Module 3 · Build #1: The Proposal Generator

Polish, snapshot & make it a habit

The tool works. This lesson tightens the design, saves your work safely, and turns the whole thing into a five-second habit — so every future deal starts the same easy way.

Tighten the details

A few finishing touches separate “good enough” from “this person is serious.” Make each one its own small request, the same one-change-at-a-time rhythm you already know:

• “Give the pages a bit more margin so it doesn’t feel crowded.”
• “Make sure sections don’t get split awkwardly across a page break.”
• “Add a signature and acceptance block at the end — a place for a name, a date, and a signature line.”

Save it safely

This is the Module 2 habit, now for real: snapshot your work and back it up to GitHub so a dead laptop can never take your tool with it. One line does it:

Save a snapshot of my work with git, then push it to a private GitHub repository. Walk me through any login steps one at a time.

Your new routine

From now on, every new deal starts the same five moves. Keep this within reach:

1. 1

   Open proposal-builder in Claude Code

   Double-click in, permissions on.
2. 2

   Say “new proposal”

   The playbook takes over from there.
3. 3

   Answer the interview

   Plain speech, one question at a time.
4. 4

   Approve the draft

   Edit it together until it reads like you.
5. 5

   Send the PDF

   Verified, on-brand, done in minutes.

Ideas for later

Not now — but when you’re ready to make it even better, these are one prompt each:

• A cover-page option for bigger proposals.
• Different template variants for your different services.
• A follow-up-email drafter that reads the proposal you sent and writes the check-in message a week later.