// SAMPLE DELIVERABLE

A proposal priced to the rate card — nothing invented

Sample — fictional client data · This is what lands in your inbox

PROPOSAL EXCERPT — LAKESIDE DENTAL, WEBSITE REBUILD

Aug 7, 2026 · Deal #CRM-4471

Assembled from template “Web Rebuild v4” after the Aug 5 discovery call. Every line priced from rate card v3.2 — nothing estimated from memory, nothing rounded up.

Line item	Basis	Amount
Design — 12 page templates	rate card: 12 × $620 (design tier A)	$7,440
Development & CMS build	rate card: 96 hrs × $145	$13,920
Content migration (est. 40 pages)	rate card: 40 × $38	$1,520
Local SEO setup — 3 locations	rate card: fixed line L-14	$1,800
Project management (15%)	rate card: PM rule P-2	$3,702
Contingency (10%, capped)	assumption A-3, stated in SOW §6	$2,838
TOTAL — firm, rate-card priced	ready for approval	$31,220

Scope gaps — flagged, not guessed

Online booking integration — in or out?

The discovery notes mention “maybe booking later.” If in scope: +$3,600 (rate card line I-9). If out, I’ll write it as an explicit exclusion so it can’t creep.

CRM deal notes, Aug 5 · flagged, not priced

Who writes the 12 new pages?

Copywriting is not on your rate card for this tier. If they want us to write, that’s a partner quote ($4,100 from Clearline Copy, attached). Priced as client-supplied for now.

Assumption A-7 · partner quote Clearline-2026-08

Go-live target before their November insurance deadline?

They mentioned it once, offhand. If it’s hard, the PM line needs a rush adjustment (+$1,150). Confirm on Monday’s call and I’ll re-issue.

Call transcript 08/05 14:22 · flagged for your decision

Draft — awaiting your approval · every figure traced to rate card v3.2 or a written assumption · logged to value ledger

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Deal pulled from your CRM, proposal assembled from your templates, every dollar traced to a rate or a stated assumption.

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