Written Scope of Work From Discovery Notes
Paste discovery notes into Claude. Fill [PLACEHOLDERS]. Get in scope, out of scope, deliverables, timeline, assumptions, and change orders as a written SOW you edit. Claude invents no fees, dates, or legal terms. Not the 120-prompt proposal pack and not an RFP response.
In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.
In Scope
5 promptsIn-Scope Sentence From Notes
1/30โจ What it does
Claude writes the in-scope sentence for [ENGAGEMENT NAME] from [PASTE NOTES] and work you already named, with no fee, date, or legal term invented. You fact-check the sentence against the call, then send it in the SOW.
You are a SOW writer who writes the in-scope sentence of a written scope of work from discovery notes. The user edits and sends the SOW. Not a client proposal. Not an RFP response. Not a contract. <context> I need one in-scope sentence a buyer can read at the top of a written SOW. Use only work in my paste. Do not invent a fee, a date, a week count, or a legal term. </context> <inputs> - Raw notes or transcript: [PASTE NOTES] - Engagement name: [ENGAGEMENT NAME] - Work I can stand behind: [WORK YOU NAMED] - Client label I already use: [CLIENT LABEL] - Words I never use: [BANNED PHRASES] </inputs> <task> Write one in-scope sentence for [ENGAGEMENT NAME], then 2 alternates. Each sentence must be supportable from [PASTE NOTES] or [WORK YOU NAMED]. After the sentences, list the work the sentence covers and tag any wish in the notes that the sentence must not swallow. If a piece of [WORK YOU NAMED] never appears in the notes, tag it UNVERIFIED, ASK BUYER. </task> <constraints> - Do not invent a fee, discount, hour count, or total. - Do not invent a start date, end date, or week count. - Do not invent a legal term, clause, indemnity, liability cap, or governing law. - Do not write a proposal cover, pricing table, or RFP matrix. - Skip [BANNED PHRASES]. Keep [CLIENT LABEL] as I wrote it. </constraints> <format> Three candidate sentences, then a coverage list with UNVERIFIED tags. Star the sentence I should paste. Plain text for a written SOW I edit. </format>
Pro tip: Keep the sentence to what the buyer said they want done. A prettier project in one line is how the rest of the SOW drifts.
Workstreams The Call Named
2/30โจ What it does
Claude lists in-scope workstreams for [ENGAGEMENT NAME] only from [PASTE NOTES] and [WORK YOU NAMED], tagging anything not in the paste. You fact-check each workstream with the buyer, then send the list.
You are a SOW writer who turns discovery notes into an in-scope workstream list a written SOW can carry. The user edits and sends. Not a proposal. Not an RFP. <context> I need the in-scope workstreams for a written SOW. Only work present in my paste or in work I name. Do not invent a workstream, a fee, a date, or a legal term. </context> <inputs> - Notes: [PASTE NOTES] - Engagement name: [ENGAGEMENT NAME] - Work I can stand behind: [WORK YOU NAMED] - Client label: [CLIENT LABEL] - Format they asked for: [FORMAT OR UNKNOWN] </inputs> <task> List in-scope workstreams for [ENGAGEMENT NAME]: (1) each workstream the paste or [WORK YOU NAMED] supports, (2) what that workstream includes if the notes say so, (3) wishes tagged NOT IN PASTE, (4) a one-line map I can put under the in-scope sentence. If [WORK YOU NAMED] claims a stream the notes never mention, tag UNVERIFIED, ASK BUYER. </task> <constraints> - Do not invent a workstream to make the list look complete. - Do not invent a fee, hour count, or date next to a workstream. - Do not invent a legal term or a client quote about what they want. - Keep [CLIENT LABEL] as I wrote it. - Not a proposal approach section and not an RFP compliance matrix. </constraints> <format> Numbered workstreams with source tags, then UNVERIFIED / NOT IN PASTE rows, then the one-line map. Plain text I can paste into the SOW. </format>
Pro tip: If a workstream lives only in your head, leave it off until the buyer said it or you write it in [WORK YOU NAMED].
Success Criteria In Scope
3/30โจ What it does
Claude writes success criteria for [CLIENT LABEL] only as [PASTE NOTES] stated them, leaving UNKNOWN where the call never named a measure. You fact-check each criterion with the buyer, then send the list.
You are a SOW writer who writes in-scope success criteria only as the discovery call stated them. Written SOW. The user edits and sends. <context> I need success criteria that sit inside the in-scope section of a written SOW. If the call never named a measure, leave it empty. Do not invent a KPI, a fee, a date, or a legal term. </context> <inputs> - Notes: [PASTE NOTES] - Client label: [CLIENT LABEL] - Success talk in my words: [SUCCESS IN MY WORDS] - Metrics they already named: [METRIC LIST OR NONE] - Period they named: [PERIOD OR UNKNOWN] </inputs> <task> From [PASTE NOTES] only, write: (1) success criteria in the speaker's terms, (2) any measure that appears, tagged to a line in the notes, (3) how they will know the work is done, if they said so, (4) UNKNOWN slots where the call never named a measure, date, or owner, (5) which of [SUCCESS IN MY WORDS] the paste actually supports. </task> <constraints> - Do not invent a baseline, a percentage, a deadline, or a fee. - Do not invent a legal acceptance clause or a warranty. - If [PERIOD OR UNKNOWN] is UNKNOWN, do not pick a quarter. - Do not upgrade a vibe into a KPI. - This is SOW in-scope copy, not a proposal win theme and not an RFP scoring rubric. </constraints> <format> Numbered criteria with source tags, then UNKNOWN slots, then unsupported lines from [SUCCESS IN MY WORDS]. Plain text for the SOW. </format>
Pro tip: A success line with no measure stays UNKNOWN. A made-up KPI in the SOW is how you fail acceptance later.
In-Scope Boundaries Per Phase
4/30โจ What it does
Claude maps what stays in scope per phase of [ENGAGEMENT NAME] using only [NAMED ORDER] and [PASTE NOTES], with no invented week counts. You fact-check the phase map, then send it in the SOW.
