Proposal & SOW Engine • Built on Claude

Win the work, then protect the scope

Paste a messy brief and get a client-ready proposal that closes, plus a matching statement of work that prevents revision disputes. Built on Claude, in your voice. You review and send.

What the Proposal & SOW Engine does

It turns the notes you already have into a proposal that wins the project and an SOW that keeps it from drifting.

Most proposal tools write a generic blurb or a marketplace bid. This is different. From one brief it drafts a full project proposal with scope, deliverables, and value-priced options, then writes the matching statement of work that spells out assumptions and exclusions. The scope you sell and the scope you agree to end up the same, which is what stops the slow drift that turns a profitable job into an unpaid one.

  • Drafts a complete proposal from a messy brief, in minutes
  • Builds a matching SOW from the same brief, automatically
  • Leads with outcomes, not a flat task list
  • Prices as options, two or three tiers, not one number
  • Spells out assumptions and exclusions to stop scope creep
  • Sounds like you, not a generic template
  • Works for any project-based service, from design to consulting
  • Lives in Notion, reusable for every lead

What is inside

The Proposal Prompt

Drafts a 5-part proposal from your brief, in your voice. Tested, not a starter.

The SOW Prompt

Turns the agreed proposal into a statement of work that protects you.

Scope & Deliverables Bank

Drop-in language for common service lines, so you stop rewriting it.

Pricing Options Template

Value-based tiers your clients choose between, with the value spelled out.

Assumptions & Exclusions Library

The blocks that prevent revision disputes, ready to paste.

Worked Example & Setup Guide

A finished proposal and SOW, plus a setup you run in about ten minutes.

How it works

  1. Paste your brief. Call notes, an email thread, or a few bullet points. Whatever you already have.
  2. Draft the proposal. Claude writes the five parts: outcome-first opening, scope and deliverables, assumptions and exclusions, pricing options, and the close.
  3. Generate the matching SOW. The same brief produces a statement of work, so the two never disagree.
  4. Pull from the banks. Drop in precise deliverables, pricing language, and exclusions instead of writing from scratch.
  5. Edit and send. Fill any gaps, adjust your numbers, and send a document that reads like you wrote it.

Who this is for (and not)

Built for

  • Freelancers and consultants who send real project proposals
  • Anyone tired of rebuilding scope and pricing from scratch each time
  • People who want a matching SOW without writing one by hand
  • Owners who want clearer scope and fewer revision disputes

Not for

  • Upwork or Fiverr bid cover letters, which are a different tool
  • Anyone who wants a one-click generator with no editing
  • Teams needing a multi-user platform with e-sign and a CRM
  • Work where you never write a proposal or define scope

FAQ

What exactly do I get?
Two tested Claude prompts that build a proposal and a matching statement of work from one intake, plus a Notion library: a scope and deliverables bank, value-based pricing templates, and reusable assumptions and exclusions blocks. You also get a full worked example and a setup guide. Everything arrives on an access hub by email within minutes of purchase.
Is this for Upwork or Fiverr proposals?
No. Those are short bid cover letters whose goal is an interview. This builds a full project proposal and a statement of work for direct clients: scope, deliverables, pricing options, and the terms that protect you. Different document, different stage of the relationship.
Do I need to be technical?
No code. It runs in Claude with a document. Paste your brief, run the two prompts, edit, and send. The setup guide walks every step, and most leads take about ten minutes once you have done it twice.
Does it set my prices for me?
No. You decide the numbers; the prompt phrases them as clear options with the value spelled out. The pricing templates give you the structure, and the strategy stays yours.
Is a statement of work legally binding?
A statement of work defines scope, deliverables, timeline, and terms, and it is often attached to the agreement you both sign. Whether it binds depends on how it is incorporated into that agreement, so this is general information rather than legal advice. For high-value work, have a professional review your contract terms.
Will the proposals sound like me?
Yes. The prompt takes a few lines of your own writing as a voice sample, and you can paste in a profile from our Train AI in Your Brand Voice method for a closer match. You always read and edit the draft before it goes out.
What if it is not for me?
Every OptimyzeHQ product carries a 30-day refund. If the Proposal & SOW Engine does not fit how you work, email info@optimyzehq.com within 30 days for a full refund.

Win the work, and keep the scope you sold

One-time purchase. Runs in Claude with a Notion library you keep and reuse. The founding price is $67 and rises to $97 as the product matures.

30-day refund on every OptimyzeHQ product. Works with Claude and Notion.