Business starter journey

Prepare a quote or client proposal

Shape scope, pricing, milestones, responsibilities, and proposal notes before you send work to a client. Follow the steps in order, or open the single tool that helps with your next decision.

Start quote checklistOpen proposal workspace

Useful outcome

Know what you are working towards.

A clearer proposal outline with scope, pricing checks, delivery steps, responsibilities, and ready-to-polish notes.

Keep your work together

Use a client proposal workspace

Start a Client proposal project when you want to keep scope, pricing, milestones, and final notes together. You choose what to add and save.

Suggested pack: Client proposalSuggested project: Client proposal

Guided sequence

Follow these steps to build momentum.

Each step uses an existing UtilityHub tool and includes a save suggestion. Save only the results you want to keep.

All starter journeys

  1. Step 1

    Outline the quote

    Structure scope, assumptions, optional extras, exclusions, and next steps.

    Save suggestionSave the quote outline before refining the wording.
    View Quote builder checklistOpen tool

  2. Step 2

    Check the rate or fee

    Sense-check income, hours, project fees, and margin before you commit.

    Save suggestionKeep the pricing result with your proposal notes.
    View Hourly rate calculatorOpen tool

  3. Step 3

    Plan delivery milestones

    Break the work into dates, dependencies, owners, and review points.

    Save suggestionCopy milestones into the proposal or project workspace.
    View Project milestone plannerOpen tool

  4. Step 4

    Clarify responsibilities

    Map who is responsible, accountable, consulted, and informed so handover is clearer.

    Save suggestionSave the responsibility map for client review.
    View RACI role mapperOpen tool

Recommended tools

Tools that fit this journey.

Open the first tool to begin, or review each guide page before deciding which results to save.