Generate Client Proposals From a Reusable Template (Claude Cowork Self-Install Kit)

Send a finished, on-brand proposal in the time it used to take to reformat the last one.

Every proposal you send is basically the same structure rebuilt from scratch. You copy last month's, strip the client name, and lose an hour fixing numbers and scope language.

That hour is clerical repetition, not real work, and it is exactly the kind of loop a template built once removes.

What this kit does

This kit turns your best existing proposal into a master template Claude works from every time. You describe the project scope, the budget range, and the timeline in a few sentences, and it returns a complete, formatted proposal with pricing structure, scope language, and payment terms. The first one takes about 20 minutes to set up, and every one after takes about 5.

What you can expect

Expect per-proposal formatting to drop from an hour or two down to 10 to 20 minutes. Operators sending two or more proposals a week recover 1 to 3 hours of that time. You still own the scope and the pricing, the kit just removes the reformatting.

Who it's for

Built for solo operators, coaches and consultants, and agencies who send proposals often and rebuild the same shell every time. This is a self-install kit you run yourself with your own AI agent, built for Claude Cowork first.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

It is a small kit that rewards repetition. You send proposals on a rhythm, so a master template you reuse for each one earns its keep on the second send and every one after.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. To run it you bring your own Claude with a Cowork account, and one strong proposal you have already sent to use as the master template.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

Not on Claude? The kit is plain files that describe what to achieve rather than which buttons to press, so a capable AI agent on another platform, like ChatGPT Work, can follow the same steps. If anything doesn't map to your setup, email support and we'll get you working.

How to install this kit

Open the kit in Claude Cowork, load your best proposal as the master template, then describe a new project and your agent drafts the full proposal. New to this? How Self-Install Kits Work walks you through it.

Install once, not every month

Proposal software is a recurring cost that bills every month you use it and every month you don't. This is a one-time micro-kit you own and reuse for every proposal from here on. Add it to your cart, open it in Claude Cowork, and turn your next project brief into a finished proposal.