Request access

When needed · Client lead

Turn the conversation into a proposal draft.

Alder Interiors has asked for a booking-led website refresh. The agency has approved service descriptions, but the booking integration, fee and launch date are still undecided.

HubSpotGoogle DriveGoogle Docs

Role: Client lead at a digital agencyTrigger: A discovery call finishes

Discuss this workflow
ILLUSTRATIVE OUTPUTWebsite refresh proposal

Prepared for Alder Interiors · Working draft

01The objective
Make it easier for visitors to find the right service and request a consultation.
02Phase one deliverables
A revised homepage, three service pages and a consultation enquiry flow, with a content handover checklist.
03Before we agree the scope
Confirm the booking integration, content owner and launch window. Fees and dates are still to be agreed.
Fictional example · Results depend on your sources and setup.

THE WORK

How the workflow works

  1. 01
    HubSpot

    Read the discovery notes and the Alder opportunity, keeping unconfirmed requests separate from agreed scope.

  2. 02
    Google DriveGoogle Docs

    Pull the approved service outline and proposal template from Drive; draft phases and deliverables.

  3. 03
    Google Docs

    Prepare a working proposal with assumptions and questions, leaving fees and dates blank.

THE RESULT

What you get

01Proposal working draft
02Scope assumptions
03Questions before pricing

Time backRemoves the initial copying of call notes into a blank proposal template.

GETTING STARTED

What you need to set up

Connect the sources used in this example, then confirm the scope and schedule.

  • HubSpot
  • Google Drive
  • Google Docs

Connections and available actions depend on your account permissions and setup.

HUMAN CHECK

Before anything goes out

The client lead and commercial owner approve scope, price and dates before anyone shares the proposal.

Illustrative workflow and fictional output, not a customer testimonial or measured result. Actual results depend on source quality and setup.

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