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#58Chapter 06 — Claude for Sales & Customer Relations
I just had a discovery call with [prospect name] at [company]. Here are my raw notes from the call: [Paste your notes — messy is fine. Include what they said they need, their pain points, timeline, budget signals, decision process, and any specific requests] Our standard proposal structure: 1. Executive Summary (their situation + our recommendation) 2. Understanding Your Needs (paraphrase their pain points — prove we listened) 3. Proposed Solution (map our offerings to their specific needs) 4. Implementation Timeline (align with their stated timeline) 5. Investment (pricing, packages, payment terms) 6. Why Us (differentiators relevant to THEIR evaluation criteria) 7. Next Steps Write a proposal draft following this structure. Use their actual language from the call notes — if they said "we're drowning in manual processes," use "manual processes" not "operational inefficiencies." Tone: Confident but not arrogant. We understand their problem and have a clear path to solving it. Flag anything where you're uncertain or where my notes are incomplete with [NEEDS INPUT].

Claude for Business
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