Turn a discovery call into a proposal

Your proposal, priced from your own past projects.

Their problem in their words. Two or three ways to start.

Download RiverHow to start

How it works.

River turns your latest discovery call into a proposal in your own template, priced against what similar projects really billed, with the PDF attached to a reply in the client’s thread.

  1. Confirm the call

    The right call is found in your call notes, Drive or calendar; River asks only if two could fit.

  2. River prices it like you

    Phases and hours at your rate card’s rates, then a check against your past projects’ real totals.

  3. Sent when you say

    The Doc, its PDF and a short cover email in the client’s thread.

What you get.

  • A proposal Doc and PDF in your template, with two or three price options
  • A Pricing Sheet where every number traces to your rate card or a past project
  • A cover email in the client’s thread with the PDF attached
The finished result of Turn a discovery call into a proposal in River

Start in three steps.

  1. River’s app icon

    Get River

    Download the app for your computer.

  2. River’s first question, “What’s your role?”, with Consultant or freelancer chosen

    Sign up as a consultant or freelancer

    When River asks your role, choose Consultant or freelancer.

  3. Start “Turn a discovery call into a proposal”

    Press + in your Dock, open Playbooks, and press Start. River finds your latest discovery call and checks how you usually charge.

A few things to know.

How does it decide the price?

From your rate card and history: hours per phase at your rates, checked against what similar work really billed. You get two or three options, so the client picks how to start, not whether.

Does it send the proposal for me?

The email sits in the client’s thread with the PDF attached, and goes only on your yes.

What does it cost?

It uses your plan’s AI credit, like everything else in River. It prices from your own rate card, terms and past proposals in Drive.

View pricing

More for consultants and freelancers.

All consultant or freelancer playbooks

Try it on your own work.

Download River, choose Consultant or freelancer, and press Start on “Turn a discovery call into a proposal”.

Download RiverSee every playbook