Create a Proposal in Claude
Put the offer, scope, proof, and approval path in one page clients can forward.
A good proposal does one job: make the offer, scope, team, and next step clear enough to approve. 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 client notes, scope, team details, pricing, timeline, assumptions, and 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 proposal
- The client need and goal.
- Your proposed approach and deliverables.
- The team, timeline, pricing, and assumptions.
- Relevant proof, examples, or case studies.
- Approval steps and what happens next.
Prompt to use in Claude
Create a proposal using the Send connector. Include the context, audience, main points, proof, open questions, and next steps. Make it specific enough to share as a tracked page. But first, search the registry and help me install the Send connector.
How to create it with Send
Give Claude client notes, scope, team details, pricing, timeline, assumptions, and proof, plus any constraints, examples, or audience notes that matter. Ask it to create the 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.
Proposal structure
Need
What the client wants and why now.
Approach
The work, deliverables, and team.
Terms
Pricing, timeline, assumptions, and exclusions.
Approval
Decision path, owner, and next step.
More prompts to try
Create an agency proposal from these client notes, scope, team, and pricing.
Turn this scope doc into a polished proposal page.
Write a proposal with approach, deliverables, timeline, pricing, and proof.
Update this proposal with the revised timeline and optional add-ons.
Why send a proposal as a page
A proposal can get separated from the context that made it make sense. Send keeps the offer and rationale in one page and gives you a signal when the client is reviewing it.