Project Proposal

Online Proposal & Client Portal System

Dear John, thank you for the opportunity to present this proposal. I am excited to help Brick UK streamline operations for Matching Brickwork and Remedial Repair with a system built to easily scale as you grow Urban Brick and beyond.

Prepared For
B
John Hall
Bricks UK Ltd
Prepared By
J
Jake Feeley
Jake Feeley Development
Date 11 January 2026
Valid Until 10 February 2026
Reference PROP-2026-001
Version 1.0
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Your Brands

Built for Your Core Brands, Ready to Scale

Full integration for Matching Brickwork and Remedial Repair from day one—with Urban Brick included to demonstrate how effortlessly you can add new brands.

Add new brands in minutes, not days
Parent Company

Bricks UK Ltd

The parent company overseeing specialist brickwork services across the UK, bringing together expertise in matching, remedial work, and urban construction.

www.bricksuk.ltd/
Core Brand

Matching Brickwork

Your flagship brand for brick sourcing and matching, serving homeowners, builders, and architects with precision colour and texture matching.

  • Brick matching & sourcing
  • Extensions & alterations
  • Period property restoration
  • Colour & texture matching
Visit site
Core Brand

Remedial Repair

Your trusted brand for structural repairs, delivering expert remediation for insurance work, commercial clients, and concerned homeowners.

  • Structural crack repairs
  • Subsidence remediation
  • Repointing & restoration
  • Damp proofing solutions
Visit site
Included • Scalability Demo

Urban Brick

Your emerging brand for modern developments, included to show how quickly new brands can be configured and launched in the system.

  • New build brickwork
  • Commercial projects
  • Feature walls & facades
  • Modern design solutions
Visit site
The Challenge

What's Holding You Back

Every week, your team creates proposals for Matching Brickwork and Remedial Repair using static PDF documents. Each proposal requires manual formatting, brand-specific assets, and duplicate data entry.

You're losing hours per week on repetitive admin. You have no visibility on whether clients opened your proposals or which sections interest them most. And when a proposal is accepted, someone must manually create the project in HubSpot and invoice in Xero.

As you grow Urban Brick and potentially add more brands, this manual process doesn't scale — it breaks.

The Solution

One System for All Your Brands

  • Interactive proposals that track client engagement in real-time
  • Automatic project creation when clients accept digitally
  • Full theming for Matching Brickwork & Remedial Repair built-in
  • Urban Brick configured to prove instant brand scalability
  • Seamless HubSpot & Xero integration—no double entry
  • Client portal giving customers 24/7 access to their projects
  • Before/after completion reports that wow clients
  • Analytics showing exactly which proposals convert and why
Why Work With Me

The Right Partner for This Project

Here's why I'm the ideal choice to bring this system to life for Bricks UK.

Specialist in Proposal Systems

I've built similar systems for service businesses. I understand the nuances of multi-brand proposals, client portals, and CRM integrations.

Direct Communication

You'll work with me directly—no account managers, no handoffs. Quick decisions, fast iterations, and a single point of contact.

Quality Over Quantity

I take on limited projects to ensure each client gets my full attention. Your project won't be rushed or delegated.

Long-Term Partnership

I'm not just here to build and disappear. I offer ongoing support and am invested in seeing Bricks UK succeed with this platform.

Process

Streamlined Workflow

From initial enquiry to project completion, every step is connected and automated for Matching Brickwork and Remedial Repair—with the same efficiency ready for Urban Brick.

1

Enquiry

Client submits request

2

Proposal

Co-branded & interactive

3

Acceptance

Digital signature

4

Project

Auto-created & tracked

5

Portal

Client self-service

6

Reports

Completion & analytics

Capabilities

Powerful Features

Everything Matching Brickwork and Remedial Repair need to modernise client management—with Urban Brick ready to go when you are.

Proposal Builder

Create stunning interactive proposals with modular content blocks, dynamic pricing, and real-time preview. Tailored templates for each of your brands.

Multi-Brand Theming

Full theming for Matching Brickwork and Remedial Repair from day one. Urban Brick included to show how quickly you can add future brands—just configure and go.

Digital Acceptance

Secure online signing with timestamped audit trails. When a client accepts, HubSpot is updated automatically—no manual project creation required.

