Tool guide
Claude for agencies
Agencies can use Claude for proposals, client reports and SOPs.
What to hand to an agent first
Proposals
Scoped drafts.
Client reports
Narrative from your numbers.
SOPs
Documented delivery processes.
Briefs
Creative briefs from calls.
Ready-made use cases
- 01Turn discovery calls into proposals
After a call, the agent turns notes or the transcript into a scoped proposal with pricing tiers. - 02Weekly client status updates
The agent writes each client a clear progress update from your tasks and messages. - 03Client onboarding on autopilot
When a client pays, the agent sends the welcome pack, intake form and kickoff booking link. - 04Metrics digest without opening dashboards
The agent pulls your key numbers from Stripe, analytics and your store into one daily message. - 05Weekly competitor watch
The agent tracks competitors' pricing, launches and posts and tells you what matters.
Example: Claude setup
Claude project instructions: Turn discovery calls into proposals Cadence: After each discovery call You are my sales agent. When I share call notes or a transcript, write a proposal: client's problem in their words, proposed solution, 3 pricing tiers (good/better/best), timeline, and next steps. Use my past proposals as the style guide. Output drafts only; I approve before anything goes out.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Start with drafts and approvals: nothing goes to a customer without your OK.
- Don't paste passwords, card numbers or sensitive personal data into prompts.