ClaudeEach approved proposal

Turn a sales proposal into a buyer walkthrough in Claude

Give Claude the approved scope and terms. Create a narrated walkthrough with ngram, check the plan against the document and share the finished explanation with your buyer.

Get the workflow prompt Watch the output

See what you can make

An illustrative proposal from fictional agency Briarlane Studio to fictional buyer Cedar Desk. Created and revised through Claude, the video explains four onboarding deliverables, a four-week schedule and the sample agency’s payment milestones.

Prompt

Use the connected ngram tools to create a buyer walkthrough of this sample proposal. This is an illustrative agency proposal with fictional parties. Label the video “Sample proposal” so it cannot be mistaken for an offer from ngram. Proposal source: - Provider: Briarlane Studio, a fictional video agency. - Buyer: Cedar Desk, a fictional software company. - Objective: help new customers complete their first project with four short onboarding videos. - Deliverables: four narrated onboarding videos, each up to 45 seconds, supplied as 1080p MP4 files. - Schedule: four weeks from kickoff. Week 1 is source review and scripts. Week 2 is storyboard approval. Week 3 is video production. Week 4 is revisions and final delivery. - Buyer supplies approved product facts, current screenshots and brand assets at kickoff, and reviews each submitted milestone within two business days. - Two consolidated revision rounds are included. - Fixed project fee: $4,800 USD. Payment is $2,400 at kickoff and $2,400 on final delivery. These are sample agency terms, not ngram subscription pricing. - Next step: the buyer reviews the written scope and confirms the kickoff date with the agency. Create a 60-second, 16:9 English video with a clean proposal-deck presentation. Keep the names, quantities, currency, amounts, payment milestones and timeline exactly as supplied. Use clear typography, a four-week timeline and a two-part payment diagram. Do not invent testimonials, ROI, guarantees, discounts or additional deliverables. Keep “Sample proposal” visible throughout. Show the price only as this sample agency’s fixed project fee. Prepare the video and show the selected settings and total estimate. Stop for plan review after I confirm creation. Bring back the narration and scene plan so I can check every commercial term before production. Follow the same video to completion in this conversation, with no scheduled tasks, and return the preview, project link and MP4 download. If the ngram connector is not connected, read https://www.ngram.com/markdown/docs/connect-ngram-to-claude.md?view=1 and help me connect ngram to Claude. Wait for me to complete sign-in and approve access, then resume this workflow.

Selected style

Editorial

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Read the video transcript

This sample proposal is from Briarlane Studio for Cedar Desk. Four narrated onboarding videos will help new customers complete their first project. Each video is up to forty-five seconds and delivered as a 1080p MP4. The work takes four weeks from kickoff. Week one covers source review and scripts. Week two is storyboard approval. Week three is production. Week four covers revisions and final delivery. At kickoff, Cedar Desk supplies approved product facts, current screenshots and brand assets. It reviews each submitted milestone within two business days. Two consolidated revision rounds are included. The sample agency’s fixed project fee is four thousand eight hundred US dollars. Two thousand four hundred is paid at kickoff and two thousand four hundred on final delivery. Next, review the written scope and confirm the kickoff date.

How it works

One source. A repeatable workflow.

04 steps · Claude

Start with

An approved proposal and its commercial terms

Create in

Claude

Make

A narrated buyer walkthrough

Supply the approved proposal
Open a Claude conversation with ngram enabled. Paste the workflow request and supply the approved proposal text or document. Identify the buyer and the intended next step. Label illustrative material as a sample.
Check the terms in the plan
Review the prepared settings and confirm creation with plan review. Compare the returned narration and scenes with the source. Check deliverable counts, dates, currency, payment milestones, revision allowances and buyer responsibilities before approving production.
Review the buyer’s walkthrough
Ask Claude for progress on that same video and open the completed preview. Check the timeline and payment diagram, as well as the narration. Request a precise correction in the existing project when a term is wrong or missing.
Share it with the written proposal
Open the ngram project and choose an appropriate share visibility, or download the MP4 with an eligible plan. Send the video alongside the approved proposal through your usual buyer communication channel.

