Free Claude Skill

Scope-to-SOW Converter

Paste a prospect conversation. Get back a statement of work — scoped, priced, ready to send.

The Skill

One Conversation. One Proposal. Sent Today.

Answer 1 question about what you charge.
Paste a prospect conversation — call notes, email thread, voice transcript.
Get back a sendable proposal before the momentum dies.

Conversation Read — what the prospect actually said they need, in their words. Problem, desired outcome, urgency, budget signals.

The SOW — a formatted, sendable proposal. Opening context that uses their language, deliverables scoped to what they described, investment tied to their problem.

Scope Protection — the 3 creep risks for this engagement and the boundary language for each. Internal — not in the proposal.

What You Get Back

6 Sections. A Proposal You Can Send.

Each section of the package handles a different part of turning a conversation into a closed deal.

1Conversation ExtractWhat the prospect said they need, in their words — problem, desired outcome, urgency level, and every budget signal in the conversation
2Service RecommendationWhat to propose and why — service type, engagement tier, and the reasoning that connects the recommendation to what they said
3Scope DefinitionNamed deliverables with completion criteria, plus the exclusions that prevent scope creep from day one
4The SOWThe actual proposal — formatted, priced, ready to copy into an email or attach as a PDF. Opening context uses their own words
5Scope Protection NotesTop 3 creep risks for this engagement, with boundary language you can say out loud. Internal — not in the proposal
6Confidence CheckWhat’s solid and what to verify before hitting send — so you know exactly where to focus your review

Setup

Install in 2 Minutes

  1. Go to claude.ai
  2. Click Customize → Skills
  3. Click the + button
  4. Select Upload a skill
  5. Upload the .md file you downloaded below
  6. Toggle the skill on

First time using skills? You may need to enable Code execution first: Settings → Capabilities → toggle on “Code execution and file creation.” Skills require a Claude Pro account or higher.

Running It

Start a new conversation. Type “Run the Scope-to-SOW Converter” and answer the one setup question about what your practice does and what you charge.

Then paste the prospect conversation — call notes, email thread, voice transcript, text messages. Messy is fine. The skill extracts what’s there and flags what’s missing.

If you skip the pricing question, the skill still produces the full SOW with a pricing placeholder. You fill in the number before sending.

Get the Skill

One file. Upload it to Claude and you’re set.

Download Skill File

Works with Claude and any LLM that accepts custom instructions.

Tips

Get More From Every Proposal

More conversation = better SOW.A 5-minute call summary gives you a basic proposal. A full transcript or multi-email thread gives you deliverables, exclusions, and pricing tied to what they actually said.
Answer the pricing question.The skill calibrates the investment to your rates and the scope. Without it, you get a placeholder — still useful, but you add a step before sending.
Read the Scope Protection Notes.These aren’t in the proposal. They’re for you — the 3 ways this engagement will try to expand, and what to say when it happens. Read them before the kickoff call.
Send it the same day.The whole point is speed. Great conversation Tuesday, proposal sent Tuesday. Not reconstructed from memory on Sunday.

Skill 3 of 5

The Practice Skills Series

5 free Claude skills built specifically for professional services practice owners. Each one handles a different part of running a practice.

Follow along on LinkedIn or stay on this list. Next skill drops in about a week.