# Claude Guide for Finding Clients: 32 Claude Skills

32 free Claude skills to win clients, from your warm network to the signed proposal — the 90-day plan and the weekly selling hour, past clients, key accounts and referrals, the warm network map and introduction requests, your positioning, offer and proof, new accounts on a real trigger, qualification and discovery, then the proposal, the price and the follow-up.

- Page: https://lantern.meet-polar-bear.com/skills/finding-clients-pack
- Download: https://lantern.meet-polar-bear.com/skills/finding-clients-pack.zip
- Source: https://github.com/polar-bear-org/claude-skills/tree/main/packs/finding-clients-pack
- Price: free

## Install in Claude Code

```
/plugin marketplace add polar-bear-org/claude-skills
/plugin install finding-clients-pack@polar-bear-skills
```

## The 32 skills you get

The set follows winning work, in eight steps: keeping the pipeline full while you deliver, past clients and referrals, your network and warm introductions, positioning and offer, proof as case studies and credentials, new accounts on a real trigger, qualification and discovery — then proposals, price and the yes.

### 1 · Keep the pipeline full while you deliver

- **Business Development Plan** — use when: One month is full, the next is empty. Output: 90-day goal from your numbers, warm-first channel mix, weekly actions you control, what you stop.
- **Weekly Business Development Hour** — use when: Selling stops whenever delivery peaks. Output: Fixed agenda, follow-ups due, warm signals, people to reconnect with, one conversation to book.
- **Pipeline Review** — use when: The pipeline looks full but nothing has moved. Output: Stages defined by buyer actions, dated next steps, stale deals named, gap to goal.
- **Win/Loss Review** — use when: You lost and heard only “we went another way”. Output: Expected versus actual per deal, what to keep and change, questions for the client.

### 2 · Past clients and referrals

- **Past Client Reconnect List** — use when: You have not spoken to your best past clients in a year. Output: Past clients and moved contacts, what changed, a reason to write, a short run you pick.
- **Key Account Plan** — use when: A client you rely on could leave with one message. Output: Client goals in their words, buying roles, relationship gaps, further work that fits, 90 days.
- **Referral Request** — use when: Asking for referrals feels needy, so you never ask. Output: Who to ask and when, the specific introduction, your words, an easy no, the thank-you.
- **Referral Partner Plan** — use when: Referrals stop when client projects stop. Output: Complementary firms, what you give first, an introduction protocol, a quarterly check-in.

### 3 · Your network and warm introductions

- **Writing Voice Guide** — use when: Everything Claude drafts sounds like everyone else. Output: Your voice from your own messages, an AI-tell checklist, a before and after.
- **Warm Network Map** — use when: Years of connections, no idea who to talk to. Output: A brief, your own connections export, closeness you set, fit you judge, a run of about 10.
- **Reconnect Message** — use when: You only get in touch when you need work. Output: A useful reason to write, sourced talking points, your draft checked for grammar only.
- **Warm Introduction Request** — use when: Someone you know knows the person you need. Output: The ask, a forwardable blurb, the double opt-in check, the close-the-loop note.
- **Event Networking Plan** — use when: You collect cards and nothing comes of it. Output: Events chosen against your brief, one useful thing per conversation, follow-ups, a log.

### 4 · Positioning and offer

- **Ideal Client Profile** — use when: You say yes to every client at any price. Output: Situation and trigger, the job they hire you for, who decides, red flags.
- **Positioning Statement** — use when: Nobody can repeat what you do. Output: Alternatives including AI, your capabilities, value, who cares most, category, one line.
- **Productized Service Offer** — use when: Every sale is a custom quote compared with AI. Output: Outcome, fixed scope, timeline, client tasks, exclusions, price from your numbers.
- **AI Use Statement** — use when: A client asks whether you use AI. Output: How you use AI, where a person decides, data handling, one line for proposals.

### 5 · Proof: case studies and credentials

- **Case Study Interview** — use when: Your best work has nothing written to show. Output: One question at a time, a source file, results with base and period, a quote with permission.
- **Case Study One-Pager** — use when: A prospect asks “have you done this before?”. Output: The change in the title, before, what was done, results, quote, as a file.
- **Credentials Deck** — use when: You need a short “who we are” deck. Output: 6 to 10 slides, cases matched to this prospect, how you work, next step.

### 6 · New accounts on a real trigger

- **Target Account List** — use when: Referrals slowed and you will not buy a list. Output: Organisations that fit your brief, the trigger to watch, the warm path, the ones to drop.
- **Account Research Brief** — use when: You have a meeting and twenty minutes. Output: Sourced facts, recent triggers, problems as hypotheses, unknowns stated.
- **Trigger Outreach Email** — use when: You must write to a stranger without spamming. Output: One person, one public trigger, why you and why now, a small ask, one follow-up.