You are a SOW writer who maps in-scope boundaries per phase from order the buyer already named, not from a stock sprint plan. <context> I need phase boundaries for the in-scope section of a written SOW. Use only order, dates, and work I name. Do not invent a week count, a start date, a fee, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Notes: [PASTE NOTES] - Work already in scope: [WORK YOU NAMED] - Order they asked for: [NAMED ORDER OR UNKNOWN] - Dates I already have: [DATES YOU HAVE OR NONE] </inputs> <task> Map in-scope boundaries per phase for [ENGAGEMENT NAME]: (1) phase name and what stays in scope, from the paste, (2) order from [NAMED ORDER OR UNKNOWN], (3) dates only from [DATES YOU HAVE OR NONE], else UNBOOKED, (4) what each phase does not pull in from later work, (5) a one-line phase map for the SOW. If order is unknown, propose 2 orderings from the notes and mark both UNCONFIRMED. </task> <constraints> - Do not invent a week count or a calendar date. - Do not invent a phase fee or a payment milestone. - Do not invent a legal term or a client quote about sequence. - Do not add a discovery phase I already ran unless they asked to repeat it. - Not a proposal timeline story and not an RFP delivery schedule. </constraints> <format> Phase map, then a table (phase / in-scope contents / date or UNBOOKED / source), then UNCONFIRMED orderings if needed. Plain text I edit into the SOW. </format>
Pro tip: If you have no dates, ask for phases without weeks. Claude filling in week 3 is a date you never booked.
What The Buyer Already Approved
5/30โจ What it does
Claude extracts in-scope items [CLIENT LABEL] already approved in [PASTE NOTES], and tags wishes that were never agreed. You fact-check each approved item with the buyer, then send the approved list.
You are a SOW writer who separates work the buyer already approved from wishes still floating in the notes. <context> I need an approved-in-scope list for a written SOW. Use only approvals visible in my paste. Do not invent a yes, a fee, a date, or a legal term. </context> <inputs> - Notes: [PASTE NOTES] - Client label: [CLIENT LABEL] - Engagement name: [ENGAGEMENT NAME] - Work I think they approved: [WORK YOU NAMED] - People I already labeled: [SPEAKER LIST] </inputs> <task> From [PASTE NOTES], write: (1) items [CLIENT LABEL] already approved, with the speaker from [SPEAKER LIST] and the line that shows the yes, (2) items in [WORK YOU NAMED] that were never approved, tagged WISH, (3) items that were discussed but not decided, tagged UNDECIDED, (4) a short approved list I can paste under in scope. Do not treat silence as approval. </task> <constraints> - Do not invent an approval, a handshake, or a signed line. - Do not invent a fee or a date attached to an approval. - Do not invent a legal acceptance or a binding phrase. - If a speaker is missing, tag SPEAKER UNKNOWN. - Not a proposal why-us and not an RFP evaluator score. </constraints> <format> Approved list with source lines, then WISH and UNDECIDED rows. Plain text for the SOW I edit and send. </format>
Pro tip: Approved means they said yes on the call. A nod you inferred is still a wish until you confirm it.
Out of Scope
5 promptsHard Exclusions List
6/30โจ What it does
Claude writes hard exclusions for [ENGAGEMENT NAME] from [OUT OF SCOPE NOTES] and [REFUSE LIST] so the SOW does not silently add work. You fact-check each exclusion with the buyer, then send the section.
You are a SOW writer who writes a hard out-of-scope list so a written scope of work does not sprawl. The user edits and sends. Not a proposal. Not an RFP. <context> My SOW will fail if exclusions are fuzzy. I need exclusions a buyer can read. Do not fill gaps with invented work, fees, dates, or legal terms. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - In-scope I already locked: [IN SCOPE] - Tempting extras: [OUT OF SCOPE NOTES] - Notes: [PASTE NOTES] - What I refuse to do: [REFUSE LIST] </inputs> <task> Write an exclusions section: (1) items I will not do and why, using [OUT OF SCOPE NOTES] and [REFUSE LIST], (2) adjacent work I will mention in one line only, (3) items the buyer asked for that I am parking, tagged to the notes, (4) a one-sentence out-of-scope line for the SOW. Do not price the parked work unless I already named a fee. </task> <constraints> - Do not invent a fee for extra work. - Do not invent a date when extras could start. - Do not invent a legal disclaimer, indemnity, or liability limit. - The exclude list should be specific, not everything else. - Do not add a research, grant, or RFP exclusion that does not apply. </constraints> <format> Out-of-scope sentence, numbered exclusions, parked-asks table, then NOT IN PASTE rows. Plain text I paste into the SOW. </format>
Pro tip: Name the tempting extra the buyer asked for and park it. Vague other work is how scope creeps after they sign.
Parked Asks From The Call
7/30โจ What it does
Claude parks extras [CLIENT LABEL] asked for in [PASTE NOTES] that do not fit [IN SCOPE], without pricing them. You fact-check the parked list with the buyer, then send it as out of scope.
You are a SOW writer who parks extras already named on the call so they stay out of the written SOW until someone opens a change. <context> I need a parked-asks list for the out-of-scope section. Use only extras in my paste. Do not invent a new workstream, a fee, a date, or a legal term. </context> <inputs> - Notes: [PASTE NOTES] - Locked in-scope: [IN SCOPE] - Client label: [CLIENT LABEL] - Extras they already asked for: [EXTRAS] - Change rule I already use: [CHANGE RULES YOU USE OR NONE] </inputs> <task> List parked asks: each extra in [EXTRAS] or in [PASTE NOTES] that does not fit [IN SCOPE], why it is out, and a one-line pointer to change orders only if [CHANGE RULES YOU USE OR NONE] says how. Do not price a parked ask unless I already named a fee. End with a short out-of-scope note I can paste. </task> <constraints> - Do not invent a phase two or a future retainer. - Do not invent a change fee, a percent, or a day count. - Do not invent a legal hold-harmless or a waiver. - Do not invent a client quote asking for more. - If [CHANGE RULES YOU USE OR NONE] is NONE, write NEED RULE on handling, not a sample clause. </constraints> <format> Parked-ask table (ask / why out / source / handling or NEED RULE), then a paste-ready out-of-scope note. Plain text. </format>
Pro tip: Use the extra they already asked for on the call. A fictional phase two is not a park. It is a new SOW.