Client Portal

Give your clients 24/7 access to track projects, download documents, view Xero invoices, and see their complete history with your brands.

Analytics Dashboard

See exactly when clients open proposals, which sections they read, and get intelligent follow-up recommendations to boost conversions.

HubSpot & Xero Sync

Bi-directional sync eliminates double entry. Contacts, deals, and invoices stay in sync across all systems automatically.

Scope

What's Included

Full integration for Matching Brickwork and Remedial Repair, plus Urban Brick configured as your scalability proof.

Design & UX

  • Brand theme system

    Matching Brickwork & Remedial Repair + Urban Brick

  • Responsive design

    Mobile, tablet & desktop

  • Interactive proposal layouts

    Modern, engaging templates

  • Client portal UI/UX

    Intuitive dashboard design

  • Email templates

    Branded transactional emails

Development

  • Proposal builder

    Drag-and-drop content blocks

  • Dynamic pricing engine

    Calculated line items & totals

  • Digital signature capture

    Legally binding e-signatures

  • Client authentication

    Secure login & magic links

  • Admin dashboard

    Full CRUD operations

Integrations

  • HubSpot CRM sync

    Contacts, companies & deals

  • Xero accounting

    Invoices & payment status

  • Email notifications

    Automated status updates

  • Webhook events

    Real-time data flow

  • API documentation

    For future integrations

Security

  • SSL/TLS encryption

    All data in transit

  • Role-based access

    Admin, staff & client roles

  • GDPR compliance

    Data handling & consent

  • Audit logging

    All actions tracked

  • Automated backups

    Daily database backups

Support & Training

  • User documentation

    How-to guides & FAQs

  • Video walkthroughs

    Key feature tutorials

  • Launch support

    2 weeks post-launch

  • Bug fixes

    12 months warranty

  • Ongoing maintenance

    Optional retainer

Future Phases

  • Mobile app

    iOS & Android apps

  • Advanced reporting

    Custom report builder

  • Multi-language

    i18n support

  • White-label licensing

    For resale

  • AI proposal writer

    GPT-powered content

Technology

Modern Tech Stack

Built with industry-leading technologies for performance, security, and maintainability.

Frontend
  • Vue.js

    Progressive JavaScript framework

  • Inertia.js

    Modern monolith SPA experience

  • Tailwind CSS

    Utility-first styling with brand theming

Backend
  • Laravel

    Powerful PHP framework

  • Laravel Sanctum

    Secure API authentication

Database
  • MySQL

    Robust relational database

  • Eloquent ORM

    Elegant database toolkit

Infrastructure
  • Laravel Cloud

    Managed Laravel hosting (~£30-40/mo)

  • GitHub Actions

    CI/CD automation

Integrations
  • HubSpot API

    CRM integration

  • Xero API

    Accounting integration

99.9%
Uptime SLA
<100ms
API Response
SSL/TLS
Encrypted
GDPR
Compliant
Timeline

Delivery Schedule

A streamlined approach with regular milestones and deliverables.

Week 1 Phase 1

Discovery & Design

Requirements gathering, brand asset collection, and UI/UX design for the proposal builder.

Requirements docBrand style guideWireframesDesign mockups
Week 2-3 Phase 1

Core Development

Build the proposal builder with multi-brand theming and content block system.

Proposal builderBrand themingContent blocksPreview mode
Week 4-5 Phase 1

Pricing & Signatures

Dynamic pricing engine and digital signature capture with audit trails.

Pricing engineE-signaturesPDF exportAudit logging
Week 6 Phase 1

MVP Launch

Deploy Phase 1 to production and gather user feedback for refinement.

Production deployUser testingBug fixesDocumentation
Week 7-8 Phase 2

Client Portal

Build the client-facing portal with project tracking and document access.

Client loginProject dashboardDocument libraryHistory view
Week 9 Phase 2

Analytics & Reports

Engagement analytics, completion reports with before/after imagery.

Analytics dashboardCompletion reportsImage galleriesFollow-ups
Week 10-11 Phase 3

HubSpot Integration

Bi-directional sync with HubSpot for contacts, companies, and deals.