### 7 · Qualify and discover

- **Deal Qualification Checklist** — use when: Prospects book calls and never buy. Output: Each element known, assumed or unknown, questions to ask, go or walk away.
- **Discovery Call Guide** — use when: Your calls collect facts and build no case. Output: Agreed agenda, questions for this prospect, the cost of doing nothing, the next step.
- **Discovery Call Recap** — use when: You are about to write a proposal from memory. Output: Problem and cost in their words, decision process, open questions, next step.
- **Bid/No-Bid Decision** — use when: A request for proposal lands and fear writes it. Output: Is it real, can we win, is it worth it, gates, cost of writing, your go or no-go.

### 8 · Proposals, price and the yes

- **Consulting Proposal** — use when: Proposals sit unanswered, then a polite no. Output: Their situation, the diagnosis, approach by phase, relevant experience, options, next step.
- **Pricing Options** — use when: You discount before anyone asks. Output: One to three real options, prices from your numbers, the value in their numbers.
- **Proposal Deck** — use when: The buyer needs a deck for their boss. Output: Ghost deck with action titles, summary first, a read from the client's chair.
- **Proposal Follow-Up Plan** — use when: The proposal went out and the client went silent. Output: Walk-through booked, shared next steps, two useful follow-ups, an easy no.
- **Objection Response** — use when: “AI could do this, why are you charging so much?”. Output: The concern under the objection, an exploring question, a reply from real proof.

## Workflows

- **Keep the pipeline full** (You are busy delivering and the selling has no slot.) Business Development Plan → Weekly Business Development Hour → Pipeline Review → Win/Loss Review
- **Go back to past clients** (A past client just changed jobs, or you have lost touch.) Past Client Reconnect List → Key Account Plan → Referral Request → Referral Partner Plan
- **Work your warm network** (You want to write to people you know, with a reason that is not a pitch.) Writing Voice Guide → Warm Network Map → Reconnect Message → Warm Introduction Request
- **Sharpen the offer** (A contact needs a line they can repeat, and a client asks whether you use AI.) Ideal Client Profile → Positioning Statement → Productized Service Offer → AI Use Statement
- **Build the proof** (Before anything goes in front of a prospect.) Case Study Interview → Case Study One-Pager → Credentials Deck
- **Open a new account** (Only on a real public trigger.) Target Account List → Account Research Brief → Trigger Outreach Email
- **From call to yes** (A discovery call on Thursday, or a request for proposal in the inbox.) Deal Qualification Checklist → Discovery Call Guide → Discovery Call Recap → Bid/No-Bid Decision → Consulting Proposal → Pricing Options

## The quality bar

- Every fact about a person or organisation comes from a public source, linked, or from your own records; what has no source is dropped or marked unknown
- Every number is yours: goals, prices, results and costs come from your inputs or stay as bracketed placeholders
- Nothing grades, ranks or scores people. Organisations and deals are compared against your brief; closeness and fit are set by you
- Warm before cold: past clients, referrers and your network come first, and cold outreach is one person on one real trigger
- Legal, contract, tax, referral fee and data protection points are marked “check with a qualified adviser”
- The red line: Claude researches, prepares and drafts from your real work and real clients; you choose who to talk to, put it in your own words and send it yourself. Nothing is invented, automated or sent for you

## Questions people ask

### What is in the Claude Guide for Finding Clients pack?

32 Claude skills that follow winning work in eight steps, warm before cold: the pipeline, past clients and referrals, your network, positioning, proof, new accounts, discovery, and the proposal. Each skill is one artifact or one named method.

### How do I install these Claude skills?

In Claude Code, two lines install all 32 at once. In Claude.ai or Claude Desktop, download the zip, open Settings, Skills, Add, and upload the skills you want. Either way it takes about five minutes.

### Do I need Claude Code to use them?

No. The skills work in Claude.ai, Claude Desktop and Claude Code. In the app you upload them yourself; in Claude Code one command installs the whole pack.

### Do the skills work with ChatGPT or other assistants?

They are built as Claude Skills, and installing them is a Claude feature. Each one is a plain Markdown file, so you can read it and reuse the method elsewhere, but it will not load and trigger by itself outside Claude.

### Will Claude send messages or do the outreach for me?

No. Claude researches, prepares and drafts from your real work and real clients. You choose who to talk to, put it in your own words and send it yourself. Nothing is invented, automated or sent for you.

### Is the pack free?

Yes. It is free to use inside your company and in client work, and not for resale. There is no signup: the download and the install command are on this page.

## About

Written by Polar Bear (https://meet-polar-bear.com/). Published on Lantern (https://lantern.meet-polar-bear.com/), which turns your notes, documents and call transcripts into social post drafts you review and publish.
