Claude Prompt Library

Written Scope of Work From Discovery Notes

30 copy-paste prompts

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.

Louis Corneloup
By Louis Corneloup ยท Founder, Techpresso
Last updated ยทHand-curated & tested by the AI Academy team

In Scope

5 prompts

In-Scope Sentence From Notes

1/30

โœจ 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>

๐Ÿ’ก

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

2/30

โœจ 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>

๐Ÿ’ก

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

3/30

โœจ 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>

๐Ÿ’ก

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

4/30

โœจ 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>

๐Ÿ’ก

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

5/30

โœจ 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>

๐Ÿ’ก

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 prompts

Hard Exclusions List

6/30

โœจ 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>

๐Ÿ’ก

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

7/30

โœจ 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>

๐Ÿ’ก

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

8/30

โœจ 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>

๐Ÿ’ก

Pro tip: One line is enough. A helpful paragraph about related work reads like you already scoped it.

Buyer-Assumed Work That Is Out

9/30

โœจ 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>

๐Ÿ’ก

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

10/30

โœจ 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>

๐Ÿ’ก

Pro tip: The sentence should name two or three real exclusions. Everything else is a hole, not a boundary.

Deliverables

5 prompts

Named Deliverable List

11/30

โœจ 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>

๐Ÿ’ก

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

12/30

โœจ 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>

๐Ÿ’ก

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

13/30

โœจ 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>

๐Ÿ’ก

Pro tip: Paste the format they asked for (deck, doc, workshop). A portal you invented becomes your delivery problem.

Deliverable Owners And Handoffs

14/30

โœจ 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>

๐Ÿ’ก

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

15/30

โœจ 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>

๐Ÿ’ก

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 prompts

Milestone Order From Named Sequence

16/30

โœจ 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>

๐Ÿ’ก

Pro tip: Paste the order they asked for. A typical six-week ladder is a sequence you never agreed.

Timeline From Dates You Have

17/30

โœจ 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>

๐Ÿ’ก

Pro tip: Paste booked dates only. A milestone dated from a typical project is a date you never held.

Client Review Windows You Named

18/30

โœจ 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>

๐Ÿ’ก

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

19/30

โœจ 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>

๐Ÿ’ก

Pro tip: If the start is not booked, write UNBOOKED and list the first tasks without a Monday.

Visible Slack You Named

20/30

โœจ 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>

๐Ÿ’ก

Pro tip: If you have no slack, say so. A hidden extra week Claude added is still a date you never booked.

Assumptions

5 prompts

Access And Materials Assumptions

21/30

โœจ 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>

๐Ÿ’ก

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

22/30

โœจ 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>

๐Ÿ’ก

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

23/30

โœจ 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>

๐Ÿ’ก

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

24/30

โœจ 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>

๐Ÿ’ก

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

25/30

โœจ 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>

๐Ÿ’ก

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 prompts

What Counts As A Change

26/30

โœจ 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>

๐Ÿ’ก

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

27/30

โœจ 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>

๐Ÿ’ก

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

28/30

โœจ 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>

๐Ÿ’ก

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

29/30

โœจ 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>

๐Ÿ’ก

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

30/30

โœจ 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>

๐Ÿ’ก

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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Frequently Asked Questions

That page is a large pack of generic client proposals: cover notes, why-us, priced tables, many industries. This page writes one scope of work from discovery notes you paste: in scope, out of scope, deliverables, timeline, assumptions, and change orders. Claude invents no fees, dates, or legal terms. You edit the written SOW and send it. If you need a full sales proposal with a pricing narrative, use the proposals page.
The RFP page turns a buyer document into a compliance matrix, clarifying questions, win themes, and a response draft. This page is the SOW you write after a discovery call, not a bid against someone else's requirements. No matrix, no evaluator scoring, no win theme. Paste notes, lock scope, edit the written SOW, then send.
It will if you ask for a finished SOW with empty notes. These prompts forbid new fees, discounts, hour counts, start dates, week counts, and legal clauses (indemnity, liability caps, governing law, deemed acceptance). If a number or a term is not in what you pasted, the draft should say NEED RATE, UNBOOKED, NEED RULE, or NOT IN PASTE. You fact-check every line, then send.
No. You name the work, you name the dates you have, you paste the change rule you already use, and you send the file. Claude drafts the written SOW. It does not invoice, book a kickoff, or bind anyone. If a rate or a clause is missing, the draft should leave a blank, not a sample number or a sample statute.
Paste them anyway. Start with In-Scope Sentence From Notes and Hard Exclusions List, then Assumption Clash With The Notes. Do not ask Claude to fill holes with a typical retainer, a six-week plan, or a stock legal clause. Send the question list to the buyer, paste the answers, then lock deliverables. A tidy SOW from thin notes is how fake dates and invented terms appear.

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