Big Idea

The argument in one line.

Claude's artifacts suite now replaces Office and Miro for client work, and chaining dashboard, brand system, spreadsheet, deck, proposal and whiteboard turns ten hours of pitch prep into minutes.

Who This Is For

Read if. Skip if.

READ IF YOU ARE…

A freelancer or agency owner who pitches clients regularly and loses hours building decks, proposals and spreadsheets by hand.
A consultant who wants a live dashboard or branded deck to walk into a meeting with, without learning design tools.
Someone already paying for Claude who hasn't opened the artifacts sidebar and doesn't know Data, Sheets, Slides, Docs and Whiteboard exist.
A marketer or SEO who wants to pull keyword and ranking data through connectors like DataForSEO into one deliverable.

SKIP IF…

You need native image generation inside Claude, which the video says is still missing and needs a connector like Higgsfield.
You're looking for deep automation of recurring work; this is a build-the-assets walkthrough, with the automation pitched as a paid course at the end.

TL;DR

The full version, fast.

Claude's artifacts sidebar now holds Data, Design, Sheets, Slides, Docs and Whiteboard, which together cover what PowerPoint, Word, Excel and Miro did. The author builds a full SEO pitch pack for a pizza restaurant: an interview-first live dashboard judged against five rules, a brand design system scraped from the restaurant's site with Firecrawl, a keyword research spreadsheet pulled through DataForSEO, a branded pitch deck, a linked proposal, and a teaching whiteboard. The key habits are defining the goal before building, verifying the data can actually be fetched, and teaching Claude the brand once so every asset inherits it.

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Chapters

Where the time goes.

00:00 – 01:40

01 · I stopped using PowerPoint, Word and Excel

Cold open showing the finished pitch pack and the dashboards built with Claude's data tool, plus the plan to pitch Pizza Jockeys.

01:40 – 11:22

02 · Build a live dashboard with Claude Data

Five dashboard rules (focus, clarity, context, trend, action), an interview-first prompt, a data-proof step, Pinterest-style inspiration, and the finished SEO dashboard with its data tab.

11:22 – 14:49

03 · Teach Claude your brand with a design system

Create a design system with Firecrawl from the restaurant's site, then restyle the dashboard with it.

14:49 – 18:07

04 · Keyword research in Claude Sheets

A new Sheets artifact with a DataForSEO-backed workbook: top 10 actions, 90 keywords, competitor gap, seasonality chart and site audit.

18:07 – 21:31

05 · Build the pitch deck in Claude Slides

A structured prompt (context, truths and gaps, quantified opportunity, why now, big idea, 90-day plan) produces a branded deck.

21:31 – 24:22

06 · Write the proposal in Claude Docs

A Word-style doc that links back to the other artifacts, with export options to Word, PDF, Notion and Google Docs.

24:22 – 26:11

07 · Explain the strategy on a Claude whiteboard

A whiteboard that teaches how local SEO works so clients understand why the plan takes time.

26:11 – 27:11

08 · Build your AI systems with me

Pitch for the Half Day Thursdays community and courses.

Atomic Insights

Lines worth screenshotting.

A dashboard number that changes without changing what you do is a vanity metric and should be cut.
A good dashboard works like a car's: the three biggest numbers tell you what's happening in under five seconds.
A number alone means nothing; every figure needs a comparison, target, pace or trend so the reader knows if it's good, bad or normal.
Ask Claude to interview you before it builds anything, so the dashboard is mapped to a goal instead of a pile of numbers.
Make Claude prove it can fetch each number before building, otherwise it hallucinates or leaves blank data.
Every dashboard should end in three key moves for today or this week, so the data produces actions.
Pasting two or three Pinterest, Refero or Dribbble screenshots steers Claude away from the generic AI dashboard look.
Claude's data tab shows the source, code and raw results behind each number, which answers the 'is this real?' question.
A design system built once from a brand's website means every later deck, dashboard and doc comes out on brand.
Pointing a Firecrawl connector at a site is enough for Claude to extract colors, fonts, logos and tone into a design system.
A pitch built from a dashboard, spreadsheet, deck, proposal and whiteboard gives different decision makers the level of depth they ask for.
Seasonality in search data, like a tourist town's 1,600 versus 22,000 monthly searches, should shape when a strategy acts.
A whiteboard that explains the theory behind a strategy helps clients stay confident while results are still slow.
Everything built in Claude can be exported to Word, PDF, Google Docs, Notion, Excel, Google Sheets or Google Slides.

