Build Architect · Internal Tool

Client Library

No saved clients yet. Fill the questionnaire and Save Current Client to build your library.

Saved Proposals

No saved proposals yet. Generate a plan, then use "Save Proposal Snapshot" to freeze it here, locked and shareable from any device.

Your Offer AssetsFill once · used on every proposal · click to open

Your named method / signature process

Proof — testimonials, results, credentials (one per line)

Your guarantee / risk reversal

Bonuses / fast-action incentive (one per line)

Scarcity — your real capacity limit

Payment terms

i

Client Profile

Client or company name

Who are they?

Industry or field

Pronouns

Team size

Current AI fluency

Technical comfort

ii

The Problem

What consumes their time right now?

The one task they would most love to never do again

Hours per week lost to that kind of work

Their effective hourly value (USD)

Used to frame ROI and payback. Estimate if unsure.

Tools they already use

Google Workspace Microsoft 365 Notion A CRM (HubSpot, GHL, etc.) Slack or Teams A scheduler (Calendly, etc.) Design tools (Canva, Figma) Social schedulers

iii

What They Want Built

Select every area they want handled

What does success look like in 90 days?

iv

Engagement & Fit

How do they want to work?

Timeline

Budget signal

Data sensitivity

v

The Deeper Driver

What is underneath this for them? (select any)

More time and freedom More consistent revenue and clients A strategic partner for the whole picture Inner clarity, confidence, alignment Scale without hiring

Do they have brand or voice material?

Anything else worth capturing

vi

For the Proposal

Discovery that powers a high-conversion proposal: value-based pricing, the cost of inaction, and objection-handling. The more honest detail, the stronger the close.

Primary outcome they want — with a number and timeframe if possible

What is staying stuck costing them? (their words, or a number)

What would make this an easy YES for them?

Their main hesitation or concern

Why now? Any event or deadline driving this

Client Proposal Draft

Written in your voice by Opus from this client's intake. Edit anything below — the preview and the saved proposal update live. Leave it blank and the proposal falls back to a clean template.

Outcome headline

Opening

The cost of staying as-is

Where this takes you (vision)

Why we start here

Personal close

The per-build benefit lines, pricing-tier fit, and FAQ are AI-generated too — edit those by re-drafting or by adjusting the discovery fields above.

Live preview — exactly what the client sees