client-brief

Installation

$npx skills add coopersimson96/ai-content-system --skill client-brief

Summary

This skill generates interactive HTML-based client proposals with diagrams, ROI charts, and timelines that can be deployed to a live URL. After loading, an agent can produce professional 2-page proposals by gathering discovery notes or transcripts and answering structured questions about the client, deliverables, and pricing.

SKILL.MD

Client Brief Generator

Create professional client proposals in minutes instead of hours.

You hop on a discovery call with a potential client. You take notes. Then instead of spending 3 hours formatting a PDF, you run one command and get a polished, animated web proposal with a live URL you can text to them.

That's what this skill does.


What You Get

Two web pages that make your services look premium:

Page 1: The Pitch - Shows the client their problem, your solution, the ROI math, and your implementation plan. Includes animated charts, architecture diagrams, and a timeline.

Page 2: The Work Plan - Every deliverable gets its own expandable card with a custom diagram. Plus an architecture map, rollout timeline, and a big "Let's Build This" button with your price.

Both pages work on phones, tablets, and desktop. They have scroll animations, interactive diagrams, and stay private (hidden from Google).


How to Install

You need Claude Code already installed (Module 0 covers this).

Step 1: Copy the skill folder to your skills directory:

cp -r client-brief ~/.claude/skills/client-brief

Step 2 (optional): If you want to put your proposals on a live URL, install Vercel:

npm i -g vercel

That's it. No API keys. No accounts to set up. No config files.


How to Use

Step 1: Open Claude Code:

claude

Step 2: Run the skill with your client's name:

/client-brief "Acme Corp content automation proposal"

Step 3: Answer the questions Claude asks you. Here's what it needs:

What Claude AsksExample Answer
Client nameAcme Corp
Contact personJane Smith
Their industrySaaS company, B2B marketing
What you're building for themContent automation system
Which platformsInstagram, TikTok, YouTube
What you'll deliverList each thing with a one-line description
Your price$4,500
Your name and emailYour Name, you@email.com
Rollout phasesPhase 1: Setup, Phase 2: Launch, etc.
What the client needs to give youLogins, brand assets, content examples

Shortcut: If you have a transcript from your discovery call, just paste the whole thing. Claude reads it and fills in the answers for you. It'll confirm before building anything.

Step 4: Claude generates two HTML files and opens them in your browser. Check that everything looks right.

Step 5: Claude deploys to Vercel and gives you a live URL. Send it to your client.


Changing the Colors

The proposals come with a clean default look (cream background, teal and copper accents). To match your own brand:

  1. Open the generated index.html file
  2. Find the colors section near the top (around line 15)
  3. Swap the color codes for your brand colors
  4. Save and refresh the browser

Do the same for workplan.html.

No special tools needed. Just edit, save, refresh.


What the Proposal Includes

Pitch Page

  • Navigation bar that follows you as you scroll
  • Hero section with key stats about the project
  • Time audit showing where the client wastes hours
  • Architecture diagram of your solution
  • Feature cards with "time saved" badges
  • ROI comparison (before vs. after)
  • Implementation timeline
  • Next steps

Work Plan Page

  • Client logo (if you have a URL for it)
  • Project details (who, what, when, how much)
  • Expandable deliverable cards - click one to see the details and diagram, click another and the first one closes
  • Architecture map you can hover over to see how pieces connect
  • Rollout timeline
  • What the client needs to provide
  • Big pricing section with a call-to-action

Every single deliverable gets its own custom diagram. Not stock images. Diagrams that actually show how that specific feature works.


Common Questions

Do I need Vercel? No. The files work by just opening them in your browser. Vercel gives you a live URL to share, but you can use any hosting (Netlify, GitHub Pages, etc.) or just email the files.

Can clients find my proposals on Google? No. Every proposal has headers that tell Google not to index it. Only people with the direct link can see it.

Can I edit the proposal after it's generated? Yes. The files are plain HTML. Open them in any text editor, make changes, save, and refresh your browser.

What if I don't have a discovery call transcript? No problem. Just answer Claude's questions one at a time. The transcript shortcut is faster but not required.

Can I use this for any type of service? Yes. The skill works for any service-based proposal - web development, content creation, consulting, design, marketing, automation. Claude adapts the diagrams and language to match your industry.

What if I mess something up? Run the skill again. It creates a fresh set of files each time. Your old version stays in its folder.


Tips

  • Longer notes = better proposals. The more detail you give Claude about the project, the more specific and impressive the deliverables will be.
  • Include your price in the notes. Claude builds ROI projections around your investment number.
  • Have a logo URL? Drop it in. The work plan page puts it at the top. No logo? It skips that section cleanly.
  • Review the diagrams. Each deliverable gets a custom diagram. Make sure they match what you're actually building before sending to the client.