Generate Proposal and Quotation

Step 1: Write Down Client Requirements

I usually write down all the meeting minutes after talking to the client, saved at Evernote (personal preference)

Step 2: Generate Proposal

Go any LLM (I prefer Claude 3.5), and put in these prompts

Prompt:

Write me a website design proposal for a [industry] client. The client business name is [businessname].

[industry] =
[businessname] =
[target market] =

The target audience is [target market].

Background of the company. What do I know about the client during the meeting, and their pains?

INSERT MEETING MINUTES HERE

</meetingminutes>

The web design proposal has 6 main sections: Overview, Goals, Target Market, Timeline (6-8 weeks), Sitemap for Website, Reasons for web design, Digital Marketing Strategy (recommendation).

For the Sitemap, only suggest the main pages and sub-main pages, key elements for each page are not necessary. maximum up to 10 pages for both main an sub-main pages for the sitemap section in this proposal (eg. Main Pages are: home, about, services. Sub-main pages are: locations, team, blog, archive, career, contact, FAQ, etc.) Do not include filler pages in the sitemap.

For the Digital Marketing Strategy, use this format: [service]: [description & expected results]

Also produce a tagline on top of the proposal. Rewrite this tagline, “We're not only building website, [we're designing a dental brand tooth-patient trusts]” to match the client’s industry.

Write in detail, no yapping. Remove formatting.

Step 3: Generate Proposal & Quotation via Freshbooks

How to duplicate existing proposal:

Go Estimates → search for "[TEMPLATES] Web Design 2025", duplicate it.

Copy paste results generated in LLM.

Remove irrelevant price items

Download Proposal as PDF

Step 4: Send to Client

*Web Design Proposal from Bingo Digital Marketing*

Hello FIRSTNAME

It was great chatting with you!

Below, you can find the PDF to your custom proposal. This includes info about the project, deliverables and cost.

I look forward to collaborating!

Best regards,
_Daniel W._

Step 5 Attach PDF file

Download from Freshbooks, and upload as PDF attachment.

Step 6: Send Loom video

Go through every section of the video to explain
Send to the client