Diagnostic + Roadmap Proposal

What it solves

Guessing a full project before you know the real problem puts both sides at risk. Sell a paid diagnostic first, instead of guessing a full project, and turn its roadmap into the next project. This is the door to larger work: the client pays you to find the right problem, then hires you to fix it.

What is inside

• The proposal
• The deliverable: Diagnostic Report + Roadmap
• Working version with line-by-line guidance
• Filled examples (fictional): three scenarios + a completed Diagnostic Report
• Commercial language library
• Mistakes that lose the sale
• Pre-send checklist
• Optional AI prompts
• Executive deck (editable .pptx and PDF) with speaker notes

Files and formats

Word files (.docx, they open in Google Docs), PDF, a Notion-ready Markdown file and a one-page how-to-use PDF, plus an editable executive deck (.pptx and PDF) and a print-ready PDF of the client version.

• diagnostic-roadmap-client.docx
  The version you send, in a neutral style with a [Your logo] placeholder.
• diagnostic-roadmap-working.docx
  The same pieces with line-by-line guidance. For you only.
• diagnostic-roadmap-playbook.docx
  Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
• how-to-use.pdf
  One page: what the kit is for and how to use it.
• diagnostic-roadmap.md
  The kit as Notion-ready Markdown.
• diagnostic-roadmap-deck.pptx
  Executive deck with speaker notes.
• diagnostic-roadmap-deck.pdf
  PDF of the deck.
• diagnostic-roadmap-designed.pdf
  Print-ready PDF of the client version.

Who it is for

Independent consultants and boutique consultancies of 1 to 10 people.

What it is not

It is a set of templates and guidance. It is not a contract, not software and not a subscription. It is not legal, financial or HR advice. All names, companies and figures in the examples are fictional.

Next kit in the journey

C2 Three-Tier Proposal. The output of this kit feeds the next one.

License