Client Information

Client Type *

Client Name *

Business Name

Service Type *

Your Company Name *

Personal Opening (Optional)

Client Problems & Annual Costs

Framework: Start with problems, not solutions. Quantify the annual cost of each problem to justify your pricing.

Problem Statement

Annual Cost

Maps to Driver

Problem Details

Economic Roadmap (Optional but Recommended)

Tip: Break down the main goal into independent value drivers with zero overlap. Each driver should stand alone, and together they should provide full coverage of all paths to the goal — no blindspots.

Main Goal

Start from Blueprint

Value Driver 1

Sub-goals

Value Driver 2

Sub-goals

Proposed Solution

Solution Overview

Key Deliverables

Timeline

Case Study (Optional)

Investment & Pricing

Total Problem Value

Value Capture %

Recommended Price

Actual Price *

Payment Structure

Payment Terms

Enable Online Payment

Agreement Terms

SMB Mode: Keep legal minimal (3-4 clauses). Long agreements create friction and give them a reason to delay.

Legal Terms (One per line)

Preview will appear here

Fill out the form in the "Input Details" tab and click "Generate Proposal"

Export Options

Download your proposal in multiple formats for client delivery and integration.

Include standalone CFO Executive Summary

Exports a separate one-page financial summary alongside your full proposal — the "Decision Package"

Closing Power Tools

Everything you need to close the deal — not just propose it.

E-Signature

PRO

Send for legally binding signature. Client signs in their browser in under 2 minutes. You get notified instantly.

Accept Payment

PRO

Attach a payment link. When they sign, they see a checkout page. Money hits your account same day.

Proposal Integrity Scan

PRO

Audits your proposal for blindspots, double-counting, and predicts CFO objections. Results in under 30 seconds.

Skeptical Sarah

PRO

A simulated CFO grills your logic one question at a time. Fix the holes before your client finds them.

CFO One-Pager

PRO

Executive financial summary. Pure metrics, zero fluff. The artifact you leave behind with the CFO.

Champion Email

PRO

Pre-written email your contact forwards to their boss. Financial metrics pre-framed for budget approval.

Ghostwriter

PRO

Translates your proposal language into financial outcomes. Every paragraph rewritten to show ROI, cost savings, and business impact — the language decision-makers respond to.

Coming Soon

AI Proposal Writer

AI generates your entire proposal from a brief. Problem diagnosis, value map, pricing — all built for you.

AI Meeting Notes

Import call transcriptions and generate a complete proposal from the conversation. Discovery call to proposal in minutes.

Proposal Generator