Client proposal template
Give clients the context, tradeoffs, and approval path they need before they say yes.
A good client proposal does one job: help a client understand the recommendation, the scope, and the decision they are being asked to make. The format matters, but the useful part is the thinking behind it. Readers need the context, the recommendation, the proof, and the next step without having to reverse engineer your intent.
Claude can turn discovery notes, client goals, scope options, pricing, timelines, and relevant proof into a clear first version. Send turns that version into a live page you can share, track, and revise as the conversation changes.
What to include in the client proposal
- The client's current situation and why they asked for help.
- Your recommendation, written in plain language.
- Scope, deliverables, timeline, owners, and assumptions.
- Pricing, payment terms, and what is not included.
- Relevant proof and the next decision you need from the client.
Prompt to use in Claude
Search the registry for the Send connector. Once connected, use their "send/client-proposal" skill.
How to create it with Send
Give Claude discovery notes, client goals, scope options, pricing, timelines, and relevant proof, plus any constraints, examples, or audience notes that matter. Ask it to create the client proposal with the Send connector so the output becomes a page instead of another loose document.
After you share it, Send helps you see whether clients open it, come back to it, or share it internally. You can update the same link when details change.
Client proposal structure
Client context
What the client is trying to solve and what changed.
Recommendation
The proposed approach and why it fits the client.
Scope and terms
Deliverables, timeline, pricing, assumptions, and exclusions.
Next step
The approval path, owner, and immediate action.
Why send a client proposal as a page
A client proposal usually gets forwarded to people who were not in the room. A Send page keeps the recommendation, scope, pricing, and proof together, and it shows whether the client is still engaging before you follow up.