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    Bespoke proposals and client onboarding for professional services firms

    Screen enquiries by budget and scope, let the right ones book a call, then send a bespoke web proposal with your terms ready to sign.

    Book a demoSee how it works

    Plans from £110 a month, with other currencies available.

    Strivie, the strively mascot, with a bright idea

    What is proposal and onboarding software for professional services?

    It replaces the copy-and-paste between enquiry, call, proposal and contract. strively screens enquiries against your rules, lets good-fit prospects book a call, sends a fully customisable web proposal, gets your terms and other legal documents e-signed, and collects what you need from the client before work starts.

    Built around how professional services firms win work

    Do these sound familiar?

    We wrote a detailed proposal for someone whose budget was never going to work.

    Ask about budget and scope on your enquiry form, and strively declines the enquiries that don't fit.Enquiry forms

    Every proposal starts as a copy of the last one, with the old client's name still in it.

    Build proposals from your own services and templates, then tailor each one in the browser.Web proposals

    The client said yes on the call, then took three weeks to sign the contract.

    Your terms and legal documents are signed online with the proposal, and chasers follow up for you.E-signatures

    How strively works

    One automated journey from first enquiry to signed client.

    1. Screen enquiries

      Decline enquiries below your budget or outside the services you offer.

      Enquiry forms →

    2. Book a call

      Prospects book straight into your calendar, in their own time zone.

      Meeting booking →

    3. Send a bespoke proposal

      A web proposal tailored to each client, and you can see when it's been read.

      Web proposals →

    4. Sign and collect

      Terms e-signed, then briefs and documents collected from the client automatically.

      Document collection →

    Enquiry rules for your services

    Decide what a good-fit project looks like, and strively applies it to every enquiry.

    • Decline budgets below your minimum
    • Turn away work you don't do
    • Accept the projects you want

    Your rules

    IfBudget is below £2,000Decline
    IfNeeds a service you don't offerDecline
    IfOngoing monthly retainerAccept
    Applied to every new enquiry

    Firms strively works for

    The same automated journey, set up for the way you work.

    Management consultantsScoped projects and advisory retainers.
    Marketing and creative agenciesCampaigns, retainers and project work.
    Architects and surveyorsFee proposals for each stage of a project.
    Recruitment agenciesTerms of business signed before the search starts.
    IT and managed servicesSupport contracts and project quotes.
    Coaches and trainersProgrammes and packages, booked and signed.

    Every strively feature, ready for your firm

    From the first enquiry to a signed client.

    Enquiry formsScreen out poor-fit enquiries before they reach your diary.WaitlistKeep good enquiries warm when you're fully booked.Meeting bookingProspects book calls straight into your calendar.Automated chasersFollow-ups sent from your own email address.Web proposalsBespoke proposals that aren't PDFs.E-signaturesProposals, terms and legal documents signed online.Pipeline reportingSee which services and enquiries convert best.Document collectionBriefs and documents collected before work starts.

    Simple pricing

    Three fixed monthly plans, excluding VAT. Other currencies are available.

    Automate£110Report£135Team£220
    See pricing

    Frequently asked questions

    What is proposal and onboarding software for professional services?

    It replaces the copy-and-paste between enquiry, call, proposal and contract. strively screens enquiries against your rules, lets good-fit prospects book a call, sends a fully customisable web proposal, gets your terms and other legal documents e-signed, and collects what you need from the client before work starts.

    Can I send my own terms or contract with the proposal?

    Yes. Add your own terms of business, privacy notice or other legal documents, and clients sign them online. strively doesn't include contract templates for professional services yet.

    Can firms outside the UK use strively?

    Yes. Enquiry forms, meeting booking, web proposals, e-signatures, automated chasers and document requests work for firms anywhere, and meetings show in each lead's own time zone. AML checks through AML HQ and direct debit set-up are for UK firms only.

    Does strively send invoices?

    No. strively doesn't send invoices, run recurring billing or take payments, so you keep your accounting software for that.

    How much does strively cost?

    strively has three plans: Automate at £110 a month, Report at £135 and Team at £220, all excluding VAT. Other currencies are available.

    See how strively would handle your enquiries

    A 30-minute demo, tailored to your firm and the work you quote for.

    Book a demo