Setup Guide

Discovery call to
proposal in 5 minutes

A Claude skill that reads your meeting transcript, researches the prospect, and writes a print-ready proposal plus the email to send it with. Set it up once, use it after every call.

4 Steps
~15 min First setup
2 Deliverables
Claude Pro Required
What is a Claude Skill?

A skill is a reusable instruction set you upload to Claude once. Claude reads it automatically whenever it's relevant. This particular skill saves proposals to your computer, so it runs in Claude Cowork, Anthropic's desktop app that has filesystem access. One-time setup, then it works in the background on every call.

What the skill produces
Branded HTML proposal
One-page A4, print to PDF with Cmd+P, your colours and logo
Send-with email
Four-sentence email personalised to this specific call
Prospect research built in
Claude looks up the business before writing, no extra steps
Saved to your files
Each proposal lands in its own folder, named for the client
Before you start: You'll need a Claude Pro or Max account (~$20/month at claude.ai). Connectors and Claude Cowork both require Pro or Max.

The setup

1

Connect your meeting tool to Claude

Claude has native connectors for five meeting note tools. Connecting one means Claude can pull your transcript directly, no copy-paste, no file exports. This is done in claude.ai in your browser, no extra software needed.

Open a new conversation in Claude, click the + button (or attachment menu) at the bottom of the chat, select Browse connectors, find your tool, and click Add. Authorise when prompted.

The five available meeting connectors:

🎙️
Mac meeting recorder. Auto-joins calls, transcribes, takes smart notes. Best option if you're on Mac and don't use anything yet.
🔥
Works on any platform (Mac, Windows, browser). Joins your calls as a bot, transcribes, and stores everything searchable.
🔄
Transcribes calls and syncs meeting context with your calendar, emails, and contacts in one searchable place.
🤝
Meeting management tool: agendas, transcripts, action items, and follow-ups in one place. Good if you already use it for meeting prep.
📹
If you run calls on Zoom, connect it directly. Claude can pull transcripts and meeting summaries without any third-party tool.

Once connected, test it with this prompt in Claude chat:

Claude chat
Grab the transcript from my last meeting.

Claude returns the transcript text. Once you can see it, the connection is working. You'll use this same prompt after every call.

Don't use any of these yet? Granola and Fireflies both have free tiers. Pick one, record your next discovery call, and come back to this step. Connectors are available on Claude Pro and Max plans. Check Settings → Integrations if you don't see the option in chat.
2

Personalise and download your skill

The skill needs your business details baked in before you install it: name, contact info, how you price your service, your standard deliverables. Fill them in here and download a personalised zip. Pick whichever method works for you.

Speed tip: If you use Wispr Flow, hold your dictation hotkey and talk through each answer. Faster than typing, especially for the deliverable descriptions.
About you
Domain only, no https://
Your service
e.g. "Operations Audit", "Strategy Sprint", "Growth Review"
Shown under the title on the proposal. Plain, no hype.
Used to tailor ROI maths and language on the proposal
Branding and proposals
Full path with trailing slash. This is where client folders will be created
Leave blank for default teal (#0D9488)
Used for backgrounds. Leave blank for default
Pricing
Appears in the context box on the proposal to frame the investment
Shown after the price. Type "none" if not applicable
Used when no price was discussed on the call. Describe however makes sense
Your four deliverables
1 to 2 lines. Use [TOOL_STACK] if it should reflect the client's actual tools.
Your process steps
Use [KEY_CONTACTS] where client names should appear

Downloads client-proposal.zip with your details baked in. Nothing is sent anywhere (runs entirely in your browser). Then head to Step 3 below to install it.

Copy the prompt below, paste it into any Claude chat (claude.ai works fine), and let Claude ask you the questions one section at a time. If you give it your website URL first, it'll draft the answers from your site and confirm them with you. When it's done, paste Claude's output back here and download.

Speed tip: Use Wispr Flow (or any dictation tool) to talk your answers instead of typing them. Hold the hotkey, speak your answer, release. Sections 5 and 6 especially: describing your deliverables out loud is much faster than writing them.

