Project Scoping & Proposal Brief

Before we put a proposal and quote together, we need to understand your goals, constraints, and what success looks like for you. The more context you share here, the sharper our proposal will be — and the less back-and-forth later. This usually takes 10–15 minutes.

Section 1 — Who We're Talking To

Your name:

Your role / job title:

Company / organisation name:

Website (if any):

Best email to reach you:

Phone (optional):

Are you the person who will sign off on the final decision? If not, who is?

Section 2 — The Problem You're Trying to Solve

In a sentence or two, what prompted you to reach out right now? What is the pain, opportunity, or deadline driving this?

If we do great work together, what does "success" look like 3 months after the project ends? Be as specific as you can (metrics, outcomes, feelings — whatever matters to you).

Have you tried to solve this before? If so, what worked, what didn't, and why?

Section 3 — Scope of Work

Which services are you hoping we help with? Tick all that apply — we'll confirm scope in our proposal.

Strategy / advisory / one-off consulting session

Full project delivery (end-to-end)

Ongoing retainer / monthly support

Audit / review / second opinion on existing work

Training or workshop for your team

Not sure yet — would like our recommendation

Describe, in your own words, what you want delivered. If there are specific outputs (report, launched site, trained team, etc.), list them here:

What is explicitly OUT of scope? (Things you do NOT want us to do — equally useful to know.)

Section 4 — Timeline & Budget

Ideal start date:

Hard deadline (if any):

What's driving that deadline? (launch, funding, event, board meeting…)

Approximate budget range you have allocated for this engagement:

Under $5,000

$5,000 – $15,000

$15,000 – $50,000

$50,000 +

Prefer not to say / flexible for the right fit

Section 5 — Background Materials

Upload anything that would give us useful context: a brief, existing assets, past reports, brand guidelines, screenshots. All optional.

How did you hear about us?

Thanks — we'll review this within 2 business days and come back with either a proposal, a few clarifying questions, or a short discovery call invitation.