Proposal Agent Team
Turn a prospect name into a complete proposal package. Research, 9 outputs, follow-up sequence, and CRM summary — personalized to every prospect, adapted to your offer type.
What This Is
The Proposal Generator is a plugin for Claude Cowork that researches your prospect and writes a complete proposal package — automatically. Give it a prospect name and it produces 9 structured outputs, saved to a folder, ready to send.
It is not a template. It is not a fill-in-the-blank doc. It is a full proposal pipeline that does the research, writes the document, frames the pricing, and drafts the follow-up — personalized to the specific prospect and adapted to your offer type.
Who This Is For (And Who It Isn’t)
Good fit if you:
- Send proposals for services, coaching programs, partnerships, retainers, or B2B deals
- Spend 2–4 hours writing proposals and aren’t sure they’re landing
- Lose deals to silence after sending — no response, no rejection, just nothing
- Already use Claude Cowork or are ready to start
Not a fit if you:
- Sell low-ticket products where a proposal isn’t part of the process
- Need a full CRM or pipeline management tool — this generates the proposal, it doesn’t track deals
- Want a generic template you fill in yourself — every output is written fresh for each prospect
How It Works
Run /proposal [prospect name] and the plugin researches the prospect, asks a few quick questions about your offer, and generates all 9 outputs saved to a folder.
Three ways to start:
- From Sales Call Prep Agent outputs — paste in your call prep and skip the intake questions entirely
- From existing notes — paste a transcript, meeting notes, or your own brief and the pipeline fills in the gaps
- Cold start — answer 6 quick questions and the pipeline runs the full research suite from scratch
Supported proposal types:
- Service proposals
- Program or course enrollments
- Partnership and collaboration proposals
- B2B / corporate deals
- Retainer agreements
What You Get
10 skills and 5 slash commands installed in your Claude environment:
- /proposal — Full 9-output proposal pipeline
- /proposalintel — Prospect intelligence brief only
- /proposaldraft — Proposal document only
- /proposalemail — Delivery email only
- /proposalfollowup — Follow-up sequence only
Each full run produces: Prospect Intelligence Brief, Proposal Document, Executive Summary, Investment Presentation, Social Proof Block, CTA + Next Step, Delivery Email, 3-Email Follow-Up Sequence, and CRM Summary.
Standalone vs. Connected
Out of the box, the plugin works with web search alone — no integrations required. Fill in the config file once (your name, business, offer type, and pricing source) and it’s ready to run.
To connect additional tools, add them to your .mcp.json file. Optional connections include BetterDocs (for your knowledge base), FluentCRM or any CRM with an MCP endpoint (for auto-pushing the CRM summary), Google Drive (for pulling case studies and social proof), and FluentCart (for pricing data).
How This Fits Into Your Setup
The Proposal Generator installs as a plugin inside Claude Cowork. Once installed, your slash commands are available in any conversation. The outputs folder builds up over time — so your proposal history is always accessible and reusable.
If you’re already using the Sales Call Prep Agent, the Proposal Generator picks up where it leaves off — paste your call prep outputs and skip the intake entirely. The two plugins are designed to work together as a complete pre-call to post-call workflow.
Related Products
Agent Team Builder
You built your first AI employee. Now it's time to build the team. In this 90-minute live working session, you'll set up 3-5 specialized AI agents that handle different jobs across your education business — content, community engagement, student support, and admin. You'll leave with a working AI team, each agent trained on your voice, your content, and your workflows. Not a demo. You build it live, and it works when you're done.
AI Operating System Tools And Connectors
Your AI employees can't access your real tools. This course changes that. AI BUILD: AI OS Tools & Connectors is an 8-lesson, skill-guided course that wires Claude into your email, calendar, CRM, file storage, and more. • 8 downloadable Claude skills — each produces a real working document • Step-by-step workflows built for non-technical operators • Finish with a complete AI Operating System map for your business One lesson. One skill. One deliverable. Done in under an hour.
AI OS Admin Tools (Use the coupon code FREE)
Nine foundational Claude skills that make your AI OS look professional, stay organized, and maintain itself. Set your brand once, see everything you have installed, and get a weekly health score — all on autopilot.
Campus AI Operating System Plugin
Stop treating AI like a tool. Hire it as a team. Campus AI OS installs a Chief of Staff and 17 specialist AI employees that know your voice, your offers, and your audience — with persistent memory that compounds session over session. Built for educators, coaches, and course creators who are tired of re-explaining themselves to ChatGPT every morning. 15-minute setup. $97 one-time. No subscription.
Campus AI Operating System Plugin + Live Sprint
The full Campus AI OS plugin plus four live three-hour Monday build sessions with James. Show up, build alongside, leave with agents running in your business. Recordings included forever. $197 one-time.
Campus Ambassador Team
An always-on member success team for your community. Welcomes new members, surfaces unanswered posts, drives event attendance, and runs morning and evening engagement passes — so your campus feels alive without you posting all day.