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One-page client proposal

Turns the thinking into something a client can say yes to. One page, because a longer proposal is read by fewer people and signed by none of them faster.

The printable canvas and the handoff into Claude Code are part of a paid plan. See what a plan includes. It needs the Claude desktop app on this machine, and your team and the prompt library already installed in that project — we cannot see your disk, so open it there.

Stage
03 Choose
Works at
All levels
Maturity
Early startup → Large organisation
Time
Two hours

What it is

A single-page document that turns advisory thinking into something a client can approve. Short by design: proposals get longer as confidence drops, and length correlates negatively with signature.

Their problem
Stated in the client's own language, first. Anything that opens with your credentials reads as marketing.
The outcome
What will be different when the work is done. What they are actually buying.
Approach
How you would get there, in enough detail to be credible and not so much that it becomes a method statement.
Scope boundaries
What is included and what is not. Protects both sides and prevents the conversation nobody enjoys in month two.
Price and terms
Clear, with what it covers. Vagueness here is read as either uncertainty or an intention to increase it.
Next step
A specific action with a date. "Let me know" ends more proposals than price does.
The mistake people makeThis is for advisers proposing to a client. If you are the business rather than the adviser, the equivalent document is a board paper — different audience, different structure, different authority.
What it’s forYou are a consultant and need to turn this thinking into a proposal.
What it’s not forYou are the business, not the adviser.

How you run it

  1. Open with their problem, in their wordsNot your capability. If the first paragraph is about you, it reads as a brochure and gets filed as one.
  2. State the outcome, not the activityWhat is different when this is finished. Clients buy outcomes and are billed for activity; lead with the half they care about.
  3. Be specific about approach without writing a method statementEnough that they can see how it works. Not so much that they could do it themselves or that it reads as a process document.
  4. Price it clearly, with what is includedVagueness about price reads as either embarrassment or a plan to increase it later. Both cost you the deal.
  5. End with a dated next stepNot "let me know". A specific action with a date, ideally one you have already discussed.

The prompt

Two ways to run it

Run this tool in your own Claude

The short prompt starts your partner against the library on your disk. The long one carries everything with it and needs nothing installed.

🔒 Prompt locked

Everything above is free — what this tool is, what it is for, what it is not for, and how to run it as a workshop. Three tool prompts a month are free with an account; beyond three, and for the printable canvas, it is the paid part.

See plans — from £19 a month

Your playbook

It lands in the earliest stage this tool suits. Move it on the Playbook page.

You’ll need

  • The client's actual problem in their words
  • A clear view of what you would do and what it costs
  • Understanding of who signs and what they need to see

You’ll end up with

  • One page: problem, approach, outcome, price, next step
  • Written in the client's language
  • A specific next step with a date

Runs well with

Acquisition screen and synergy thesisAI opportunity mapAssumption mappingBusiness case and driver model