Revenue / navy, amber & porcelain

Make revenue operations consistent from first lead to renewal. Includes lifecycle, fields and ownership blueprint, crm configuration and integrations, migration, testing and team enablement.

CRM Implementation and RevOps Proposal

<p>{{SELLER_COMPANY}} · Revenue operations<br>{{ISSUE_DATE}}</p>

<h1 style="text-align:left;line-height:1.08;font-weight:400"><span style="font-size:clamp(38px,6.8cqw,56px)">CRM Implementation &amp; RevOps Proposal</span></h1>

<p>Prepared for <strong>{{CLIENT_COMPANY}}</strong></p>

<p style="font-size:clamp(22px,3cqw,32px);line-height:1.4;color:var(--proposal-heading)">A shared operating system for your revenue team.</p>

CRM Implementation & RevOps Proposal

<h2 style="line-height:1.2"><span style="font-size:clamp(28px,3.6cqw,42px)">Engagement Overview</span></h2>

<p style="font-size:clamp(22px,2.7cqw,30px);line-height:1.4;color:var(--proposal-heading)">A revenue process your team can trust and use.</p><p>Dear {{CLIENT_NAME}}, we propose a CRM implementation for {{CLIENT_COMPANY}} that starts with agreed stage definitions, ownership and useful reporting. Configuration will follow the revenue process, with migration and adoption treated as part of the release.</p><p>The outcome is a documented operating setup: a shared pipeline, tested handoffs, reconciled records and administrators able to manage routine changes.</p>

Engagement Overview

Espresso & Cream / Recruitment and talent search

A retained search proposal for one senior hire: the client’s situation, a recommended twelve-week search, the four search stages in tabs, what is included, the timeline, client results, the team, a staged fee based on an estimated salary and common questions.

Recruitment and Talent Search Proposal

<h1 style="line-height:1.04"><span style="font-size:clamp(42px,5.8cqw,74px);font-weight:600;letter-spacing:-.02em">Retained Search Proposal</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size: max(18px, clamp(20px,2.1cqw,23px));line-height:1.55">A retained search to hire your {{ROLE_TITLE}}, with a shortlist of assessed candidates in five weeks and a fixed fee paid in three stages.</p>

Retained Search Proposal

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">INTRODUCTION</p>

<h2 style="line-height:1.12"><span style="font-size:clamp(32px,3.8cqw,48px);font-weight:600;letter-spacing:-.015em">Thank you for your time</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Hello {{CLIENT_NAME}},</p>
<p>Thank you for explaining the {{ROLE_TITLE}} role and what it means for {{CLIENT_COMPANY}}. You need someone senior who can own the work from their first month, and the right people for this role are mostly not looking for a new job.</p>
<p>This proposal sets out how the search runs, the shortlist you receive, the twelve-week schedule, the fee and when you pay it, and what you need to provide. The decision you are asked to make is whether to approve the search.</p>

<p style="font-family:var(--proposal-font-accent);font-size: max(18px, clamp(20px,2.1cqw,23px));line-height:1.4">{{SELLER_NAME}}</p><p>Search lead, {{SELLER_COMPANY}}<br>{{SELLER_EMAIL}}</p>

Introduction

Midnight & Ice / agency discovery sprint

A paid discovery sprint proposal for agencies: the client’s situation, a recommended three-week sprint, interviews, review, prioritisation and decision in tabs, what is included, a three-week timeline, client results, the team, three one-time sprint options and common questions.

Agency Discovery Sprint Proposal

<h1 style="line-height:1.02"><span style="font-size:clamp(48px,8cqw,104px);font-weight:700;letter-spacing:-.02em">Discovery<br>Sprint<br><span style="color:var(--proposal-accent)">Proposal</span></span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,23px);line-height:1.55">A three-week paid sprint to turn the brief from {{CLIENT_COMPANY}} into an agreed scope, an estimate and a plan for the next phase.</p>

Discovery Sprint Proposal

<h2 style="line-height:1.16"><span style="font-size:clamp(30px,3.6cqw,46px);font-weight:700;letter-spacing:-.01em">Thank you for your time</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Hello {{CLIENT_NAME}},</p>
<p>Thank you for sharing your plans for {{CLIENT_COMPANY}}. Your brief covers a lot of ground, and your team does not yet agree on what should come first or what it should cost.</p>
<p>This proposal sets out a short, paid discovery sprint. At the end you have a written brief for the next phase that your decision owners have approved, so you can budget, compare quotes and start with confidence.</p>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,23px);line-height:1.4">{{SELLER_NAME}}</p><p>Engagement lead, {{SELLER_COMPANY}}<br>{{SELLER_EMAIL}}</p>

Forest & Brass / Business process consulting

A fixed-fee business process consulting proposal: the client’s situation, hours lost to manual handoffs by team, a recommended eight-week review of five processes, the four deliverables in tabs, what is included, the timeline, client results, the team, milestone pricing and common questions.

