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Bruno Ashford @brunoashfordSubscribeModule 8 · Lesson 8.3 · 12 min
Proposals in Minutes
Generate a tailored proposal from a skill and the client conversation, checked by your reviewer before it goes out.
Use ← → to move. The marker highlights text and the pencil draws on the slide; navigation locks while you annotate. Undo removes the last mark, Esc exits.
1Build or refine your proposal skill
In Module 5 you turned SOPs into skills. Your proposal skill should hold the structure (situation, goals, approach, scope, timeline, investment, next steps), your pricing rules, your terms and two examples of winning proposals.
2Capture the conversation
Save the call transcript or your notes into the project, for example clients/acme/call-2026-10-02.md. If you record calls with a meeting tool, export the transcript. The richer the input, the more tailored the proposal.
3Generate the draft
Ask for a proposal that quotes the client's own words back to them. People buy when they feel understood.
Using my proposal skill, write a proposal for the client in clients/acme/call-2026-10-02.md. Use their exact words when describing their problem and goals. Apply the pricing rules from the skill and show the calculation. Offer three options (essential, recommended, complete). Mark anything you had to assume with [CONFIRM]. Save it to clients/acme/proposal-draft.md.4Review before anyone sees it
Run the reviewer from Module 7. Wrong client names, wrong totals and promises you cannot keep are blockers. Fix, then review again.
Use the reviewer subagent on clients/acme/proposal-draft.md. Fix every blocker and important issue, run the review again, and list any [CONFIRM] items I still need to decide.5Decide, then format
Resolve the [CONFIRM] items yourself. Then ask Claude to produce the final format you send, such as a Word document or PDF using your template. The judgement stays yours; the typing does not.
Speed wins deals. The company that sends a clear, tailored proposal the same afternoon often beats a cheaper competitor who sends a generic PDF four days later. Yet most owners write proposals late at night, copying last month's file and hoping they changed every client name.
In this playbook your call notes or transcript go in, your proposal skill does the structure, your pricing rules do the numbers, and your reviewer catches the mistakes. You spend your time on the one thing only you can do: deciding what to offer.
Key points
- Same-day proposals win deals that four-day proposals lose.
- The skill holds structure and pricing; the transcript holds the client's words.
- Assumptions are marked for you to confirm, never hidden.
- The reviewer runs before any client sees a proposal.
Avoid
- Letting the agent invent scope or prices not covered by your rules.
- Sending without resolving every [CONFIRM] item.
- Copying last month's proposal as the input instead of the real conversation.
A marketing agency used to take three to four days to send proposals after discovery calls, because the founder wrote each one personally. With a proposal skill fed by the call transcript, the first draft is ready within an hour of the call. The founder spends 20 minutes adjusting the options and pricing, the reviewer checks it, and the proposal goes out the same day. The founder says clients now comment that the proposal 'sounds exactly like our conversation'.