Takeaway

Build the goal and brand before the assets

WHAT TO LEARN

Claude can now produce a whole pitch pack, but the quality comes from defining the goal, verifying the data and teaching it the brand before building.

02Build a live dashboard with Claude Data

Judge every dashboard number against focus, clarity, context, trend and action, and cut any figure that wouldn't change what you do.
Have Claude interview you first and prove it can fetch each number, so the dashboard never shows a guess or blank data.
Use the data tab to see sources, code and raw results behind each figure, so you can trust and defend what you present.
Give Claude visual inspiration from Pinterest, Refero or Dribbble to avoid the generic AI dashboard look.

03Teach Claude your brand with a design system

Build a design system once from a website, uploaded files or GitHub, then restyle any artifact with it so everything lands on brand.

04Keyword research in Claude Sheets

Use Sheets for the granular data and keyword research, so you can answer a deep question in a meeting without leaving Claude.
Seasonality charts show when to act, such as a tourist town whose searches swing from 1,600 to 22,000 a month.

05Build the pitch deck in Claude Slides

Structure a pitch deck prompt around context, gaps, quantified opportunity, why now, big idea and a 90 day plan.

06Write the proposal in Claude Docs

Let the proposal doc link back to the other artifacts, then export it to Word, PDF, Notion or Google Docs for the client.

07Explain the strategy on a Claude whiteboard

Use a whiteboard to teach the theory behind a strategy, so clients stay confident while results are still slow.

Glossary

Terms worth knowing.

Artifacts: The sidebar area in Claude where it builds standalone outputs such as dashboards, documents, slide decks, spreadsheets and whiteboards next to the chat.
Claude Data: The artifacts tool, previously called dashboards, that builds live dashboards from connectors and shows the sources and code behind each number.
Connector: An integration that lets Claude pull data or act in an outside tool such as Stripe, Xero, DataForSEO or Firecrawl.
Design system: A saved set of a brand's colors, fonts, logos, layouts and tone that Claude applies to everything it builds.
Firecrawl: A web-crawling tool that reads a site's pages and content so Claude can pull brand details from it.
DataForSEO: A service that returns keyword volumes, rankings and website audit data through an API.
Map pack: The three local business listings Google shows on a map above regular search results.
Vanity metric: A number that looks impressive but doesn't change any decision you would make.

Resources

Things they pointed at.

01:10linkAI recipe vault (free prompts) ↗

06:40toolDataForSEO ↗

11:40toolFirecrawl ↗

24:10toolHiggsfield AI ↗

26:30productHalf Day Thursdays ↗

Quotables

Lines you could clip.

03:35

“If it moved and you do nothing, then cut it.”

Short, memorable rule for killing vanity metrics.→ IG reel cold open↗ Tweet quote

04:10

“You can look at a car dashboard and in under five seconds, you can know everything that's going on with your car.”

Clean analogy that explains dashboard clarity.→ TikTok hook↗ Tweet quote

09:20

“Check it can actually get the information that we want it to show up on this dashboard, otherwise it will just hallucinate.”

A practical warning with a concrete fix.→ newsletter pull-quote↗ Tweet quote

22:10

“This alone would be hours and hours of work to put together without AI.”

States the time saved after a visual reveal.→ TikTok hook↗ Tweet quote

The Script

Word for word.

Read-along

Don't just watch it. Burn it in.