Business Process Consulting Proposal

<h1 style="line-height:1.06"><span style="font-size:clamp(40px,5.4cqw,72px);font-weight:700;letter-spacing:-.015em">Business Process Consulting Proposal</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,23px);line-height:1.55">A fixed-fee review of how work moves between teams at {{CLIENT_COMPANY}}, with a ranked list of changes and a plan for making them.</p>

<h2 style="line-height:1.14"><span style="font-size:clamp(32px,3.8cqw,46px);font-weight:700;letter-spacing:-.01em">Thank you for your time</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Hello {{CLIENT_NAME}},</p>
<p>Thank you for explaining how work moves through {{CLIENT_COMPANY}}. Your teams are capable, but too much of their week goes on chasing handoffs, re-entering data and working out who owns the next step.</p>
<p>This proposal sets out a six-to-eight week review of your core processes. You get a clear map of how work runs today, the bottlenecks that cost your teams the most time, and a ranked plan you can act on. The fee is fixed.</p>

Midnight & Ice / IT company profile

A profile for a managed IT provider: the environments you support, your services, who is responsible for security, how the service desk works, onboarding, a client example and how to ask for a review.

IT Company Profile — Midnight

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">{{SELLER_COMPANY}}</p>

<h1 style="line-height:1.04"><span style="font-size:clamp(44px,6.4cqw,76px);font-weight:600;letter-spacing:-.02em">IT Company Profile</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,24px);line-height:1.5">Managed IT, security and cloud support: what we cover, how support works and who is responsible for what.</p>

<p><strong>Contact</strong><br>{{SELLER_NAME}} · {{SELLER_EMAIL}}</p>

IT Company Profile

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">01 · ABOUT US</p>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">{{SELLER_COMPANY}} looks after IT for companies that do not have, or do not want, a large in-house IT team.</p>

<p>We run the service desk, keep devices and accounts secure, manage cloud systems and plan upgrades. Your staff call one number, and one team is responsible for the answer.</p>

Who we are

What we support

Services

Who is responsible for what

How we work

How support works

Getting started

Client example

Ask for an IT review

Terracotta & Bone / Agency capability statement

A capability statement for a creative or digital agency: four disciplines, company particulars and capacity, the delivery process, two relevant projects and a contact for procurement.

Agency Capability Statement — Terracotta

<h1 style="line-height:1.04"><span style="font-size:clamp(44px,6.4cqw,68px);font-weight:600;letter-spacing:-.02em">Agency Capability Statement</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,24px);line-height:1.5">What {{SELLER_COMPANY}} does, the particulars a buyer needs and two relevant projects.</p>

<p><strong>Contact</strong> {{SELLER_NAME}} · {{SELLER_EMAIL}} · {{COMPANY_PHONE}}</p>

Agency Capability Statement

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">01 · DISCIPLINES</p>

<h2 style="line-height:1.14"><span style="font-size:clamp(32px,3.8cqw,48px);font-weight:600;letter-spacing:-.01em">Core disciplines</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Four disciplines, all delivered by our own staff.</p>

Core disciplines

Company particulars

How we deliver

Relevant projects

Contact

Espresso & Cream / Consulting company profile

A profile for a consultancy: the firm, the situations clients bring, practice areas, how engagements are staffed and run, the people, representative experience, engagement models and how to arrange a conversation.

Consulting Company Profile — Espresso

<h1 style="line-height:1.04"><span style="font-size:clamp(44px,6.4cqw,72px);font-weight:600;letter-spacing:-.02em">Consulting Company Profile</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,24px);line-height:1.5">Our practice areas, how an engagement runs and the people who do the work.</p>

Consulting Company Profile

The firm

When clients call us

Practice areas

How an engagement runs

How we staff our work

Our people

Representative experience

Engagement models

Arrange a conversation

Forest & Brass / Consulting one-pager

A one-page introduction for an independent consultant: the problem you solve, the three things a client gets, your background, one client quote and a request for a short call.

