efelle creative // prospector

Let's sell something today.

Prospect, pitch, close & build. Repeat.
Loading the dashboard…
efelle creative // prospector // internal sales tools

Every tool, in deal order.

Ten programs across seven stages, from first prospect to launch.
Stage 01 of 03

Website Audit & Recommendations

Enter the website URL below. We'll auto-detect the company name, find sitemaps, run a full audit via Gemini, and build the report.

Stage 01 of 03 — Step 1 of 2

Build the Research Prompt

Enter the prospect URL and any known competitor URLs. Claude writes a structured research prompt for Gemini with Google Search grounding. You paste it into Gemini, then bring the output back here.

Competitor URLs (optional — Gemini will find them if blank)

↳ The Action Plan supplements the Client Strategy Builder. Paste the client name and key data below, or run this immediately after generating a Strategy Builder report to continue from that research.

Building Action Plan…0%
← Home 03 // Close · Proposal Builder

Build the proposal.

Pick the type, vertical, and pricing. Claude researches the client and writes the document.

Proposal type
Document
Select vertical
Portfolio graphicsoptional override
Automatic — graphics matched to the selected vertical.
Market type
RGS mode
Pricing
$
−$ $0 hides the discount
$ $0 hides hosting
$
$ paid to the channel; $0 hides it
← Setup 03 // Close · Proposal Builder · Step 2 of 2

Client details.

Research the client or fill the fields by hand. Everything here lands in the proposal.

Research client

Company name, location, services, address, phone, and logo URL are pulled automatically after Research client runs.

Company
Positioning
Logo background
Building proposal…0%
← Client details 03 // Close · Proposal Builder · Proposal ready

Proposal ready.
Preview
Competitive Analysis

Competitor Audit

Enter the client website URL. We'll auto-suggest 3 local competitors, run parallel audits on all 4 sites, and generate a side-by-side comparison report.

Competitors (up to 3)
efelle creative // prospector

Library.

Every report, proposal, and plan the team has generated, in one place.
–
documents
–
signed
Type
Type Name Sent Status
Link a Proposal from the Library (optional)
Attach an existing Prospector proposal as source material — its content feeds the notes, and its hosted link becomes the Proposal Link. You can still add files and notes below.
Source Material
Upload discovery docs, meeting notes, transcripts, or emails — PDF, TXT, MD, CSV, or screenshots (PNG/JPG). Up to 6 files, 15 MB total. The report includes only information found in what you provide.
Pasted Notes (optional)
Company Name (optional — auto-detected from the material if blank)
Pick the signed proposal
Every signed deal from the kickoff queue and the Invoiced proposals list. The plan reads the signed proposal, its builder data and the billing status.
Dates & people
Team notes (optional)
Pick the signed proposal
The blueprint reads the signed proposal and, when Client Onboarding has run, its kickoff plan from the Library.
Site parameters
Team notes (optional)
admin

Settings.

Keys, portfolios, case studies, and the share preview image. Changes take effect immediately and persist to Railway.
✓
Checking Railway persistence…
Without Railway, keys reset on the next deploy and must be updated in the Railway dashboard.
✓
Checking proposal notifications…
When a proposal goes out: a post in Slack #team-sales and an email to sales@efelle.com, both with the proposal link, and the HubSpot deal updated (amount, close date, sent date, Proposal Sent). When it is signed: Slack, an email to sales@ and billing@ with the signed PDF attached, a confirmation copy to the client, the PDF saved to the Signed Agreements folder in Google Drive, and the deal set to Closed Won. Set SLACK_BOT_TOKEN, RESEND_API_KEY, PROPOSAL_EMAIL_FROM, HUBSPOT_TOKEN, GOOGLE_SERVICE_ACCOUNT_JSON in the Railway dashboard.
✓
Checking backups…
Every night around 2am Pacific the data volume (proposals, hosted records with signatures, settings, logos) is packed into a tar.gz and saved to a Prospector backups folder inside the Signed Agreements Drive folder; the newest 14 are kept. Restoring is a manual step: unpack the archive into the Railway volume's data folder.
Paste the "Log to CRM" BCC address from HubSpot (Settings → General → Email → Log and track; it looks like 12345678@bcc.hubspot.com). Every email the app sends to a client (the signed confirmation with the PDF, the thank-you note) is BCC'd there, so HubSpot attaches it to the contact and company timeline. Team emails never are. Leave blank to turn it off.
The personal follow-up a client gets after signing, from proposals@efelle.com with reply-to set to the rep who built the proposal, BCC sales@efelle.com. Manual: nothing goes out on its own; each signed deal shows "Thank-you note" waiting on its kickoff card, and Preview & send under More shows the exact email with a Send button. Automatic: sent on its own after the delay below. The mode in force when a client signs decides how that deal's note is handled, so switching never fires a backlog.
Merge fields: {firstName} {contactName} {company} {repName} {repEmail} {agreementLink} {program} {projectTotal} {monthly} {signedDate}. A blank line starts a new paragraph; lines that start with 1. 2. 3. become a numbered list; links are clickable.
Email the proposal in the builder opens this, rendered for the deal, with To, Cc, Subject and body editable before sending. Sent from proposals@efelle.com with reply-to set to whoever sends it, BCC HubSpot when set; a copy goes to the sender. Merge fields: . A blank line starts a new paragraph; lines that start with 1. 2. 3. become a numbered list; links are clickable.
Appears as Nudge for deposit on a kickoff card once the deposit invoice is a week old and unpaid. Same send window: nothing goes out until you click Send. Merge fields: . A blank line starts a new paragraph; lines that start with 1. 2. 3. become a numbered list; links are clickable.
Paste image URLs (upload graphics to the web server first). The proposal pulls the portfolio matching the selected vertical. Changes apply to newly generated proposals.
Paste image URLs (upload graphics to the web server first). Changes apply to newly generated proposals.
Upload a wide image, ideally 1200×630 (PNG or JPG, up to 5 MB). Applies to every proposal link immediately, no republish needed. Messaging apps cache previews, so a link that was already texted may keep its old picture; new links use this one.
efelle creative
Your custom proposal
Websites that win work.
Marketing that keeps it coming.
Review your program options and sign online // seattlewebdesign.com
Using the efelle default card
API keys
Anthropic (Claude) Current: loading…
Google Gemini Current: loading…
API model stringclaude-sonnet-4-6 // api
Strategy Builder: claude-opus-4-6 // All other engines: claude-sonnet-4-6