See every word as it's spoken — crank it to 2× and still catch all of it. The same dual-channel trick behind Amazon's Kindle + Audible.

I can honestly say I've stopped using PowerPoint, Word, Excel, and even Miro after yesterday's Claude update. This full client pitch deck took just minutes to create. I never opened PowerPoint once and it's fully branded and data -backed.

Plus, it's not just slides. We've got a proposal behind it, keyword numbers, a live dashboard, and even a whiteboard, which walks a client through a whole theory of what we're going to deliver. That used to be at least 10 hours work every time I wanted to pitch a new client or present an idea that I wanted to get approved.

So in this video, we're going to go through everything, how to build Word documents, slide decks, live dashboards, even whiteboards inside Claude without ever leaving. But before I show you this full step -by -step walkthrough, Look at this.

Look at all of these amazing dashboards that I've been able to create. with Claude's new data tool. We've got a finance dashboard for a surf shop that shows revenue, profit, cash in the bank.

We've got my main YouTube channel board with real numbers which bring in subscribers, a morning brief, your day hour by hour, invoices for who owes you what. And if you're cool like me, you even track your golf performance and see how much your handicap reduces but business suffers for the pleasure. Every one of these was made inside Claude's new data tool and we're gonna actually be building a pitch deck for my favorite local pizza place, which is called Pizza Jockeys, as if we're pitching a real client.

Let's kick off with the live dashboard build. And by the way, you can get all the prompts in the description below inside what I call my AI recipe vault. And you'll find it on the top here, build a client pitch.

pack without powerpoint word or excel let's start with the one that makes everyone's jaw dropped and honestly makes yourself look like a genius whether that's at work in front of your colleagues or pitching to clients and that's building a live custom dashboard. Now before we get in I just want to pull back a little bit and we'll talk about what goes into building your dream dashboard because a lot of people just like throw a lot of numbers at a wall and they stick but then it's kind of useless and I've drawn this out actually in Claude's newest feature whiteboards which we will get into how to build those for your packs as well later.

But Claude has helped me draw all of this. I've brain dumped my thoughts on the subject and it built out this awesome, awesome whiteboard here that we can draw on and we can make notes, present live. But I use these a lot for clearing my own thoughts, learning really fast and teaching.

And when it comes to... building a dashboard in Claude, I always like to think of it as very similar to having a dashboard in your car or any vehicle. You basically want to be able to look at it and instantly understand what's going on, whether that's the speed you're traveling, how much runway you've got, how much fuel you've got in there, and any warning lights, so you know exactly how your business or whatever it is we're talking about is performing.

Now, within a dashboard, I've identified the five key areas them from just like being a lot of numbers into actually useful information and outputs. So the first one in here, I'm just still getting used to using Claude dashboard actually, is focus.

We only want to make sure the numbers that matter to do your job. If it moved and you do nothing, then cut it. Basically, if a number changes and it doesn't make any difference to your day -to -day or week -to -week, month -to -month, then it's just a vanity metric.

It doesn't really mean anything. We don't want it on there. Number two is clarity.

You want to understand in five seconds the key areas. So the three big numbers sit at the top, big and bold. So we want clarity in under five seconds and looking at dashboard, just like you would do in a car.

You can look at a car dashboard and in under five seconds, you can know everything that's going on with your car, how fast you're going, any warnings, the fuel left, et cetera, revs on the engine. Number three is context. This is another one that people miss is every number is just a number.

And how are we meant to know if it's good, bad or normal? And the beauty of AI is we can actually help. input comparisons targets pace pace that you're running at equations it can even build the equations it can run comparisons based on this week's and last week's or last month's or last year's data and give you an idea of like is this number good bad or normal and we can tie that in with trends so we can see the historical glance of things to see the overall trend of action this is another key thing that we can use ai for we need some action to take from looking at our numbers like what should we be doing and i always like to build in three key moves for today or this week in that we've got all this data what are the key steps that i can take to make improvements towards my goal from all of this information claude can help us do this analysis and deliver it to us in a dashboard so that's what we're going to be building first but we're going to make it

a little more interesting, just like the dashboards I showed you at the start. And for pretty much everything we're going to be building today, we go into Claude, we're going to be working in this artifacts area on the left -hand sidebar here. We click artifacts, we get this area come out.

