
• Fit — low (one-step pairing with brand-voice skill).
• Gaps — generic.
• Effort — XS.
• Components — none.

starter-kit/prompts/example-handoff-general.md

• What it does today — Worked example of a non-technical session-handoff prompt.
• Fit — no fit (meta).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/prompts/example-handoff-technical.md

• What it does today — Worked example of a Claude Code session-handoff prompt.
• Fit — no fit (meta).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/gsd-mapper/

• What it does today — GSD codebase-mapper agent + slash-command + workflow + templates; spawns parallel mapper agents that write structured .planning/codebase/ analysis docs.
• Fit — no fit (codebase analysis tool, not proposal tool).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

starter-kit/plugins/claude-plugins-official/

• What it does today — Bundle of 14 official Anthropic plugins for inclusion in client deployments.
• Fit — low. Plugins are general-purpose; none directly map to proposals.
• Gaps — none worth porting at this layer.
• Effort — XS.
• Components — none.

CLAUDE.md

• What it does today — Project memory for ai-smb-playbook (architecture, content model, parameterisation rules).
• Fit — low. Project-specific; useful as a structural template for KH’s own per-track CLAUDE.md if a proposals subdir warrants one.
• Gaps — playbook-domain content.
• Effort — XS.
• Components — none.

CUSTOMISATION.md

• What it does today — Per-tenant customisation guide explaining how to fork-and-rebrand a deployment.
• Fit — low. Concept maps loosely to “how to customise a proposal template” but is project-specific.
• Gaps — playbook-domain.
• Effort — XS.
• Components — none.

docs/

• What it does today — ai-smb-playbook reference docs — application overview, audit findings, design notes, continuation prompts.
• Fit — low. Project-internal reference.
• Gaps — playbook-domain.
• Effort — XS.
• Components — none.

.planning/

• What it does today — Per-client research, plans, and reviews — project-internal artefacts.
• Fit — low. Project-internal; client-confidential.
• Gaps — playbook-domain; not transferable.
• Effort — XS.
• Components — none.

Bucket 2 — Anthropic Sales plugin

plugin.json

• What it does today — Minimal manifest (name, version, author, description) describing the sales plugin.
• Fit — no fit (metadata).
• Gaps — none.
• Effort — XS.
• Components — none.

skills/account-research/

• What it does today — Standalone-with-web-search account research; pulls company overview, news, hiring, leadership; supercharged by enrichment + CRM connectors when present.
• Fit — high. Proposal authoring requires account research as a precursor; the skill’s standalone-but-pluggable shape suits KH’s mix of in-house Supabase data plus optional external enrichment.
• Gaps — output is sales-call-shaped, not proposal-shaped; needs an output template aligned to “Understanding” and “Proof Points” sections.
• Effort — S (drop in; add a proposal-tailored output mode).
• Components — case-study selector, assembly logic.

skills/call-prep/

• What it does today — Sales-call prep brief (context, attendees, agenda, suggested questions); calendar/CRM-aware.
• Fit — low for proposal authoring (it precedes proposal stage); medium as part of pre-proposal discovery.
• Gaps — wrong stage of funnel.
• Effort — XS (use as-is for discovery; not invoked from the proposal workspace).
• Components — none.

skills/competitive-intelligence/

• What it does today — Competitor research → interactive HTML battlecard (clickable tabs, comparison matrix, talk tracks, landmine questions).
• Fit — high. Proposals must address competitive positioning (“Why us?”); the comparison-matrix output is exactly what a quote-picker needs to justify per-line price differentials, and the case-study cross-references feed the case-study selector.
• Gaps — output is HTML battlecard, not proposal-section-shaped; needs an export adapter for embed.
• Effort — M (rewire output to feed proposal sections + case-study selector inputs).
• Components — quote picker, case-study selector.

skills/create-an-asset/

• What it does today — Generate landing pages / decks / one-pagers / workflow demos from prospect+audience+purpose+format inputs; outputs self-contained HTML; ~25KB SKILL.md with detailed phases.
• Fit — high. The closest existing analogue to the proposals workspace — same input shape (prospect, audience, goal, format), same output expectation (a polished customer-facing artefact). The format picker (deck/one-pager/workflow demo) is one extension away from “proposal” as a fifth format.
• Gaps — outputs HTML only, not DOCX/PDF; no proposal-specific section model; no investment/ROI table type; no pricing-tier comparison block; brand-asset model is implicit.
• Effort — M (extend with proposal format + investment block + DOCX/PDF export adapter).
• Components — templates, assembly logic, export.

skills/create-an-asset/QUICKREF.md

• What it does today — One-page cheat-sheet — invocation patterns, input matrix, format picker, sample prompts, post-build iteration commands.
• Fit — high. The QUICKREF format is itself a reusable template for the proposals workspace’s quick-reference card.
• Gaps — content is asset-specific; format is reusable.
• Effort — XS.
• Components — templates.

