Proposal Builder

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A workflow that builds a tailored proposal from your catalog and the client's own context, in an hour instead of a night.
Category
Business Operations
Return
1–2 hrs / week
Stack
Claude · Service Catalog

The Problem

Proposals arrive at the worst possible moment: the lead is warm, the evening is gone, and the document gets built from a copy of the last one, with the previous client's name hopefully caught before sending. Slow proposals cool warm leads, and rushed proposals undersell careful work.

The Solution

A workflow that assembles proposals instead of writing them from scratch. The offer details come from your catalog, the personalization comes from the client's profile, and the prose comes out in your voice. An evening's dread becomes an hour's review.

How It Works

  1. A proposal request names the client and the services under discussion.
  2. Claude pulls the offers from the Service Catalog and the context from the Client Profile, their situation, their language, what they said they need.
  3. The draft assembles to your proposal structure: their problem in their words, the approach, the scope, the investment, the next step.
  4. You review, adjust the judgment calls that deserve a human, and send while the conversation is still warm.
  5. Sent proposals log to the pipeline, and the Follow-Up Engine takes the watch from there.

Built With

  • The Service Catalog as the source of scope and pricing
  • Client Profiles for the personalization layer
  • A proposal template in your structure and voice
  • Handoff to the Follow-Up Engine on send
It sits at the junction of the Service Catalog and the Client Profiles, and every proposal it sends becomes a thread the Follow-Up Engine guards.

What You Get

  • Proposals out within a day of the conversation, while interest is high
  • Personalization drawn from what the client told you, in their language
  • Consistent quality whether it's your first proposal of the month or your fifth of the week

The Numbers

1–2

Days to build and connect

1–2

Hours back every week

~2

Weeks to pay for itself
One to two days to build template and connections. At one or two proposals a week, it returns one to two hours each, and the faster turnaround wins deals the hours alone don't measure.