A Claude Prompt Chain: From CNA Notes to a Full Pitch Packet

What This Builds

A pitch packet normally comes together in pieces: a recommendation one night, a proposal narrative the next morning, spec copy squeezed in before the meeting. Each piece usually starts as a fresh chat where you re-explain the client from scratch. This build strings five prompts into one Claude conversation so each answer becomes the input for the next, and you stop and check the work between every step instead of only at the end.

You end up with a five-prompt sequence you can reuse for any prospect: CNA notes to recommendation, recommendation to a plain-language explainer, recommendation plus your rate card numbers to a proposal outline, proposal outline to spec ad copy, and spec ad copy to a matching spec radio script.

Prerequisites

• Comfortable writing a single prompt in Claude and editing its output
• Your own CNA notes from a real client meeting, with the client's name replaced by a general description
• The rate card units, frequency, and cost range for the schedule you are proposing, so step 3 uses your own numbers instead of an invented one
• Total ongoing cost: $20/month on the Pro plan. The free tier works for this chain, but a paid plan raises the message limit if you run several pitches in one sitting.
• About 45 minutes the first time. After that, running the chain for a new prospect takes about 20 minutes including your review between steps.

The Concept

Think of a prompt chain as handing a colleague one task at a time instead of the whole project at once. Each answer stays in the same conversation, so Claude already knows the client, the recommended format, and the numbers by the time you ask for the spec copy. You read and correct each answer before moving to the next prompt, so a wrong assumption in step one never quietly survives into step five.

Build It Step by Step

Part 1: Set Up the Conversation

1. Open a new chat in Claude, or start a new chat inside a Claude Project if you already keep one for client recommendations.
2. Abstract your CNA notes before you paste anything. Replace the client's real name with a general description such as "a three-location HVAC company," and turn any exact budget figure into a range. Keep the abstracted notes in a separate document so you can paste them into step 1. If you are on Claude's free plan, check the account's data controls first, since a free consumer plan can use conversations to train future models unless that setting is turned off.
3. Confirm your rate card figures for step 3: the units, the frequency, and the cost range for the schedule you plan to recommend. Have those written down before you start, since Claude should never invent a number here.

Part 2: Run the Five Prompts, Checkpoint Between Each

Paste each prompt below in order, in the same conversation. After every response, read it before sending the next prompt. Fix anything wrong first. The chain only stays accurate if each checkpoint catches a mistake before it feeds the next step.

Prompt 1: CNA notes to recommendation

Here are my abstracted notes from a needs analysis meeting:

[paste abstracted CNA notes: business type, customers, goals, advertising history, budget range]

Write a one-page recommendation for this client. Structure it around reach, frequency, daypart or placement, and format, and explain the reasoning behind each choice in plain language a business owner would understand. Do not invent any audience or ratings numbers. Where you'd normally cite a number, describe the reasoning in words instead.

Checkpoint 1: Read the recommendation. Correct anything it assumed wrong about the client's goals or budget. Cut any audience number it may have guessed at, since the placeholder instruction does not always stop a plausible-sounding figure from slipping in.

Prompt 2: Recommendation to a plain-language explainer

Rewrite the schedule recommendation above as something I would say out loud in the pitch meeting. Keep it conversational, avoid the words "reach" and "frequency," and connect each choice back to something specific this client told me about their business.

Checkpoint 2: Read it out loud yourself once. If a line feels like it is reciting jargon a shop owner would not use, cut it before moving on.

Prompt 3: Recommendation plus your numbers to a proposal outline

Using the recommendation above, write a proposal outline with these sections: Situation, Recommended Schedule, Investment, Next Steps.

For the Investment section, use exactly these figures I am providing, and do not calculate or estimate anything beyond restating them in sentence form:

Units: [e.g. 20 spots per week, morning and afternoon drive]
Frequency: [e.g. 12-week schedule]
Cost range: [your rate card figure or range]

Write the Investment section as a short paragraph a client would read in a proposal, not a spreadsheet.

Checkpoint 3: Check the Investment paragraph against your own rate card by hand or in a spreadsheet. Claude can restate your numbers wrong even when told not to calculate, and a proposal with a misquoted cost range is worse than one that took longer to write.

