Summary

Converted the messy email into a senior-level proposal with clear commercial framing + a tight SOW skeleton that protects scope and margin. Ready to send.

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Proposal: Website & Brand Platform for Series B Launch

Prepared for: [Client Name]
Date: [Today]
Prepared by: [Agency]

1. Context & Understanding

You are preparing for a Series B and a high-visibility conference in 9 weeks. The real need is not “a new website + brand refresh” — it is a credible, investor-ready digital presence that supports fundraising conversations and gives the conference audience a polished experience.

We treat the website and brand work as one integrated platform, not two separate projects.

2. Recommended Approach

Phase 1 – Foundation (Weeks 1–3)
Brand system refinement + information architecture + core visual language.

Phase 2 – Build & Launch (Weeks 4–8)
Website design & development focused on the key conversion and narrative moments for investors and conference attendees.

Phase 3 – Conference Support (Week 9)
Pitch deck alignment + launch support.

We deliberately keep post-launch marketing support out of this engagement and treat it as a separate retainer conversation after launch. This protects both timeline and budget clarity.

3. Scope of Work

Included

• Brand system refinement (logo lockups, colour, type, motion principles)
• Website (up to 8 core templates)
• Responsive design + development
• Basic CMS for ongoing content updates
• Pitch deck visual system alignment (not full content writing)
• Launch QA and go-live support

Explicitly Not Included

• Ongoing marketing or content production
• Custom web application features
• Video production
• Paid media
• SEO content strategy beyond technical foundations

4. Timeline

• Kickoff: within 5 working days of signed SOW
• Brand system locked: Week 3
• Design complete: Week 5
• Development + content population: Weeks 6–8
• Soft launch: Week 8
• Conference-ready: Week 9

Client feedback windows are fixed at 3 working days. Delayed feedback moves the schedule.

5. Investment

Fixed Fee: $48,000

Payment schedule

• 40% on signing
• 40% on design approval
• 20% on launch

Optional post-launch retainer available after go-live (separate conversation).

6. Next Steps

1. Confirm this direction by [date]
2. We issue formal SOW for signature
3. Kickoff scheduled within 5 working days of signed SOW

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SOW Skeleton (ready for formalisation)

Key commercial protections already embedded:

• Fixed feedback windows
• Explicit out-of-scope list
• Change control requires written approval before work starts
• Post-launch marketing deliberately separated

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Next steps for you

1. Review and adjust any numbers or positioning.
2. Send the proposal.
3. Once they say yes, reply “turn this into the formal SOW” and it will be generated with full legal-style structure.