Documents and contracts

What you'll get

• Your existing contract and proposal templates, listed by name, ready to send.
• A document sent to a named contact for signature without opening GHL.
• A read on what is out there: what has been sent, what is signed, what is still sitting unopened.

Say this

List my contract templates.

Send the standard service agreement to Dana Miller.

Which contracts are still unsigned?

The pro prompt

In my [Radiance Med Spa] account, list every document and contract that has gone out, with the contact it went to, the template it came from, and its current status.
Group them: signed, sent but not signed, and anything older than [10] days with no signature.
Do not send anything or resend anything. This is a read.
Then tell me which ones I should chase, in order.

Everything in [brackets] is yours to change. The unsigned pile older than ten days is where the money quietly leaks out of an agency.

What happens when you ask

1. Claude reads the documents in the account and the templates available to send.
2. It groups them by status and names the contact on each.
3. Sending is a separate, deliberate instruction, and it names the recipient back to you before it goes.

Good to know

• Build the templates in GHL. That editor handles signature fields and layout, and rebuilding that from the outside would give you a worse document.
• What Claude adds is everything around the template: choosing it, sending it to the right contact, and telling you what is outstanding.
• GHL hands documents over in modest batches, so on a busy account a full read takes a few passes. Claude will say when it is still fetching.
• A document sent to the wrong contact cannot be unsent. Say the full name or the email in the ask.
• Needs the full license.

Where people go wrong

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