Library / Agency Ops

Client Proposal Writer Claude skill

Drafts a scoped agency proposal with deliverables, timeline, pricing options, and terms.

Who it's for: Agencies and consultants closing new retainers.
Last tested: 2026-10-22. License: MIT.

SKILL.md

---
name: client-proposal-writer
description: Write a client proposal or statement of work. Use when the user asks for a proposal, SOW, pitch document, or pricing options for a prospective client.
---

# Client Proposal Writer

## Inputs
Client name, their goal, discovery notes, services, budget range, timeline.

## Steps
1. Restate the client's problem in their words (from notes).
2. Proposed approach in 3 phases with deliverables per phase.
3. Timeline table by week or month.
4. Three pricing options (good, better, best), each listing what is included and excluded.
5. Assumptions, out of scope, payment terms, next step to sign.

## Rules
- Use only prices the user gives. Never invent case studies or client logos.

How to install

Claude.ai (web and desktop)

1. Make a folder named client-proposal-writer and save the file above inside it as SKILL.md.
2. Zip the folder.
3. Go to Settings, then Capabilities (or Customize, Skills, depending on your app version), and upload the zip. Code execution must be on.

Claude Code

mkdir -p ~/.claude/skills/client-proposal-writer
# paste the SKILL.md into:
~/.claude/skills/client-proposal-writer/SKILL.md
# or per project: .claude/skills/client-proposal-writer/SKILL.md

Claude API

Upload the folder to the Skills API, then pass the returned skill ID in the container of a Messages request with the code execution tool on.

curl -X POST https://api.anthropic.com/v1/skills \
  -H "x-api-key: $ANTHROPIC_API_KEY" -H "anthropic-version: 2023-06-01" \
  -F "files[]=@client-proposal-writer/SKILL.md;filename=client-proposal-writer/SKILL.md"

# then in /v1/messages:
"container": { "skills": [{ "type": "custom", "skill_id": "skill_...", "version": "latest" }] },
"tools": [{ "type": "code_execution_20250825", "name": "code_execution" }]

Checked against Anthropic's Skills API guide on 2026-10-22: platform.claude.com/docs/en/build-with-claude/skills-guide

Related skills