Proposal Builder

TEst

Status: generated

Document Setup

Domain ID controls the published URL path (/clients/{domain_id}/{slug}.html). Account ID links this proposal to your primary Bloqs account record.

Source Content

Paste meeting notes, scope, or proposal text. Use TruFocus Proposal for website/strategy content like NAYDO notes. Use TruPath Alignment only for GBP / Knowledge Panel agreements.

Pricing Notes

List phases, line items, discounts, and totals. Example: Phase 1 $2,500 / Phase 2 $2,000 / Total $8,500 / Partnership discount $3,000.

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Generated JSON (debug)
{
    "meta": {
        "organization_name": "TEst",
        "document_title": "TEst Proposal",
        "header_subtitle": "Digital Strategy and Website Rebuild",
        "proposal_reference": "BLQ-YYMMDD-N",
        "prepared_by": "Gavin Fysh",
        "prepared_title": "Site Director",
        "prepared_phone": "206.313.1117",
        "prepared_email": "gavin@bloqs.com",
        "quote_segment": "TruFocus",
        "page_title": "TEst Digital Strategy Proposal",
        "meta_description": "Proposal for TEst's digital strategy and website rebuild, focusing on target audiences, membership structure, site goals, content directions, and next steps."
    },
    "nav": [
        {
            "id": "section-target-audiences",
            "label": "Target Audiences"
        },
        {
            "id": "section-membership-structure",
            "label": "Membership Structure"
        },
        {
            "id": "section-site-goals",
            "label": "Site Goals"
        },
        {
            "id": "section-content-directions",
            "label": "Content Directions"
        },
        {
            "id": "section-next-steps",
            "label": "Next Steps"
        }
    ],
    "sections": [
        {
            "type": "intro",
            "eyebrow": "Proposal BLQ-YYMMDD-N",
            "headline": "TEst",
            "paragraphs": [
                "This proposal outlines the digital strategy and website rebuild for TEst, focusing on target audiences, membership structure, key site goals, content directions, and next steps."
            ]
        },
        {
            "type": "content",
            "title": "Target Audiences for the New Site",
            "paragraphs": [],
            "bullets": [
                "Primary audiences confirmed:",
                "Current members: CEOs, development staff, volunteer\/board campaign chairs",
                "Prospective YMCA organizations (not individual gym members)",
                "Young professionals (under 35, staff or volunteer)",
                "Partners and sponsors: secondary, not primary site audience",
                "Better served by a dedicated sponsor benefits page and targeted outreach",
                "Existing sponsor\/exhibitor page on conference site covers them for now"
            ]
        },
        {
            "type": "content",
            "title": "Membership Structure Clarification",
            "paragraphs": [],
            "bullets": [
                "Two-tier model: YMCA associations join and pay (pricing based on budget size); individual staff and volunteers sign up at no extra cost",
                "Associations renew annually (not auto-renew); individuals stay in the system until removed by their Y",
                "Renewal happens via direct email from Mary, not via the website; \u201crenew\u201d likely belongs in the footer, not a dedicated page",
                "Two separate databases: association list (primary contacts) and member benefits (all staff and volunteers)"
            ]
        },
        {
            "type": "content",
            "title": "Key Site Goals and Messaging",
            "paragraphs": [],
            "bullets": [
                "Three priority actions the site must support:",
                "Join (or renew)",
                "Register for conference",
                "Find learning opportunities, access resources, contact NAYDO",
                "What a prospective member should understand immediately:",
                "NAYDO\u2019s impact: why it should matter to their Y and why they should join",
                "Benefits of joining: what\u2019s in it for the individual and the association",
                "How to engage",
                "Avoid a plain benefits checklist; lead with stories and emotional connection",
                "Analogy: a Y tour that lists \u201cpool, gym\u201d tells you nothing; stories do",
                "Fundraising is the core skill NAYDO teaches, relevant at every level and career stage",
                "Smaller YMCAs are the sweet spot: they need NAYDO most but often don\u2019t know it exists",
                "Story angle: a $500 membership that helped raise $5M is the kind of ROI to surface"
            ]
        },
        {
            "type": "content",
            "title": "Content and Brand Directions",
            "paragraphs": [],
            "bullets": [
                "Impact numbers: explore aggregating total fundraising across all ~400 member YMCAs for a collective ROI figure (990s are public)",
                "Eagle Awards: strong storytelling asset, should appear on both the main site and conference site",
                "NAYDO Leadership Series: new name replacing \u201cAcademy\u201d (clearer, avoids confusion with DBD Academy)",
                "Tiered tracks planned: introductory, mid-level, and advanced (CEOs, board chairs, volunteers)",
                "Exploring a NAYDO certificate of completion to accompany courses",
                "AFP Global (afpglobal.org) reviewed as a reference: too much noise, no clear hook for outsiders; NAYDO should feel immediately relevant and connective",
                "YouTube strategy: use for public, searchable content (Eagle Awards, fundraising trends, membership benefits); keep member webinars on Vimeo behind the protected wall",
                "YouTube membership\/paywall not recommended; keep the two platforms distinct by purpose",
                "Photography: pull from conference photos and Y brand assets; Kristen to source new Dallas photos and update the library",
                "Font license: transfer existing license to the new site (Mary recently renewed it)"
            ]
        },
        {
            "type": "table",
            "title": "Next Steps",
            "columns": [
                "Owner",
                "Task",
                "Target"
            ],
            "rows": [
                [
                    "Gavin",
                    "Send updated agreement to Kristen",
                    "Wednesday 24th June"
                ],
                [
                    "Gavin",
                    "Set up new site and send Kristen login credentials",
                    ""
                ],
                [
                    "Gavin",
                    "Build and share sitemap with page-level messaging",
                    "Week of 6th July"
                ],
                [
                    "Kristen",
                    "Send Dallas conference assets and sponsor package link",
                    ""
                ],
                [
                    "Kristen",
                    "Gather new photos and Dallas convention bureau imagery",
                    ""
                ]
            ]
        }
    ],
    "pricing": [],
    "include_billing": false,
    "include_signature": false
}