Adjacent Work One-Liners
8/30โจ What it does
Claude writes one-line pointers to adjacent work around [ENGAGEMENT NAME] from [ADJACENT NOTES], without opening a second engagement. You fact-check each pointer, then send the one-liners in the SOW.
You are a SOW writer who mentions adjacent work in one line so the written SOW stays honest without opening a second engagement. <context> I need short adjacent-work pointers for the out-of-scope section. Use only adjacent work I name. Do not invent a second SOW, a fee, a date, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Locked in-scope: [IN SCOPE] - Adjacent work I already see: [ADJACENT NOTES] - Notes: [PASTE NOTES] - What I will not offer: [OFF LIMITS] </inputs> <task> Write one-liners for adjacent work in [ADJACENT NOTES] and in [PASTE NOTES] that sits next to [IN SCOPE] but is not in it. Each line: what it is, that it is out of this SOW, and that it would need a separate writeup. Honor [OFF LIMITS]. Do not expand a one-liner into a mini-scope. </task> <constraints> - Do not invent adjacent work to look thorough. - Do not invent a fee, a package, or a start date for the adjacent work. - Do not invent a legal term that splits liability across engagements. - Do not write a proposal upsell or an RFP optional item. - If [ADJACENT NOTES] is empty, only use extras clearly in the paste. </constraints> <format> Numbered one-liners, then a do-not-expand note. Plain text for the out-of-scope section I edit. </format>
Pro tip: One line is enough. A helpful paragraph about related work reads like you already scoped it.
Buyer-Assumed Work That Is Out
9/30โจ What it does
Claude flags work [CLIENT LABEL] may assume is included, using only [ASSUMED INCLUDED] and [PASTE NOTES], and parks it as out of scope. You fact-check the flags with the buyer, then send the section.
You are a SOW writer who flags work a buyer may assume is included and parks it in out of scope. Written SOW. The user edits and sends. <context> I need an assumed-included list turned into out-of-scope lines. Use only assumptions I name or that the notes show. Do not invent a fee, a date, or a legal term. </context> <inputs> - Client label: [CLIENT LABEL] - Work they may assume is in: [ASSUMED INCLUDED] - Locked in-scope: [IN SCOPE] - Notes: [PASTE NOTES] - How extras are handled if I already said: [EXTRA WORK RULE OR NONE] </inputs> <task> Write a buyer-assumed-out section: numbered items from [ASSUMED INCLUDED] and from [PASTE NOTES] when they match, why each is out of [IN SCOPE], and a one-line pointer to [EXTRA WORK RULE OR NONE] if I gave one. Do not price those extras unless I already named a fee. </task> <constraints> - Do not invent an assumed item the notes and [ASSUMED INCLUDED] never raise. - Do not invent an add-on price or a date extras could start. - Do not invent a legal exclusion clause or a limitation of remedies. - Do not hide a core deliverable on this list. - If [EXTRA WORK RULE OR NONE] is NONE, write NEED RULE instead of a sample change fee. </constraints> <format> Assumed-included-but-out list, then NEED RULE if extras have no method. Plain text for the SOW. </format>
Pro tip: Put travel, extra rounds, and third-party tools on the list if you named them. A silent exclusion is how they think it was included.
Out-Of-Scope Sentence For The SOW
10/30โจ What it does
Claude writes the out-of-scope sentence for [ENGAGEMENT NAME] from [EXCLUSIONS] you locked, with no invented fee or legal clause. You fact-check the sentence against your exclusions, then send it in the SOW.
You are a SOW writer who writes the out-of-scope sentence a buyer reads next to in scope. Written SOW. The user edits and sends. <context> I need one out-of-scope sentence from exclusions I already locked. Do not invent a fee, a date, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Locked exclusions: [EXCLUSIONS] - Locked in-scope: [IN SCOPE] - Notes: [PASTE NOTES] - Words I never use: [BANNED PHRASES] </inputs> <task> Write one out-of-scope sentence for [ENGAGEMENT NAME], then 2 alternates. Each sentence must name concrete exclusions from [EXCLUSIONS] or from [PASTE NOTES] that clash with [IN SCOPE]. After the sentences, list what the sentence covers and what it still leaves unnamed. If [EXCLUSIONS] is thin, say so and do not invent filler exclusions. </task> <constraints> - Do not invent an exclusion to make the sentence look complete. - Do not invent a fee, a date, or a legal disclaimer. - Do not write except as otherwise agreed in law-firm voice unless I pasted that phrase. - Skip [BANNED PHRASES]. - Not a proposal terms block and not an RFP exception table. </constraints> <format> Three candidate sentences, coverage list, unnamed-exclusion gaps. Star the sentence I should paste. Plain text. </format>
Pro tip: The sentence should name two or three real exclusions. Everything else is a hole, not a boundary.
Deliverables
5 promptsNamed Deliverable List
11/30โจ What it does
Claude writes the deliverable list for [ENGAGEMENT NAME] from [DELIVERABLES] and [PASTE NOTES] only, tagging UNVERIFIED items the call never named. You fact-check each deliverable against the call, then send the list.
You are a SOW writer who turns discovery notes into a deliverable list a written SOW can carry. The user edits and sends. Not a proposal. Not an RFP. <context> I need the deliverables section of a written SOW. Only outputs present in my paste or in deliverables I name. Do not invent a file, a fee, a date, or a legal term. </context> <inputs> - Notes: [PASTE NOTES] - Engagement name: [ENGAGEMENT NAME] - Deliverables I can stand behind: [DELIVERABLES] - Client label: [CLIENT LABEL] - Format they asked for: [FORMAT OR UNKNOWN] </inputs> <task> Write a deliverable list for [ENGAGEMENT NAME]: (1) each deliverable the paste or [DELIVERABLES] support, (2) what done looks like if the notes say so, (3) wishes tagged NOT IN PASTE, (4) a one-sentence deliverables line I can put at the top of the section. If [DELIVERABLES] claims a piece the notes never mention, tag UNVERIFIED, ASK BUYER. </task> <constraints> - Do not invent a deliverable to make the list look complete. - Do not invent a fee, hour count, or date next to a deliverable. - Do not invent a legal acceptance, warranty, or IP assignment. - Keep [CLIENT LABEL] as I wrote it. - Not a proposal pricing table and not an RFP requirement matrix. </constraints> <format> Deliverables sentence, numbered items with source tags, then UNVERIFIED / NOT IN PASTE rows. Plain text I paste into the SOW. </format>
Pro tip: If a deliverable is only in your head, it stays off the list until the buyer said it or you write it in [DELIVERABLES].
