Examples / Sales / Proposal from a call

A proposal drafted from the discovery call

The call went well. Now the proposal has to say what they said, back to them — and drafting that takes the evening. This takes the transcript.

proposal-writer by claude-office-skills

Turns discovery material into a structured proposal — executive summary through next steps — in a real document.

↓ 3,344 installs★ 173sales · demo-followup

The problem

The discovery call had everything — their pain, their constraint, their timeline, their fear.
Now it has to come back as a proposal that proves you heard it — while it's still fresh. That drafting is the evening.

You give Cowork the broken file and one sentence:

Draft a proposal from this discovery call — their goals, constraints and timeline reflected back — plus the follow-up email to send with it.

And this is what comes back:

Before — a 41-minute transcript

sandra: “I need to stop paying people to compare spreadsheets”

otavio: nothing installs on POS machines. cloud or nothing

sandra: committee meets jul 2. budget exists this quarter

sandra: store staff “allergic to new systems”

agreed: proposal before jul 2

After — proposal + email

✓ one call → two deliverables, every section traceable

The drafting evening back — the call already contains the proposal; this extracts it.
It says what they said — their constraint (nothing installs on store machines), their date (the July 2 committee), their fear (adoption) — answered in the design, not boilerplate.
Two deliverables from one input — the proposal and the follow-up email, consistent with each other.
A real .docx — open, adjust the numbers, send.

~1 eve.

of drafting, back

deliverables from 1 input

sentence typed

Click here to download it — or use the Download button on its Claudinho page. A .skill file lands in your Downloads folder.

Open your Downloads folder and drag the file into the Claude desktop app window. Steps 1 and 2 are once — from now on you start at step 3.

The call recording's transcript, or even your raw notes from it.

You don't need to mention the skill: Claude recognizes a proposal job and uses it on its own.

Draft a proposal from this discovery call — their goals, constraints and timeline reflected back — plus the follow-up email to send with it.

Check the numbers and the names — the structure and the listening are done.

Prefer a command? npx skills add https://github.com/claude-office-skills/skills/tree/main/proposal-writer does the same.

Sales · demo-followup · live