Groundwork turns a recorded discovery call into a framed business case and a priced statement of work. Your framework, your branding, your rates. Every claim traces back to the sentence the client said it in.
Groundwork drafts from evidence. It never invents a number, and it never sends anything you have not approved.
Upload the recording or the transcript. Groundwork reads it the way a senior consultant would.
The same evidence argued as opportunity or as problem. Choose after you know the room.
Build the engagement from your own library, with investment recalculating on every change.
Rendered in your own template, checked against your rules, pushed where you keep things.
A sponsor wants to hear what is broken and what it costs. An operator wants to hear what is possible. Same facts, different shape.
Groundwork ships without a house style. Everything that makes a proposal yours is configuration, set once.
Load your own taxonomy and workstream library. Scope items map to the disciplines your firm already sells against.
Point Groundwork at a document you are proud of. It reads the fonts, colours, logo placement and heading styles, then applies them to everything it renders.
Fixed fee, day rate, blended rate or hours against a role card. Options and tiers per workstream, with engagement-model adjustments on top.
A proposal becomes a contract. Define what your documents may never contain. Blocking rules stop the export.
A commercial mechanical services platform consolidating four acquisitions needed one proposal format across nine branches that had never sold the same way twice.
Read the studyEleven portfolio companies, eleven proposal templates, and a legal team reviewing every one by hand. Guardrails moved the review left.
Read the studyAttaching risk of inaction to every descoped workstream turned scope negotiation from a discount conversation into a documented client decision.
Read the studyBilled annually. Unlimited proposals, unlimited clients, on every plan.
For a small advisory team that wants every proposal to look like the best one they have sent.
For firms with a defined method, a rate card and an opinion about how their work is described.
For firms with existing proposal archives, procurement requirements or a security review.
We will run it through Groundwork on the call and you can compare the output against the proposal you actually sent. Thirty minutes.