Proposal Template

Modular deck that speeds scoping pricing and approvals. Base covers 7 slides with add ons available.
Deliverables
What's included
Proposal deck

A confident, polished deck for important meetings.

Timeline & Milestone
Stay in the Loop

1

Use cases collection

Collect use cases and files.

2

File list confirmed

Confirm formats, sizes, and file list.

3

Layout system sprint AI assisted

Draft layout system. Explore options with AI.

4

Set approved

Approve one set to build.

5

Template build

Produce all templates and starter assets.

6

Usability review

Review together. Capture ease of use notes.

7

Template refinement

Refine fields, styles, and exports.

8

Set approval

Approve the final set.

9

Export and tests

Export and test in target apps.

10

Adoption support

Support adoption with a quick how to.

Timeline & Milestone
Got Questions? We got answers
What is the standard timeline and which steps drive it?

Steps: Kickoff and asset collection, Scope confirmed, Build full draft, Review session, Final review. Longest lead: Research tools, testing panels (if used), printing (if any)..

What is included vs. out of scope by default?

Included: Senior task exports, Complex build files. Out: Third‑party costs and extras not in the agreed scope.

How many review rounds are included and how are changes handled?

2 approval gates: Review session, Final review. Changes after a gate = scope change.

What formats will we receive at handover?

Finals supplied in standard editable/ready‑to‑use formats per deliverable.

What dependencies or third‑party costs should we plan for?

Research tools, testing panels (if used), printing (if any).

What are the acceptance criteria before final sign‑off?

Files match spec; color/type per guide; decision log signed.

Do you offer a rush option and what does it change?

Available on request; surcharge applies. Internal steps compress; external lead times do not.

How do you measure success for this deliverable?

Adoption/usage of asset, consistency audit pass‑rate, reduced decision latency.

Proposal Template

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