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Review your questionnaire

Steve listened to your discovery call with Maple Street Dental (sample) from Wednesday, October 14, and pre-filled this questionnaire for you. Check every field, fix anything that is off, and add what the call missed. Nothing is sent to the client from this page.

🟡 Yellow fields came straight from the call. Steve filled them in from what the client actually said, so the proposal can quote their own words back to them. White fields are yours to complete. In the live version, editing here updates the proposal before it is generated.

The client

Who this proposal is for.

Business nameFrom the call

Contact nameFrom the call

Role

EmailFrom the call

Phone

Current bookkeeping

What we heard

The pains, in the client's own words as Steve captured them. These become the "we heard you" section of the proposal, so keep the client's phrasing where you can.

Falling behindFrom the call

No clear numbersFrom the call

Payroll stressFrom the call

Services proposed

Checked items are what you and the client discussed on the call.

Monthly bookkeeping and month-end closeBooks closed by the 10th, with a one-page plain-English summary.
Catch-up cleanupJune through September 2026 brought current before the first close.
Payroll processingAll 9 team members, every other Friday, filings included.
Weekly cash snapshotA short Monday email: cash on hand, money owed, bills coming due.
Quarterly estimated tax check-insEstimates calculated and calendared ahead of each deadline.
Bill pay and vendor paymentsNot discussed on this call. Leave unchecked unless the client asks.
Year-end 1099 filingNot discussed on this call.

Numbers discussed

The figures from the call. If you change them here, the proposal updates to match.

Monthly fee (USD)From the call

One-time catch-up and setup fee (USD)From the call

TermFrom the call

Start date

Sample figures — for illustration only. These are placeholder numbers from the sample call, not Folio's confirmed pricing.

Notes for the proposal

Anything Steve should weave in, or keep out.

Notes

Generate proposal →

Mock page: Generate shows you the sample proposal Folio would send. No data leaves this browser and no proposal is actually created.