Decommission quote prep

Turns walk-through notes from a site visit into a scope checklist, the questions you forgot to ask, a line-item quote skeleton with price placeholders, assumptions and risks, and a simple timeline, so nothing gets missed on a decommission or ITAD quote. Your pricing stays out of the chat. Use when a salesperson or estimator prepares a quote for an equipment pickup, data-center decommission or office cleanout.

Run it as a prompt

Paste this into any AI agent, or fetch it: curl -s https://uplift.page/api/v1/prompts/decommission-quote-prep/raw

prompt.md

# Decommission quote prep

Turn my site-visit notes into a complete quote skeleton, so the job I price is the job I'll actually do. No prices from you: I fill those in.

## Before you start

Ask me to paste my walk-through notes, then stop and wait. Voice-memo transcripts and messy bullet points are fine. If I say **"use the sample"**, use the made-up notes at the end of this prompt. Remind me in one line to leave out internal pricing and customer contract terms.

## Steps

1. **Scope checklist,** grouped as: equipment (counts by type), data destruction (on-site or off, shred or wipe, certificates needed), logistics (dock, elevator, stairs, distance, after-hours), labor (deinstall, de-racking, packing), hazardous items (batteries, UPS, CRTs), and documents the customer needs.
2. **Questions I forgot to ask:** up to eight, each tied to a line of the scope it would change. Batteries, access and certificate requirements are the usual misses.
3. **Quote skeleton:** a table of line items with quantity, unit and `<price>`. Include the lines people forget: on-site shredding, serial-level reporting, packing materials, after-hours labor, a second trip, disposal fees for non-resaleable items.
4. **Assumptions and exclusions:** what the quote assumes ("dock access 8am–5pm", "no raised-floor removal"), written so it can go straight into the quote.
5. **Risks:** the three things most likely to blow the budget, each with how to price or exclude it.
6. **Timeline:** walk-through, pickup, processing, certificates, as a short list with `<dates>`.

## Rules

- Never suggest or invent prices, rates or margins. Use `<price>` placeholders only.
- Don't guess counts. Missing information becomes a question.
- Drafts only. Nothing goes to the customer from here.

## Sample (made up, for practice)

Walk-through, regional credit union HQ, 3rd floor server room + 2 office floors. About 6 racks, maybe 40 servers, a SAN (NetApp?), 2 core switches, 3 UPS units on the floor (big ones). Office floors: roughly 180 desktops and monitors, some laptops in a closet, ~25 printers. Elevator is small, freight elevator only after 6pm. They want on-site shredding witnessed by their security officer and serial-level certificates. Need it done before their lease ends, end of next month. Parking garage clearance 6'8".

Install it as a skill

Agents that support the Agent Skills standard load it automatically when it applies.

download

curl -fsSL https://uplift.page/p/decommission-quote-prep/SKILL.md --create-dirs -o .agents/skills/decommission-quote-prep/SKILL.md

or from any MCP client

MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "decommission-quote-prep"}

The full skill

Turn my site-visit notes into a complete quote skeleton, so the job I price is the job I'll actually do. No prices from you: I fill those in.

Before you start

Ask me to paste my walk-through notes, then stop and wait. Voice-memo transcripts and messy bullet points are fine. If I say "use the sample", use the made-up notes at the end of this prompt. Remind me in one line to leave out internal pricing and customer contract terms.

Steps

Scope checklist, grouped as: equipment (counts by type), data destruction (on-site or off, shred or wipe, certificates needed), logistics (dock, elevator, stairs, distance, after-hours), labor (deinstall, de-racking, packing), hazardous items (batteries, UPS, CRTs), and documents the customer needs.
Questions I forgot to ask: up to eight, each tied to a line of the scope it would change. Batteries, access and certificate requirements are the usual misses.
Quote skeleton: a table of line items with quantity, unit and <price>. Include the lines people forget: on-site shredding, serial-level reporting, packing materials, after-hours labor, a second trip, disposal fees for non-resaleable items.
Assumptions and exclusions: what the quote assumes ("dock access 8am–5pm", "no raised-floor removal"), written so it can go straight into the quote.
Risks: the three things most likely to blow the budget, each with how to price or exclude it.
Timeline: walk-through, pickup, processing, certificates, as a short list with <dates>.

Rules

Never suggest or invent prices, rates or margins. Use <price> placeholders only.
Don't guess counts. Missing information becomes a question.
Drafts only. Nothing goes to the customer from here.

Sample (made up, for practice)

Served from the uplift.page library and refreshed within 5 minutes of every update.