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Claude Use Case Workshop · Session 1

Build proposals that sound like your firm, every time.

A two-hour, in-person workshop where we build a Claude Project for writing proposals from a blank page. It holds your structure, your pricing logic and your tone, so every proposal starts from the same place.

Reserve a seat See what we build →
In person 2 hours, hands-on Up to 20 people A new Claude use case each month

What we build

Proposals written a month apart rarely match: the structure shifts, scope is worded differently, and the rates come from whichever old document was open. A Claude Project fixes that by keeping your instructions and reference files in one place, loaded at the start of every chat.

In this session I build one live, starting from a blank page, and you build yours alongside me using your own material. By the end you have drafted a proposal from a short client brief and tested whether the Project holds up when you run it again.

Session outline

  1. 1
    Set up the Project
    Create it from scratch and write the instructions that fix your proposal structure, your tone, and what Claude must never make up: prices, dates and client facts.
  2. 2
    Load your source material
    Choose the past proposals, service descriptions, rate card and standard terms worth including, and trim them so Claude draws on the right parts.
  3. 3
    Draft from a real brief
    Turn client call notes or an RFP into a first-draft proposal, and see where the output is right and where it is not.
  4. 4
    Test and tighten
    Run the same brief more than once, spot where the drafts drift, and fix the instructions until they stop drifting.
  5. 5
    Questions and next steps
    Where else the same setup works, and how to keep the Project current as your services and rates change.

What you leave with

  • A working proposal Project built from your own material, ready for your next proposal.
  • A set of instructions you can adapt for other repeat documents, like scopes of work or engagement letters.
  • A simple routine for checking that drafts stay consistent as you update the Project.

Who it is for

Consultants, advisors, agencies and small professional-services firms that write proposals regularly. No technical background needed: if you can write a proposal, you can build this.

What to bring

  • A laptop.
  • A Claude account you can sign in to.
  • Two or three past proposals or service descriptions you are comfortable using. Remove anything client-confidential first.

Your host

Hassan Nishat is the founder of Daily Solutions, an Anthropic Claude Partner Network registered partner that helps professional services firms in the GTA put Claude to work. He sets up Claude environments for clients, and this monthly series teaches the same methods to a small group, with a different Claude use case each session.