Create a polished consulting proposal fast with Attain OS. Atty drafts the scope and fees from your context—review and send. No integrations needed.
A consulting proposal is your first handshake with a potential client. It needs to clearly define the project scope, your approach, and the fees—while building trust. But writing one from scratch every time is tedious and error-prone.
With Attain OS, you don't start with a blank page. You open the Content Creator app, pick the Consulting Proposal template, and Atty—your built-in AI agent—drafts the entire proposal based on your project context. You review, tweak, and publish. No integrations, no syncs—just a fast path to a professional deliverable.
You've had a discovery call with a startup founder. They need a brand strategy, but you need to formalize scope, milestones, and a fixed fee. Open Attain OS Content Creator, select Consulting Proposal, and describe the project. Atty drafts a proposal with your recommended approach, timeline, and pricing. You adjust the wording and export as a PDF to email.
The client wants a new site, but you sense they have unrealistic expectations about timeline. Use the Consulting Proposal template to outline phases—discovery, design, development, launch—with clear deliverables and a phased fee structure. Atty pulls from your past proposals (stored in Documents) to ensure consistency. You review the scope section to avoid scope creep.
You need a retainer proposal with monthly fees, service levels, and exclusions. Fill in the project context in Attain OS: number of users, support hours, response times. Atty generates a proposal with a retainer table and terms. You add a personal note in the intro, then share via the Sharing Hub as a link.
Go to the Content Creator app in Attain OS. Choose the Consulting Proposal template from the General Business category. This template includes placeholders for project overview, scope of work, timeline, fees, and terms.
In the Atty chat, describe your client, the problem, and your proposed solution. For example: 'Proposal for ABC Corp: 3-month brand strategy including market research, visual identity, and brand guidelines. Fee: $15,000 fixed, 50% upfront. Timeline: start March 1.' Atty uses this context to draft the proposal.
Atty populates the template with a near-finished proposal. Read through each section—scope, deliverables, fees, payment terms. Make edits directly in the document. Add your specific methodology or case studies from the Documents app. The draft is yours to polish.
Once satisfied, publish the proposal as a PDF or web page via the Sharing Hub. No third-party integration needed. You get a shareable link or can download the file. Send it to your client via email or your preferred channel.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
This proposal outlines a 3-month engagement to develop a comprehensive brand strategy for ABC Corp. The goal is to differentiate ABC Corp in the competitive SaaS market, clarify messaging, and create a visual identity that resonates with enterprise buyers.
Phase 1 (Month 1): Market research and stakeholder interviews. Phase 2 (Month 2): Brand positioning, messaging framework, and visual identity concepts. Phase 3 (Month 3): Finalize brand guidelines and deliver assets (logo, color palette, typography, templates). Includes up to 3 revision rounds.
Fixed fee: $15,000. Payment schedule: 50% upon signing, 50% upon delivery of final assets. Timeline: March 1 – May 31. Any out-of-scope work billed at $200/hour with prior approval.
Absolutely. Atty provides a solid first draft, but you have full editing control. You can add sections, change formatting, or include data from other Attain OS apps like Documents or Notes. The output is yours to refine.
No, Attain OS does not integrate with third-party payment tools. However, you can include payment terms and bank details in the proposal. The Budgets and Shopping List apps help you track costs internally, but invoicing is handled separately.
Use the Sharing Hub to generate a public link or download the proposal as a PDF. The client can view it in any browser or open the PDF—no account needed. You can also copy the content into an email.
Yes. Save the final proposal in the Documents app. Next time, open it as a template and update the context in Atty. The AI will adapt the draft to the new client, keeping your structure and tone consistent.
