PurposeInternal document — bridges discovery call to proposal
Filled inImmediately after discovery call, before writing the proposal
OutputClaude prompt-ready summary at the bottom
Prepared byCharles Hardt · charleshardt.com
Brief completion
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How to use this template: Fill in this brief immediately after every discovery call, before you open Bonsai to write the proposal. It takes 10 minutes. The completed brief generates a Claude prompt at the bottom that produces a first-draft proposal in under 60 seconds. Never write a proposal from memory — write it from this document.
1
Client & contact
Practice or organisation name *
Decision-maker name *
Email
Website URL
Niche *
Decision-making structure
Discovery call date
2
Core problem & goal
What is the main thing their site is not doing? *
From Q1. Their actual words if possible -- not your interpretation yet.
Is this a traffic problem or a conversion problem?
Stated success metric *
From Q5. If they gave a specific number, write it exactly. If they were vague, note that.
How do new patients or donors currently find them?
From Q2. Shapes where to focus the SEO and conversion conversation in the proposal.
3
Scope & requirements
Project type *
Pages needed *
Check all confirmed in the call. Add custom pages in the notes field below.
Integrations needed
Content responsibility
Assets available
4
Timeline & budget
Hard deadline or target launch date *
Reason for deadline
Proposed project fee
Project tier
Estimated build time
Maintenance plan interest
5
Compliance notes
Compliance considerations for this project
Compliance notes not covered above
6
Buying signals & fit assessment
Overall fit
Key buying signals noted on the call
Red flags or concerns to address in the proposal
Anything else that should influence the proposal
7
Generate Claude proposal prompt
Click the button below to generate a ready-to-paste Claude prompt from everything you have entered. Copy it, open Claude, paste it in, and edit the resulting proposal for accuracy and voice before sending through Bonsai.