Done Looks Like For Each File
12/30โจ What it does
Claude writes what done looks like for each item in [DELIVERABLES] using only acceptance talk in [PASTE NOTES] or [ACCEPTANCE YOU NAMED]. You fact-check each done line with the buyer, then send the definitions.
You are a SOW writer who writes what done looks like for each named deliverable, using only acceptance talk I already have. <context> I need done-looks-like lines for the deliverables section of a written SOW. Use only acceptance I paste. Do not invent a rubric, a fee, a date, or a legal term. </context> <inputs> - Deliverables: [DELIVERABLES] - Notes: [PASTE NOTES] - Acceptance I already named: [ACCEPTANCE YOU NAMED OR NONE] - Client label: [CLIENT LABEL] - Words I never use: [BANNED PHRASES] </inputs> <task> For each item in [DELIVERABLES], write what done looks like if [PASTE NOTES] or [ACCEPTANCE YOU NAMED OR NONE] says. If a deliverable has no acceptance talk, write NEED ACCEPTANCE and stop. Do not fill the gap with a stock definition of done. </task> <constraints> - Do not invent an acceptance test, a score, or a sign-off ritual. - Do not invent a fee for extra rounds. - Do not invent a legal warranty, fitness phrase, or deemed-accepted clause. - Skip [BANNED PHRASES]. - Not a proposal success story and not an RFP evaluation criterion. </constraints> <format> One done line per deliverable, or NEED ACCEPTANCE. Then a gap list. Plain text for the SOW I edit. </format>
Pro tip: Done is a file, a meeting, or a decision they already described. A vibe of quality is not acceptance.
Format And Handoff From Notes
13/30โจ What it does
Claude specifies format and handoff for [DELIVERABLES] from [FORMAT NOTES], inventing no file type or portal the call never named. You fact-check each format with the buyer, then send the handoff list.
You are a SOW writer who specifies format and handoff from notes I have, not from a stock delivery checklist. <context> I need format and handoff lines for the deliverables section of a written SOW. Use only formats I paste. Do not invent a file type, a portal, a fee, a date, or a legal term. </context> <inputs> - Deliverables: [DELIVERABLES] - Format notes: [FORMAT NOTES] - Notes: [PASTE NOTES] - Where I actually deliver: [HANDOFF CHANNEL OR UNKNOWN] - Client label: [CLIENT LABEL] </inputs> <task> For each item in [DELIVERABLES], write format and handoff only if [FORMAT NOTES] or [PASTE NOTES] names them. If [HANDOFF CHANNEL OR UNKNOWN] is UNKNOWN, write HANDOFF UNKNOWN. Do not pick a drive, a Slack, or a PDF to look complete. </task> <constraints> - Do not invent a file type, a template, or a brand kit. - Do not invent a portal, a login, or a delivery date. - Do not invent a legal license or a usage-rights sentence. - If a format is missing, write NEED FORMAT. - Not a proposal appendix and not an RFP submission instruction. </constraints> <format> Table: deliverable / format or NEED FORMAT / handoff or HANDOFF UNKNOWN / source. Plain text for the SOW. </format>
Pro tip: Paste the format they asked for (deck, doc, workshop). A portal you invented becomes your delivery problem.
Deliverable Owners And Handoffs
14/30โจ What it does
Claude assigns owners on [DELIVERABLES] only from people in [SPEAKER LIST] or [OWNER LIST], leaving OWNER UNKNOWN where the call never named one. You fact-check each owner with the buyer, then send the table.
You are a SOW writer who assigns deliverable owners only from people already named, so each output in the written SOW has a human source. <context> I need an owner and handoff table for deliverables. Use only people I labeled. Do not invent a champion, a fee, a date, or a legal term. </context> <inputs> - Deliverables: [DELIVERABLES] - Notes: [PASTE NOTES] - People I already labeled: [SPEAKER LIST] - Owners I already know: [OWNER LIST OR UNKNOWN] - Client label: [CLIENT LABEL] </inputs> <task> Build a table: each deliverable, who produces it if named, who reviews it if named, and who receives it if named. Roles only from [SPEAKER LIST], [OWNER LIST OR UNKNOWN], or the paste. If a cell is empty, write OWNER UNKNOWN. Do not invent a title to fill the grid. </task> <constraints> - Do not invent a person, title, or company. - Do not invent a due date they will review. - Do not invent a fee if they miss a handoff. - Do not invent a legal duty or an obligation clause. - Not a proposal staffing page and not an RFP key-personnel form. </constraints> <format> Table: deliverable / producer / reviewer / receiver / source or OWNER UNKNOWN. Plain text I paste into the SOW. </format>
Pro tip: If the call never named a reviewer, write OWNER UNKNOWN. Do not invent a VP so the SOW looks staffed.
First Deliverable And Last Deliverable
15/30โจ What it does
Claude names the first and last deliverable for [ENGAGEMENT NAME] from [DELIVERABLES] and [PASTE NOTES], with no invented start or end date. You fact-check the pair against the call, then send it in the SOW.
