Own Pencil.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Pencil brand identity, logo, and positioning materials for agency owners
• ●LinkedIn outreach templates and scripts proven to reach decision makers
• ●SEO content strategy and published articles on proposal template keywords
• ●Landing page, pricing structure, and free trial signup flow
• ●AI prompt engineering for proposal generation across agency use cases
• ●Customer onboarding process and early relationships with trial cohort
• ●Financial model projecting $80k year-one ARR from 3-5 seat teams

What Roll Digital builds for you.

Custom scope to take Pencil from MVP shell to operating business.

• ▸FastAPI backend with Postgres for proposal storage, retrieval, and version control
• ▸Stripe billing integration supporting $49-99 monthly per-seat pricing across tiers
• ▸OpenAI API integration with tuned prompts for proposal formatting and structure
• ▸Multi-tenant auth with email signup, Google OAuth, and account management
• ▸Proposal template library with customizable blocks for scope, pricing, and case studies
• ▸Email notification system for draft generation, sharing, feedback, and client delivery
• ▸API endpoints for CRM webhooks to Salesforce, HubSpot, and Pipedrive
• ▸Admin dashboard tracking MRR, churn, customer health, and feature usage

Why this could work.

The market is massive: 400k US agencies and consultants already spend $600 yearly on proposal tools. The GTM is proven: LinkedIn outreach to 50-500 person firms, SEO on high-intent proposal keywords. Pricing aligns with existing budgets at $49-99 per seat. The AI differentiation window exists if the product delivers measurable win rate improvements and deep customization. First-mover advantage in this feature set could build real retention moats before incumbents catch up.

What you'd risk.

Incumbents like Proposify, PandaDoc, and Qwilr ship AI features in 2025-2026, closing your differentiation window in 6-12 months. Consultants have highly custom proposal formats that generic AI struggles with, requiring heavy post-generation editing that collapses time savings after trial. Without CRM integration, agencies adopt it as a one-off tool, not a workflow engine. This tanks retention and lifetime value. Pricing is squeezed: agencies won't switch from existing tools without dramatic, measurable win rate proof.

Who this fits.

An experienced agency owner or SaaS founder with existing customer relationships in consulting or professional services. You understand proposal pain points firsthand and have the network to validate win rates with early customers. You need operational muscle to close the CRM integration gap and defend against incumbents. Solo non-technical founders should pass. This requires hands-on product leadership and sales execution.

Timeline.

From contract signing to operating business.

1. Day 1
   Assume operations, interview founder Marcus, map customer base and templates
2. Week 1
   Set up production infrastructure, database schema, Stripe billing, auth system
3. Week 3
   Ship AI proposal generation backend, template editor, customization interface
4. Week 6
   Launch beta with 5-10 existing customers, gather usage and feedback
5. Day 90
   Production release, measure win rate lift and retention cohort

Pricing.

Three ways in, depending on how much you want to build yourself.