Close more deals while doing less work. We took a decade of selling — media, lead generation, close, operations — and built the winning tactics into one system your whole team works from, so the busywork between lead and signed contract simply stops happening.
Time to build a proposal
Minutes, from a live deal record
Time to launch
Not the six-month custom build
Coverage
One system your whole team works from
The cost of the current way
A proposal tool, an e-sign tool, a CRM, a payment processor and a scheduling link. Each one bills monthly, per seat, and none of them knows the others exist.
Copy the deal out of the CRM into the proposal tool. Re-type the client and the numbers into the e-sign tool. Then go back and mark the deposit paid in the CRM by hand.
One number gets updated in the proposal and not the contract. Nobody finds it until the invoice doesn't match what was signed.
Your best proposal and your worst one go out under the same logo, in the same week, because the standard lives in someone's head.
No idea if it was opened, forwarded, or which page they re-read three times before going quiet.
Your team's best hours go into moving data between subscriptions instead of into the deal itself — and you're paying for the subscriptions too.
Three promises
We've already built the foundation layer — the universal 80% of any proposal and CRM system. Contacts, organizations, leads, deals, presentations, proposals, contracts, payments, deal parameters and source materials all exist on day one. Your custom build starts at the finish line.
Stop paying per seat, per month, forever for five overlapping tools that half-solve the problem. This is one system, built for your business, and you own it. Adding your tenth user doesn't change what it costs to run.
Faster drafting and higher quality at the same time — because the system defines clear standards for how a proposal gets built and what inputs are required before it can go out. The winning version becomes the default version.
The foundation layer
Hover or tap a layer to see what's inside it.
The 20% that makes it yours — built around how your team actually sells, prices and delivers.
Your build starts at the finish line. We configure what exists, then build only the layer that is genuinely yours.
Capabilities
Sample data from Acme Industries — a live 3-site industrial engagement.
How it works
Week 1
We map how you scope, price and close today — the real workflow, including the spreadsheet nobody admits to.
Week 1–2
Your data model, stages, roles and documents are configured on the existing foundation layer. No rebuild.
Week 2–5
Your services, pricing rules, proposal standards and branding get built on top, reviewed with you as it goes.
Week 5–6
Data migrated, team trained, first live proposals out the door with us alongside you.
Who it's for
If two of your deals are never quite the same — and the quote depends on judgement, not a price list — a generic proposal tool will always fight you.
What you get isn't only software. It's ten years of cross-industry selling — media, lead generation, close, operations — already built into the foundation, so you start from what works instead of from a blank page. And the foundation is the beginning of the relationship, not the end of it.
Customize as much or as little as you want — that's how the scope, and the price, get right-sized to your team. We work that out together on the demo.
Scope, staffing and rates change per engagement.
Site conditions and materials drive every number.
Retainers, projects and options in one document.
Configured products, volume tiers and lead times.
If your team quotes custom scope, the foundation layer still covers the same 80%. Bring us the workflow and we'll tell you honestly whether it fits.
FAQ
A demo is 45 minutes. We walk your current proposal workflow, show you the foundation layer running live, and tell you plainly whether this is worth doing — including scope and price.