Hollis & Grant Architects website

DraftP-0025·Hollis & Grant Architects·Deal: Hollis & Grant Architects website
Preview as the client sees it
The journeyDeal → proposal → contract → project → invoices. Each one links to the next.
  1. Deal
    Discovery completed
  2. ProposalYou're here
    Draft, not sent
  3. Contract
    Comes when the proposal's accepted
  4. Project
    Starts when they accept
  5. Invoices
    Come with the project

Step 1: The words

The opening, the people it's for and each chapter, in the client's terms. Let AI draft it, then read it through and adjust.

Tailor it to Hollis & Grant Architects

Fill in the boxes below. Add the AI key in Settings and it can draft them for you.

How the client's page reads▾

Cover, contents and your opening, then Discovery, References and The work from the boxes below. About us and how we work are the same in every proposal. Investment shows the options side by side, the timeline, what's included and the small print, then the client chooses and accepts at the end.

On a phone, a bar at the bottom keeps “Choose” and “Book a call” one tap away. They can save it as a PDF from the last page.

Title and chapters
The title is what the client sees. The deal's name stays inside the Studio.
Chapters to include

The cover, introduction, investment, small print and next steps always show. Chapters with empty boxes are left out on their own.

Cover and opening
Introduction · The cover reads “A decent proposal.” Then a personal opening in big type.

The directors and anyone else reading it, one per line: Name | Role. Named on the opening page.

First names, as they'd say them

Comma separated

Dark part | grey part. Shows over the opening photo, if there is one.

One or two sentences, in big type. The first sentence is dark, the rest grey.

What we think
Discovery

Dark part | grey part

Two short paragraphs

One per line: Label: value

What makes them different
Discovery · Shown on a dark slide, in four columns.

Up to four, one per line: Label: text

Brand character, in their words
Discovery

One per line: Word / not this

The sites they shared
References

One per line: site.co.uk: what it does brilliantly

Up to three, one per line: Title: text

Comma separated, short

What we'll make
The work

One page per line: Page: what it does

Up to five, one per line: Title: text

Optional, real figures only (from Semrush). One per line: term | searches a month | competition

What we make people feel
About us

Comma separated, from the list on the slide

What we'll ask for
Next steps

One per line

Step 2: Options and prices

What they can choose from and what it costs. Usually three options, with the one you recommend starred.

Options
Investment · Usually three. Star the one you recommend. Start a line with “Everything in Essentials, plus:” to group items.
Payment and terms
How they pay, how long the prices stand, and anything extra for the small print.
Timeline, what's included and the small print · the words on the Investment pages, around the options▾
Timeline and what's included
Investment · The options, prices and payment come from the Options box further down.

One stage per line: Stage | weeks | brand or site

One group per line: Group: item; item; item. Add [Option names] after the group to label it.

Up to six, one per line: Title: text

Up to three, one per line: Name | price | what's covered

Step 3: Designed PDF and picturesOptional

Designed it in Canva or Claude Design? Upload the PDF and the client sees exactly that. Skip this and they see the built-in layout, with any pictures you add.

Your designed PDF
Upload the PDF and the client sees exactly that, with your options and Accept underneath. Without one, they see the built-in layout.
“Draft it for me” still helps: it writes the words from their discovery form and calls into the boxes in step 1, ready to copy into your design.
Drop the proposal PDF here, or tap to choose
Pictures
Their logo, an opening photo, a photo for chapter pages and screenshots. Anything left empty is simply left out.
Their logo

On the cover and in the footer. PNG or SVG with a clear background is best.

Opening photo

Full width after the cover, under your one-line statement.

Their current website

A screenshot, shown with what we think.

References chapter photo
The work chapter photo
About us chapter photo
Investment chapter photo
PreviewSaves steps 1 to 3. Save, then preview it as the client will see it.

Step 4: Check and send

Save first, preview it as the client will see it, then send it from your Gmail.

Ready to send?
Check it
Preview as the client sees itRecommended: Complete (£14,950)
Send it

“Send proposal” emails the link from your Gmail, opens it for the client and moves the deal to Proposal sent. Save your changes first.

Client link

The link opens for them once it's sent.

Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal