Who is this for?

Pick a profession or type your own. Everything downstream — needs, deliverables, wording — adapts to what you put here.

Client name

Business name

Profession / industry

City / market

Client type

This switches the pricing engine. You can still override it in step 5.

Where they're at

What do they want out of this? (their words are best)

Quick read on the business

Answer these before generating. They're what makes the "what we understand" section sound like you actually spoke to them.

Read the business

Fills in what they do, the pressure they're under, and what we should sell them. Everything stays editable.

What they do

Their pressure points

What are we selling them?

Pick one or more. Each one opens its own deliverables in the next step.

Add a service

Deliverables

Tick what's included. Add your own line anywhere — nothing here is fixed.

Packages & pricing

Pricing engine

Volume rate card

Per-video rate by monthly volume. Any package on B2B mode pulls its rate from here automatically.

Video grades

Packages

The words

Written around this client specifically. Generate, then edit anything that doesn't sound like you.

Uses everything from steps 1–4.

Opening

What we understand about the business

What's getting in the way

One point per line.

How we'd fix it

Why this is worth it

One point per line.

Retainer & payment terms

Firm, but written like a partner rather than a contract you'd argue with.

Retainer explanation

Terms list

One term per line.

Billing cycle

Minimum commitment

Order of the proposal

Drag order with the arrows, hide what you don't need.

Next steps

One step per line.

Your details

Set once. Saved with the file.

Agency

Line under the name

Phone

Website

Proposal no.

Dated

Valid till

Accent colour on the document

Currency symbol

Payment details

Shown to the client as its own section, so they know exactly where and to whom to pay.

UPI ID

Phone number

First name

Last name