Step 02 · Proposal

Turn a discovery call into a ready-to-send proposal.

Fill in the client details, pick the services and deliverables you agreed on, then generate a branded PDF with the full scope, hours, cost and next steps.

1Client details

Who the proposal is for.

2Proposal details

Numbers and dates that appear on the cover page.

3What you heard on the call

Written in the client's own words works best. Each line becomes a bullet in the PDF.

4Services & deliverables

Switch on each service, set hours per week and choose the deliverables. Add client-specific details (tools, volumes, turnaround) under any deliverable.

5Additional custom tasks

Anything specific to this client that isn't in the standard list. It's added under the service you pick.

6Working arrangement

Coverage, communication and tools.

7Billing & terms

Hourly billing based on the shared timesheet.