You are a SOW writer who names the first and last deliverable from notes I have, not from a stock kickoff-to-close story. <context> I need the first and last deliverable lines for a written SOW. Use only deliverables and dates I paste. Do not invent a start date, an end date, a fee, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Deliverables: [DELIVERABLES] - Notes: [PASTE NOTES] - First deliverable I can stand behind: [FIRST DELIVERABLE OR UNKNOWN] - Last deliverable I can stand behind: [LAST DELIVERABLE OR UNKNOWN] - Dates I have: [DATES YOU HAVE OR NONE] </inputs> <task> Name the first deliverable and the last deliverable for [ENGAGEMENT NAME] from [DELIVERABLES] and [PASTE NOTES]. Attach a date only from [DATES YOU HAVE OR NONE], else UNBOOKED. If first or last is UNKNOWN, propose candidates from the list and mark them UNCONFIRMED. Do not invent a close ritual. </task> <constraints> - Do not invent a Monday start or a go-live date. - Do not invent a fee tied to first or last. - Do not invent a legal completion, final acceptance, or close-out clause. - Do not invent a client quote about being done. - Not a proposal executive summary and not an RFP period of performance. </constraints> <format> First deliverable paragraph, last deliverable paragraph, UNBOOKED and UNCONFIRMED tags. Plain text for the SOW I edit. </format>
Pro tip: If the start is not booked, name the first file without a Monday. A fake first week becomes a missed first file.
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Timeline
5 promptsMilestone Order From Named Sequence
16/30โจ What it does
Claude sequences milestones for [ENGAGEMENT NAME] from [NAMED ORDER] and [DELIVERABLES], marking any missing date UNBOOKED. You fact-check the order with the buyer, then send the milestone list.
You are a SOW writer who sequences milestones from order the buyer already named, for a written SOW the user edits and sends. <context> I need a milestone order for the timeline section. Use only order and deliverables I name. Do not invent a week count, a start date, a fee, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Deliverables: [DELIVERABLES] - Order they asked for: [NAMED ORDER OR UNKNOWN] - Notes: [PASTE NOTES] - Dates I already have: [DATES YOU HAVE OR NONE] </inputs> <task> Sequence milestones for [ENGAGEMENT NAME] from [NAMED ORDER OR UNKNOWN] and [DELIVERABLES]: order, what lands in each milestone, dates only from [DATES YOU HAVE OR NONE] else UNBOOKED. If order is unknown, propose 2 orderings from the notes and mark both UNCONFIRMED. Do not assign a day count I did not paste. </task> <constraints> - Do not invent a booked slot or a week count. - Do not invent a fee tied to a milestone. - Do not invent a legal time-is-of-the-essence or a delay penalty. - Do not invent a client quote about when they can review. - Not a proposal Gantt story and not an RFP period of performance. </constraints> <format> Ordered milestone list with UNBOOKED tags, then UNCONFIRMED orderings if needed. Plain text for the SOW. </format>
Pro tip: Paste the order they asked for. A typical six-week ladder is a sequence you never agreed.
Timeline From Dates You Have
17/30โจ What it does
Claude builds a timeline from [DATES YOU HAVE] and [DELIVERABLES] only, leaving UNBOOKED on every date you did not paste. You fact-check each date on your calendar, then send the timeline.
You are a SOW writer who builds a timeline from dates I actually have. Written SOW. The user edits and sends. Not a proposal. Not an RFP. <context> I need a timeline section for a written SOW, not an optimistic novel. Use only dates I paste. Do not invent a start date, a week count, a fee, or a legal term. </context> <inputs> - Dates I already have: [DATES YOU HAVE] - Deliverables: [DELIVERABLES] - Hard deadline if I have one: [DEADLINE OR NONE] - Current stage: [CURRENT STAGE] - Hours I can work per week: [HOURS PER WEEK OR UNKNOWN] </inputs> <task> Build a timeline from [DATES YOU HAVE] and [DELIVERABLES]: kickoff if dated, each deliverable, client review if dated, and a buffer only if I named slack. Mark any date I did not supply as UNBOOKED. If [DEADLINE OR NONE] and [HOURS PER WEEK OR UNKNOWN] cannot fit the list, say so and propose cuts, not a longer week. </task> <constraints> - Do not invent a booked slot or a week count. - Do not invent a fee tied to a date. - Do not invent a legal delay clause or liquidated damages. - Buffer must be visible, not hidden inside each task. - If hours are UNKNOWN, do not invent capacity. </constraints> <format> Dated list with UNBOOKED tags, then a fit note vs [DEADLINE OR NONE], then cuts if needed. Plain text I paste into the SOW. </format>
Pro tip: Paste booked dates only. A milestone dated from a typical project is a date you never held.
Client Review Windows You Named
18/30โจ What it does
Claude writes review windows for [DELIVERABLES] from [REVIEW RULES] you already use, inventing no SLA or day count. You fact-check each window against your rule, then send the section.
You are a SOW writer who writes client review windows from rules I already use, not from a stock SLA. <context> I need the review-window part of the timeline section in a written SOW. Use only review rules and dates I paste. Do not invent an SLA, a date, a fee, or a legal term. </context> <inputs> - Review rules I use: [REVIEW RULES] - Dates I have: [DATES YOU HAVE OR NONE] - Deliverables that need review: [DELIVERABLES] - What happens if they miss a window, if I already said: [MISS RULE OR NONE] - Client label: [CLIENT LABEL] </inputs> <task> Write review windows for [DELIVERABLES]: how long they have if [REVIEW RULES] says, how I ask for comments, what I do if they miss a window only from [MISS RULE OR NONE], and dates only from [DATES YOU HAVE OR NONE]. If a day count is missing, write NEED REVIEW RULE. </task> <constraints> - Do not invent a 5-day SLA or a business-day count. - Do not invent a rush fee. - Do not invent a date they will return comments. - Do not invent a legal deemed-accepted, waiver, or notice clause. - If [MISS RULE OR NONE] is NONE, write NEED MISS RULE instead of a penalty. </constraints> <format> Review-window prose, table per deliverable (window or NEED REVIEW RULE / date or UNBOOKED), then NEED MISS RULE if needed. Plain text for the SOW. </format>
Pro tip: Paste the review time you can actually wait. A five-business-day SLA you invented will sit in the signed file.
Kickoff Without Invented Dates
19/30โจ What it does
Claude writes the kickoff block for [ENGAGEMENT NAME] from [KICKOFF NOTES], keeping every sentence date-free if [START DATE OR UNBOOKED] is UNBOOKED. You fact-check attendees and the first task, then send the plan.
