Setup time
30 min
One-time
Time saved
~3 hrs
per week
Tools
Claude AI
Free tier works
Difficulty
Beginner
No code
Cost · AIM Pro
R299
approx. €16
Once-off to unlock
What this workflow does
This workflow uses Claude to turn a discovery conversation into a structured, client-ready proposal. Paste in your call transcript or your own notes — either way, Claude extracts the brief, drafts the proposal, and hands you back a polished draft you can refine in minutes. It removes the blank-page problem and keeps every proposal consistent in tone and structure, whether you write it or a junior team member does.
Who it's for
- Independent consultants writing proposals weekly
- Small agencies needing a consistent voice across writers
- Freelancers and solo operators wanting a faster first draft
- Junior assistants or interns running this workflow independently
Input
Call transcript OR discovery notes
Paste either one — the first step explains both options
Output
Polished proposal
Client-ready draft
What you'll need
What good looks like
Proposal — Acme Co.
A focused engagement to streamline onboarding
Deliverables
Investment
R150k – R220k
Example output
- One-paragraph context summary that shows you understood the brief
- Three clearly scoped deliverables, not vague promises
- Week-by-week timeline the client can plan around
- An investment range — not a single number pulled from the air
- A short 'why us' closing in plain English, no AI filler