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Template System · $29

Close Deals Without Rebuilding Proposals

Turn raw call notes into a custom, send-ready proposal—and price every deal with confidence using proven models and anti-undercharge rules—instead of rebuilding from scratch each time.

Get Instant Access · $29
0 — value, tiered, retainer
Pricing models
Call notes → full proposal
AI prompt
Proposal + scoping worksheet + SOW + contract
Starter docs
How it works
template.md — editing
Client Proposal & Pricing Kit
[Your Name][Company][Offer]
Headline
Proof
Offer
CTA
0 — value, tiered, retainer
Pricing models
1
Open the template
2
Swap in your details
3
Brand it to you
4
Export & ship

How it actually works

Exactly what it does — and when.

1For a messy transcript of a 45-min discovery call → it generates a full proposal draft, using a structured AI prompt that converts raw notes into problem statement, scope, timeline, and pricing fields.
2For deciding how to price a project → it walks you through three models (value-based, tiered, retainer) using built-in anti-undercharge rules that enforce minimums and flag scope creep before you send.
3For a client asking 'exactly what am I getting?' → it produces a formatted SOW and contract starter using the scoping worksheet's deliverables, milestones, and exclusions fields.
4For sending the actual proposal → it gives you a send-ready template using fill-in-the-blank sections for objectives, scope, investment, and next steps that you customize in under 20 minutes.
In practice · Post-call proposal in 30 minutes

You hop off a client discovery call with hand-scribbled notes about a brand refresh project. You paste the notes into the AI prompt, get a structured draft back, then cross-reference the scope against the anti-undercharge rules — realizing your initial $4K estimate should be $7.5K based on deliverables. You slot everything into the proposal template, attach the SOW starter, and send it before lunch.

Use it to…

Real ways people put Client Proposal & Pricing Kit to work.

AI prompt

AI prompt: call notes -> full proposal

3 pricing models

3 pricing models: value, tiered, retainer

Anti-undercharge pricing rules

Anti-undercharge pricing rules

This product
Starting from a blank doc
Time to ship
Swap the brackets & send
Hours building & reformatting
Conversion
Built on proven structure
Guessing what works
On-brand
Consistent every time
Different every doc
Ownership
Yours forever, edit freely
Rebuild from zero
The shift it creates
Without it
  • Starting every doc from scratch
  • Off-brand, inconsistent formatting
  • Hours lost reformatting
With it
  • Turn raw discovery-call notes into a custom, ready-to-send proposal in minutes with the included AI prompt
  • Price every deal with value, tiered, or retainer models plus anti-undercharge rules so you stop leaving money on the table
  • Scope, propose, and close faster with a send-ready proposal template, scoping worksheet, SOW, and contract starters

What's inside

AI prompt: call notes -> full proposal
3 pricing models: value, tiered, retainer
Anti-undercharge pricing rules
Send-ready proposal template
Scoping worksheet + SOW + contract starters

Who it's for

Freelancers and consultants

They rebuild the same proposal after every call and need a fast path from notes to send-ready

Agency owners

They want to close at higher prices without re-engineering pricing and proposal structure each time

Service providers who undercharge

They need value, tiered, and retainer frameworks with anti-undercharge rules to price with confidence

Questions, answered

✓ Instant delivery✓ Yours to own✓ Use on every project✓ Built to ship results

Ready to put Client Proposal & Pricing Kit to work?

Get Instant Access · $29

Instant download · one-time price · own forever · all sales final

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Client Proposal & Pricing Kit
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