A fee proposal first draft.Paste the scope. Get the structure.
Type the scope the way you would in a note to yourself. The tool sorts it into phases, writes the deliverables, assumptions and exclusions, lists the questions to ask the client, and leaves the fee for you.
Your draft
Write the draft to see it here. You can edit it in place.
Before you send it
- Replace every [bracket], starting with the fee.
- Read the exclusions with your contract form side by side.
- Ask the client the open questions before you price.
What the draft includes.The parts a client reads, in the usual order.
01
Project understanding
Who, what and where, in two sentences.
02
Scope by phase
Your bullets under the phase they belong to, with deliverables.
03
Assumptions and exclusions
What the fee assumes, and what it leaves out.
04
Fee, terms, acceptance
Brackets for your fee and payment terms, and a signature block.
Clear exclusions and assumptions are what let you bill additional services later without an argument. Most scope disputes start with a line that was never written down.
Does it suggest a fee?
No. The fee, payment schedule and rates stay as [brackets] for your firm to fill. It writes the structure and the scope wording around them.
How does it sort my bullets?
By keywords. "Site visits" or "RFIs" go to construction administration, "permit" goes to permitting, "not included" or "by others" goes to exclusions, and a line with a question mark becomes a question to confirm with the client. Anything it cannot place goes under general services.
Is it a contract?
No. It is a first draft of a proposal letter. If you use an AIA or other standard agreement, match the scope wording to it, and have your own contract reviewed by your attorney.
Is my scope uploaded?
No. The draft is built in your browser. The email box sends the draft text only if you press it.
Archon & Partners