Aexagon · Learning Path
Zero to Proposal
From never having opened Claude to generating client proposals and appointment reports on demand. Two weeks, 15 to 30 minutes a day.
Appointment report
3 minutes in the car, every meeting documented
Client proposal
15 minutes including your review, in your voice
Phase 1 · Setup
Day 1 · 30 min
Create your Claude account and install the mobile app.
claude.ai on your computer, the Claude app on your phone. The app matters: appointment reports start in the car. Free tier is fine to learn. Pro becomes worth it at Phase 4.
Learn the 4 Layers.
Objective, Context, Output, Guardrails. It's the spine of everything here: the framework section takes 10 minutes. Then do one rewrite of a prompt that disappointed you, so it sticks.
Phase 2 · The appointment report
Days 2 to 4
Start here, not with proposals. It's the easier win and it happens daily, so the habit builds itself.
Capture the raw material after your next appointment.
Three ways, pick yours: ramble a 60-second voice note into Claude, drop quick one-line notes into a chat during the meeting, or photograph your handwritten notes. Messy is correct.
Run the report prompt below.
Your ramble becomes a structured, saveable report plus the follow-up message, in one pass.
Repeat after three consecutive appointments, tweaking each time.
"Shorter." "Add a next-steps section." "Table for the action items." By the third run the format is YOURS. Save the final prompt as your template.
The appointment report prompt
[Voice note, live chat notes, or photo of handwritten notes first, then:]
Turn my notes into a one-page appointment report I can save to the client file:
1. Date, attendees, and purpose at the top
2. Summary (3 bullets)
3. Key facts and decisions
4. Action items: who, what, by when
5. Open questions I still need to answer
6. A short, warm follow-up message to the client
Only use what I actually noted. Flag anything unclear instead of guessing.
Phase 3 · The client proposal
Days 5 to 9
Gather your raw materials first.
This is the step everyone skips, then blames the AI. Collect: your services and what's included, your pricing, your process start to finish, 2 or 3 testimonials, and a past proposal if one exists. Even a bad one shows scope.
Outline first. Never the whole thing in one shot.
Run the proposal prompt below. It asks for structure only: sections, purpose, key points. Fix the outline while it's cheap to fix.
Expand section by section.
"Write section 1." Review. "Section 2, but warmer." Review. You stay the editor the whole way through.
Critique pass, then ship it yourself.
"What would a sharp client push back on? What's weak? What would you cut?" Fix what's real, then move it into Word, PDF, or Canva and send it from your own hands.
The proposal prompt
OBJECTIVE
Outline a client proposal for [CLIENT NAME], who needs [WHAT THEY NEED].
CONTEXT
Their situation: [what's going on, what they said matters to them, their timeline].
My services: [paste your services and what's included].
My pricing: [paste].
My process: [paste the steps a client goes through with you].
Proof: [paste 2-3 testimonials or results].
OUTPUT
An outline only: each section with its title, one-line purpose, and 3 key points. Start with THEIR situation and outcome, not my services. Services and pricing in the middle. End with next steps that make saying yes easy.
GUARDRAILS
No corporate language. No overpromising results. Don't write full copy yet, structure only.
Phase 4 · Systemize
Days 10 to 14
Create a "Proposals" Project in Claude.
System prompt: who you are, your voice rules, your process. Upload your Phase 3 materials as project knowledge. From now on, a proposal is one short prompt: "Proposal for the Hendersons, listing at [price], situation is [X]." The Project already knows the rest.
Save your report template where you'll actually find it.
Your tuned appointment prompt goes in a note titled "Claude templates." That note grows for years. This is Day 7 of the 7-Day Challenge if you want the full version.
Where you land after two weeks
- · Appointment report: ~3 minutes, dictated in the car, saved to the client file
- · Client proposal: ~15 minutes including your review, in your voice, grounded in your real services
- · Both repeatable forever, because the prompts are saved and the Project holds your world
The two failure points
Skipping the materials step. No services, pricing, and proof loaded means generic proposals, and that's not the tool's fault.
Skipping the critique pass. One wrong number in a client proposal costs more than every hour this system saves. You are the editor. Nothing ships unread.
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