Contact syncDeal creationActivity loggingWebhooks
Week 12-13 Phase 3

Xero Integration & Go-Live

Invoice sync with Xero and final production deployment with all features.

Invoice syncPayment statusFull deploymentTraining
Investment

Project Phases & Pricing

Full integration for Matching Brickwork & Remedial Repair—with Urban Brick included to demonstrate instant brand scalability.

Phase 1 5–6 weeks

Core Proposal System

MVP Launch

  • Full theming: Matching Brickwork & Remedial Repair
  • Urban Brick configured (scalability demo)
  • Modular content block system
  • Dynamic pricing engine
  • Digital acceptance & e-signatures
  • Engagement tracking & notifications
Investment

£8,500

Phase 2 3–4 weeks

Client Portal & Projects

Enhanced Experience

  • Client portal with secure login
  • Project lifecycle management
  • Document & image library
  • Historical proposal/project view
  • Before/after completion reports
  • Analytics dashboard
Investment

£4,000

Phase 3 2–3 weeks

System Integrations

Full Automation

  • HubSpot CRM bi-directional sync
  • Xero invoice & payment sync
  • Automated deal/contact creation
  • Real-time webhook events
  • Invoice status in client portal
  • API documentation
Investment

£2,500

Total Estimated Investment

£15,000

Delivered over 10–13 weeks with 12-month warranty and optional ongoing support

FAQ

Frequently Asked Questions

Common questions about the project, process, and deliverables.

Why is Urban Brick included if it's not established yet?
Urban Brick serves as a proof of scalability. By configuring it alongside Matching Brickwork and Remedial Repair, we demonstrate exactly how quickly you can add new brands in the future. When Urban Brick grows, or you launch a fourth brand, you'll know the system handles it effortlessly.
How quickly can we add a new brand in the future?
Once the system is built, adding a new brand is a configuration task, not a development project. Upload the logo, set the brand colours, and configure email templates—typically 1-2 hours of work.
What about our existing proposals and data?
We can migrate existing client data from HubSpot during the integration phase. Historical proposals for Matching Brickwork and Remedial Repair can be uploaded as PDFs to the client portal, giving clients a complete history from day one.
Who will host the system?
The system will be hosted on Laravel Cloud, a managed hosting platform specifically optimized for Laravel applications with 99.9% uptime SLA. Hosting costs are approximately £30-40/month and are billed separately.
What happens after launch?
You receive a 12-month warranty covering any bugs or issues. After that, we offer optional monthly retainers for ongoing support, feature development, and system maintenance.
Can clients from one brand see projects from another?
Client data is isolated by brand by default. However, if a client works with both Matching Brickwork and Remedial Repair, we can configure their portal to show a unified view—especially useful for builder partners who use multiple services.
Is the system GDPR compliant?
Yes. The system includes consent management, data export capabilities, right-to-deletion workflows, and comprehensive audit logging. All data is encrypted in transit and at rest.
What's the payment schedule?
A 50% deposit (£7,500) is required to begin work. The remaining balance is split across phase completions, so you only pay as value is delivered. We can discuss alternative arrangements if needed.
What if we need changes during development?
Minor adjustments are expected and included. For significant scope changes, we'll discuss the impact on timeline and budget before proceeding—no surprise invoices.
How soon can we start?
I have availability starting February 2026. Once you accept this proposal, we can schedule the discovery session within the first week and begin development immediately after.
Getting Started

Next Steps

1

Confirm Scope & Phases

Review this proposal and confirm which phases align with your priorities and budget.

2

Provide Brand Assets

Share logos, brand guidelines, and colour palettes for Matching Brickwork and Remedial Repair (Urban Brick when ready).

3

Discovery Workshop

2-hour session to map your current workflow, gather requirements, and finalise technical specifications.

4

Sign-Off & Kick-Off

Approve the proposal, sign the contract, and begin Phase 1 development immediately.

Ready to Transform Bricks UK?

This system delivers immediate value for Matching Brickwork and Remedial Repair—your revenue-driving brands today—while proving that adding Urban Brick or any future brand takes minutes, not days.

Schedule a Call
Secure & Encrypted
Valid for 30 days
Legally Binding

This proposal expires

10 February 2026