This personalizes the proposal so it feels like it was made just for them — because it was.
Logos
🏷️
Your logo
PNG or JPG · will appear on cover
🏢
Client's logo
PNG or JPG · will appear on cover
Client's brand colours
Enter 1–3 hex codes from their brand. The first one will be used as the main colour.
Step 2 of 5
Paste your call transcript 📋
Paste the transcript from your discovery call. The AI will pull out their goals, struggles, and key moments to make the proposal feel personally written.
✅Transcript analysed! Key goals, struggles and wins pulled.
Extra context
Anything else to add?
No transcript? Write a quick summary of what was discussed.
Step 3 of 5
Your 3 packages 📦
Enter your packages. Focus on the results they'll get, not just what's included.
1
Package 1 — Starter
2
Package 2 — Growth (Most Popular)
3
Package 3 — Premium
Optional
Add-ons
👑
Not clear on your offer or packages yet?
Join Remote Income School VIP to get 1:1 help building your offer, pricing, and packages.
Add testimonials or screenshots from happy clients. No social proof yet? Scroll down — it's okay to skip this for now.
Optional — but powerful
Screenshots of client wins 📸
Upload screenshots of DMs or results from happy clients. Up to 3.
📱
Screenshot 1
📱
Screenshot 2
📱
Screenshot 3
🌱 Just starting out? That's completely fine — skip this step and move on. You can always add social proof to future proposals as you build your client base.
Step 5 of 5
Timeline & next steps 📅
Show them exactly what happens next. Clear next steps make it easy to say yes.
Contact & service
How should they reach you?
This appears on the final page of the proposal.
Step 1 of 5
✨
Building your proposal...
Hold tight while we create something beautiful for your client.
Reading the call transcript...
Pulling their goals & struggles...
Personalizing the language...
Matching packages to their needs...
Designing the layout...
Adding finishing touches... ✨
✨ Your proposal is ready!
📋 What to do next with your proposal
3 ways to share it — pick what works for your client.
📤 How to share it
A
Send the HTML file directly
Download the proposal and attach the .html file to your email or DM. Your client double-clicks it and it opens beautifully in their browser. Best for tech-savvy clients.
B
Convert to PDF first
Open the downloaded HTML file in Chrome. Press Ctrl+P (or Cmd+P on Mac). Change Destination to "Save as PDF". Click Save. Best for corporate clients who want a PDF.
C
Host it as a link (most premium ✨)
Send your client a link instead of a file. Feels completely professional.
🚀 Host for free in 3 minutes
Option 1 — Netlify Drop (easiest):
1. Go to app.netlify.com/drop
2. Drag your proposal.html file onto the page
3. You instantly get a shareable link 🎉
Option 2 — Your own domain:
1. Deploy on Netlify as above
2. Go to Domain settings → Add custom domain
3. Add proposal.yourdomain.com
4. Add a CNAME record in your registrar pointing to Netlify
5. Done — your proposal lives at your own branded URL
🔒 How to close it
1
Don't just send it and disappear 👻
Send it with: "Just sent over your proposal — I'd love to walk through it together. When works for you?"
2
Walk through it on a call
Share your screen, go section by section. Ask "how does this feel?" at each part. Handle questions live.
3
Use the 1-10 question to close
"On a scale of 1-10 how ready are you to move forward?" Handle their number. Close on the call. Send invoice before you hang up.
💡 Pro tip: "I currently have one spot available for June — I'd love for it to be yours." Natural urgency, no pressure.