Proposals that win, projects that stay inside their scope.
You sell judgment and time. The risk is not finding work — it is scope creep, silent clients and unbilled hours. This template puts the proposal, the approvals and the clock in one place.
Open the live demo
- Built for
- Interior designers · Architects · Photographers · Lawyers · Accountants · Consultants · Marketing studios · Engineers
Every record moves through these stages, and the system knows what should happen at each one. Stages, names and rules are changed to match how you talk about the work.
What is in the template.
12 modules, configured for this industry on day one.
Proposal & scope builder
Reusable scope blocks, phased fees and options the client can accept online. Signed digitally, filed automatically.
Retainer & milestone billing
Bill on signature, on milestone, or monthly — with the schedule generated when the proposal is accepted.
Client portal
One link where the client finds deliverables, approvals, invoices and the current stage. Cuts status emails to near zero.
Approval & revision tracking
Every concept, drawing or draft carries an approval state and a revision count. Round three is billable and everyone can see why.
Time tracking against scope
Hours land on the phase they belong to, with a live read on whether the project is still profitable.
Document & e-signature
Contracts, NDAs and change orders signed in the browser, versioned, and stored on the project.
6 more modules
Specification & selection sheets
For designers: products, finishes and lead times per room, priced with your markup, exported as a client-ready sheet.
Vendor & trade coordination
Purchase orders and delivery dates tracked next to the schedule, so a late sofa is visible before it is a problem.
Project profitability
Fees against hours and hard costs, per project and per client, updated as the work happens.
Referral & past-client nurture
A quiet, tasteful sequence that keeps you in mind with people who already trust you.
Portfolio pipeline
Completed projects flow into a shoot list, then onto the website and social calendar.
Intake questionnaire
Qualifies the inquiry before it reaches your calendar — budget, timeline, scope, decision-maker.
What happens without anyone touching it.
The numbers you get to watch.
| Measure | Read as |
|---|---|
| Proposal win rate | By service line and by fee size |
| Effective hourly rate | Fees divided by hours actually spent |
| Scope variance | Billed hours against quoted hours |
| Revenue per client | Including repeat and referral work |
And the rest of the business, in the same engagement.
The CRM is the core. Most clients take some of this with it, because a system full of leads needs leads coming in.
Brand & identity
A name, a mark and a voice that match what you actually charge.
Website that converts
Fast, written to sell, built to be found — not a template with your logo dropped in.
Google & Microsoft Ads
Managed by people who read the search terms report every week.
SEO & local visibility
Google Business Profile, service-area pages, and being cited by AI answers.
Email & SMS marketing
Your customer list is an asset. Most local businesses never use it.
Reviews & reputation
Ask every happy customer, automatically, at the right moment.
Bookkeeping automation
QuickBooks connected to reality, so the books close themselves.
Coaching & training
The system only works if the people using it do.
Start with one hour.
Tell us how design & professional services work moves through your business today. We will show you what this template would look like configured for you, and what it would change.