Proposals, decks and sales documents
🔒Join free to watch this video lessonFree account · takes 30 seconds · no card neededJoin free & watchAlready a member? Log inProduce proposals, one-pagers, comparison sheets and decks from your notes — formatted and ready to send after review.
In this lesson you’ll learn to
- I turn call notes into structured proposals
- Comparisons show calculations
- I give brand colours and examples
- A human checks prices, names and terms
From notes to proposal
“Here are my discovery call notes and our pricing sheet. Draft a proposal: their goals in their words, our approach in three phases, one case study, deliverables and timeline, three package options, next steps.”
Comparison and savings sheets
Upload a prospect’s current bill or rate card and your pricing; ask for a side-by-side comparison with calculations shown so you can check them.
Decks and docs
Claude can create documents, spreadsheets and presentations you can download and edit. Give it your brand colours and an example.
Review checklist
Prices, names, dates, legal terms and any promises — always checked by a human before sending.
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