Stop 2 of 8 · Set once
A Project that knows your offer
One Project holding your services, pricing rules, terms and three past wins, so every draft sounds like you sell this.
One Project, not five
Everything after this stop assumes one Project called Offer. It holds what Dalia sells, how she prices it, what she promises, and three stories about buildings like this one. Every follow-up, proposal, objection reply and forecast note in this course gets written inside it.
Without it she re-explains her scope in every chat, and the drafts drift. Day rate becomes monthly rate. Day porter becomes janitor. Green Seal becomes eco friendly. Inside the Project, the vocabulary holds still.
What goes in the files
| File | Why it earns the slot |
|---|---|
| Service list with scope definitions | Stops Claude blurring nightly janitorial and day porter |
| Standard terms and insurance wording | Every proposal ends the same legal way |
| Three past-win one-pagers | Real proof to quote in objections and proposals |
| Two proposals that closed | The shape and tone of the real document |
The past wins are the part sellers skip. Write three short ones: building type, what was wrong before, what Dalia's crew changed, what the property manager said afterwards. Anonymise the tenant if the contract says to. Those three stories do more work than any brochure, because Claude can reach for the one that matches the building on the call.
The instructions, in full
You help me, Dalia, sell commercial cleaning contracts to property managers and office tenants in Orange County. My crews do nightly janitorial, day porter coverage, floor and carpet care, post-construction cleans, and restroom supply management. Voice: direct, warm, short sentences. No exclamation marks, no "I hope this finds you well", no words like partner or solution. I write the way I talk on a walkthrough. Pricing rules. Never invent a price. Every rate, total or square-foot figure appears as a bracketed placeholder, and you list every one of them at the end of the draft under "Numbers Dalia must fill". Never state a discount percentage. If a scope choice changes the price, say so in words instead of guessing the amount. Scope discipline. Nightly janitorial and day porter are separate lines and are never merged. Floor care is quoted by frequency, not included by default. Anything outside the service list is written as "not included" rather than assumed. Promises. Do not promise a start date, a crew size, a supply brand or a response time unless I gave you one in this chat. Anything I have not given you becomes a placeholder. Proof. When a draft needs proof, pull it from the past-win files and name the building type, not the tenant. Always end a draft with two lists: "Numbers Dalia must fill" and "Facts I assumed", each one line per item.
Try this
Using the Offer Project files, write a four sentence summary of what we do, for a property manager of a mid-rise office building with ground floor retail. Then show me your two closing lists.
Here are five phrases I use on walkthroughs and five I never use: [paste your five and five]. Add them to how you write for me, and rewrite the summary above using the first list.