1. Copy this prompt

Paste into Claude chat
I'm setting up a client-proposal skill for Claude and need to configure it with my business details. Ask me about the following sections one at a time — confirm each section before moving on to the next:

1. About me: full name, business name, email, phone, website domain
2. My service: what I call it (e.g. "Operations Audit"), a one-line tagline, the type of client I serve
3. Branding: where to save proposals (full folder path with trailing slash, e.g. ~/Documents/Proposals/), primary brand hex color, lighter variant hex — or I'll say "default" to keep teal
4. Pricing: billing rate for ROI math (e.g. $150/hr), tax label (e.g. "+ GST" or "none"), price ranges by team size
5. My four deliverables: title and description for each (1–2 lines per description)
6. My four process steps: title and description for each, plus default timeline and delivery format

If I give you my website URL, visit it and use what you find to draft initial answers — but still confirm each section with me before finalising.

After I've confirmed everything, output ONLY a fenced code block in this exact format (key: value, one per line, nothing else after the block):

```
name:
business:
email:
phone:
website:
service_name:
service_tagline:
client_industry:
proposals_folder:
accent_color:
accent_light:
billing_rate:
tax_label:
pricing:
deliverable_1_title:
deliverable_1_desc:
deliverable_2_title:
deliverable_2_desc:
deliverable_3_title:
deliverable_3_desc:
deliverable_4_title:
deliverable_4_desc:
step_1_title:
step_1_desc:
step_2_title:
step_2_desc:
step_3_title:
step_3_desc:
step_4_title:
step_4_desc:
default_timeline:
delivery_format:
```

Ready? What's your website URL, or would you prefer to start without one?

2. Paste Claude's output here

After Claude finishes interviewing you, it will output a code block. Paste the entire thing below, backticks and all.

Downloads client-proposal.zip with your details baked in. Runs entirely in your browser. Then head to Step 3 below to install it.

3

Install in Claude Cowork

This skill saves files to your computer, so it needs to run in Claude Cowork, not the browser. Download it from claude.ai/download.

1
Open Customize
Click your profile picture and select Customize
2
Go to the Skills tab
Select Skills in the sidebar
3
Upload your personalised zip
Click + → + Create skill → Upload a skill → select client-proposal.zip
Skills are private to your account. Only you can see and use it. Nothing is shared with anyone else.
4

Use it after a discovery call

After any discovery or intro call, open Claude Cowork and run the skill. Claude will ask for the client name, then pull the transcript straight from your connected meeting tool, no exporting, no copy-pasting. If it can't find it, it'll ask you to paste.

Claude Cowork
/client-proposal

Claude runs through four steps automatically:

1
Reads the transcript
Extracts client name, team size, pain points, goals, tools, and any pricing signals
2
Researches the prospect
Looks up the business online (what they do, size, key people) before writing a word
3
Confirms the price with you
Suggests a price based on your config, confirms before generating, never auto-fills this
4
Saves proposal.html + email.md
Both files land in a client-named folder inside your proposals directory

To print to PDF: open proposal.html in your browser, press ⌘+P, choose "Save as PDF", and make sure Print backgrounds is checked. The template is already calibrated to one A4 page.

Transcript not found? Make sure your meeting tool connector is connected in Claude settings (Step 1). If the call was very recent, give the connector a minute to sync, then run the skill again. You can also paste the transcript directly if you need to move fast.

What to try after setup

If they push back on price
Scaled-back version
Tell Claude: "Write a revised proposal at 60% of the original scope, keeping the core outcome." Same transcript, different angle.
After you send the proposal
Follow-up sequence
Ask: "Write a 3-touch follow-up for days 3, 5, and 7 if no response." Claude uses the transcript to keep each message specific.
Test it now
Use an old transcript
Don't wait for your next call. Pull a transcript from any past intro meeting and run the skill. You'll see exactly what it builds.
Recurring clients
Renewal proposal
Pull a recent check-in transcript and run the skill. Ask it to frame the proposal around what was delivered vs. what's next.