And from artifacts now, we have this whole Microsoft Office and Miro suite here to start working from. We've got data. which was previously called dashboards.

We've got whiteboard, which I just showed you. We've got design, how to elevate the design of these things. We've also just seen the release of sheets, so we can create spreadsheets and edit them directly inside Claude.

We've got slides and we've got docs. But we're going to start in data. We actually want to build a dashboard that displays our data and looks good.

So the first thing I want to do is I need... something to build some data around. And I've actually decided for this video, we're going to build some assets, basically almost a marketing SEO pitch deck for my favorite pizza restaurant in Newquay here, which is Pizza Jockeys.

I really love their brand. So it's going to be really cool to bring this to life using AI and see what we can create. And guys, I'll put a link below to all the prompts I use in this video to my free AI recipe vault.

We need to start by defining. the goal of our dashboard so we know what we're driving at. So I want you to build a one page dashboard that I want to pitch for SEO and marketing work.

It's pizza jockeys .co .uk. Usually I would use SEO tools data for SEO, I would check rankings manually, and I would start pulling analysis and doing this stuff manually. But I think we can do this all in a dashboard.

So can you interview me for any questions and any information you need so we can start to map out how this dashboard will look? So before I actually get it to start building, I actually just want it to work with me to like define this idea a bit more rather than trying to get it to build straight off the bat. The best bit about these cloud dashboards is they can pull data from your connectors.

You know, you could pull from Stripe, from Xero, from marketing tools, etc. and pull all that data live into your dashboard, which is what makes them so powerful. so it's actually going and asking me questions now about like which seo tool should we be pulling the numbers from i have one called data for seo setup that pulls keyword data and analyzes websites set up we also could go and crawl the website itself and that's probably going to be enough for this particular dashboard but you could use basically any connector you wanted based on the type of dashboard you're building.

Once I've answered those questions, I also have some extra information that I want to give it because I actually want it to work to the information that we discussed at the start, like the goals and the clarity and the focus of a dashboard. So I'm going to put this next prompt in here as well. Underneath those questions, don't build it yet.

Find the numbers that matter and prove we can get them so the dashboard never shows a guess. Judge every live number against five rules, focus, context, trend, and action, and suggest six to 10 numbers, et cetera. Now it's coming back.

with its answers to those questions about like checking it you can actually get this information this is key check it can actually get the information that we want it to show up on this dashboard otherwise it will just hallucinate and start guessing or just have blank data in there we'll see not ideal if you go through this whole process and then can't get the information so we can move on to our next prompt which is the build Let's just build what we agreed as a live dashboard so it pulls fresh numbers every time I open it.

Or maybe it's fresh numbers not every time we open it, maybe every morning. Otherwise, it would just be refreshing probably too often for a dashboard like this. The look.

Paste two or three screenshots from Pinterest, Refero, or Dribbble. This is another great way to go. We can actually steal inspiration for the look of our dashboard.

So if you go to a site like Pinterest, you go to a site like... referral or you go to dribble you can start looking for inspiration about what you want your dashboard to actually look like if we go and search in pinterest here and just say like dashboard we can get some inspiration we can go and do the same in referral we can do the same in dribble and start finding ones that we like the look of that might be useful rather than just getting the like bog standard stuff that comes out the locker so i'm thinking we could pull out some like cool modern inspiration you could even like i guess go and screenshot some of these to use as inspo in your designs in here let's see how we go with these ones okay claude has finished the build now and we get the first look at our brand new dashboard here let me get it in full screen this is insane Like imagine walking into a client or your boss or your team or whatever it is with a live dashboard ready to roll like this.

