I cancelled six subscriptions — CRM, captions, meeting notes, analytics, proposals and carousels — and replaced each one with a single Claude prompt. Here are all six, written out in full and copy-paste ready.
6 full promptsCopy-paste readyNo code, no setupPlain English
The exact prompt that turned a free Google Sheet into my CRM
Captions, meeting notes and proposals written in YOUR voice — not robot-speak
A carousel maker Claude builds for you in one go, in your brand colours
Every prompt comes with a first-run tip so it works on attempt one
A while back I sat down and audited everything leaving my business account each month. Six subscriptions, each doing ONE job I could describe in a sentence: a CRM, a caption tool, a meeting notetaker, an analytics dashboard, proposal software and a carousel maker. Each one charging [$X a month] for a job Claude does with a single well-written prompt.
So I cancelled all six. This page is the receipts — the exact prompt that replaced each tool, written out in full with [YOUR DETAILS] placeholders so you can make them yours in about two minutes each.
The honest caveat
A prompt replaces the 80% of the tool you actually used — not every feature on the pricing page. If you genuinely live in your CRM's automation builder all day, keep it. But if you're paying [$X a month] to use two features (most of us are), these six prompts do the same jobs for the cost of the Claude plan you already have.
They're all free, all below, no catch. Go on — scab them.
The CRM + the caption tool
1. My CRM → a Google Sheet Claude runs for me
Replaced: my CRMWas costing: [$X a month]
I was paying for a whole CRM to do what was, in practice, a spreadsheet with reminders. Claude builds the tracker AND keeps it updated when you tell it about leads in plain English.
You're my CRM now. Build me a client tracker in Google Sheets with these columns: Name, Business, Email, Where they came from, Stage (New lead / In conversation / Proposal sent / Won / Lost / Dormant), Estimated value, Last contact date, Next action, Notes.
Context: I run [WHAT YOUR BUSINESS DOES AND WHO FOR]. My usual sales path is [e.g. DM → discovery call → proposal → invoice].
Set it up so stages are colour-coded, and anything with no contact in 14+ days stands out so I can't ignore it.
Then — the ongoing job — whenever I tell you about a lead in plain English ("spoke to Sarah, she wants the June package"), update the tracker for me: move the stage, log today's date, and write the next action. If I haven't given you a detail you need, ask me instead of guessing.
Once it's built, tell me the three leads that need my attention first and why.
First time you run it: turn on the Google Drive connector first (Settings → Connectors) so Claude can edit the sheet itself — without it, Claude builds the structure and you paste it in.
2. My caption tool → one transcript, three platforms
Replaced: my caption toolWas costing: [$X a month]
Caption tools give everyone the same recycled templates. Claude writes from YOUR transcript in YOUR voice — one caption per platform, not one caption pasted three times.
Here's the transcript of a video I just filmed: [PASTE TRANSCRIPT].
Write me platform-native captions for Instagram, TikTok and LinkedIn — a different caption for each, built for how people actually read on that platform.
My voice: [3-5 WORDS, e.g. warm, direct, a bit cheeky]. Here are two captions I've written before so you can match it properly: [PASTE 2 REAL EXAMPLES].
Rules:
- Hooks come from the strongest line IN the transcript, not a summary of it.
- Instagram: hook as the first line, short punchy paragraphs, CTA to [YOUR CTA], 3-5 niche hashtags.
- TikTok: two sharp lines plus the CTA, nothing more.
- LinkedIn: a standalone story version that works even without the video, line breaks between thoughts, no hashtag dump.
- Banned: "game-changer", "Are you ready to...", an emoji on every line, and anything that reads like a press release.
Give me all three captions, then one alternative hook per platform in case I hate the first one.
First time you run it: the two example captions are the secret — voice matching is only ever as good as the samples you feed it.
The notetaker + the analytics dashboard
3. My meeting notetaker → actions with owners and deadlines
Replaced: my meeting notetakerWas costing: [$X a month]
The notetaker app gave me a summary nobody read. This prompt gives me the only things that matter after a meeting: who's doing what, by when, and the follow-up email already drafted.
Here's a meeting transcript: [PASTE TRANSCRIPT OR ATTACH THE FILE].
The people in it: [NAMES + ROLES]. Today's date: [TODAY'S DATE].
Turn it into notes I'll actually use:
1. A five-line summary of what the meeting was REALLY about — decisions made, not chit-chat.
2. Every action item as a table: Action | Owner | Deadline | the exact quote it came from (so I can check context later).
