§When to use this
Use this when a broker or consultant sends a numbered list of questions about OneVillage for a specific client, usually with a headcount and a due date. It is the follow-up round that comes after a proposal or an intro meeting, and the answers get compared side by side against two or three other vendors.
Do not use it for a full RFP response in Word (that has its own format), for invoices, or for contracts. Those have their own skills.
Why the format matters: a plain email answer cannot be forwarded to the client. A branded one-pager can. The broker is not the decision maker, so give them something they can hand to the person who is.
§How to run it with Claude
1
Point Claude at the email. Name the client. Claude finds the broker’s thread, the exact question list, the eligible-employee count and the due date. It does not answer from memory.
2
Confirm the rate. Claude proposes the net PEPM by holding that broker’s existing rate steady at the new headcount, then shows list, discount and net. This is the one number you must not skim.
3
Let it draft. It writes a spec and renders the PDF: two to three questions per page, grouped by theme, with pricing on its own page.
4
Read it once as the broker. You are not proofreading. You are asking what a benefits committee would circle.
5
Give the edits in plain English. “Make the font bigger.” “Pricing should look like this.” Claude re-renders in under a minute, so ask for what you actually want.
6
Route it, do not send it. The draft plus the list of open questions goes to Ashley. Broker and client emails go out from Ashley, per case.
Say this to start it
You say thisAnswer [broker]'s follow-up questions for [client] in the OneVillage one-pager
format. Pricing at [N] eligible employees.
§What Claude owns vs. what you own
Claude gets these right
Every question answered, in the broker’s order, none dropped
Pricing arithmetic: list, discount, net PEPM, annual total
Contract terms quoted from the actual services agreement
Consistent brand: logo, gold and teal, Mulish, no invented layouts
The honest “not included” line that buys credibility
You decide (Claude will not guess)
The rate to quote and the expiration date
Prescription-cost assistance scope, every single time
Any guarantee beyond the standard satisfaction clause
Which video, case study or link actually converts this buyer
Whether to also fill in the broker’s own spreadsheet
The division of labor: Claude does the assembly. You do the judgment. A draft that is complete, accurate and on brand can still be missing the credential that proves the claim and the asset that convinces this buyer.
§The five edits, from a real run
AVID Center, through Dawn Godshalk at Alliant, August 2026. Eleven questions, 225 eligible employees, due in four days. Claude’s first draft was complete and accurate. Ashley still made five edits, and each one made the document more likely to win. Study the pattern, not the specifics.
Edit 1 • Legibility
“Increase the font throughout so that nothing is smaller than size 11 font.”
DraftBody copy at 8pt to hold the answers to four pages. Tight, dense, technically complete.
FinalNothing below 11pt. The document grew to six pages and became easier to say yes to.
Why it matters: this gets forwarded to a benefits committee and read on a laptop, often by someone who is not the broker. Page count is a vanity metric. Legibility is the deliverable. This rule is now enforced in the renderer, so you should never have to give this edit again.
Edit 2 • Match what the buyer has already seen
“The pricing section should look like this.” (screenshot of the Pricing Proposal slide)
DraftA cleaner teal pricing table of Claude’s own design. Objectively tidy. Unfamiliar.
FinalThe exact Pricing Proposal block from the deck: centered title, Prepared For left, Expiration Date right, bordered QTY / PRICE / TOTAL grid.
Why it matters: the broker has already seen that block in the proposal deck. A buyer comparing three vendors reads the familiar layout faster and trusts it more. Consistency beats improvement. When an asset already exists, match it instead of redesigning it.
Edit 3 • Surface the differentiator
“Note on what’s included is navigation with any healthcare plan. You just upload plan documents and we can help. Create two more bullets so the check marks stay even.”
DraftCarrier-agnosticism mentioned once, mid-paragraph, on a later page.
FinalTwo checklist bullets on page one: works with any plan or carrier, and no integration needed to start.
Why it matters: this group may change carriers. “We work with whatever you pick, just send the plan documents” removes the biggest reason to stall. Claude buried it because it reads as a technical detail. You know it is the headline. Note the second half of the ask: two bullets, so both columns end level. Presentation is part of the answer.
Edit 4 • Add the asset that converts
“Include a link to the Dr. Leslie training video here, which is 13 minutes.”
DraftThree ways to see the platform: the 2-minute brand video, a live demo, a 30-day trial.
FinalFour ways, including a real 13-minute expert seminar recording.
Why it matters: a buyer deciding whether the content is any good needs to watch real content, not a sizzle reel. Claude only knows the assets it can find. Always ask yourself what you would send this specific buyer, and add it.
Edit 5 • Name the credential
“Note that our financial wellbeing coaches are AFC, FFC and/or CFA designated.”
Draft“Financial wellbeing coaching” listed among the specialty categories.
Final“Financial wellbeing coaches holding AFC, FFC and/or CFA designations.”
Why it matters: the question asked what clinical professionals are available. “Coach” is a category. Letters after a name are evidence. Anywhere the draft says “certified” without saying certified in what, replace it with the actual credential.
§Format rules that are not preferences
Always
11pt minimum, everywhere, including tables and footers
Colons and periods instead of em dashes
Ashley as the only contact: ashley@onevillage.io, 212.380.3159
The official logo file, placed as an image
The Pricing Proposal block exactly as the deck shows it
One honest “not included” line
Never
Shrink type to save a page. Move the block instead
Redraw, recolor or trace the shield
Invent a trial link, a bonus code or a statistic
List anyone other than Ashley as the contact
Quote a rate she has not confirmed
Send it. Ever. Route it to Ashley
§The human review, every time
Walk this before the draft leaves your hands — the draft is a starting point, not a deliverable
Completeness
Every question the broker asked is answered and numbered in their order
Client and broker names spelled right, every instance
The numbers
Headcount matches the broker’s email, not the last proposal
Rate, annual total and expiration recomputed by hand and confirmed
Prescription scope confirmed with Ashley on this deal
Contract terms match the current services agreement
The judgment layer
Every link opens, and none were invented
The assets you would personally send are in there
Any credential is named, not implied
Nothing on any page is clipped at the footer
The handoff
Draft and open questions routed to Ashley, not sent
Confirmed whether the broker also wants their own spreadsheet filled in
§What you hand back
Do not hand over a file alone. Hand over the file plus a short list of what you assumed and what you left open. On the AVID run that was four lines: the net rate held at $6.50, the expiration set to September 30, the prescription-assistance scope written with a “not a PBM” carve-out, and no trial link invented.
Those four lines are what let Ashley approve in minutes instead of re-reading six pages.
Also ask: most brokers attach their own spreadsheet and want the answers marked on it. The PDF is the leave-behind that gets forwarded. The spreadsheet is the formal return. Confirm which one they need, and offer both.
§The principle
Claude does the assembly. You do the judgment. The draft will be complete, accurate and on brand, and still missing the credential that proves the claim and the asset that convinces this buyer. Half a day of assembly becomes fifteen minutes of editing. Skip those fifteen minutes and you have sent a competent document instead of a winning one.
§Read the full teach-in