8-Min Win
01
Build a Client Proposal in 8 Minutes Flat
1
Paste your intake notes
Drop your client call notes directly into Claude. Don't clean them up; raw is fine.
2
Use this exact prompt
Copy and paste this into Claude after your notes:
"You are my strategic advisor. Turn these notes into a 1-page executive proposal with problem, solution, investment, and timeline."
3
Add your brand voice
Follow up with this to match your tone:
"Write in a bold, empathetic, action-oriented tone. No fluff. No jargon."
4
Review + send
Edit the numbers, never the structure. Claude nails the logic; you own the relationship.
3-Min Win
02
Turn a Client Call Into a LinkedIn Post
1
Jot 3 bullet points after the call
What was the problem? What did you say that landed? What was the outcome or insight?
2
Drop them into Claude with this prompt
Paste your bullets and add:
"Turn these 3 bullets into a LinkedIn post. Hook first. Conversational tone. End with a question. Under 200 words."
3
Run the 'make it more me' edit
Paste your draft back and personalize:
"Make this sound bolder and more direct. I'm a woman who runs a PE firm."
4
Copy, add one emoji, post
Don't overthink it. The best LinkedIn posts are written in under 10 minutes. This is one of them.
10-Min Win
03
Write Your Monthly Investor Update Email
1
Gather your 4 inputs
Progress since last update, one win, one challenge, what you need from investors. Bullet points only.
2
Use the investor update prompt
Paste your bullets then add:
"Write a professional investor update email. Tone: confident and transparent. Include: highlights, challenges, ask, and next milestone. Data provided below:"
3
Add the human layer
Insert one personal line: a real moment, a lesson, something that shows you're IN it. Investors invest in people.
4
Subject line last
Ask Claude for options:
"Give me 5 subject line options for this update. Make them specific, not vague."
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