Turn a discovery call into a scoped proposal
The call went well, so now the proposal is on you. It is Thursday, two other drafts are open, and what you send ends up being a lightly edited copy of the last one with a scope section you already know will cause an argument in month two.
You paste the call notes, your rate card, and three proposals you have won before, and get back a phased scope with hour ranges, a real out of scope list, and the open questions you should have asked while you still had them on the phone.
The prompt
Paste this into claude.ai and replace anything in brackets.
You are helping me turn a discovery call into a scoped proposal for my agency. Discovery call notes or transcript: [paste your raw notes or the transcript here] What we sell and what we charge: [paste your service list and rate card, or the closest thing you have] Three proposals we have won before: [paste them here, or write SEE PROJECT KNOWLEDGE if you uploaded them] Do this in order: 1. List what the client actually asked for, in their own words, and separate that from what I appear to have assumed. 2. List every open question you would need answered before pricing this. Mark the ones that could move the price by more than 20 percent. 3. Draft the scope as phases with concrete deliverables. For each deliverable, name the roles involved and give an hour range, and price it from my rate card. If I have not given you a rate for something, write RATE NEEDED instead of guessing. 4. Write the out of scope list. Be specific about the things clients usually assume are included, like extra rounds, migration, or training. 5. Draft the full proposal in the structure of my three past winning proposals, in my voice. Rules: do not invent a number, a timeline, a benchmark, or a past result. Anywhere you would need a figure I have not given you, write a bracketed placeholder instead. Keep the language plain enough that a busy owner can read it in five minutes.
What to skip in agencies
- Anything your MSA or NDA does not clearly allow. Plenty of agency contracts restrict sending client material to outside tools without written approval, and some now carry specific AI clauses. Read the agreement, ask, and get the answer in writing before you paste a client's data. Your plan is part of that conversation: on Free, Pro, and Max accounts the model training setting is yours to control in Privacy Settings, while Team and Enterprise accounts sit under Anthropic's Commercial Terms instead.
- Any number in a client-facing report. Claude should never produce a metric, a percentage, or a dollar figure for you. Paste the export from your own reporting tool and let Claude write only the narrative around figures you supplied. One invented performance number in a client report costs you far more than the report saved.
- Live account work. In the browser, Claude cannot log into your ad platforms, project management tool, or time tracker, so it cannot pace a budget, reconcile hours, or tell you what happened in an account yesterday. It knows only what you paste into the chat.
Want all 4 workflows for agencies in your inbox?
Every prompt on this page plus the rest, so you still have them on Monday. One email, then four short ones on making it stick. Unsubscribe any time.
Or answer four questions and Claude writes three workflows for your specific business rather than the industry generally.
Before you try it
More for agencies
- Write the weekly client report without the Friday scramble
- Turn a vague client request into a real brief
- Turn one approved piece into a full channel set