The advisory methodology defined what firms sell and how they price it. Proposals turns that knowledge into a live system where every proposal, every engagement, and every renewal runs through your methodology automatically.
The Problem
An advisory methodology gave firms a framework for these services: what to offer, how to price it, how to scope it. But the gap between knowing the methodology and executing it consistently is where most firms stall.
The Platform
Every advisory best practice is loaded with fee ranges, complexity multipliers, and scope templates. Not a PDF. A live system.
New advisory engagements. Cash flow, entity structure, succession, business health assessment.
Recurring services. Payroll, bookkeeping, tax preparation, compliance monitoring.
Change orders and add-ons that grow existing engagements over time.
The Playbooks
Every playbook includes typical fee ranges, minimum fees, complexity levels, and value dimensions. Select playbooks, and the pricing engine calculates automatically.
The Builder
Structured questions map to playbooks, playbooks map to pricing, pricing maps to scope language. No blank page. No guessing. Six steps.
The Pricing Engine
Every number is deterministic. Playbook fees, complexity multipliers, sprint tiers, pilot scopes, and credit logic — all calculated by PHP, not generated by AI.
98.6% deterministic PHP. AI assists with narrative. It never decides pricing.
The Client Experience
A real proposal built through the platform. The firm's brand leads. Scope, pricing, and next steps — all in one place.
Tokenized URL. Section-by-section decisions. Typed signature. Deterministic receipt. No login required.
AI-hosted negotiation surface. Change requests become pending drafts — never direct edits. Stakeholder threads with objection clustering. Advisor brief generated in real time.
Clients review, negotiate, and sign — all in one place.
The Memory
Structured engagement intelligence that compounds across proposals, renewals, and change orders. Evidence-backed, not hallucinated.
Client Intelligence
TR Profile Engine, workspace briefs, intake steering, and packaging intelligence — all feeding context into every proposal.
Six-gateway profile hydration: entity data, compliance history, tax filings, revenue trends, contacts, and engagement history. Queue-backed builds with full audit trail.
Auto-generated client posture briefs with approval flow. Next-best-action guidance, engagement history, and memory-enriched context — all in one workspace.
Tokenized public questionnaires with intake steering. Confidence scoring, context alerts, and recommended follow-up questions. Intake syncs directly to proposal scope.
Review-mode recommendations, send-readiness watchouts, and redline previews before delivery. Know what to fix before the client sees it.
The Lifecycle
This isn't proposal software. It's an engagement lifecycle platform. Launch the relationship. Keep it running. Carry it forward.
Guided intake. Playbook selection. Complexity pricing. Branded delivery. Engagement room negotiation.
Recurring services. Payroll. Tax prep. Change orders when scope evolves. Addenda chaining.
Updated pricing. Preserved context. Lifecycle packets for kickoff, redline, and renewal readiness.
The Advisor
The Chief of Staff routes operator requests through deterministic tools with approval gates. It summarizes, recommends, and drafts — but never executes high-risk actions without human sign-off.
15+ tools. Deterministic PHP first. AI assists. Humans approve.
Integration API
The methodology is an API, not just a platform. Deterministic pricing calculation and proposal generation — available as endpoints.
Send package selection + playbooks + complexity multiplier. Receive deterministic pricing breakdown with fee ranges and minimums applied.
Generate a structured proposal from client data, selected playbooks, and pricing config. Returns scope, pricing, and delivery-ready content.
Built On · Plugged Into
A short list of platform substrate and integration points used by this demo. Where this repo exposes a tested public surface, we call that out explicitly.
Primary methodology substrate. Six-gateway profile driver, playbook catalog, pricing rules, and scope language grounded in the PF standard.
Structured-output agent runtime, vendored locally at packages/mojo/agent-sdk. Deterministic tool calls with approval-gated execution.
Transactional email for proposal delivery, magic-link auth, and client notifications. Direct HTTP API; no silent fallback.
Zero-downtime deploy target with Let's Encrypt TLS. Public /__build endpoint exposes the live commit, branch, and deploy time.
Optional checkout for proposal acceptance. Signed webhook verification at /stripe/webhook. Kickoff-invoice handoff is the default path.
Server-side PDF rendering for proposal exports, HTML exports, and the public trust one-pager. Invoked through barryvdh/laravel-dompdf and exercised end-to-end by the trust one-pager feature test.
Enterprise Ready
Live snapshot at the current deploy commit. Not a SOC 2 attestation.
Representative Workflows
Seeded demo firms that show how the advisory methodology runs for different engagement shapes. Each firm below is a demo profile with working routes, not a claimed customer.
Full advisory stack: guided intake, TR profile build, proposal builder, agentic engagement room, acceptance receipt, renewal chaining.
Owner-operated professional services client: tokenized public intake, scoped proposal, acceptance receipt, memory-enriched change orders.
Consolidated TR profile across multiple operating entities, packaged scope, and year-two renewal planning.
All firms named above are seeded demo profiles used for live platform walkthroughs. They are not customer case studies.
See It Running
Greenfield Advisory Group is a demo firm running the advisory methodology. Every link below is a live production surface.
The advisory methodology defined the standard. Proposals makes it run. Request access and see the platform in action.
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