Systemify

Generate Client Proposals from Sales Calls with Claude Code

Drop a transcript. Get a branded PRD with deliverables, timeline, risks, and next steps. Claude does the analysis, you just review and send.

Claude Code

you > generate a PRD from the acme-corp-call.md transcript

Claude > Extracting details from the transcript...

Claude > Found 4 pain points, 6 deliverables, 2 risks. Budget: $8,000. Timeline: 6 weeks.

Claude > Generating branded Google Doc...

Claude > Done. PRD ready at docs.google.com/d/...

Works with Claude Code on Mac, Windows, and Linux

What's in the kit

Everything you need. Nothing you don't.

AI-Powered Extraction

Gemini AI reads your transcript and pulls out pain points, deliverables, timeline, risks, and out-of-scope items automatically.

Branded Google Doc Output

Generates a professionally formatted Google Doc with your company name, brand colors, numbered sections, and signature block.

Claude Code Skill

A built-in skill so you just say "generate PRD" and Claude walks you through it. No commands to memorize.

Customizable Service Types

Pre-configured project templates with default budgets and timelines. Edit them to match your service offerings.

Two Python Scripts

extract_prd_details.py handles AI extraction. generate_prd_doc.py creates the Google Doc. Clean, commented, easy to modify.

Business Context Template

Optional file where you describe your services. The AI uses it to extract more relevant details from conversations.

How it works

Set up once. Generate proposals forever.

15-minute setup, then every future proposal is just "generate PRD" and a transcript.

Download & set up

Unzip, install dependencies, add your Gemini API key (free) and Google OAuth credentials.

Customize your brand

Set your company name and accent color in brand_config.json. That's it.

Say "generate PRD"

Drop a sales call transcript and tell Claude to generate a PRD. It handles everything.

Review and send

Claude shows you the extracted details for approval, then creates a Google Doc you can share with the client.

The output

A professional PRD, every time.

Every generated document follows the same proven structure. Consistent, thorough, and ready to send.

Problem & Goals

Pain points and business impact extracted directly from the conversation

Deliverables

Numbered list of everything included in the project scope

Timeline

Phased project plan with durations and descriptions

Out of Scope

Items explicitly excluded, with reasons. No scope creep.

Risks & Next Steps

Assumptions, risks with mitigations, and action items for both parties

From Daniel Canosa

I use this for every client proposal

This is the exact system I use at Systemify to turn sales calls into project proposals. Every client engagement starts with a PRD generated this way.

2 min

per proposal

80+

businesses helped

10K+

YouTube subscribers

Stop writing proposals from scratch.
Start generating them from conversations.

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