Watch the workflow

Create a proposal walkthrough in Claude

Follow the source request, narration revision, commercial-term review and final handoff, then watch the complete sample proposal. Waiting time is removed.

Read the walkthrough transcript

The recording starts with a sample agency proposal supplied to Claude. Creation is confirmed with Editorial style, a 60-second request and plan review. A revision shortens the narration while preserving all on-screen terms. The revised plan lists the deliverables, four-week timeline, buyer responsibilities, revision allowance and payment milestones. Production is approved for the same video. The final handoff provides the 1080p MP4 and ngram project link. The complete 61.4-second result plays with this narration. This sample proposal is from Briarlane Studio for Cedar Desk. Four narrated onboarding videos will help new customers complete their first project. Each video is up to forty-five seconds and delivered as a 1080p MP4. The work takes four weeks from kickoff. Week one covers source review and scripts. Week two is storyboard approval. Week three is production. Week four covers revisions and final delivery. At kickoff, Cedar Desk supplies approved product facts, current screenshots and brand assets. It reviews each submitted milestone within two business days. Two consolidated revision rounds are included. The sample agency’s fixed project fee is four thousand eight hundred US dollars. Two thousand four hundred is paid at kickoff and two thousand four hundred on final delivery. Next, review the written scope and confirm the kickoff date.

Your starting point

Start with the prompt.

Develop the explanation in Claude while keeping the written proposal as the source for every commercial term.

Your request for Claude

Open Claude ↗

Connect ngram to Claude

Review. Then deliver.

Claude returns the walkthrough and its ngram project. Review all commercial terms before sharing it with the buyer.

While your video is being made

Ask Claude for the current proposal video’s progress. Review its plan or answer any pending question so the same run can continue.

Share a link

Choose Share in the ngram project and review visibility before sending the watch link to the buyer. Include the written proposal with your message.

Download the video

Ask Claude to prepare an MP4 and choose an export option available to your ngram account. Download in the ngram project requires an eligible paid plan. Check the saved file before uploading or sending it.

If the workflow needs attention

Ask Claude to check the existing video and identify the reported problem. Keep its ID and project link so a delayed response does not cause a duplicate creation.

A fee or payment milestone differs from the proposal: Quote the exact source term and identify the incorrect scene or sentence. Ask for that correction in the existing video and review both the spoken amount and the on-screen diagram.
The video adds an unapproved promise: Point out the unsupported statement and provide the approved wording. Revise the same video and replay the affected scene before sharing.
The proposal has changed after the video was created: Provide the newly approved terms and list which sections changed. Ask Claude to revise the existing video, then review the complete result for old terms that still remain.

Keep the workflow. Change the story.

01
Start from the next approved proposal
Replace the buyer context, scope and commercial terms together. Check that every name, quantity, currency and date in the new plan belongs to the new proposal.
02
Revise the video when the proposal changes
Keep the project link with the written proposal. Supply the approved changes in the same conversation, request a revision and check the returned video before sending it.

Examples

Compare source-led presentations and product explanations.

SaaS pitch videos

See how a short pitch introduces a product and a buyer’s problem.

See the example

Fintech pitch videos

Explore pitch formats where source accuracy and clear terms matter.

See the example

Sales demonstrations

Show the actual workflow a buyer is considering.

See the example

Product demonstrations

Connect the proposed solution with a concrete product example.

See the example

Product walkthroughs

Give a buyer a sequence they can follow after the meeting.

See the example

Slide-based walkthroughs

Use an approved presentation as the source for a narrated explanation.

See the example

Templates

Start from a brief suited to the point in the sales process.

Proposal walkthrough

Explain the approved scope, timeline and commercial terms.

Use this template

Demo follow-up

Recap the buyer’s priorities and the next step after a demonstration.

Use this template

Objection answer

Address one buyer concern with approved supporting evidence.

Use this template

SaaS pitch

Introduce the product’s value and a clear next action.

