Proposal Onboarding Guide

Is this a "New" or "Existing" client?

New

Existing

Business Short/Nickname *

Phone *

Logo Image URL

General Proposal Details

Proposal Prepared By

Salesperson Scheduling Tag

Proposal Creation Date

Proposal Valid Through

Proposal Video Link

Space

Scope of Work

ChatGPT Prompt

Copy and Paste the Transcription from your Consultation if you'd like ChatGPT to create a detailed Scope of Work to add to the proposal. This section is optional and doesn't need to be used for all products and services.

Consultation Transcript

Are you adding any Account Management services?

Yes

Maybe So

Which Account Management plan are you adding?

Aside from the Account Management plan do you have any other services to add?

Yes

Are you adding any Basic Business Services & Tools?

Yes

Maybe So

Which Basic Business Services & Tools are you adding?

Aside from Basic Business Services & Tools, do you have any other services to add?

Yes

Are you adding any Consulting Services?

Yes

Maybe So

Which Consulting Services are you adding?

Aside from Consulting Services, do you have any other services to add?

Yes

Are you adding any CRM Packages?

Yes

Maybe So

Which CRM Package are you adding?

Aside from the CRM Package, do you have any other services to add?

Yes

Are you adding any Research & Development Packages?

Yes

Maybe So

Which Research & Development Packages are you adding? Please choose all that apply.

Aside from Development Hours, do you have any other services to add?

Yes

Are you adding any Digital Display Marketing Services?

Yes

Maybe So

Which Digital Display Marketing Services are you adding? Please choose all that apply.

Aside from Digital Display Marketing Services, do you have any other services to add?

Yes

Are you adding any GYST services?

Yes

Maybe So

Which GYST Services are you adding? Please choose all that apply.

Aside from GYST Services, do you have any other services to add?

Yes

Are you adding any Graphic Design?

Yes

Maybe So

Which Graphic Design services are you adding? Please choose all that apply.

Aside from Graphic Design, do you have any other services to add?

Yes

Are you adding any SEM services?

Yes

Maybe So

Which SEM Service are you adding?

Aside from SEM Services, are you adding any other services?

Yes

Are you adding any SEO Services?

Yes

Maybe So

Which SEO services are you adding? Please choose all that apply.

Aside from SEO, do you have any other services to add?

Yes

Are you adding any Social Media Management?

Yes

Maybe So

Which Social Media Management services are you adding? Please choose all that apply.

Aside from Social Media Management, do you have any other services to add?

Yes

Are you adding any Social Media Marketing?

Yes

Maybe So

Which Social Media Marketing services are you adding? Please choose all that apply.

Aside from Social Media Marketing, do you have any other services to add?

Yes

Are you adding any Website Design & Development services?

Yes

Maybe So

Which Website Design services are you adding? Please choose all that apply.

Aside from Website Design services, do you have any other services to add?

Yes

Are you adding any Website Add-On services?

Yes

Maybe So

Which Website Add-Ons are you adding? Please choose all that apply.

Aside from Website Add-Ons, do you have any other services to add?

Yes

Are you adding any Website Management services?

Yes

Maybe So

Which Website Management services are you adding? Please choose all that apply.

Payment Options Information

One-Time Setup Cost

Monthly Cost

Annual Cost

Get Started Cost

Final Thoughts

Do you have any final general notes you would like to add to Proposal 1?

Do you have any final general notes you would like to add to Proposal 2?

Do you have any final general notes you would like to add to Proposal 3?