Agency toolkit

One-click proposal generator

Drop in what you learned on the discovery call. Get a client-ready scope, phased timeline, and setup + retainer pricing you can send today.

Discovery call inputs

Client inputs

Client name *

Industry *

Client contact email (optional)

Used to pre-fill the send step once the proposal is generated.

Automations to scope *

Complexity

Timeline pressure

Team members using it: 8

Monthly volume: 800 items

Systems to integrate (comma separated)

2 systems detected — each one adjusts scope and pricing.

Main goal in their words *

0/600

Required intake fields complete25%