HVAC, roofing, remodeling, commercial interiors, AV, landscaping, office plant design — anywhere a walkthrough turns into a proposal that someone else has to approve.
Ninety minutes in a 12,000 square foot office with the operations manager.
You talk through light levels in the east-facing conference rooms, why the lobby needs something architectural rather than decorative, and which species survive a building that turns the HVAC down on weekends. You land on a concept, an install figure, and a monthly service fee.
She loves it. She also can't sign it.
The number goes to a controller who has never met you, has never seen the space through your eyes, and is looking at your line item next to twelve others. What reaches him is a forwarded PDF with a total on it and one sentence in the email body: "This is the plant company — thoughts?"
A proposal is a document about what it costs. A recap is a document about what you understood and why you recommended it. Only one of those survives being forwarded to someone who wasn't there.
One honest note: if your business closes in the home on the same visit, this isn't for that call. Room Two is for the proposals that leave with someone — which, in consultative work, is most of them.
Drafts are free — a page is only spent when you approve and publish. Annual billing saves two months. Cancel any time; published pages stay live through the period you paid for.
The walkthrough was the easy part. This is the rest of it.