You asked for a proposal. It came back with your prices already in it.
Give it the documents that actually matter, in the shape it can actually use, and every conversation after that already knows your services, your pricing, and how you sound. About 30 minutes. Works with the Claude Pro account you're already paying for.
Playbook coming soon
You already tried this. You uploaded your files, and the AI carried on like it had never heard of your company. So you either decided the whole thing was overhyped, or you dumped in everything you'd ever written and hoped. Nobody ever told you which documents it actually needs, or how to make it read them. That's the entire problem. It's a thirty-minute fix.
Set it up once.
Right now you re-paste your services, your pricing, and your tone into every new chat, and by tomorrow it's forgotten all of it. After this, every conversation starts already knowing. You'll still check its work — it gets you about 80% of the way there, and the last 20% is your judgment — but you never start from scratch again.
See how simple this is
- A proposal that comes back with your actual services and your actual prices in it, instead of a template with your name pasted on top
- Customer replies that already sound like your company, so you're approving them instead of rewriting them
- Anyone on your team able to ask how the business really works and get your answer, not the AI's guess
Is this the right playbook?
- You've already fed your files to AI and watched it act like it had never met you
- You write the same proposals, quotes, and customer emails over and over, re-explaining your business every single time
- You want it working from your real prices, not prices it invented
- Your documents can't go into a cloud tool at all — contracts under NDA, customer records, anything regulated. This is for your everyday business documents
- You won't pay for Claude Pro, about $20/month. This needs it
- You want to upload everything you've ever written and have it sort itself out. That's the approach that already failed you
Frequently asked questions
How long does this take?
About 30 minutes: roughly 10 to gather your key documents and 20 to set it up.
Do I need to be technical?
No code. If you can upload a few files and follow a setup, you can do this. The playbook gives you the exact structure.
What do I need?
A Claude Pro account (about $20 a month) and five key business documents. A free account lets you test, but it's too limited for real day-to-day use.
Can I trust what it produces?
It gets you most of the way, and the playbook is candid that specifics like exact prices and dates still need a quick human check before anything goes out. It drafts; you approve.
Is my business data safe to upload?
Fair question. The playbook flags that consumer AI plans may use your uploads for training unless you switch that off, and it shows you how. Worth knowing before you load in your pricing.
One-time purchase. Yours forever. No subscription.