skills/create-an-asset/README.md

• What it does today — Long-form README accompanying create-an-asset (context, examples, cookbook).
• Fit — medium (companion to the SKILL.md; useful as a reference for how to document the proposal skill once built).
• Gaps — none.
• Effort — XS.
• Components — none.

skills/daily-briefing/

• What it does today — Daily prioritised sales briefing (calendar+CRM+email-aware when connected).
• Fit — no fit (out of scope for the proposals workspace).
• Gaps — wrong feature.
• Effort — XS.
• Components — none.

skills/draft-outreach/

• What it does today — Research-then-draft personalised cold-outreach (web → enrichment → CRM, then write).
• Fit — low. Outreach precedes proposal; pattern is adjacent but not directly invoked.
• Gaps — wrong stage of funnel.
• Effort — XS.
• Components — none.

commands/call-summary.md

• What it does today — /call-summary — process call notes/transcript into action items, follow-up email, and internal summary.
• Fit — medium. Discovery-call notes feed the proposal “Understanding” section; the action-item extraction is reusable.
• Gaps — output not proposal-shaped.
• Effort — XS (use as input to proposal authoring).
• Components — assembly logic.

commands/forecast.md

• What it does today — /forecast — weighted sales forecast (best/likely/worst, commit vs upside, gap analysis).
• Fit — no fit (out of scope).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

commands/pipeline-review.md

• What it does today — /pipeline-review — pipeline health, deal prioritisation, weekly action plan.
• Fit — no fit (out of scope).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

Bucket 3 — Local KH skills

ast-grep/

• What it does today — Translate NL queries into ast-grep rules.
• Fit — no fit.
• Gaps — out of domain.
• Effort — XS.
• Components — none.

handoff/

• What it does today — KH session-handoff continuation-prompt generator (parallel-track aware).
• Fit — no fit (meta).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

review/

• What it does today — Run KH .claude/checks/* rules against a git diff; produce pass/fail report.
• Fit — low. Pattern of “rule files in .claude/checks/, applied to a target” is a candidate model for proposal pre-send QA — but the implementation is code-diff-shaped, not document-shaped.
• Gaps — wrong target type.
• Effort — XS (pattern reference).
• Components — none.

start-session/

• What it does today — New-session pre-flight (worktree hygiene, doc reads, awaits continuation prompt).
• Fit — no fit (meta).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

update-docs/

• What it does today — Sync roadmap, state-of-the-product, stats, product-functionality, backlog; auto-chains to /handoff.
• Fit — no fit (meta).
• Gaps — out of domain.
• Effort — XS.
• Components — none.

Bucket 4 — proposal-writer skill

SKILL.md

• What it does today — Top-level proposal-writing skill — philosophy (lead with outcomes, make decision easy, tell a story), Proposal Pyramid, deal-stage type matrix (one-pager / solution brief / full proposal / RFP / SOW), CLOSE framework (Context-Loss-Outcome-Solution-Evidence), win-factor breakdown, components table, anti-patterns.
• Fit — high. This is the canonical doctrine for proposal authoring; the workspace’s assembly logic should be built on these frameworks rather than reinventing them.
• Gaps — language is US English; needs UK-English pass and KH-domain examples (bid management, sector intelligence) replacing SecretStash exemplars.
• Effort — S (UK-English + domain re-skin).
• Components — assembly logic, templates.

rules/structure-proposal-architecture.md

• What it does today — CRITICAL rule — section sequence, length-by-deal-size, role-based prioritisation table (CEO/VP/Tech/Procurement/Champion), reader-journey flow.
• Fit — high. Defines the “section schema” the assembly logic must enumerate.
• Gaps — exemplars are US-domain; section list is comprehensive but generic.
• Effort — S (port to KH section catalogue).
• Components — assembly logic, templates.

rules/structure-terms-conditions.md

• What it does today — Rule for positioning T&Cs (mutual-protection framing, friction reduction).
• Fit — medium. KH proposals will include T&Cs; positioning rules transfer.
• Gaps — none material.
• Effort — XS.
• Components — templates.

rules/executive-summary-writing.md

• What it does today — CRITICAL — one-page exec-summary structure (Context-Challenge-Solution-Outcomes-Investment-Recommendation), 3-3-3 / If-Then / Because formulas, persona-tuned outcomes language, checklist.
• Fit — high. Executive summaries are mandatory for a proposal; the formulas are directly usable as templates.
• Gaps — exemplars are SecretStash; need UK English + KH domain.
• Effort — S.
• Components — templates, assembly logic.

