MojoMosaic Proposals turns the conversation you just had into a scoped, priced proposal — in your firm's brand, with humans approving every number.
The Problem
Most teams have a methodology, a service catalog, and a pricing opinion. The failure point is operational: turning a real conversation into a scoped, priced, client-ready proposal without dropping into docs, decks, and spreadsheets.
The Platform
Every playbook is loaded with fee ranges, complexity multipliers, and scope templates. Not a PDF. A live system that can stay white-label by default and white-label only when you choose it.
New advisory engagements. Cash flow, entity structure, succession, business health assessment.
Recurring services. Payroll, bookkeeping, tax preparation, compliance monitoring.
Change orders and add-ons that grow existing engagements over time.
The Playbooks
Every playbook includes typical fee ranges, minimum fees, complexity levels, and value dimensions. Select playbooks, and the pricing engine calculates automatically.
The Builder
Structured questions map to playbooks, playbooks map to pricing, pricing maps to scope language. No blank page. No guessing. Six steps.
The Pricing Engine
Every number is deterministic. Playbook fees, complexity multipliers, sprint tiers, pilot scopes, and credit logic — all calculated by PHP, not generated by AI.
98.6% deterministic PHP. AI assists with narrative. It never decides pricing.
The Client Experience
A real proposal built through the platform. The firm's brand leads. Scope, pricing, and next steps — all in one place.
Tokenized URL. Section-by-section decisions. Typed signature. Deterministic receipt. No login required.
AI-hosted negotiation surface. Change requests become pending drafts — never direct edits. Stakeholder threads with objection clustering. Advisor brief generated in real time.
Clients review, negotiate, and sign — all in one place.
The Memory
Structured engagement intelligence that compounds across proposals, renewals, and change orders. Evidence-backed, not hallucinated.
Client Intelligence
Profile builds, workspace briefs, intake steering, and packaging intelligence feed context into every proposal without tying the product to a single outside brand.
Memory-enriched intake context, proposal history, buyer signals, and engagement history. Queue-backed workflows keep the audit trail intact.
Auto-generated client posture briefs with approval flow. Next-best-action guidance, engagement history, and memory-enriched context — all in one workspace.
Tokenized public questionnaires with intake steering. Confidence scoring, context alerts, and recommended follow-up questions. Intake syncs directly to proposal scope.
Review-mode recommendations, send-readiness watchouts, and redline previews before delivery. Know what to fix before the client sees it.
The Lifecycle
This isn't proposal software. It's an engagement lifecycle platform. Launch the relationship. Keep it running. Carry it forward.
Guided intake. Playbook selection. Complexity pricing. Branded delivery. Engagement room negotiation.
Recurring services. Payroll. Tax prep. Change orders when scope evolves. Addenda chaining.
Updated pricing. Preserved context. Lifecycle packets for kickoff, redline, and renewal readiness.
The Advisor
The Chief of Staff routes operator requests through deterministic tools with approval gates. It summarizes, recommends, and drafts — but never executes high-risk actions without human sign-off.
15+ tools. Deterministic PHP first. AI assists. Humans approve.
Proposal Intelligence API
The proposal operating model is available as endpoints, not just a UI. Deterministic pricing calculation and proposal generation stay callable for teams that want the logic without the full shell.
Send package selection + playbooks + complexity multiplier. Receive deterministic pricing breakdown with fee ranges and minimums applied.
Generate a structured proposal from client data, selected playbooks, and pricing config. Returns scope, pricing, and delivery-ready content.
Built On · Plugged Into
A short, truthful list of the platform substrate and shipped integrations. Where the platform exposes a tested public surface, we say so explicitly.
The app can carry explicit partner profiles, including the profile context, without surrendering the MojoMosaic brand surface. Shared deck, pricing, and video infrastructure stay repo-owned.
Structured-output agent runtime, vendored locally at packages/mojo/agent-sdk. Deterministic tool calls with approval-gated execution.
Transactional email for proposal delivery, magic-link auth, and client notifications. Direct HTTP API; no silent fallback.
Zero-downtime deploy target with Let's Encrypt TLS. Public /__build endpoint exposes the live commit, branch, and deploy time.
Optional checkout for proposal acceptance. Signed webhook verification at /stripe/webhook. Kickoff-invoice handoff is the default path.
Server-side PDF rendering for proposal exports, HTML exports, and the public trust one-pager. Invoked through barryvdh/laravel-dompdf and exercised end-to-end by the trust one-pager feature test.
Enterprise Ready
Live snapshot at the current deploy commit. Not a SOC 2 attestation.
Representative Workflows
Seeded showcase firms that show how the proposal system behaves across different engagement shapes. Each firm below is a demo profile with working routes, not a claimed customer.
Full platform stack: guided intake, proposal builder, agentic engagement room, acceptance receipt, and renewal chaining.
Owner-operated professional services client: tokenized public intake, scoped proposal, acceptance receipt, memory-enriched change orders.
Consolidated profile across multiple operating entities, packaged scope, and year-two renewal planning.
All firms named above are seeded demo profiles used for live platform walkthroughs. They are not customer case studies.
See It Running
Greenfield Advisory Group is a seeded showcase firm. Every link below is a real application surface when this repo is live on its own host.
MojoMosaic Proposals turns advisory methodology into a controlled operating system. Request access and see the platform on its own brand surface.
Request Access