Use this template

Product demonstration

Show the product workflow supporting the proposed solution.

Use this template

Product Q&A

Explain approved questions and answers through two distinct voices.

Use this template

Features

Make the source-backed explanation clear and easy to review.

Brand Kit

Apply the agency’s approved brand direction to the walkthrough.

Explore feature

AI voiceover

Review pronunciation of buyer names, amounts and product terminology.

Explore feature

Captions and subtitles

Add captions when needed and check every commercial term.

Explore feature

Video editing

Correct a scene or sentence when an approved term changes.

Explore feature

Video hosting

Give the buyer a hosted page for watching the walkthrough.

Explore feature

Reusable intros and outros

Keep recurring proposal presentations consistent with an opening and closing slide.

Explore feature

Solutions

Explore related work for the teams preparing the offer.

Sales enablement

Help sellers explain the approved offer and the next buyer action.

See the solution

Agencies and consultants

Walk clients through a defined engagement and its deliverables.

See the solution

Founders

Explain a proposal directly to a prospective customer or partner.

See the solution

Small businesses

Present a service scope and timetable in a concise walkthrough.

See the solution

Solopreneurs

Give a prospective client a clear explanation of the work being proposed.

See the solution

Product marketing

Support the proposal with accurate product positioning and evidence.

See the solution

Use cases

Match the video to the question the buyer needs answered.

Proposal walkthrough

Explain the written offer and the buyer’s next decision.

Explore use case

Demo follow-up

Recap the demonstrated workflow and agreed next steps.

Explore use case

Objection handling

Answer a specific concern with approved source material.

Explore use case

Sales product demo

Show the product workflow relevant to this buyer.

Explore use case

Agency pitch

Explain the prospect’s challenge and the agency’s proposed approach.

Explore use case

Sales enablement content

Prepare product explanations that sellers can reuse accurately.

Explore use case

Converters

Choose the source format that contains the offer.

Proposal to video

Use the scope, terms and timeline in the approved proposal.

Start converting

PDF to video

Start from a PDF that contains the buyer-facing source.

Start converting

Slides to video

Explain an approved sales presentation as a narrated video.

Start converting

Pitch deck to video

Develop a pitch explanation from the supplied deck.

Start converting

Script to video

Use narration that has already passed commercial review.

Start converting

Text to video

Paste the approved offer text and presentation direction.

Start converting

Tools

Use a focused tool for the next part of the presentation.

Sales video maker

Create a buyer-facing video around an approved sales message.

Agency video maker

Prepare a client-facing explanation for an agency engagement.

Pitch video maker

Introduce an offer and its audience-specific value.

Video script generator

Turn the approved terms into a spoken explanation.

Video caption generator

Prepare captions and check currencies, amounts and names.

Video editor

Refine the completed walkthrough before sharing it.

Integrations

Explore other ways to turn approved material into a video.

All integrations

Claude

Prepare, review and retrieve the walkthrough in the conversation.

Explore integration

MCP Server

Use ngram’s video tools in another compatible assistant.

Explore integration

n8n

Map an approved proposal record to a video and associate the result with its source.

Explore integration

Zapier

Connect an approved deal record to a configured video workflow.

Explore integration

viaSocket

Pass the reviewed proposal text and settings into a video request.

Explore integration

Chrome extension

Start from a proposal or source page open in the browser.

Explore integration

Related workflows

Choose another workflow when the conversation moves on.

Follow up on the demo

Recap the buyer’s priorities and the demonstrated workflow.

Explore workflow

Answer a buyer concern

Explain an approved answer to one specific objection.

Explore workflow

Create the proposal in ngram

Use the Studio-based proposal workflow when you want to start there.

Explore workflow

Explain product priorities

Keep current, next and later plans distinct in a stakeholder update.

Explore workflow

Explain shipped changes

Show the buyer the product changes already available.

Explore workflow

Answer a support question

Provide a documented set of checks and a supported resolution.

Explore workflow

Turn your next source into a video.

View the workflow starter