Turn call notes or a client brief into a proposal for brand, visual or web design. Start with phases and deliverables, set your fees, and make it your own before you send.
You have understood the brief. Now you need to explain the work, define the scope and put a price on it.
Discovery, creative direction, guidelines, handover. The project changes, but you still find yourself writing out the same parts of your process.
What does strategy include? How many concepts and revisions? A proposal needs to answer those questions before the client agrees to the fee.
The scope is ready, but the document still needs formatting, fee checks and a final read. That is time between a good conversation and a clear next step.
Explore an example made in AirQuotes. Read through the scope, deliverables and fees to see how a shared proposal works. This is a demonstration, not a customer project.
Demo proposal · Brand identity · Scope, fees and milestones
Show the client what each phase includes, what you will deliver and where revisions fit. When a new request comes in, you have an agreed scope to refer back to.
Choose a discipline and project type to start with relevant phases and deliverables. Keep what fits, edit what needs changing, and remove anything outside the brief.
AirQuotes turns your discovery notes into these phases, with deliverables written so the client sees the thinking as work they are paying for.
Edit the phases, deliverables and exclusions to match the work you are offering.
Start with the information you have. Review the draft, confirm the scope and fees, then share it with your client.
Paste a call transcript, client brief or email thread to give the draft its project context.
Choose the phases and deliverables that fit. Check the wording, set your fees and confirm the payment milestones.
Share a branded proposal link for your client to read and sign, or export a PDF. Track visits to the shared proposal.
Use your logo, colours and typography so the proposal feels like part of your studio from the first page.
Start with descriptions of the work in each phase, then adapt them to explain exactly what this client is buying.
See who opened the proposal and which sections they spent time reading, so you have context for your follow-up.
Your client can review and sign the shared proposal in their browser.
Save your edited structure in the studio library and use it as the starting point for the next project.
Keep deals and their proposals together. Move each opportunity through your pipeline as the conversation progresses.
We are inviting our first brand and digital studios into the beta. Try AirQuotes on a real brief and tell us where the workflow or templates need work.
Apply for betaApply to try AirQuotes with your next proposal. Approved beta applicants get two months on Studio, with no card required.
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