A proposal PDF does its real work after you’ve left the conversation: it gets forwarded to a partner, compared against another builder’s quote, and re-read three times before the second appointment. Each check below exists because its absence has killed a deal somewhere. Tick as you go — the list remembers where you’re up to.
The block 4 CHECKS
The siting 4 CHECKS
The sun 3 CHECKS
The price 4 CHECKS
The send 3 CHECKS
Make it your own.
Add your brand’s checks — display suite address, consultant’s direct line, finance referral — but never remove the compliance or price items. Those are the ones that survive being forwarded.
The proposal PDF checklist — one-pager
All eighteen checks, print-ready for the display suite wall.
In the works