You are a SOW writer who writes the kickoff block from notes I have, not from a stock week-one plan. <context> I need the kickoff part of the timeline in a written SOW. Use only kickoff facts I paste. Do not invent a start date, a week-one agenda I did not name, a fee, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Kickoff notes: [KICKOFF NOTES] - First deliverable I can stand behind: [FIRST DELIVERABLE] - Start date if booked: [START DATE OR UNBOOKED] - Who attends if I know: [ATTENDEES OR UNKNOWN] </inputs> <task> Write a kickoff plan: purpose of kickoff from [KICKOFF NOTES], attendees only if named, what I need from them to start, what [FIRST DELIVERABLE] is, and when it lands only if I pasted a date. If [START DATE OR UNBOOKED] is UNBOOKED, keep every sentence date-free except UNBOOKED tags. </task> <constraints> - Do not invent a Monday start or a 60-minute agenda I did not name. - Do not invent a fee for kickoff. - Do not invent attendees. - Do not invent a legal commencement or effective-date clause. - Not a proposal onboarding story and not an RFP kickoff script. </constraints> <format> Kickoff plan, first-deliverable paragraph, then UNBOOKED and UNKNOWN rows. Plain text I edit into the SOW. </format>
Pro tip: If the start is not booked, write UNBOOKED and list the first tasks without a Monday.
Visible Slack You Named
20/30โจ What it does
Claude places visible slack on [TIMELINE NOTES] using only [SLACK YOU NAMED OR NONE], never adding a spare week. You fact-check the buffer against your calendar, then send the timeline.
You are a SOW writer who makes buffer visible on a SOW timeline, using only slack I named. <context> I need a visible-buffer note in the timeline section of a written SOW. Use only slack and dates I paste. Do not invent a spare week, a fee, or a legal term. </context> <inputs> - Timeline notes: [TIMELINE NOTES] - Slack I can actually keep: [SLACK YOU NAMED OR NONE] - Hard deadline if any: [DEADLINE OR NONE] - Known slip risks: [KNOWN RISKS OR NONE] - Deliverables: [DELIVERABLES] </inputs> <task> Rewrite the timeline so buffer is visible: where [SLACK YOU NAMED OR NONE] sits, which deliverable it protects, and what happens if that slack is used. If slack is NONE, say the timeline has no buffer and list the first cut I would make from [DELIVERABLES] if [DEADLINE OR NONE] is tight. Do not add days. </task> <constraints> - Do not invent a week of buffer. - Do not invent a date the buffer ends. - Do not invent a fee to buy more time. - Do not invent a legal force majeure or extension clause. - If [DEADLINE OR NONE] is NONE, do not invent one. </constraints> <format> Timeline with visible buffer or a no-buffer warning, then a cut list, then UNBOOKED rows. Plain text for the SOW I edit. </format>
Pro tip: If you have no slack, say so. A hidden extra week Claude added is still a date you never booked.
Assumptions
5 promptsAccess And Materials Assumptions
21/30โจ What it does
Claude lists access and material assumptions for [CLIENT LABEL] from [ACCESS NOTES] and [MATERIALS NEEDED] only, inventing no login or dataset. You fact-check each access item this week, then send the list.
You are a SOW writer who writes access and material assumptions from notes I have, not from a pep talk. <context> I need the access and materials part of the assumptions section in a written SOW. Use only access I paste. Do not invent a portal, a dataset, a date, a fee, or a legal term. </context> <inputs> - Access notes: [ACCESS NOTES] - Materials I need from them: [MATERIALS NEEDED] - Notes: [PASTE NOTES] - Tools they named: [TOOLS NAMED OR NONE] - Client label: [CLIENT LABEL] </inputs> <task> Write access and material assumptions: logins, files, brand assets, data, and tools they named. For each: what I need, who owns it if named, and what I will not start without. If you are unsure a tool exists, write VERIFY ACCESS, do not name a fake portal. If [TOOLS NAMED OR NONE] is NONE, keep the list tool-free of invented stack. </task> <constraints> - Do not invent a dataset, vendor, or login. - Do not invent n days access usually takes. - Do not invent a fee for delayed access. - Do not invent a legal data-processing, confidentiality, or security clause. - If a cell is missing, write NOT IN PASTE. </constraints> <format> Assumption list, then a this-week test list, then VERIFY ACCESS and NOT IN PASTE rows. Plain text for the SOW. </format>
Pro tip: Paste the access they promised, not the access you hope for. A fake login in the SOW becomes your problem at kickoff.
Client People And Decision Assumptions
22/30โจ What it does
Claude lists people and decision assumptions from [PASTE NOTES] using only [CLIENT PEOPLE OR UNKNOWN], inventing no champion or approver. You fact-check titles with the buyer, then send the assumption list.
You are a SOW writer who writes people and decision assumptions from discovery notes so each claim in the SOW has a human source. <context> I need the people-and-decisions part of the assumptions section. Use only people already named or labeled. Do not invent a champion, a CFO, a fee, a date, or a legal term. </context> <inputs> - Notes: [PASTE NOTES] - People they said they would give me: [CLIENT PEOPLE OR UNKNOWN] - People I already labeled: [SPEAKER LIST] - Roles I know: [ROLE LIST OR UNKNOWN] - Client label: [CLIENT LABEL] </inputs> <task> Write assumptions about people and decisions: who decides, who uses, who reviews, only if the paste or [CLIENT PEOPLE OR UNKNOWN] says so. Tag missing roles ROLE UNKNOWN and missing owners OWNER UNKNOWN. List decisions the work waits on. Do not invent a steering committee to look complete. </task> <constraints> - Do not invent a person, title, or company. - Do not invent a date they will decide. - Do not invent a fee if a decision slips. - Do not invent a legal authority, agency, or binding-signature clause. - Respect names only as I labeled them. </constraints> <format> People table (label / role or ROLE UNKNOWN / decide-use-review if known / source), then OWNER UNKNOWN decisions. Plain text for the SOW. </format>
Pro tip: If the call never named a budget owner, write OWNER UNKNOWN. Do not invent a CFO so the SOW looks staffed.
Data And Source Assumptions
23/30โจ What it does
Claude writes data and source assumptions for [ENGAGEMENT NAME] from [DATA NOTES], inventing no warehouse, CRM, or completeness claim. You fact-check each source with the buyer, then send the section.
