You close a new client on the phone, hang up, and remember the proposal still has to be written. The work isn’t hard. Pricing it, describing every service so the number makes sense, and making the document look right takes the kind of focus you’d rather spend on billable work, so it waits.

Corey Walker, President of The Marketing Specialist and co-author of Instagram for Dummies, handed that job to a Claude Project. On this episode, she shows the whole setup: her handwritten call notes, the project instructions that hold her rates, the past proposals Claude uses as a reference, and the branded draft that comes back about two minutes later. She also shows where she still overrides Claude’s price, in both directions.

Once your rates and past work live in one project, a proposal starts from a few lines of notes. And because Claude writes out the full scope, it lists the work you would have forgotten to charge for, so the price you send covers the job you’ll actually do.

01:23 Proposals before Claude: a Canva template and a lot of dread

07:49 It’s not the work, it’s not wanting to do the work

Corey has run The Marketing Specialist for twenty years, and her old proposal process will sound familiar to anyone who freelances. She kept a designed template in Canva, copied the last proposal she’d sent, and wrote over it. When she finally sat down to do it, she says, it wasn’t a big deal.

Source link