Send Proposals in 10 Minutes. Not 5 Hours.
Upload 15 consulting workflows to Claude Cowork. Say “build a proposal for this client.” Get a formatted .docx with scope, methodology, pricing, timeline, and terms. Done. $199 once. 60-second setup. 30-day guarantee.
One-time purchase. Pays for itself in the first week.
Trusted by consultants at 200+ companies
The Find-and-Replace Ritual
Your proposal process is broken.
It’s 6pm on Thursday. Your client wants the proposal by tomorrow morning.
You open your last proposal — sent three months ago, for a completely different client. You start the find-and-replace ritual.
“Acme Corp” → “NewClient Inc.” Scroll through praying you didn’t miss one. Rewrite the scope because this project is different. Rebuild the pricing table. Fix the formatting that broke when you copy-pasted.
3 hours later, you have a proposal that looks basically like your last one. With a different name. Maybe.
You’ve tried using Claude. It gives you a wall of text. No pricing tables. No methodology section. No sign-off block. Just paragraphs that you’ll spend another hour formatting into something you can actually send.
What if you could say “build a proposal for this client” and get a complete .docx — with executive summary, methodology, deliverables, timeline, pricing table, and terms — saved to your folder in 10 minutes?
See how the Proposal Builder works \u2193
Not prompt templates. Complete workflows.
See how a single skill turns raw input into a polished deliverable through multiple processing steps.
Proposal Builder
Input
Meeting notes: “Client wants a 3-month digital transformation, budget $150K, main contact is Sarah, deliverables include roadmap and vendor assessment”
Processing
Output
Client_Proposal.docx — Branded proposal with methodology, timeline, pricing, and sign-off block
15 consulting workflows. One upload. Proposals in minutes, not hours.
What the output actually looks like
Executive summary, methodology, deliverables, timeline, pricing table — all formatted and ready to send.
Client Proposal
Prepared for: Acme Corp · March 2026
1. Executive Summary
2. Methodology
3. Deliverables
4. Timeline
Phase 1: Discovery (Weeks 1-3)
Phase 2: Analysis (Weeks 4-7)
Phase 3: Delivery (Weeks 8-12)
5. Pricing
| Phase | Hours | Cost |
|---|---|---|
| Discovery | 40 | $20,000 |
| Analysis | 50 | $25,000 |
| Delivery | 30 | $15,000 |
| Total | 120 | $60,000 |
Not a template. Not a wall of text. A complete proposal built from YOUR meeting notes.
What consultants are saying
“The proposal builder alone paid for itself on the first client engagement. Saved me 5+ hours.”
James K.
Management Consultant · Independent
That\u2019s just proposals. The Consulting Pack has 14 more workflows.
But proposals are just the beginning.
The Consulting Pack has 15 workflows. The Proposal Builder is one of them. Here are the other 14 — for status reports, SOWs, case studies, timesheets, and every other piece of admin that eats your billable hours.
Claude Chat vs. Claude Cowork
Claude Chat
Claude Cowork
Cowork is a mode in Claude Desktop where Claude has access to your filesystem. Point it at a project folder, describe what you need, and it reads your data, runs the skill, and saves polished documents directly to that folder. Say “build a proposal for this client” and get a finished .docx saved to your folder. If you have a paid Claude plan (Pro, Team, or Enterprise), you already have Cowork. Open Claude Desktop → toggle Cowork on → you’re ready. Don’t have Claude yet? Get it at claude.ai/download — plans start at $20/month.
15 skills. Every one produces a real file.
These aren't generic prompts — they're structured workflows that produce real formatted documents. Click any skill to see what goes in and what comes out.
Proposal Builder
Meeting notes → polished client proposal with scope, pricing, and terms.
.docxSOW Drafter
Formal Statement of Work with payment schedules, acceptance criteria, and legal flags.
.docxProject Kickoff Deck
11-slide presentation: scope, timeline, RACI, risks, communication plan.
.pptxOnboarding Packet
Welcome letter, intake questionnaire, and onboarding checklist for new clients.
.docxWeekly Status Report
RAG dashboard, accomplishments, blockers, and action items. Every week, in minutes.
.docxMeeting to Deliverable
Meeting transcript → structured action items + follow-up email. Instantly.
.docxClient Report
Project data → executive-ready report with metrics, risks, and recommendations.
.docxScope Change Request
Formal change order with impact assessment, revised timeline, and approval block.
.docxRate Card Calculator
4-sheet pricing tool with rates, project calculator, and discount tiers.
.xlsxRetainer Tracker
Hours used vs. available, rollovers, utilization alerts, and billing summaries.
.xlsxTimesheet & Invoice Summary
Raw time entries → billable summaries by client, project, and consultant.
.xlsxCase Study Writer
Project completion notes → polished client success story for your portfolio.
.docxEnd-of-Project Summary
Formal closeout: deliverables inventory, budget summary, lessons learned, sign-off.
.docxTestimonial Request Drafter
Email, LinkedIn, and review site request templates. Includes a pre-written draft for the client.
.docxProject File Organizer
Messy project folder → organized structure with categorized subfolders + index.
.xlsxLet's do the math.
5 hours/week × $200/hour = $1,000/week lost to admin
$1,000 × 52 weeks = $52,000/year in unbillable time
The Consulting Pack costs $199. One time.
$52,000 in recovered time. From a single $199 purchase.
①Case studies you actually publish
Great engagement just finished. Client is happy. Strong results. You should write a case study. You won’t — not billable, not urgent, takes 4 hours.
