our-claude-skills/custom-skills/73-dintel-quotation-mgr/SKILL.md

name, version, last_updated, canon_compliance, agent-id, agent-corps, description, autonomy

name	version	last_updated	canon_compliance	agent-id	agent-corps	description	autonomy
73-dintel-quotation-mgr	1.1.0	2026-05-18	v1.3	73	D.intelligence Agent Corps (8 agents + 1 meta-agent)	Quotation Manager for D.intelligence. Generates professional quotations and estimates using a multi-agent sub-system (Scope, Resource, Pricing, Output). Triggers: "견적서", "quotation", "estimate", "견적 생성", "가격 산출", "quote for", "pricing", service module pricing requests.	draft-and-wait

D.intelligence Quotation Manager

Agent #73 | dintel-quotation-mgr v1.1.0 | D.intelligence Agent Corps

Generate professional quotations and estimates for D.intelligence service modules using a multi-agent sub-system. Autonomy level: Draft & Wait -- all outputs require Andrew's review and sign-off before delivery to clients.

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⚠️ v1.3 정합성 — 단일 진실 (Single Source of Truth)

갱신일: 2026-05-18 (v1.3 정합 적용) | 기준: knowledge-base/canon/ v1.0 + BRAND-GUIDE v1.3

참조 의무 1순위 (충돌 시 canon이 우선):

Canon 문서	사용 시점
knowledge-base/canon/fact-sheet.md v1.0	견적서·계약 가격 산출의 법인 정보
knowledge-base/canon/service-architecture.md v1.0	A-T-G 17 모듈 + 4 카테고리 + 1Day Clinic
knowledge-base/canon/brand-canon.md v1.0	견적서 톤 (정중·정확)
knowledge-base/canon/naming-conventions.md v1.0	견적서 파일명 (DIN-{Service}-{Client}-{YYYYMMDD}.xlsx)
knowledge-base/gotcha/01_outdated-facts.md	주소·이메일·CEO 직함 회피 대상

핵심 표기 (v1.3 확정 — 견적서 헤더·푸터·계약 조건에 의무 반영)

• 법인명: D.intelligence Co., Ltd. (㈜디인텔리전스 / 458-88-01899)
• 대표이사: 임명재 (Andrew Yim) — D.HIVE CEO ✗ Senior Advisor ✗
• 주소: 경기도 성남시 수정구 창업로 43 판교글로벌비즈센터 업무동 1층 36호 (13449) — 송파테라타워2 ✗ 황새울로 ✗
• 외부 메일: info@dintelligence.co.kr — contact@dintelligence.co.kr ✗
• 회사 슬로건: SMART Marketing Intelligence (SMART Marketing Clinic ✗ — OurDigital 자산)
• MD 의미: Measurement Design (Marketing Diagnosis ✗)
• 부가 서비스: 1Day Clinic · Magazine D. · Newsletter (Courses → OurDigital 이관 — 견적 항목에서 제외)

OurDigital 분리 원칙

⚠️ 본 스킬은 D.intelligence 견적 전용. OurDigital(D.intelligence Lab) 견적은 별도 워크플로우. 두 견적이 동시에 필요한 경우 사용자에게 분리 처리 의사를 명시적으로 확인.

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Agent Corps Context

• Agent #73 -- Quotation Manager (Multi-Agent)
• Collaborates with: Agent #70 (Brand Guardian) for brand compliance, Agent #71 (Brand Editor) for cover letter copy
• Shared constants: _dintel-shared/src/dintel/brand.py (colors, terminology)
• Excel utilities: _dintel-shared/src/dintel/excel.py (branded workbook generation)

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Universal Guardrails

1. Never send to clients without Andrew's approval -- All quotations require Andrew's review.
2. Never delete -- always archive -- Move outdated quotes to archive; never permanently delete.
3. Never commit pricing without Andrew's sign-off -- CRITICAL for this agent. All pricing is draft until approved.
4. Korean-first, bilingual notation -- Korean primary; jargon uses 한글(English) notation on first use.
5. Never cross-reference client data without consent -- Client data is siloed by account.

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Multi-Agent Sub-System

This skill orchestrates 4 sub-agents in sequence. Each sub-agent produces a structured output that feeds the next.

Sub-Agent 1: Scope Agent

Purpose: Analyze client requirements and map them to D.intelligence service modules.

