Draft a staging proposal with Claude
Turn your consultation notes into a polished staging proposal before you leave the driveway.
Step 1 — Make Sure You Have These
- A free or paid Claude account at claude.ai—no coding tools needed
- Your services, pricing structure, and standard terms
- Notes from the client consultation
Gather the details Claude needs
Before you open Claude, jot down the facts you would normally pull together while writing a proposal:
- Property address and whether the home is occupied or vacant
- Rooms to stage and any special requests
- Listing price range and target timeline
- The price or price range you quoted
- Your standard payment, cancellation, and de-staging terms
Missing a detail is okay. Mark it as TBD instead of guessing.
Ask for a complete first draft
Open claude.ai, start a new chat, and paste this prompt. Replace everything in brackets with your notes.
You are helping me write a home staging proposal. Draft a professional but warm proposal using only the facts I provide below. Do not invent pricing, dates, services, or terms. If something important is missing, mark it TBD.
Organize the proposal into:
1. A short, friendly introduction
2. Scope of work by room
3. Investment
4. Terms and important dates
5. Clear next steps
Client/property: [name and address]
Occupied or vacant: [answer]
Rooms to stage: [list]
Listing price range: [range]
Timeline: [dates]
Quoted staging price: [price or range]
My standard terms: [paste terms]
Other consultation notes: [paste notes]Read the first draft once for overall shape before changing individual sentences.
Make it sound like you
If the draft feels generic, give Claude one proposal you are proud of and ask it to match the style—not the old client details.
Here is a past proposal that sounds like me. Study its tone, sentence length, and level of detail. Rewrite the new proposal in that style, but keep every client fact, price, date, and term from the new proposal unchanged. Do not carry over names, addresses, prices, or scope from the example.
[PASTE YOUR PAST PROPOSAL]For quick refinements, ask for one change at a time: “Make the introduction shorter,” “Make the next steps warmer,” or “Add my de-staging clause exactly as written below.”
Review it, then get it out the door
Claude does the typing; you still approve the proposal. Before sending, verify:
- Every price and payment term
- Property address, client name, and all dates
- The room list and scope for each room
- Cancellation, damage, extension, and de-staging terms
- Any sentence that sounds like an assumption
When everything is accurate, copy the proposal into your email, branded document, or proposal tool. Your review is what turns the draft into work you can confidently send.