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Draft a proposal / SOW from discovery notes

The 'out of scope' list prevents the 90% of disputes that kill projects.

by @whitney · recommended tool Claude · 0 unlocks

You'll need

CLAUDE SKILLS

docx

CONNECTORS

Google DriveFathom

EXAMPLES · WHAT THIS PROMPT PRODUCES

Sample output

**Proposal — Lifecycle Email & Retention Program for Brightleaf Coffee**

**Context**
Brightleaf has strong first-purchase volume but a 22% repeat rate and no automated lifecycle program. Discovery confirmed Klaviyo is connected but flows are dormant.

**Objectives**
- Lift 90-day repeat rate from 22% to 32%.
- Recover 8–12% of abandoned carts via automated flows.
- Establish a measurable, owned-revenue baseline.

**Scope — In**
Welcome, abandoned-cart, post-purchase, win-back, and replenishment flows; 4 segments; deliverability audit; monthly reporting.

**Scope — Out**
Paid media, SMS program build, custom Shopify dev, creative photography.

**Approach**
Audit → segment → build 5 core flows → 30-day optimization → handoff with playbook.

**Timeline**
Weeks 1–2 audit + segmentation; Weeks 3–5 flow builds; Weeks 6–8 launch + optimize.

**Deliverables**
5 live flows, segment library, deliverability report, monthly dashboard, ops playbook.

**Team**
Lifecycle lead + email designer + analyst (fractional).

**Pricing**
$14,500 setup + $3,200/mo retainer (3-mo min).

**Assumptions**
Klaviyo + Shopify access provided week 1; brand assets supplied; one revision round per flow.

**Next steps**
Countersign by Friday to hold the Q3 build slot; kickoff call the following Monday.

PRICE HISTORY0 cr · current

PROMPT TEMPLATE · v1.0.0

Draft a <SERVICE> proposal for <CLIENT> based on attached discovery notes.
Sections: context, objectives, scope (in/out), approach, timeline, deliverables, team, pricing, assumptions, next steps.
Tone: confident, specific, no filler.