Prompt 4: Proposal outline to spec ad copy

Using the proposal outline above, write two short print or digital ad copy variants for this client's offer. Mark every factual claim (results, pricing, availability, comparisons to competitors) with [CONFIRM WITH ADVERTISER] so I know what needs their sign-off before it goes anywhere.

Checkpoint 4: Go through every [CONFIRM WITH ADVERTISER] tag before the meeting. Anything you cannot verify yourself gets cut or softened, and anything touching a regulated category (political, alcohol, cannabis, gambling, health, financial or legal services, contests) goes to your station's or publisher's own review before it is used, not just to the advertiser.

Prompt 5: Spec ad copy to a matching spec radio script

Using the same client, offer, and tone as the ad copy above, write one 30-second radio script. Keep it to approximately 75 words so it times out close to 30 seconds when read aloud, and mark any factual claim with [CONFIRM WITH ADVERTISER] the same way as before.

Checkpoint 5: Read the script aloud with a timer. Adjust the word count if it runs long or short, and clear the same tagged claims before the pitch.

Part 3: Save the Chain for Reuse

Once you have run all five prompts on a real client, save the five prompt blocks (without the pasted client details) in a document you can copy from next time. You are not saving the conversation itself, since that still has this client's abstracted notes in it. You are saving the reusable shell.

Real Example: A Family-Owned Furniture Store

Setup: A rep has CNA notes from a meeting with a three-location furniture retailer planning a Labor Day sale, with the client's name replaced by "a three-location furniture retailer" throughout.

Input: The rep pastes the abstracted notes into Prompt 1, gets a recommendation for a mixed radio and digital schedule, corrects one line where Claude assumed a competitor comparison the client never mentioned, then runs Prompt 2 for the plain-language version to say out loud.

Output: For Prompt 3, the rep types in the actual rate card figures (20 spots a week across two dayparts, a 6-week schedule, and the cost range from the current rate card) and gets back an Investment paragraph. Checking it against the rate card by hand catches one dropped week in the frequency line, which the rep corrects before continuing. Prompt 4 produces two ad copy variants with three tagged claims, one of which ("lowest prices in town") gets cut entirely since the client cannot support it. Prompt 5 turns the surviving copy into a 30-second script, timed at 78 words, which the rep trims to 74.

Time saved: What used to take an evening spread across three separate chat sessions now runs in one sitting, with the checkpoints adding maybe five minutes total over just accepting the first draft of everything.

What to Do When It Breaks

• A later prompt contradicts an earlier one → This usually means a checkpoint got skipped. Scroll back to the step where the contradiction starts, fix that answer, and re-run every prompt after it in order, since each one depends on the last.
• The proposal number does not match your rate card → Do not trust the Investment paragraph on sight. This is the verification step in Checkpoint 3, not an optional extra. Recalculate by hand or in a spreadsheet every time.
• The conversation quietly drops earlier context (the failure you won't see right away) → In a very long conversation, Claude can lose track of details from several prompts back and start guessing instead of reusing what you gave it. If an answer suddenly reads generic instead of specific to your client, restate the client detail it dropped rather than assuming it remembered.
• A tagged claim makes it into the final copy anyway → Search the finished document for the literal text "[CONFIRM WITH ADVERTISER]" before you send anything out, since a quick skim can miss one buried mid-paragraph.

Variations

• Simpler version: Run only Prompts 1, 3, and 4, skip the plain-language explainer and the script, and use this for a pitch that only needs a recommendation and print copy.
• Extended version: Add a sixth prompt that turns the finished packet into a short internal pipeline note for your sales manager, summarizing the recommendation and the proposed investment range in two sentences.

What to Do Next

• This week: Run the chain once on a real prospect and time how long the checkpoints actually take you.
• This month: Save the five-prompt shell in a document you reuse for every new pitch, and start a second version tailored to a specific category you pitch often (retail, medical, automotive).
• Advanced: Move the reusable shell into a Claude Project alongside your rate card categories, so the chain starts with your project's context already loaded instead of pasted in fresh each time.

Advanced guide for advertising sales agents who want a full pitch packet from one sitting instead of four separate chatbot sessions. Claude is free to start, and heavier use may require a paid plan.