Quotes & proposals · Claude
Write a quote or proposal a client will actually read
For service businesses, custom orders, and memberships — turn messy notes into something you can send tonight.
The gap between "I know what to charge" and "I wrote it up properly" is where quotes die at 9pm. Same problem if you sell custom orders, packages, or a studio membership and the follow-up email never goes out. This closes that gap.
- 01before you start
Have the rough notes ready
You do not need a template. Jot the job or package, what's included, the price or range, timeline, and anything that is not included (rush fees, delivery, extra sessions). Messy bullets from your phone are enough.
- 02copy this
The quote / proposal prompt
Paste your notes after this:
Turn these notes into a short quote/proposal I can paste into an email. I run a [service / studio / custom-order] business in Metro Vancouver. Keep it warm but businesslike, no jargon, easy to scan on a phone. Make the price obvious. Add a line about what is NOT included so there is no confusion later. End with one clear next step (reply, book, or pay the deposit). Notes: [paste]
- 03copy this
The follow-up when it goes quiet
For quotes sitting more than 3 days — a nudge, not a chase. In a small market, the same people talk:
Write a short, friendly follow-up email to a client who has not responded to a quote I sent 4 days ago for [job / package]. No pressure, just checking if they have questions. Mention the quote is valid until [date]. Keep it under 80 words, no guilt.
- 04save it
Reuse your own voice, not a generic one
Once you like a quote Claude writes, stay in the same chat and say: "Save this structure as my quote template — use this layout every time I give you notes." Next time, paste new notes and ask for the same format. If you set up a Claude Project (see the setup guide), drop that instruction there so every new quote starts from your voice.
Quoting faster helps you close. It does not fix what happens after — scheduling, invoice chasing, the numbers living in five tabs. The assessment maps all of that in one week and tells you which 3–7 tools are actually worth your time.
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