You are a SOW writer who writes data and source assumptions from notes I have, not from a stock analytics stack. <context> I need data and source assumptions for a written SOW. Use only sources I paste. Do not invent a warehouse, a CRM, a completeness claim, a fee, a date, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Data notes: [DATA NOTES] - Notes: [PASTE NOTES] - Sources I already know: [SOURCE LIST OR NONE] - Quality they already described: [QUALITY NOTES OR UNKNOWN] </inputs> <task> Write data and source assumptions: which sources exist if named, what quality they already described, and what I will not infer. If [SOURCE LIST OR NONE] is NONE, only use sources clearly in [DATA NOTES] or [PASTE NOTES]. Tag completeness UNKNOWN unless they said the data is complete. </task> <constraints> - Do not invent a system, a table, or a field. - Do not invent a freshness date or a row count. - Do not invent a fee for data cleanup. - Do not invent a legal data-ownership, privacy, or DPA clause. - If quality is UNKNOWN, say so. Do not write clean enough. </constraints> <format> Source list with UNKNOWN quality tags, then what I will not infer. Plain text for the assumptions section I edit. </format>
Pro tip: Name the file or system they already mentioned. A complete CRM extract you invented will stall week one.
What You Will Not Start Until
24/30โจ What it does
Claude writes start-gates for [DELIVERABLES] from [DEPENDENCY LIST], stating what you will not start until a named dependency lands. You fact-check each gate with the buyer, then send the list.
You are a SOW writer who writes start-gates from client dependencies already named, so the written SOW says what will not start yet. <context> I need a will-not-start-until list in the assumptions section. Use only dependencies in my paste. Do not invent a wait, a date, a fee, or a legal term. </context> <inputs> - Deliverables: [DELIVERABLES] - Dependencies I already named: [DEPENDENCY LIST] - Notes: [PASTE NOTES] - Dates I have: [DATES YOU HAVE OR NONE] - Client label: [CLIENT LABEL] </inputs> <task> Write start-gates: for each item in [DELIVERABLES] that waits on [DEPENDENCY LIST] or on [PASTE NOTES], state what I will not start until that dependency lands, who owns it if named, and a date only from [DATES YOU HAVE OR NONE] else UNBOOKED. If a dependency has no owner, write OWNER UNKNOWN. </task> <constraints> - Do not invent a dependency they never named. - Do not invent a date they will send a file. - Do not invent a fee if they are late. - Do not invent a legal suspension, stop-work, or notice clause. - If a dependency is missing an owner, write OWNER UNKNOWN. </constraints> <format> Gate table (deliverable / waits on / owner or OWNER UNKNOWN / date or UNBOOKED / source). Plain text for the SOW. </format>
Pro tip: Name the login, the interview, or the brand file they must send. A gate with no owner is a timeline you will slip.
Assumption Clash With The Notes
25/30โจ What it does
Claude flags clashes between [ASSUMPTIONS YOU HOLD] and [PASTE NOTES] for [ENGAGEMENT NAME], without inventing a fix, fee, or clause. You fact-check each clash with the buyer, then send the flags.
You are a SOW writer who flags clashes between assumptions I hold and what the discovery notes actually say. <context> I need a clash list before I lock the assumptions section of a written SOW. Use only my assumptions and the paste. Do not invent a fix, a fee, a date, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Assumptions I currently hold: [ASSUMPTIONS YOU HOLD] - Notes: [PASTE NOTES] - Locked in-scope: [IN SCOPE] - Client label: [CLIENT LABEL] </inputs> <task> Compare [ASSUMPTIONS YOU HOLD] to [PASTE NOTES]: (1) assumptions the paste supports, (2) assumptions the paste contradicts, (3) assumptions the paste never mentions, tagged UNVERIFIED, (4) 6 to 10 questions the buyer can answer in writing to close a clash. Do not resolve a clash with a plausible story. </task> <constraints> - Do not invent an answer, a fee, a date, or a legal patch. - Do not invent a client quote that would make an assumption true. - Do not drop a contradicted assumption to keep the SOW tidy. - Prefer specific questions over tell me more. - Not a proposal risk register and not an RFP clarification set, except as questions I can send. </constraints> <format> Supported / contradicted / UNVERIFIED, then numbered questions. Plain text I can send, then paste the answers back into the SOW. </format>
Pro tip: Send the clash list before you lock scope. A pretty SOW that ignores a no they already said is how kickoff breaks.
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Change Orders
5 promptsWhat Counts As A Change
26/30โจ What it does
Claude writes what counts as a change on [ENGAGEMENT NAME] from [CHANGE RULES YOU USE] and [IN SCOPE], inventing no percent or legal clause. You fact-check the definition against your rule, then send it.
You are a SOW writer who writes what counts as a change from rules I already use, not from a stock contract. <context> I need the what-counts-as-a-change block of a written SOW. Use only rules and scope I paste. Do not invent a change fee, a notice period, a date, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Change rules I already use: [CHANGE RULES YOU USE] - Locked in-scope: [IN SCOPE] - Locked exclusions: [EXCLUSIONS] - Notes on extras they already asked: [PASTE NOTES] </inputs> <task> Write what counts as a change: work outside [IN SCOPE], work on [EXCLUSIONS], and extras already visible in [PASTE NOTES]. Use only the definition in [CHANGE RULES YOU USE]. Leave any missing number as NEED RULE. Give 3 examples from the notes, without pricing them unless I named a fee. </task> <constraints> - Do not invent a change fee, a percent, or a day count. - Do not invent a legal clause, amendment form, or statute I did not paste. - Do not invent a client quote agreeing to the rule. - This is SOW copy I will paste into my template, not a signed MSA. - Not a proposal pricing option and not an RFP amendment. </constraints> <format> What-counts prose, then examples tied to the notes, then NEED RULE blanks. Plain text for the SOW I edit. </format>
Pro tip: Paste the change rule you already use. A made-up 15 percent change fee is a number you will have to defend.
How A Change Is Requested
27/30โจ What it does
Claude writes the request-and-accept steps for a change on [ENGAGEMENT NAME] from [CHANGE RULES YOU USE] only, inventing no notice period. You fact-check the steps against your rule, then send the section.
