Draft: change this to match how you actually run it.
- Read the discovery answers on the deal, including the styles and logo choices they picked.
- Look at the competitor sites they named.
- Write the proposal from Proposals → New with the recommended option marked. Payment schedule: 50% to start, 50% at launch. The Think isn't VAT registered.
- Send it. The deal moves to Proposal sent by itself.
- Book the First Impressions Call. The deal moves to First Impressions Call booked when it's booked.
- Before the call, pick a few numbered directions internally and build the homepage concepts to present.
Never mention templates or template costs in anything the client sees.