presentation · Proposal

Design studio proposal template

For design studios and agencies: a proposal that reads like a printed document, with a framed cover, serif type, your understanding of the client, process, estimate by stages and a place to sign.

Start with this template→ Open the live example ↗

app.naimi.ai/bluebird-coffee-roasters-b8b367

Studio proposal — paper — real Naimi template, personalized for Bluebird Coffee Roasters

what’s inside

5 slides, 9 personalized fields, and what happens on the page.

Proposal paper — framed cover, serif type, the feel of a printed document.

Slides

Cover
Our understanding
How we work
Project estimate
Terms & next step

Personalized per client

Fill them in by form, from a call transcript, through the API or with one sentence to your agent. Filling fields uses no AI credits.

Client company
Contact
Project title
Our understanding
Proposal date
Valid through
Pricing note
Terms
Stages with line items and prices

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

Stage-based estimate from the stages editor
Signature block on the closing page and an accept action on the web version
Validity date on the cover

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending, and PDF or editable PowerPoint export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change (your company, your services, your prices), or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Bluebird Coffee Roasters: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made. When a file is required, export a PDF or an editable PowerPoint.

faq

About this template.

What is personalized per client?

Almost everything a proposal writer changes: project title, your understanding of the brief, dates, the pricing note, the terms and the priced stages. The design and the process page are the same for every client.

Can I collect a signature?

Yes. The closing page has a signature block for the printed version and an accept action on the web version, which notifies you and marks the client’s card. Naimi does not replace a formal e-signature service where one is legally required.

How long does a new proposal take?

Once the template is set up, you fill in the form in a few minutes or send your agent one sentence with the call notes attached.

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