Agencies & Consulting template
Client proposal room
Scope, approach, proof, team and pricing, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Brightfield Studio proposal for Aster Health). Explore it and ask its agent anything.
What's inside
Win the engagement: show the client you understood their problem, how you'll solve it, the team, proof and a clear price, and make saying yes easy. WZRD AI fills these tabs from your material.
Overview
The proposal and What we heardApproach
How we'll work and What you getTeam & proof
Your team and Similar workInvestment
Options, Questions and Approve the proposalIts AI agent: Proposal guide
Answer the client's questions about scope, timing, team and price from the proposal. When they're ready, guide them to approve or book a call. Never change prices or promise extra scope.
Who it's for
- Made by Agency Founder, Consultant, Account Director and Strategist
- For prospective client, active client team, client executives and client procurement
- In Creative Agency, Marketing Agency, Consulting and Digital Studio
When to use it
- For a new lead: a Agency Founder sends it to the prospective client
- After discovery: a Consultant sends it to the active client team
- During delivery: a Account Director sends it to the client executives
- At milestone review: a Strategist sends it to the client procurement
- At renewal / handover: a Agency Founder sends it to the prospective client
What WZRD needs
- Client brief + research
- Project docs + assets
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a client proposal room for Creative Agency for a new lead, using my client brief + research.
Questions
What is a client proposal room in WZRD?
Scope, approach, proof, team and pricing, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Salesroom.
What do I need to make one?
Usually client brief + research and project docs + assets. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Agency Founder, Consultant, Account Director and Strategist, for prospective client, active client team, client executives and client procurement.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a client proposal room for Creative Agency for a new lead, using my client brief + research." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.