Proposal Drafting
Proposal Drafting takes discovery notes and produces a proposal the owner can send today — scope, deliverables, timeline, price, terms, and a single signature link.
Tier · Scale Specialists · Sales + Business Ops + Legal Status · Roadmap
What you ship
Discovery notes to a client-ready proposal with scope and price.
The steps
- Read: discovery notes, owner's standard scope and pricing template, prior similar proposals
- Draft: scope, deliverables, timeline, price, payment terms, exclusions
- Review: legal pass for terms, finance pass for pricing math
- Deliver: PDF + e-signature link + a follow-up email draft for the owner
Where it fits
This playbook ships on the Scale tier and runs across Sales + Business Ops + Legal. The CEO triggers it from a single owner instruction — see triggering playbooks for how that selection happens.