Firstly, we've got the core numbers, the big numbers at the top here. What are we missing? They're missing a potential 15 ,300 searches a month.

Particularly, I love this as well. We've got this like interactive thing. It's in a touristy town.

So in August, they're only shown for 1 ,600 searches a month and they could be hitting 22 ,000. They're missing huge opportunity here. restaurant in town that there are 417 reviews behind that restaurant and they really need to work on that game to get to the top of the map pack.

We've got a little look at like where the searches go in here and I love this what to fix next which is cool. So we can get some beautiful dashboards coming really quickly. What you might not know and if you're worried about like how do I know this data is real, Claude have got this data tab in the top right of the screen here now and if we click that on the right top right we get the sources of all of our data.

So I can see actually where this data has been pulled from. I can see some of the, like, I guess some of the code in there if I want to, and I can see the results that it's actually pulled from as well as, you know. all of the other stuff in there some of the logs etc for how this works now we can also go in and these are editable as well we could actually click this little pencil and if I wanted to go and edit some of these I'm probably not going to change I mean we could change the formulas and stuff and like things in there but I don't really want to edit them but if there is perhaps text on here I could go and ask Claude to do something or I could go and actually edit the text myself if there's something that I just wanted reworded rather than prompting back and forth with Claude you can go in here and edit as well and we can always as well just hit the refresh button and get this thing completely refreshed so we've got this like really unique looking dashboard but the only thing wrong with it

is that it doesn't look like Pizza Jockeys or my brand or any brand. It's very generic at the moment. Even if we've got rid of some of that traditional AI slop look here, we actually can go back a step.

We can rewind a step and make Claude work in either our brand or our clients or our pitch prospects brands as well. And I'm going to show you how to do that next. So what we need to do is we need to teach Claude how a brand looks.

And we can go back to this artifacts tab on the left -hand side. here and we can click this button design now when we go into design it doesn't actually do a whole lot it's like an artboard that we can use but on the left here we can click choose design system and manage design systems here and when we go to manage design systems it bring us into our settings you can see i've got some set up here for my own brands and companies i work with we can go and click new design system here and we can click using claude and using claude allows us to actually teach it what a brand looks like now there's three ways you can do this if you've got all of this these assets brand assets in github you can sync from github you can upload brand files like if it was my own brand i would upload those brand files or we can use claude to go and actually work things out for us so i'm going to say build this system from my connected tools and what i'm actually going to do is i'm going to tell it can you use my firecrawl connector to go to

pizza jockeys .co .uk and then use all of the information there pull everything down from there about the brand colors fonts logos supporting imagery etc and their whole vibe to create a brand system for this company now once it's finished building the design system, this brand design system, depending on how you did it.

If you uploaded all of your colors, your fonts, et cetera, and it's your brand, then it will get it bang on with everything that you've given it. Or if we're pulling stuff from around the web, it has content fundamentals, visual foundations, how everything stitches together, the different colors. We have the typography it wants to use, even some layouts of how does this actually look?

What's the visual look of all of this as well, which is pulled out, which is super, super. cool to be able to do it's got like it's it's location cards which are really nice as well now we can go and edit this stuff in many different ways if you're not happy with something in here you can use the little comment feature to click something and say hey claude can you change this i don't like this particular thing or we can actually work in the chat on the left hand side here and just go back and forth until we improve it if we want to add more stuff let me go and actually upload some of the logos etc we can do but essentially what we've built is our brand into Claude.

We've taught Claude how this brand looks, which is great because when we go back to our dashboard or create any assets now going forward, we can apply the branding, whether that's your own company or someone else you want to look for. So what we have to do is click this plus button at the bottom. If you've already got something built, go to design system and click design system there.

That's going to then run this prompt. Restyle the artifact open beside this chat with the new design system. Use my design system at this address.

Read it and then add the styling. Now our dashboard has been transformed into... something that's closer to this company's branding.

