The proposal that stays alive.
Interview the prospect once. Discovery turns it into findings, a risk register, and a priced plan on a hosted page they open from a private link. No login for them, nothing to attach for you.
Unknowns stay visible
Six states per question: answered, unknown, declined, deferred, assumed, needs verification. What you couldn’t confirm is listed as an assumption, in the open, with a date to verify it.
Proof is marked
A scanned fact and a hallway answer look different on the page. Machine-verified answers carry source and timestamp; attested ones name who said it.
Internal notes never leak
Margins and deal notes live on visibly hatched ground. The client page renders from the client route itself, so what they see is all that exists there.
Interview Mode
Run the meeting with your eyes on the buyer.
One question at a time, states on the number keys, autosave on every stroke. A tenant scan runs in the background and files what it can prove, so the hour goes to questions only a person can answer.
Where do backups go once they leave the building?
After You Send
Know when the deal warms up.
Who opened the plan, what they dwell on, when a forwarded copy reaches someone new. One sentence you can act on.
Acceptance
A SOW tool that respects how you close.
Discovery owns the story. The binding step happens on the strongest rail you have connected.
Scope Creep, Handled
Assumptions guard the price.
Every priced line names what it rests on, with a verify-by date the client can see. When week one proves an assumption false, the change order drafts itself with the evidence attached. You choose: send it, or absorb the cost. Either way it’s a decision, never a silent margin leak.
Wherever They Decide
Read in the office. Accepted on the couch.
The plan is a page: it reads anywhere and the accept bar stays reachable. Before anything ships, one keystroke shows the page exactly as the client gets it.
The options, on the same page they’ve had since the interview. Internal notes are absent from the client render itself.
Signed? Debut takes it from here.
The accepted plan seeds the onboarding: systems become the credential ledger, people become the census, open items become week-one tasks. The client’s link just keeps going.