3. Anything left unresolved or parked for next time.
4. Two flagged lists: everything someone promised ME, and everything I promised THEM.
If a deadline was vague ("sometime next week"), convert it to a real date from today and mark it as assumed so I know to confirm it.
Finish by drafting the ONE follow-up email I should send in the next hour — recipient, subject line and body, ready to go.
First time you run it: works with any transcript source — Zoom, Teams, Google Meet, or a voice memo you've had transcribed.
4. My analytics dashboard → a strategist, not a chart
Replaced: my analytics dashboardWas costing: [$X a month]
Dashboards show you numbers. They never tell you what to DO about them. This prompt reads your export and hands back decisions.
Here's an export of my [PLATFORM] performance data: [ATTACH THE CSV — you can download it from your platform's analytics or insights page].
Analyse it like a strategist, not a dashboard. Tell me:
1. Which posts actually grew my following — weight follows and shares over raw views.
2. What those winners have in common: topic, format, hook style, length, posting time.
3. Which posts LOOKED good on views but drove nothing — my false positives, so I stop repeating them.
4. The three patterns to double down on, and the two to drop.
My goal right now is [FOLLOWERS / LEADS / SALES] — weight every recommendation against that, not vanity metrics.
Show your working: reference specific posts and numbers so I can sanity-check you.
Finish with a one-line rule for what I should make more of, written plainly enough to pin above my desk.
First time you run it: grab the CSV before you start — most platforms hide the export button inside the analytics or insights page.
The proposal software + the carousel maker
5. My proposal software → call notes to one page
Replaced: my proposal softwareWas costing: [$X a month]
Proposal tools sell you templates. But the proposal that closes is the one that repeats the client's own words back to them — and that comes from your call notes, not a template library.
Turn these discovery call notes into a one-page proposal: [PASTE NOTES OR TRANSCRIPT].
My packages and prices: [LIST YOUR OFFERS — name, what's included, price for each].
Structure it as: their problem in THEIR OWN words (pull the exact phrases they used on the call — that's what sells it), what I'll deliver, the package I recommend and why it fits, timeline, price, and one clear next step to say yes.
Rules:
- One page they can read on their phone. No ten-page PDF energy.
- Recommend ONE package as the fit. Mention an alternative only if it genuinely suits them.
- Do not invent deliverables, prices or dates I haven't given you — ask me if something's missing.
- Write it in my voice: [2-3 WORDS, e.g. warm, plain-spoken].
Give it to me two ways: plain text I can drop straight into an email, and a formatted version for a doc.
First time you run it: save your packages-and-prices list somewhere handy — you'll paste the same block every time and never rewrite it.
6. My carousel maker → Claude builds the tool itself
Replaced: my carousel makerWas costing: [$X a month]
This one's my favourite because Claude doesn't just do the job — it builds you the actual tool. Once. In your brand. Yours forever.
Build me a reusable carousel maker as a single HTML file I can open in my browser (or use right here as an artifact).
Specs:
- Slide size 1080 x 1350 (Instagram portrait).
- My brand: colours [YOUR HEX CODES], fonts [YOUR FONTS — Google Fonts are easiest], and my handle [@YOURHANDLE] small on every slide.
- Four layouts: a bold hook cover, a numbered list slide, a big-quote slide, and a final CTA slide.
How it should work: a simple text box where I paste my slide content (one slide per paragraph), a live preview of every slide, and a "download as PNG" button under each one so I can export and post.
Design rules: big type, one idea per slide, lots of breathing room, no clip art. It should look like a designer made it, not a form.
When it's done, walk me through making my first carousel with it in three steps.
First time you run it: ask for tweaks in the same chat — "make the headings bigger", "add a slide layout with a photo spot" — it rebuilds in seconds.
Make them one-click
Right now these are six prompts you paste. Genuinely useful — but there's a level above it.
Each of these prompts can become a Claude skill — think of it as a recipe card Claude keeps on file. Instead of pasting 150 words every time, you type "do my captions" and Claude already knows your voice, your platforms, your rules, your banned words. Same for the CRM, the proposals, all six. Set up once, then it's one line forever.
That's the difference between using Claude and having Claude on staff
Pasting prompts is renting the result. Turning them into skills — wired into your real docs, your real calendar, your real business — means the work just happens. That's exactly what we build together inside the membership, step by step, no dev skills required.
Start with the prompts. When you're ready to make them one-click, the cards below are your next move.
Ready to go deeper?
Take your skills to the next level with these resources.
