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portfolio-export

Official

Export portfolio data into shareable formats.

Marketing & Sales#portfolio#proposal#deliverable#export#workbook#marketing brief
Authorcogni-work
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill transforms raw portfolio data into polished, actionable deliverables like proposals, marketing briefs, and comprehensive workbooks, making your portfolio's value tangible and shareable.

Core Features & Use Cases

  • Generate Proposals: Create tailored sales proposals for specific propositions, markets, and customers.
  • Create Market Briefs: Develop marketing content packages for target markets.
  • Produce Portfolio Workbooks: Generate structured XLSX files with all portfolio data for analysis.
  • Full Export: Bundle all deliverables for a complete portfolio package.
  • Use Case: When a sales team needs to send a proposal for a new product feature to a key client, this Skill can generate a professional, data-backed proposal document in minutes.

Quick Start

Generate a proposal for the 'cloud-monitoring' proposition in the 'mid-market-saas' market.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: portfolio-export
Download link: https://github.com/cogni-work/cogni-works/archive/main.zip#portfolio-export

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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