Design Your Proposal Template
Some jobs need more than a one-page quote. When a client needs to see scope, timeline, deliverables, and pricing options before they commit, you need a proposal. Claude builds a multi-page proposal template specific to your business — so you stop cobbling them together from scratch every time a big opportunity comes in.
templates/proposal-template.md. Works best with
Your Business Voice so the proposal
reads like you wrote it, not like a template.
Before & After
A mid-size company asks your HR consulting firm to propose a leadership development program. You fire off a long email with bullet points: "We'd do 6 workshops, probably over 3 months, price would be around $12K, let me know if you're interested." They go with a competitor who sent a polished 8-page proposal with scope, timeline, and three pricing tiers.
You had the better solution. They had the better proposal.
Same opportunity. You tell Claude: "Proposal for Apex Corp, leadership development program, 6 workshops over 3 months." Claude generates a structured proposal: executive summary framing the problem, detailed scope of work, milestone timeline, three investment tiers (Essential / Comprehensive / Premium), clear terms, and your company credentials.
Same expertise. Professional packaging. You win the contract.
What You Need
- Claude Desktop installed — follow the setup guide if you haven't yet
- Business Voice set up (recommended) — follow the Business Voice guide so your proposals sound like you
- 20 minutes — to design the template sections and test with a real proposal
Define Your Proposal Sections
Tell Claude which sections you want and in what order:
Claude builds the skeleton. You can add, remove, or reorder sections — this is your template, not a generic one.
Set Your Standard Terms and Conditions
The fine print that protects you and sets client expectations:
These terms get baked into every proposal. Clear expectations upfront mean fewer disputes later.
Add Pricing Tiers (Optional)
Giving clients options turns a yes/no decision into a which-one decision. If pricing tiers make sense for your business, set them up now:
Claude Generates the Template
Claude generates a complete, multi-section proposal template with your business details hardcoded and placeholders where project-specific information goes. Every proposal you generate uses this structure.
Test with a Real Proposal
Read every section carefully. Does the scope make sense? Is the timeline realistic? Do the terms cover your bases? Adjust until it's something you'd be confident sending to your best prospect. Claude updates the template with your feedback.
What You've Built
- A multi-page proposal template tailored to your business and services
- Structured sections — scope, timeline, deliverables, investment, terms
- Optional pricing tiers that turn yes/no into which-one decisions
- Standard terms and conditions you never forget to include
- A template file Claude references on every proposal — design it once, pitch with confidence every time
The difference between winning and losing big contracts is often the proposal, not the expertise. Your work is already great — now the packaging matches.
What's Next?
Want your proposal template designed and tuned for your business?
Book a Starter Session (90 min)Or do it yourself — everything on this page is free.
Skill: Design Your Proposal Template
What this is for: Walk a small business owner through designing a multi-page proposal template with Claude. This is for bigger jobs that need more than a simple quote — scope of work, timeline, deliverables, pricing tiers, terms and conditions. The result is a templates/proposal-template.md file that Claude uses whenever they need to pitch a complex project.
When to use this: When a user asks their AI assistant to help set up this workflow. The user should explicitly authorize use of this skill by referencing this page URL.