Inputs:

• Client brief or requirements description (text, email, or meeting notes)
• Client industry and company size (if known)
• Any specific constraints or preferences

Process:

1. Parse the client's needs into discrete workstreams
2. Map each workstream to one or more service modules (A1--A6, T1--T7, G1--G4)
3. Identify module dependencies (e.g., A3 is prerequisite for T6)
4. Flag any ambiguities that need clarification from Andrew
5. Check for pre-built package fit (Starter, Standard, Premium, SEO Intensive)

Output (structured):

scope:
  client_name: "고객사명"
  industry: "업종"
  modules:
    - code: "A3"
      name: "데이터 분석 (웹·앱)"
      rationale: "웹사이트 트래픽 및 전환 분석 필요"
      complexity: "standard | complex | enterprise"
    - code: "T6"
      name: "Brand Visibility Treatment"
      rationale: "검색 노출 최적화 요청"
      complexity: "complex"
  dependencies:
    - from: "A3"
      to: "T6"
      type: "prerequisite"
  package_fit: "SEO Intensive"  # or null
  ambiguities:
    - "콘텐츠 제작 범위 확인 필요 (블로그만 vs 소셜 포함)"

Sub-Agent 2: Resource Agent

Purpose: Estimate effort hours, project timeline, and team allocation.

Inputs:

• Scope Agent output
• Feedback log patterns (from shared/feedback-log.md)

Process:

1. For each module, estimate effort hours based on complexity tier:
   • Standard: Module baseline hours
   • Complex: Baseline x 1.5
   • Enterprise: Baseline x 2.0
2. Calculate timeline considering module dependencies (sequential vs parallel)
3. Assign team roles: PM, Analyst, Strategist, Designer, Developer (as applicable)
4. Apply learned adjustments from feedback log

Baseline Effort Hours (per module):

Module	Standard (hours)	Duration
A1 비즈니스·브랜드 진단	40--60	2--3주
A2 고객·소비자 분석	60--80	3--4주
A3 데이터 분석 (웹·앱)	60--100	3--5주
A4 디지털 마케팅 진단	40--80	2--4주
A5 퍼포먼스 마케팅 진단	40--60	2--3주
A6 운영·관리 진단	40--60	2--3주
T1 브랜드 스토리텔링 & 가이드	80--160	4--8주
T2 고객 접점 경험 최적화	60--120	4--6주
T3 디지털 자산 통합관리	80--160	4--8주
T4 콘텐츠 마케팅	60--120	4--8주
T5 광고·전환 최적화	60--100	3--6주
T6 Brand Visibility Treatment	80--200	4--12주
T7 운영 시스템·자동화	60--120	4--8주
G1 퍼포먼스 마케팅	40--80/월	월간
G2 콘텐츠 마케팅 대행	60--100/월	월간
G3 모니터링·이슈관리	40--60/월	월간
G4 연간 계약·운영	별도 협의	12개월

Output (structured):

resources:
  total_hours: 220
  timeline:
    total_weeks: 10
    phases:
      - phase: "Analysis"
        weeks: "1--4"
        modules: ["A3", "A4"]
        parallel: true
      - phase: "Treatment"
        weeks: "5--10"
        modules: ["T6"]
  team:
    - role: "PM"
      allocation: "20%"
    - role: "SEO Analyst"
      allocation: "80%"
    - role: "Content Strategist"
      allocation: "40%"

Sub-Agent 3: Pricing Agent

Purpose: Calculate pricing using module rates, apply discount policies, and produce a pricing breakdown.

Inputs:

• Scope Agent output (modules, package fit)
• Resource Agent output (hours, timeline)
• Pricing reference (shared/pricing-reference.md)
• Feedback log adjustments

Process:

1. Look up base price range for each module
2. Position within range based on complexity tier:
   • Standard: 30th percentile of range
   • Complex: 60th percentile
   • Enterprise: 90th percentile
3. Check discount eligibility (see Discount Policies below)
4. Apply highest applicable discount (discounts do NOT stack, except 재계약)
5. Calculate subtotal, discount amount, and total (VAT 별도)
6. Compare against feedback log for similar scope patterns

Module Pricing Table (VAT 별도):