You see we use the yellow and the red and the squareness and the similar fonts here. So when we're going through it, we still get all this data, but it's kind of just like more on brand for them. We're going through this, you know, we've got it there almost like their menus with all this data in just as we had before.

So this is really, really cool to be able to go through. Now that we can give some wow effect and we've got everything coming out on brand, we can dig into some of the other new features in Claude here. One of the newest ones here is Sheets.

This is a really good time to be doing this because we can actually do some research to inform some of the other stuff we do as well. But this literally just dropped a few hours ago and it means that we no longer need to use Google Sheets or create Excel spreadsheets. We can do everything inside Claude in a spreadsheet here, which is super cool.

Now at the bottom, we can import from Excel, we can import from Google Sheets, we can ask Claude, or we can import a CSV file as well. So if you've got data in these, you can just... import them and it will replicate the exact spreadsheet in Claude.

But as you can see, this is a fully functional spreadsheet inside Claude now. Now, if you click the show chat button in the top left, you get our normal chat bar on the left hand side here. And so what I want to do is actually collect some data to.

inform everything that we're doing? Yes, we have that live dashboard, but it only shows our key numbers. It's not giving us a full data deep dive.

So I'm going to say, can you use my data for SEO connector and any other methods that would be helpful to do some keyword research for the company Pizza Jockeys? We have the live dashboard, but what other opportunities are they ranking for or could they be ranking for? So can you do some keyword research for me around that in a data -backed way?

So Claude has finished its research and what I'm about to show you, in my opinion, is even better than the first dashboard we built because the pain of spreadsheets was real for me for years. So here we have it. This is the final dashboard.

I'll show you the chat that it did on the left -hand side. It went and researched and gave me all the data back in this spreadsheet. So we've got our summary page here.

Perfect. just how I would want it. We could put some branding and stuff, but it's a spreadsheet at the end of the day.

I can scroll along and see the extra bits if I need to. Scroll down, it's got the top 10 actions in order. Like, hey, Elliot, what are you going to do for my business?

Hey, here's the top 10 actions in order. We also have all of the keyword research in here for the best opportunities, these great priorities, and just fully clustered keyword recommended actions and what they should do. We have the current rankings pulled out for all of these.

90 keywords, a competitor gap analysis to compare them to their competitors. This is one I really love that a lot of people will miss in their work is like the seasonal element of this business has even brought in the monthly search growth chart here of the different search terms and how that changes through the year, which will inform the strategy of like when you want to actually do stuff.

And we've got a full website audit. of all the technical stuff, some of the critical things that we have in the site structure and how that can be addressed. So if I was to walk into a meeting and I was like, hey, here's a cool dashboard.

And they're like, Elliot, I'm more of like, give me the granular data. Or they had a really granular question. Just pull up this spreadsheet and go deep with them straight away.

And this alone would be hours and hours of work to put together without AI. Now I don't even have to step or use a connector outside Claude. It all just loads straight in here for me.

I can build everything fast to cover every base in a meeting. But what if we actually wanted to put together a slide deck or a PowerPoint equivalent to actually present all of this? So again, we can go back and click the artifacts button and we can go.

to slides and you can imagine what this is going to build but we've got all of this research we've got this live data we've even got the pizza jockeys design system built in here so now we can start to put together a really cool slide deck Now, of course, you might have a prompt or a way you like to set these up. So you could also, if you already had a slide deck, you could import that into your design system as well.

So they were always structured. Or we could work with Claude to build our initial structure, then import that so we can reuse the same structure and template of a slide deck very, very easily. But for this next prompt, I'm going to go and say, hey, we've done research and audits in a sheet and a live dashboard for pizza jockeys.

I now want to build a slide deck. pitch deck to see if they're interested in this work so in my high impact pitch decks we want to design system i want a beautiful title and cover slide i want client context and a brief playback of their current situation i want the marketing truths and gaps so we can diagnose and show them what's happening right now what's working what's broken etc i want the quantified opportunity so realistic numbers and scope on what fixing the gaps they will unlock either like untapped traffic conversion lift revenue potentials any market urgency and context on it slide why now why is a great time to do this now and the big idea behind the strategy before like an execution and a first 90 day plan, for example, for their SEO and content marketing strategy.