The Case Study Writer takes your project notes and produces a polished success story — challenge, approach, results, client quote placeholder. Formatted .docx, ready for your website. 10 minutes.
②Friday afternoon is not for status reports
Every Friday. Same ritual. Open the template. Remember what you accomplished. Check Slack, calendar, notes. Cobble together a summary. One hour. Every Friday.
The Weekly Status Report skill takes your rough notes and produces a formatted report with RAG dashboard, accomplishments, blockers, action items, and next steps. 5 minutes. Schedule it — your Friday afternoons are yours again.
③SOWs with legal review flags
The SOW Drafter produces a formal Statement of Work with payment schedules, acceptance criteria, and [REVIEW WITH LEGAL] flags on sensitive clauses. Not a substitute for legal counsel, but it gets you 90% there.
④The $52,000 you’re leaving on the table
5 hours/week on proposals, status reports, SOWs, timesheets, and case studies. None of it is billable. All of it is mandatory.
5 hours/week × $200/hr = $1,000/week you’re not billing. Over a year: $52,000 in lost revenue.
The Consulting Pack costs $199. You bill $200/hr. It pays for itself in less than one billable hour.
More from the community
“My weekly status reports used to take an hour to format. Now it’s 3 minutes and they look better than before.”
Maria L.
Freelance Consultant · Solo Practice
“I finally have case studies for my best projects. The writer nailed the narrative arc on the first try.”
David P.
Strategy Consultant · Boutique Firm
“The SOW drafter with legal review flags saved me from an embarrassing contract issue. Worth every penny.”
Rachel T.
IT Consultant · Independent
“Recommended this to my entire consulting network. We went from hours of admin to minutes across the board.”
Michael S.
Partner · Consulting Firm
“But I can just prompt Claude myself...”
Sure. Here’s what that looks like for a consulting proposal.
DIY Prompting
Attempt 1: “Write a proposal for Acme Corp”
Attempt 2: “Add methodology, timeline, and pricing table”
Attempt 3: “Format as .docx with sections and a sign-off block”
Attempt 4: “Fine, I’ll copy into Word and format myself”
With SummonSkills
“Build a proposal for Acme Corp from these meeting notes”
Skills aren’t prompts. They’re complete workflows with built-in structure, validation, and formatting.
15 workflows. Not 15 prompts. Real documents, not text walls.
⑤What 60 seconds changes about your next 12 months
Week 1: Upload the ZIP. 60 seconds. New client inquiry. You say “build a proposal” and send it same day. Client says “that was fast.” You close the deal.
Month 1: Status reports going out every Friday — on time, formatted, professional. Client mentions how organized you are compared to their last consultant.
Month 3: Three case studies written. Your website has a portfolio for the first time. Prospect finds them and reaches out.
Month 6: You take on a fourth client. Not more hours — you freed up 5 hours/week of admin.
Three steps. Five minutes.
Upload the skill pack
Open Claude Desktop → Customize → Skills → Upload ZIP. Done in 60 seconds. (Claude Desktop is free. Cowork is included in any paid Claude plan.)
Point Cowork at your folder
Open your project folder in Cowork. Claude sees your client files, meeting notes, and data.
Say what you need
"Build a proposal for this client" — Claude activates the right skill and saves the deliverable.
No code. No configuration. No prompt engineering.
Set it once. Get it every week.
Use Claude Cowork to schedule any skill. Fresh reports land in your folder automatically.
No cron jobs. No Zapier. Just a folder and a schedule. Cowork is included in all paid Claude plans — no extra purchase needed.
Scheduling requires Claude Desktop with Cowork enabled. Available on all paid Claude plans.
Still not sure?
“I can write proposals myself.”
Of course you can. The question is whether 5 hours of your $200/hr time should go to document formatting. The Proposal Builder doesn’t think for you — it formats your ideas into professional deliverables.
“$199 seems expensive.”
You bill $200/hr. The pack pays for itself in less than one hour of recovered time. After that, every hour saved is pure billable revenue. $199 → $52,000/year in recovered capacity.
“My clients expect a personal touch.”
Every skill adapts to YOUR client details. The proposals include YOUR methodology, YOUR timeline, YOUR pricing. Add folder instructions to set your firm’s tone, formatting preferences, and standard sections.
“What if I don’t use all 15 skills?”
If you use just 3 skills regularly — Proposal Builder, Weekly Status Report, and Case Study Writer — you’re saving 6+ hours/week. That’s $1,200/week in billable time from 3 out of 15 skills.
“I already have templates.”
Templates need find-and-replace, manual updates, and formatting fixes every time. Skills produce fresh documents from your actual engagement details. No carry-over errors. No missed client names.
“I’m not sure my clients will accept AI-generated documents.”
The skill generates the structure and first draft. You review, tweak, and make it yours. Your client sees YOUR methodology, YOUR pricing, YOUR terms — formatted professionally. They don’t know how it was made. They just know it arrived in 10 minutes instead of 3 days.
Every Friday you spend formatting is a Friday you’re not billing.
What you need to get started:
Less than one hour of your time.
Consulting Pack
One-time purchase. No subscription. No recurring fees.
All 3 Packs — 45 skills
Marketing + Consulting + Sales
Save $148
That's $8.87 per skill.
One-time purchase · No subscription · 30-day money-back guarantee
Questions? Answered.
No. Each skill is a multi-step structured workflow with specific formatting rules, edge case handling, and professional document generation logic. The outputs are real .docx, .xlsx, and .pptx files — not chat responses.
Your billable hours shouldn’t go to admin work.
Get the Consulting Pack and reclaim your time.
One-time purchase · 30-day money-back guarantee · Instant download