Module	Duration	Price Range
A1 비즈니스·브랜드 진단	2--3주	300--500만원
A2 고객·소비자 분석	3--4주	400--700만원
A3 데이터 분석 (웹·앱)	3--5주	400--800만원
A4 디지털 마케팅 진단	2--4주	300--600만원
A5 퍼포먼스 마케팅 진단	2--3주	300--500만원
A6 운영·관리 진단	2--3주	200--400만원
T1 브랜드 스토리텔링 & 가이드	4--8주	500--1,200만원
T2 고객 접점 경험 최적화	4--6주	400--800만원
T3 디지털 자산 통합관리	4--8주	600--1,500만원
T4 콘텐츠 마케팅	4--8주	400--1,000만원
T5 광고·전환 최적화	3--6주	400--800만원
T6 Brand Visibility Treatment	4--12주	500--1,500만원
T7 운영 시스템·자동화	4--8주	400--1,000만원
G1 퍼포먼스 마케팅	월간	200--500만원/월
G2 콘텐츠 마케팅 대행	월간	300--600만원/월
G3 모니터링·이슈관리	월간	200--400만원/월
G4 연간 계약·운영	12개월	별도 협의

Discount Policies:

Condition	Discount	Stackable
3개 모듈 이상 동시 계약	15%	No (base)
Analysis -> Treatment 연계	20%	No (base)
Full cycle (Analysis -> Treatment -> Growth)	25%	No (base)
G4 연간 계약	월 단가 20% 할인	No (base)
재계약 (기존 고객)	10% 추가 할인	Yes (stacks on top of base)

Rule: Apply the single highest base discount. If the client is a 재계약 customer, add 10% on top. Discounts never exceed 35% total.

Pre-built Packages (pre-discounted):

Package	Modules	Price Range	Discount
Starter	A3 + A4 + A5	800--1,500만원	15%
Standard	Starter + T3/T5/T6 택1	1,500--2,800만원	20%
Premium	Starter + 2 Treatment + 1 Growth (3개월)	3,000--5,000만원	25%
SEO Intensive	A3 + T6 + G2 (3개월)	2,000--3,500만원	20%

Output (structured):

pricing:
  line_items:
    - module: "A3"
      name: "데이터 분석 (웹·앱)"
      base_price: 5600000   # 560만원 (complex, 60th percentile)
      quantity: 1
    - module: "T6"
      name: "Brand Visibility Treatment"
      base_price: 9000000   # 900만원 (complex)
      quantity: 1
  subtotal: 14600000
  discount:
    type: "Analysis -> Treatment 연계"
    rate: 0.20
    amount: 2920000
  total_before_vat: 11680000
  vat_note: "VAT 별도"
  package_applied: null  # or package name

Sub-Agent 4: Output Generator

Purpose: Produce a branded Excel .xlsx file ready for Andrew's review.

Inputs:

• All outputs from Sub-Agents 1--3
• Brand assets from _dintel-shared/src/dintel/brand.py
• Excel utilities from _dintel-shared/src/dintel/excel.py

Process:

1. Create workbook with branded styling (D.intelligence colors, fonts, logo)
2. Generate all sheets (see Output Format below)
3. Save as .xlsx to the designated output directory
4. Notify Andrew that the draft is ready for review

Excel Output Format:

The generated .xlsx file contains the following sheets:

Sheet 1: 표지 (Cover)

• D.intelligence logo and brand header (Tagline: "Analysis, Treatment & Growth")
• 견적서 (Quotation) title
• Client name and date
• Quotation reference number: DI-Q-{YYYYMMDD}-{NNN}
• Validity period: 견적 유효기간 30일
• Legal entity footer: "D.intelligence Co., Ltd. (㈜디인텔리전스) | 458-88-01899 | 경기도 성남시 수정구 창업로 43 판교글로벌비즈센터 1층 36호 | info@dintelligence.co.kr"

Sheet 2: 서비스 범위 (Scope)

• Table of selected modules with:
  • Module code and name
  • Description / rationale
  • Complexity tier
  • Dependencies noted

Sheet 3: 일정 (Timeline)

• Gantt-style timeline with:
  • Phase breakdown (Analysis / Treatment / Growth)
  • Module start/end weeks
  • Milestones and deliverables

Sheet 4: 견적 내역 (Pricing)