I've just seen Claude finish the slide deck and I'm absolutely blown away. Like Claude is making so much progress with how these visual assets come out that this thing is insane. So we've got the beautiful cover slide, but you walk into any meeting like this and you've immediately got someone's attention versus just like a boring like or.

slide deck that's in your brand rather than their brand. So we've got all these great assets pulled out. It's even pulled out an image.

Man, who else likes a pepperoni pizza? Can't beat it. We've got the brief, as I asked for.

Again, on brand, Pizza Jockeys x Elliot's Prince. The questions we answered, how do hungry people who've never heard of Pizza Jockeys find you on Google? How do they do that?

That's what we're here to answer and help today with. Where you are today, as I said, you know, we've got like, this is where you're at right now. This is the opportunity or the hard truth.

87 % of people come to Google, but they're already searching your name. So only 13 % are like new customers who've never heard of you. And here's the opportunity in there.

What's working right now? Again, beautiful imagery pulled out or created. Like this is just beautiful work.

And I absolutely love this. Even went on the website and pulled out some of the cool stickers they've had done. And the big idea, be the local answer.

If someone wants pizza in Newquay, then this company wants to be the answer as well as a nice CTA. So we're getting this insane depth really, really easily and really quickly now that just no one else, even people who are using AI a bit, no one else is going to be able to compete with the level that you're going to be able to deliver at when you start using these tools rather than typing things manually into Microsoft.

Microsoft Word or PowerPoint or whatever it is. Now, you might want a written proposal. Now, I did just mention Microsoft Word.

Claude have got that covered as well. If you want to create written proposals, again, go back to artifacts and you can say docs. Again, we can go with docs here and create literally a Word document.

Any output, you can create a Word document. inside cloud so we can start typing here if you want to write it yourself absolutely of course we can also then open up the left hand side chat here start from file notes draft csv pdf so you can upload or we can actually select the artifacts that we've already created in here as well or we can just easily prompt and say hey we've built our spreadsheet and slide deck pitch as well as a live dashboard for pizza jockeys I just want to write a short written proposal that explains everything and a little breakdown of the potential monthly offerings and here we go you can see Claude gets straight to work and starts writing this out it's got all the research backed and everything so it can start to write out its written proposal here it's having a little thing working things out but as it works as well I can work in this dock as well to like make adjustments and work back and forth as we go tag other people in here we've also got the ability to add different tabs

change some of the text if we don't like the font. We can change the spacing on our document. We could add a little table in there if I wanted to put some data in there.

We could add images as well. Now, one thing I'd like to say, if you want images, then there's no natural image generation inside Claude, so you will need to use a connector. I like to use one called Higgs Field AI for image generation models in there.

That's probably the only weak point I'd say that Claude has now. They don't have image gen done for some reason, but we've got all the features. that you would want in a Word document here to actually create.

And again, we could go through and we can comment on certain areas or we can just type ourselves. We can see we've got the table actually it has built in here. And what's cool as well, this is cool.

I didn't expect this. It's actually linked out to our other... decks and dashboards and spreadsheets etc for us so we have all of that and we've got the packages built out and everything and the next steps as well i can still export it to word to pdf as markdown i can send it to google docs i can even send it to notion which i really love i use notion a whole lot as well as some other stuff and we can do that as well for our sheets so our spreadsheet here we can go and share that as well we can export that as excel or google sheets as we want and we can do this same for our full pitch deck as well again that can be either played as a presentation here downloaded shared exported google slide we could go build it in replit versal host it somewhere so all of this stuff you can extract it out really easily as well into whatever format you would like now the final thing that i often do inside proposals and sales calls, or just like if I'm working with a client, a lot of that stuff now is actually teaching people to use AI is I'll use whiteboards.

