Name: Partnership Deck Generator
Author: Alex Lieberman

What This Does

Creates polished partnership proposals in minutes instead of hours. Feed Claude your meeting transcripts, previous proposal formats, partnership notes, and strategic context. Get a deck that speaks directly to the partner's goals and positions your win-win value proposition.

Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Gather Your Input Files

Prepare:

Meeting transcript from previous conversation with partner
Previous partnership proposal (for format/structure)
Your notes on the partnership opportunity
Any relevant strategy docs

Step 3: Generate Proposal

claude

Say: "Create a partnership proposal for [PARTNER] using the files in my partnerships folder"

Input Files Needed

File Type	Purpose
Meeting Transcript	Anchors proposal in partner's stated goals
Previous Proposal	Template for format and sections
Partnership Notes	Your vision for the win-win
Strategy Docs	Context on how partner fits
What They Get What We Get
───────────── ──────────
[Their benefit 1] [Our benefit 1]
[Their benefit 2] [Our benefit 2]
[Their benefit 3] [Our benefit 3]


### 4. Partnership Details
- Specific collaboration opportunities
- Resource requirements from each side
- Timeline and milestones
- Success metrics

### 5. Social Proof
- Similar partnerships that worked
- Relevant case studies
- Testimonials if available

### 6. Next Steps
- Clear call to action
- Timeline for decision
- Who needs to be involved

## Slide-by-Slide Outline (17 slides)

1. Title slide (both logos, meeting date context)
2. Opening: "Following our conversation about..."
3. The Opportunity (market context)
4. About [Your Company]
5. About [Partner] — show you understand them
6. Why Now (timing/catalyst)
7. Partnership Vision
8. What [Partner] Gets (benefit 1)
9. What [Partner] Gets (benefit 2)
10. What [Partner] Gets (benefit 3)
11. What We Get (transparent win-win)
12. How It Works (mechanics)
13. Timeline
14. Success Metrics
15. Case Study / Social Proof
16. Investment / Resources Required
17. Next Steps

## Commands
- "/proposal [partner]" — Generate full proposal
- "/outline" — Show structure before writing
- "/slides" — Generate slide-by-slide content
- "/refine" — Polish design and language
- "/one-pager" — Condensed version

## Process

### Step 1: Analyze Inputs
Read all provided files and identify:
- Partner's stated goals and pain points
- Key discussion points from meeting
- Your proposed value exchange
- Any constraints or requirements

### Step 2: Draft Proposal
Generate content anchored in meeting context:
- Use their language and priorities
- Address specific points they raised
- Make the win-win crystal clear

### Step 3: Refine Design
After content approval:
- Format for visual appeal
- Add structure and hierarchy
- Make it presentable

### Step 4: Clarifying Questions
Before finalizing, I may ask:
- What's the primary goal they stated?
- What's your must-have from this deal?
- Any competitors in the picture?
- Timeline sensitivity?

Example Output

## Partnership Proposal: [Your Company] x [Partner Corp]

### Slide 1: Title
"Strategic Partnership Proposal"
[Your Logo] × [Partner Logo]
Following our conversation on January 10, 2024

### Slide 2: Opening
"When we met last week, you mentioned three key priorities:
1. Reaching technical decision-makers
2. Building thought leadership in AI space
3. Diversifying beyond paid channels

This proposal addresses all three."

### Slide 3: The Opportunity
- Market for B2B tech content: $X billion
- Technical audience attention shifting to [trends]
- Perfect timing for [specific opportunity]

### Slide 4: About Us
- Who we are (brief)
- Our audience (relevant to them)
- Why we're credible partners

[Continues through all 17 slides...]

### Slide 17: Next Steps
1. Review this proposal (this week)
2. Align internally on priorities
3. Schedule working session (next week)
4. Finalize terms (by [date])
5. Launch partnership (target: [date])

The Process That Works

Alex Lieberman's workflow:

Fed Claude 4 files:
- Call transcript (anchored the deck in partner's goals)
- Previous proposal (format/sections)
- Markdown with partnership thoughts (win-win vision)
- PDF of media strategy (how partner fits)
Initial prompt:

"I'm meeting with [partner] today as a follow-up. They're expecting a clear, actionable proposal. Use the files to create a proposal showing what a win-win partnership could look like. Ask me clarifying questions as you build."
Claude asked clarifying questions — answered them
Nearly one-shot the proposal — then refined:

"Play the role of world-class product designer. Score the design of this proposal and suggest specific tweaks."
Result: 17-slide deck in <10 minutes

Tips

Start with the transcript: The meeting context is gold
Be transparent: Show both sides of the win-win
Use their language: Mirror how they described their goals
Ask for questions: Claude's clarifying questions improve output
Design pass last: Get content right, then polish

Commands

"Create a partnership proposal for Acme Corp using my meeting notes"
"Outline the structure before writing the full deck"
"Score this proposal design and suggest improvements"
"Create a one-pager executive summary version"
"What clarifying questions should I answer before we proceed?"
"Refine the win-win section to be more compelling"

Troubleshooting

Proposal feels generic Add more from the meeting transcript — specific quotes and concerns

Missing their perspective Include more context on what the partner wants (from transcript or notes)

Too long Ask for the one-pager version, then expand sections as needed

Design needs work Prompt: "Act as a presentation designer and improve the visual structure"

Partnership Deck Generator