Agencies
Your proposal, read by the right people. You'll know which ones.
Every agency can produce a polished proposal in minutes now. Make yours in Claude, send it as one page in your brand with a link for everyone on the client's side, and see who's reading before the decision call.
- 01
One page instead of a deck and five attachments
Strategy, case study, scope, fees and the team, in the order you'd walk them through it. It still makes sense when your contact passes it on.
- 02
Know who's deciding
Proposals get passed around to people you never meet. Ask your contact who else is deciding, give each of them a link, and see who's actually reading.
- 03
Change the scope once
Scope moved after the call? Update the page and every link to it shows the new version. Nobody is reading v3_final_FINAL.pdf.
- 04
In your brand, or theirs
Use your agency's logo and colors, or put the page in the client's brand so it feels like their project from day one.
In Claude now
ChatGPT coming soonFrom call notes to proposal in one chat
Ask Claude to turn your call notes and past work into a proposal page, make the links and set the gates. You check it and send it yourself.
- “Turn today's call notes into a proposal page for Acme Coffee.”
- “Make a link for each of these four people.”
- “Who's read the Acme proposal? Draft a note to the most engaged.”
A customer quote goes here once we have written permission to use it.