I'll present an SEO strategy or an AI strategy or something like that. And I'll actually teach some theory behind it. So the client is learning as well, as well as my live sessions inside Half Day Thursdays, we use whiteboards a lot inside there to understand concepts.

And as I showed you at the start, Claude now has whiteboarding features in here, which is great because we don't have to jump out and use Excalibur or Miro or use connectors anymore. So it's very easy to, again, go into the artifacts area, create a whiteboard and start building out.

So I've just actually asked it to build me a whiteboard of like, how does local SEO strategy works? Because clients will often have a question of like, hey, why are we doing that? and I can have the theory to back it up.

So they stay safe in the knowledge that we are actually working something even if results aren't happening really, really quickly. They know where we're working towards and why. So you can see, yes, I could go and draw all this stuff myself in here and add text boxes, et cetera.

But again, that's a lot of me just clicking buttons on a computer and it could be hours for me to create a whiteboard. And here we go very quickly now. I've got my full teaching dashboard to go and...

deliver some theory. If we click the right button here, we'll just slide that across. Go and deliver theory to anything we're doing, like why it exists, how Google actually works, and why you can't just like necessarily, or like why you shouldn't always buy your way to the top.

The moves in order, this is what we're going to do step by step. The numbers behind it, some things to remember, and even a metaphor at the bottom that we can run through. So we've got the visual thing to accompany me just wittering on about some SEO theory to back up.

all of the actions that we'd be suggesting in the plan. Now, you might be thinking two things. You might think, Elliot, that's still quite a lot.

Like, isn't AI meant to automate this stuff? You're still driving all this stuff. Well, you might be watching a lot of AI tips videos and still not feeling like this stuff has actually clicked for you.

Well, that's exactly why I built Half Day Thursdays to fix that. We can go from just using AI to work a little bit quicker to taking all of this information and building systems that help it run automatically for you so you can gain real time back and spend... your time doing what you actually love like talking to clients rather than tinkering around in spreadsheets we do live calls every single week and i even have step -by -step courses called the ai blueprint and the ai jumpstart course which allow you to click and build along with me and use everything to supercharge your ai systems and buy back real time our members are seeing results like getting back 10 hours a week of busy work to spend doing what they love.

There's a link in the description if you want to find out more about Half Day Thursdays below.

The Hook

The bait, then the rug-pull.

A full client pitch deck, proposal, keyword numbers, live dashboard and whiteboard, built in minutes without opening PowerPoint once. The author says it used to cost at least ten hours per pitch, and then proves it on a real local pizza restaurant.

Frameworks

Named ideas worth stealing.

03:10list

Five rules of a useful dashboard

Focus
Clarity
Context
Trend
Action

Keep only numbers that change what you do, make the top three readable in five seconds, attach a comparison so each number is judged, show the trend, and end with three moves to make.

Steal forany KPI board or client report

08:00model

Interview, prove, then build

Interview me about the goal
Prove each number can be fetched
Build the live dashboard
Add visual inspiration

A four-step prompt sequence that stops Claude from guessing at data or building before the goal is clear.

Steal forany Claude artifact where the data must be real

18:10list

Pitch deck outline

Cover
Client context playback
Marketing truths and gaps
Quantified opportunity
Why now
Big idea
First 90 day plan

The structure the author asks Claude Slides to build for a prospect pitch.

Steal forany consulting or agency pitch

CTA Breakdown

How they asked for the click.

VERBAL ASK

26:11product

“That's exactly why I built Half Day Thursdays to fix that.”

Placed after the demo as a rebuttal to the objection that the user is still driving everything, with live calls, two courses and a ten-hours-a-week result claim.

MENTIONED ON CAMERA

01:10linkAI recipe vault (free prompts) ↗

06:40toolDataForSEO ↗

11:40toolFirecrawl ↗

24:10toolHiggsfield AI ↗

26:30productHalf Day Thursdays ↗

Storyboard