Proposal builder

Turn the walkthrough into an approval-ready proposal.

Use the decisions from the Working Demo and Post-Call Recap to create a client-ready first-launch proposal with scope, support, CRM/export path, named access, and approval timing in one place.

First Launch Plan Decision path Demo assets Scope handoff

Client / brokerage Community / launch focus

One-click presets

Draft name

Saved drafts

Proposal narrative

Public launch

Community or project website, curated listings, registration/request-demo paths, and polished marketing collateral.

Private Hub

Lead inbox, AI lead summaries, routing, follow-up tasks, broker accountability, agent access, and reports.

Scale path

Client settings, feature flags, support package, CRM/export plan, and repeatable rollout model for more communities.

Launch package

Community Launch $12k-$18kOne branded community website, curated listings, registration capture, Lead Hub setup, and broker dashboard. Brokerage Growth Launch $18k-$35kCommunity launch plus agent profile structure, agent portal rollout, Smart Lists, and stronger reporting workflows. Multi-Community OS $35k+ scopedMultiple communities or business lines with client-layer configuration, feature flags, routing maps, and phased rollout planning.

Support tier

Core Operations $299-$499/moHosting, maintenance, updates, backups, Lead Hub license, and light content support. Scale & Agent Growth $799-$1,199+/moEverything in Core plus agent pages, micro-dashboards, advanced routing/reporting, and priority support. Custom Enterprise ScopedMulti-client, CRM, automation, custom compliance, deeper integrations, and dedicated rollout support.

Pricing overrides

Initial build range Monthly support range

Use these fields when a client-specific estimate differs from the selected package defaults.

Approval packet

Decision owner First success metric Day-one handoff CRM / export path Access model Approval timing

These answers turn the demo into a proposal with an owner, success metric, handoff path, CRM/export path, named-access model, and realistic approval timing.

Enabled modules

Timeline

Fast pilot 2-3 weeksTight first community, limited custom content, demo-to-launch proof of concept. Standard launch 4-6 weeksRecommended first brokerage launch with branding, routing, roster, QA, and handoff. Phased rollout 8-12 weeksMultiple communities, agent rollout, CRM planning, and staged stakeholder approvals.

Proposal notes

Assumptions Exclusions Next steps

Client-ready summary

Proposal draft

Open print view

Proposal email

Cover note

Open email draft

Subject Email

Send proposal packet

Approval handoff

Use this packet after the recap and Decision Room are aligned. It keeps the proposal send focused on one approval path instead of restarting discovery.

1. Proposal PDF

Open the print view, save it as PDF, and attach it when the decision owner wants a formal artifact.

2. Cover email

Use the generated cover note as the send-ready email body with approval owner, support tier, and next step.

3. Approval checklist

Confirm package, support, timeline, CRM/export path, access model, success metric, and launch inputs before send.

4. Scope lock

After the client says yes, move the agreed inputs into launch intake, Scope Lock, and the protected Hub record.

Open proposal PDF view Open Decision Room Back to recap builder