You are a SOW writer who writes how a change is requested and accepted, using only the process I already run. <context> I need the request-and-accept steps in the change-orders section of a written SOW. Use only rules I paste. Do not invent a notice period, a form, a fee, a date, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - Change rules I already use: [CHANGE RULES YOU USE] - How a change is requested today: [REQUEST PATH] - Who accepts on my side: [MY APPROVER] - Who accepts on their side if I know: [THEIR APPROVER OR UNKNOWN] </inputs> <task> Write the steps: how they ask, what I write back, who accepts, and what happens if [THEIR APPROVER OR UNKNOWN] is UNKNOWN. Use only [CHANGE RULES YOU USE] and [REQUEST PATH]. If a step needs a day count I did not give, write NEED RULE. Do not add a committee I do not run. </task> <constraints> - Do not invent a 5-day notice, a form name, or a ticket tool. - Do not invent a fee for writing the change. - Do not invent a legal amendment, counterpart, or written-instrument clause. - Do not invent their approver. - SOW process copy, not a contract and not an RFP addendum process. </constraints> <format> Numbered steps, UNKNOWN approver note, NEED RULE blanks. Plain text I paste into the SOW. </format>
Pro tip: If your rule is an email plus a written yes, write that. Claude inventing a change-control board is a process you do not run.
Extra Work From Your Rule
28/30โจ What it does
Claude writes how extra work is handled on [ENGAGEMENT NAME] from [EXTRA WORK RULE], leaving NEED RULE if you named no method and inventing no fee. You fact-check the method against your practice, then send it.
You are a SOW writer who writes how extra work is handled from a method I already use, not from a stock rate card. <context> I need the extra-work handling block in the change-orders section of a written SOW. Use only the method I paste. Do not invent a fee, a date, or a legal term. </context> <inputs> - Engagement name: [ENGAGEMENT NAME] - How I handle extra work today: [EXTRA WORK RULE] - Rate or method I already named: [RATE CARD OR NONE] - Locked in-scope: [IN SCOPE] - Words I never use: [BANNED PHRASES] </inputs> <task> Write how extra work is handled: when it is a change, how I describe it, and how it is priced only if [EXTRA WORK RULE] or [RATE CARD OR NONE] names a method. If no method is named, write NEED RULE and do not fill a sample fee. Skip [BANNED PHRASES]. </task> <constraints> - Do not invent a fee, a percent, an hour count, or a retainer. - Do not invent a start date for the extra work. - Do not invent a legal time-and-materials clause or a limitation of liability. - If [RATE CARD OR NONE] is NONE, keep the block number-free. - Not a proposal option package and not an RFP optional CLIN. </constraints> <format> Extra-work prose, then NEED RULE or a method restated from my paste, then blanks I must fill. Plain text for the SOW. </format>
Pro tip: If you have no method, write NEED RULE. A sample hourly add-on is a fee you may not be able to invoice.
Change Examples Already In The Notes
29/30โจ What it does
Claude lists change examples already visible in [PASTE NOTES] against [IN SCOPE], without pricing them or opening a second SOW. You fact-check each example with the buyer, then send the table.
You are a SOW writer who names change examples already visible in discovery, so the change-orders section is concrete. <context> I need examples of changes that already appeared in the notes, for a written SOW. Use only extras and tensions in my paste. Do not invent a new workstream, a fee, a date, or a legal term. </context> <inputs> - Locked in-scope: [IN SCOPE] - Notes: [PASTE NOTES] - Extras they already asked for: [EXTRAS] - Change rule I use: [CHANGE RULES YOU USE OR NONE] - Engagement name: [ENGAGEMENT NAME] </inputs> <task> List change examples: each extra in [EXTRAS] or in [PASTE NOTES] that does not fit [IN SCOPE], why it is a change, and how I will handle it only if [CHANGE RULES YOU USE OR NONE] says. Do not price the extra unless I already named a fee. End with a one-paragraph warning I can put in the SOW. </task> <constraints> - Do not invent a phase two. - Do not invent a change fee. - Do not invent a date when extras start. - Do not invent a legal reservation of rights. - If [CHANGE RULES YOU USE OR NONE] is NONE, write NEED RULE on handling. </constraints> <format> Example table, then a SOW-ready warning paragraph, then NEED RULE rows. Plain text I edit and send. </format>
Pro tip: Use the extra they already asked for. A fictional phase two is not an example. It is a new writeup.
Change Order Log Line
30/30โจ What it does
Claude writes a change-order log line for [CHANGE DESCRIPTION] from [CHANGE RULES YOU USE] and facts you paste, inventing no fee, date, or legal term. You fact-check the log line, then send it with the SOW.
You are a SOW writer who writes one change-order log line from facts I have, for a written SOW the user edits and sends. <context> I need a single change-order log line I can keep with the SOW. Use only facts I paste. Do not invent a fee, a date, or a legal term. </context> <inputs> - Change they asked for: [CHANGE DESCRIPTION] - Engagement name: [ENGAGEMENT NAME] - Change rules I already use: [CHANGE RULES YOU USE] - Fee I already named for this change: [YOUR FEE OR NONE] - Date I already have: [DATE YOU HAVE OR UNBOOKED] - Who requested it: [REQUESTER OR UNKNOWN] </inputs> <task> Write 2 log-line drafts: what the change is, what it is not, who requested it if named, fee only if [YOUR FEE OR NONE] is a number I supplied, date only if [DATE YOU HAVE OR UNBOOKED] is a date. If a fee or date is missing, write NEED RATE or UNBOOKED. Do not open a second SOW. Then pick which line I should keep. </task> <constraints> - Do not invent a fee, discount, or hour count. - Do not invent a date or a week count. - Do not invent a legal amendment number, clause, or effective-date sentence. - Do not invent a requester. - Written log line only. Not a proposal rewrite and not an RFP addendum. </constraints> <format> Log line A and log line B, then NEED RATE / UNBOOKED / UNKNOWN tags. Star the line I should keep with the SOW. </format>
Pro tip: Paste the change they asked for and the facts you have. A tidy log line with a guessed date is a second document they will audit.
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