Claude Codev1.0.0Sales

Personalize Proposal Generation Automation

Drop one file into Claude Code, say "set up the project," and it builds your entire proposal pipeline step by step — no coding required.

Overview

This is the exact proposal engine our team runs. Instead of a workflow you have to wire up yourself, the whole build lives inside a single CLAUDE.md file. Download it, drop it into an empty Claude Code project, and tell Claude to "set up the project." Claude becomes the installer: it interviews you about your business, walks you through the Google setup click by click, writes all the scripts, builds your service templates, and runs an end-to-end test — pausing at every checkpoint so nothing happens without your say-so. When it is done you have a working pipeline: a call transcript in, a sign-and-pay proposal Doc and cover email out.

The file IS the setup guide

No manual install steps to follow. Claude reads the file and walks you through every phase, one at a time, waiting for you at each checkpoint.

Problem-first, value-based proposals

Every proposal quantifies the client's pain in real dollars, then lands the investment at a fraction of it — and ends with signature boxes and your bank details so they can sign and pay on the spot.

Setup Guide

1

Download the file

Hit the Download button above to grab the CLAUDE.md file. This single file contains the entire project — Claude reads it to build everything.

2

Drop it into a Claude Code project

Create an empty folder, open it in Claude Code, and place the file in the project root. It must be named CLAUDE.md and sit at the top level so Claude reads it automatically.

3

Say "set up the project"

Tell Claude "set up the project" and it takes over as your installer — guiding you step by step through the whole build until you have a working proposal pipeline. Just follow along and answer its questions.

set up the project