rules/executive-stakeholder-alignment.md

• What it does today — Per-role engagement rules (CEO/CFO/CTO/VP) — language, focus, escalation.
• Fit — medium. Useful for tailoring the exec-summary persona slot in the assembly pipeline.
• Gaps — generic.
• Effort — XS.
• Components — templates.

rules/pricing-presentation.md

• What it does today — CRITICAL — value-first pricing structure, 3-option strategy, side-by-side package comparison, anchoring techniques (value / cost-of-inaction / competitor / per-unit / daily), discount-trade matrix, objection prevention.
• Fit — high. Defines exactly what a pricing-configurator UI must let the user shape: value-summary block + 2-3 tier matrix + recommendation + anchor + payment options.
• Gaps — pricing exemplars are US-dollar; need GBP, UK conventions.
• Effort — S (UK-English + GBP).
• Components — pricing configurator, templates.

rules/pricing-roi-business-case.md

• What it does today — CRITICAL — ROI calculation methods (ROI%, payback, NPV, TCO), value categories (revenue / cost / risk / productivity / strategic), worked SecretStash example with sensitivity analysis and cost-of-inaction; discovery-question matrix; CFO/CEO/VP presentation tips.
• Fit — high. This is the source of truth for what a KH ROI calculator must compute and display: investment table, value drivers per category, sensitivity scenarios (conservative/moderate/expected), payback period, cost-of-inaction.
• Gaps — formulas are generic; the embedded UI/maths needs implementation. UK English + GBP currency rewrite.
• Effort — M (build calculator that emits the showcased table shapes; rules markdown supplies the spec).
• Components — ROI calculator, pricing configurator, templates.

rules/sow-writing.md

• What it does today — HIGH — SOW component checklist (12 sections), worked phased example with exit criteria, deliverables matrix, RACI for tasks, payment-milestone options, scope-protection patterns.
• Fit — high. SOWs are an explicit proposal type; the checklist directly maps to a templates entry plus assembly-logic phase definitions.
• Gaps — exemplars are SecretStash; UK terminology.
• Effort — S.
• Components — templates, assembly logic.

rules/rfp-response-strategy.md

• What it does today — RFP compliance, win themes, response strategy.
• Fit — high. RFP responses are first-class in KH bid management; the rules feed straight into the templates and assembly logic for that proposal type.
• Gaps — generic; needs KH UK-public-procurement nuance (PQQ/ITT conventions already covered by KH bid-writing skill).
• Effort — S (cross-reference KH bid-writing for UK procurement specifics).
• Components — templates, assembly logic.

rules/design-formatting.md

• What it does today — Visual hierarchy, layout, typography, formatting conventions.
• Fit — high. Drives both the proposal templates’ default styling and the export pipeline’s typographic choices.
• Gaps — needs Warm Meridian alignment.
• Effort — S (re-skin to Warm Meridian).
• Components — templates, export.

rules/strategy-competitive-differentiation.md

• What it does today — Competitive positioning without bashing — strengths-first, landmine questions.
• Fit — medium. Feeds the quote-picker’s per-line justification and the case-study selector’s relevance scoring.
• Gaps — generic.
• Effort — XS.
• Components — quote picker, case-study selector.

rules/strategy-followup.md

• What it does today — Post-send follow-up cadence and negotiation rules.
• Fit — low. Post-send is outside the §9.2 component set, but the workspace will eventually need a follow-up feature.
• Gaps — out of v1.
• Effort — XS.
• Components — none.

Workflow notes

• The four buckets overlap by content: starter-kit/skills/proposal-writer/ (Bucket 1) and .claude/skills/proposal-writer/ (Bucket 4) are the same SKILL.md and rule files at different paths. Recording them under both buckets per the task spec is correct, but the duplicate inflates row count without adding novel signal — flagging so coordinator does not double-count when synthesising recommendations across arms.
• The Sales-plugin create-an-asset skill is the highest-leverage prior-art for the workspace because its input model (prospect / audience / purpose / format) is one extension away from a proposal authoring flow, yet it lives in a plugin tree most KH sessions never load. Worth a Stage-2 deep-read.
• The ai-smb-playbook repo contains far more than is reusable for proposals — much of app/src/components/{ui,layout,interactive}/ is duplicated by KH or domain-irrelevant. The genuinely reusable nuggets (docx-export.ts, client-config-schema.ts, the _template.json pattern, the client-onboarding skill workflow) sit inside a 491-package node_modules tree, which is friction for downstream consumers — a curated extract would help.
• The proposal-writer/rules/pricing-roi-business-case.md file is the most concentrated piece of value across all four buckets — it contains both the framework and a worked example in a single artefact, and the table shapes it produces are directly implementable as React components.
• Filesystem retrieval was sufficient for this audit because every asset is local; no cross-tool lookup was needed. The friction was around the node_modules directory in ai-smb-playbook/app/ polluting find -type d output — a .gitignore-aware lister would have been faster.