Proposal Request Form

Sales Representative Information

Full Name: *

Email Address: *

Select Your Market/Region: *

Eau Claire

La Crosse

Madison

Michigan

Rockford

South Bend

Springfield, MO

Prospect's Business Information

Business Name: *

Prospect's Website Address (Domain Name): *

No, they don't have a website

Who is the prospect trying to reach with their products or services?

Where does the prospect offer their services or sell their products?

Which businesses does the prospect consider to be their main competitors?

What are two things the prospect does differently or better than their competitors?

Website Information

Did the prospect specifically request a website redesign? *

Yes - they mentioned needing a redesign of their current site

No - we plan to recommend it

Not sure - the conversation is still open

Anything else we should know about this prospect or what led to this proposal request?

What specific problems or frustrations has the prospect mentioned about their current website (if any)?

What is the main goal the prospect wants to achieve with the new website? *

Are there any websites the prospect or their audience likes? What do they like about them?

What type of website does the prospect need? *

Brochure Website

Product Catalog (no online sales)

Full Online Store (eCommerce)

Is the prospect's existing website connected to any external systems (like an ERP, CRM, or inventory platform)?

Yes - the prospect requested integration with their existing system

No - they don't have anything in place right now

Not sure / not applicable

Which systems does the prospect want to integrate with the website, and how are they currently using it?

Who is the prospect selling to?

B2C (Consumers)

B2B (Dealers/Distributors)

Both - B2C & B2B

Does the prospect want to display special pricing or discounts for dealers/distributors on the website?

Yes - they want to show dealer-specific pricing

No - same pricing for all users

Not discussed yet / unsure

When is the prospect aiming to launch the website? *

Within 3 months

Within 6 months

Not sure yet

Copywriting & SEO

Would the prospect be open to having their website content optimized for better visibility on search engines? *

Yes, that sounds great

Maybe, let me check with them

No, keep it as is

Has the prospect shared any keywords or phrases they want to rank for?

Would the prospect be open to learning how ongoing SEO can help grow their traffic and leads after the website launch?

Yes, interested

Possibly - they may need more information

Not at this time

Timeline

By what date do you need the proposal or supporting information ready? * (Please give us a minimum of 3 business days to prepare the proposal. This helps us prioritize and schedule the work accordingly.)

When is the proposal meeting scheduled with the prospect? (If a meeting date is not confirmed yet, you can enter an estimated date.)

Files

Please upload any documents you have created to support this proposal request: (Examples: CNA form, Discovery Brief, Time Out sheet, ROI worksheet, or any other relevant materials)

Allowed file types: JPG, PNG, PDF, DOCX. Max file size: 10MB.