Consulting One-Pager — Forest

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">{{SELLER_NAME}} · {{SELLER_COMPANY}}</p>

<h1 style="line-height:1.04"><span style="font-size:clamp(44px,6.4cqw,72px);font-weight:600;letter-spacing:-.02em">Operations Consulting</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,24px);line-height:1.5">Independent advice for owner-managed companies whose operations have not kept up with their growth.</p>

<p>{{SELLER_EMAIL}} · {{COMPANY_PHONE}}</p>

Consulting One-Pager

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">01 · THE PROBLEM</p>

<h2 style="line-height:1.14"><span style="font-size:clamp(32px,3.8cqw,48px);font-weight:600;letter-spacing:-.01em">The problem I solve</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">The company has grown, and the way it runs has not.</p>

<p>You may recognise some of these:</p><ul><li>Orders, projects or deliveries are late more often than a year ago.</li><li>The same few people are asked to fix every problem.</li><li>Nobody is sure which numbers to trust.</li><li>New hires take months to become useful.</li></ul>

The problem I solve

What you get

About me

Next step

Cobalt & Ink / Service portfolio

A service portfolio organised by capability: three capabilities, what each includes, how they fit together, one client example of each, common questions and a contact.

Service Portfolio — Cobalt

<h1 style="line-height:1.04"><span style="font-size:clamp(44px,6.4cqw,84px);font-weight:600;letter-spacing:-.02em">Service Portfolio</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,24px);line-height:1.5">Our three capabilities, what each includes and an example of each in practice.</p>

Service Portfolio

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">01 · OVERVIEW</p>

<h2 style="line-height:1.14"><span style="font-size:clamp(32px,3.8cqw,48px);font-weight:600;letter-spacing:-.01em">Three capabilities</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Each one stands on its own. Together they take a project from question to working result.</p>

Three capabilities

What each capability includes

How they fit together

Examples

Questions

Talk to us

Plum & Apricot / Digital marketing services one-pager

A one-page overview of a monthly digital marketing service: three channels, what happens each week, month and quarter, what is measured, what the client owns, one client result and a free review.

Digital Marketing Services One-Pager — Plum

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">{{SELLER_COMPANY}} · ONE-PAGER</p>

<h1 style="line-height:1.04"><span style="font-size:clamp(44px,6.4cqw,68px);font-weight:600;letter-spacing:-.02em">Digital Marketing Services</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,24px);line-height:1.5">Search, social and email run as one monthly service, with a report that shows what each channel brought in.</p>

<p>{{SELLER_NAME}} · {{SELLER_EMAIL}}</p>

Digital Marketing Services One-Pager

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">01 · CHANNELS</p>

<h2 style="line-height:1.14"><span style="font-size:clamp(32px,3.8cqw,48px);font-weight:600;letter-spacing:-.01em">Channels</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Three channels, planned together so they support each other.</p>

Channels

What happens each month

Measurement and ownership

Client result

Plum & Apricot / Service brochure

A brochure for one service, written here for customer research: when it helps, the four things a client gets, the service in one line, a four-week process, common questions, a client example and a next step.

Service Brochure — Plum

<p style="font-size:18px;font-weight:600;letter-spacing:.12em;color:var(--proposal-accent)">{{SELLER_COMPANY}} · SERVICE BROCHURE</p>

<h1 style="line-height:1.04"><span style="font-size:clamp(44px,6.4cqw,84px);font-weight:600;letter-spacing:-.02em">Customer Research</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,24px);line-height:1.5">We interview your customers and tell you, in four weeks, why they buy, why they leave and what to change.</p>

Service Brochure

<h2 style="line-height:1.14"><span style="font-size:clamp(32px,3.8cqw,48px);font-weight:600;letter-spacing:-.01em">When this helps</span></h2>

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">Clients usually ask for research in one of three situations.</p>

When this helps

The service in one line

How it works

Graphite & Acid / Software development company profile

A profile for a software development company: what you build, how clients see progress every sprint, your process, engineering practices, technology choices, shipped work and how to start a conversation.

Software Development Company Profile — Graphite

<h1 style="line-height:1.04"><span style="font-size:clamp(44px,6.4cqw,64px);font-weight:600;letter-spacing:-.02em">Software Development Company Profile</span></h1>

<p style="font-family:var(--proposal-font-accent);font-size:clamp(20px,2.1cqw,24px);line-height:1.5">What we build, how we work in two-week sprints and what you own when we finish.</p>

Software Development Company Profile

<p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5;color:var(--proposal-heading)">{{SELLER_COMPANY}} designs, builds and maintains web and mobile software for companies that do not have a development team of their own, or need a second one.</p>

<p>Designers, developers and testers work in one team under a single delivery lead. You get access to the code, the task board and the test environment from the first day.</p>

Agencies & advisors

Creative & technical services

Independent professionals

Start with your client brief.

Understand & create

Engage & move forward

Manage the details

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