Free guide · Reel 10
This skill reads the transcript of your sales call and writes the proposal in your own template, with the budget, the deadline and every must-have the client mentioned.
Studios, consultants, agencies, trades and freelancers who get on a call, hear exactly what the client wants, then lose an evening turning it into a proposal. If you already record your calls, you have everything this skill needs. If you don't, start with the next one.
The example from the Reel: Priya, a designer at a small interior-design studio in Islington, London, finishes a 40-minute call about a Victorian kitchen. She drops the transcript into Claude, and the proposal comes back in the studio's own layout, with their logo, fonts and pricing table.
Zoom, Google Meet and Microsoft Teams can all save a transcript of the call. Download it as a text file when the call ends. A phone call works too: record it and run the audio through a transcription tool.
Your best recent one, as a PDF or Word file. The skill copies its sections, headings and pricing table. Add your price list too, if you have one.
In Claude, open Settings, then Capabilities, and make sure Code execution and file creation is on. Skills are on the same page.
Copy the skill below into a text file named SKILL.md, put it in a folder called proposal-from-call, zip the folder and choose Upload skill. Using Claude Code? Paste the prompt under the skill instead.
In the sidebar choose Projects, then New project. Call it Proposals and add your past proposal and price list to the project files, so you only upload them once.
Open a new chat inside the project, attach the transcript and write: Write the proposal from this call.
Before the proposal itself, the skill lists anything the client never said, like a missing start date. Fill the gaps, then ask for the Word file.
This is the whole skill. Copy it as it is. It tells Claude what to read, what to pull out of the call, and what it is never allowed to make up.
Paste it into a file named SKILL.md, inside a folder named proposal-from-call.
--- name: proposal-from-call description: Writes a client proposal from a sales-call transcript, in the business's own proposal template. Use when the user shares a call transcript or call notes and asks for a proposal, quote, estimate or scope of work. --- # Proposal from a call Your job: turn a sales-call transcript into a proposal the business can send the same day. Use only what was said in the call and what is in the business's own files. Never invent facts, prices or dates. ## What you need - Required: the call transcript (text, a document, or pasted into the chat). - Template: a proposal the business has already sent. Look in the project files and the chat attachments. If there is none, use the default structure at the end. - Optional: a price list, a rate card or a file about the business. If there is no transcript, ask for it and stop. ## Steps 1. Read the whole transcript before you write anything. 2. Build a fact sheet: - client name, company, and who makes the decision - the problem, in the client's own words - the budget, exactly as it was said - the deadline or start date - must-haves - nice-to-haves - what is out of scope - the next step both sides agreed Next to each item, quote the transcript line it comes from. If an item was never said, write "Not in the call". 3. Read the template. Copy its section order, headings, tone, length and pricing-table layout. Copy nothing about the old client: no names, addresses, project details, prices or dates. 4. Price only from the price list or from numbers said in the call. If a price is missing, write [PRICE TO CONFIRM]. Never guess a number. 5. Write the proposal in the template's structure, in the language of the transcript. Describe the problem in the client's words. Every scope item must come from the fact sheet. 6. Before the proposal, show the user: - "To confirm": every item marked "Not in the call" or [PRICE TO CONFIRM] - up to 3 questions to send the client 7. Then show the full proposal and offer it as a Word document. ## Default structure (only when there is no template) 1. Title: [Client] x [Business], [project name] 2. What we heard (3-5 lines, in the client's words) 3. What we will do (included / not included) 4. Timeline 5. Investment (table: item, price, total) 6. Next steps and how to say yes 7. How long this offer is valid ## Rules - Nothing said in the call, nothing written in the proposal. - Keep the currency and units the client used. - Plain words, short sentences, no hype.
If you work in Claude Code, send this message and paste the skill under it. Claude saves it for you.
Create a new skill for me. Save the text I paste below, exactly as it is, to this file: ~/.claude/skills/proposal-from-call/SKILL.md Then tell me in two lines how to use it. [paste the skill here]
If the budget and start date are only in your head, the skill can't use them. Before you hang up, say them back: so we're working with £18,000 and starting on 3 March?
The past proposal is only a template. Check the first draft for a name, an address or a price from the old job. The skill is told to drop them, and a quick read makes sure.
The skill writes fast, but it doesn't know your margin. Read the scope and the price table before it goes out. Five minutes of reading still beats an evening of writing.