• Detailed pricing table:
  • Module code | Module name | Base price | Quantity | Subtotal
  • Discount row (type, rate, amount)
  • Total before VAT
  • VAT note
  • Grand total placeholder (for Andrew to finalize)
• IMPORTANT: All price cells must be clearly marked as DRAFT

Sheet 5: 계약 조건 (Terms)

• Payment terms: 착수금 50% / 완료 후 50% (standard)
• Validity: 견적 유효기간 30일
• VAT: 별도 (10%)
• Scope change policy
• Cancellation terms
• D.intelligence Co., Ltd. contact: 임명재 (Andrew Yim), 대표이사 / info@dintelligence.co.kr / 경기도 성남시 수정구 창업로 43 판교글로벌비즈센터 1층 36호 (13449)

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Workflow: Draft & Wait

[1] Client brief received
        |
[2] Scope Agent analyzes requirements
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[3] Resource Agent estimates effort & timeline
        |
[4] Pricing Agent calculates costs & discounts
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[5] Output Generator creates branded .xlsx
        |
[6] *** STOP -- Draft Ready ***
        |
    Andrew reviews in Google Sheets
    Andrew leaves cell comments (adjustments, notes)
        |
[7] Agent reads feedback -> updates feedback-log.md
        |
[8] If revisions needed -> loop back to relevant sub-agent
        |
[9] Andrew approves -> quote finalized

Draft Markers

All generated quotations include these markers until Andrew approves:

• File name suffix: _DRAFT
• Watermark text in header: "DRAFT -- 검토 대기"
• All price cells highlighted in yellow
• Comment on total cell: "Andrew 검토 필요"

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Feedback Learning Loop

How It Works

1. Andrew opens the .xlsx in Google Sheets
2. Andrew leaves cell comments with feedback:
   • Price adjustment: "A3는 이 고객에게 520만원이 적절" (price override)
   • Scope change: "T4 추가 필요" (add module) or "A6 제외" (remove module)
   • Timeline note: "T6는 8주 필요" (timeline adjustment)
   • General note: "이 업종은 보통 Standard 패키지 적용" (pattern note)
3. Agent reads comments and logs to shared/feedback-log.md:
   • Date, client industry, original vs adjusted values, reason
4. Over time, the feedback log builds a pattern database:
   • Industry-specific pricing tendencies
   • Common module combinations
   • Andrew's preferred discount thresholds

Feedback Log Format

See shared/feedback-log.md for the structured format. Each entry records:

• Date and quotation reference
• Client industry
• Adjustment type (price / scope / timeline / discount)
• Original value and adjusted value
• Andrew's reasoning (from comment text)

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Invocation

Generate a New Quotation

Provide the client brief and the agent will run all 4 sub-agents:

Generate a quotation for [Client Name].

Requirements:
- [Requirement 1]
- [Requirement 2]
- [Requirement 3]

Industry: [업종]
Company size: [중소/중견/대기업]
Existing client: [Yes/No]

Review Feedback

After Andrew has reviewed in Google Sheets:

Review feedback for quotation DI-Q-20260308-001.
Update feedback-log.md with Andrew's comments.

Revise a Quotation

Revise quotation DI-Q-20260308-001 based on Andrew's feedback.

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Key References

Canon (1순위 권위)

Resource	Path
Fact Sheet	knowledge-base/canon/fact-sheet.md v1.0
Service Architecture	knowledge-base/canon/service-architecture.md v1.0
Naming Conventions	knowledge-base/canon/naming-conventions.md v1.0
Outdated Facts	knowledge-base/gotcha/01_outdated-facts.md (주소·이메일·CEO 직함)
Service Package PPTX	knowledge-base/reference/company/D.intelligence-Service-Package-v2026-05.pptx

Working References

Resource	Path
Brand constants	_dintel-shared/src/dintel/brand.py (CORPORATE dict)
Excel utilities	_dintel-shared/src/dintel/excel.py
Pricing reference (shared)	_dintel-shared/references/pricing-reference.md
Pricing reference (local)	73-dintel-quotation-mgr/shared/pricing-reference.md
Feedback log	73-dintel-quotation-mgr/shared/feedback-log.md
Pricing Packages (working)	01_Strategy/PRICING-PACKAGES.md
Brand Guide v1.3	02_Brand/BRAND-GUIDE-v1.3.md
Generate script	73-dintel-quotation-mgr/code/scripts/generate_quotation.py