SEE WHAT YOU COULD RECEIVE
Examples you can explore.
See how a clear proposal, an organised job list and a presentation can help the same small business. Open an example to explore the detail.
Fictional examples. Harbour & Home Maintenance, its customers, jobs and figures are invented for these demonstrations. These are not client projects, testimonials or prices for Toni Molina’s services.
01 / A professional proposalScope, costs, responsibilities and next steps in one document.
The situation: a maintenance business needs to explain a small office refresh clearly before its customer agrees to the work.
What the customer receives: a structured proposal with their branding, an agreed editable format and a version suitable for sharing. Content, length and included revisions are agreed in the quote.
FICTIONAL DOCUMENT · EXAMPLE ONLY
Office refresh proposal
Prepared by: Harbour & Home Maintenance
Prepared for: Bayview Studio (fictional customer)
Reference: DEMO-001 · Version 1
Example issue date: 8 October 2026
1. What you want to achieve
Refresh the reception and meeting room before staff return on Monday. The agreed aim is to repaint the listed wall surfaces and adjust two cupboard doors while keeping furniture and equipment protected.
2. Work included
- Protect the floors and cover furniture that remains in the two rooms.
- Prepare up to eight small surface marks identified during the example site visit.
- Apply two coats of the agreed paint to approximately 45 m² of internal wall surface.
- Adjust the hinges on two existing cupboard doors.
- Remove coverings, clear work-related debris and complete a handover check.
3. What is outside this proposal
Ceilings, external surfaces, electrical work, plumbing, damp treatment, structural repairs, replacement cupboards and moving heavy equipment are excluded. If an unexpected issue appears, the affected work pauses while the options and any extra price are agreed.
4. Example schedule
- Before the work: confirm colours, access and the final scope; clear desks and fragile items.
- Day 1: protect surfaces, prepare walls and apply the first coat.
- Day 2: apply the second coat, adjust cupboard doors and tidy.
- Handover: walk through the completed work and record any agreed follow-up.
Two working days are assumed for this example. Actual timing would depend on access, drying time and the condition of the surfaces.
5. Example cost breakdown
| Item | Basis | Amount |
|---|---|---|
| Preparation and painting | 12 hours × £35 | £420 |
| Paint and protective materials | Agreed allowance | £120 |
| Cupboard adjustments | 2 hours × £35 | £70 |
| Work-related waste disposal | Fixed allowance | £30 |
| Illustrative total | £640 | |
This fictional supplier is assumed not to be GST-registered, so no GST is included. This is an example assumption, not tax advice or a quotation for your business.
6. Responsibilities
Supplier: bring agreed materials, protect the work area and tell the customer if the scope or schedule needs to change.
Customer: approve the colour, provide agreed access and clear personal belongings and fragile items before work starts.
7. Changes and payment
Any additional work needs a written description, price and approval before it begins. For this fictional example, £192 (30%) is payable after written acceptance and £448 (70%) after completion. A real proposal must set out the supplier’s actual payment and cancellation terms.
8. Completion check
- Agreed walls painted and the work area cleared.
- Both cupboard doors open and close correctly.
- Customer walk-through completed and any follow-up recorded.
9. Next step
Confirm the scope, colour choice and preferred dates using reference DEMO-001. A start date is confirmed separately after availability is checked. This demonstration cannot be accepted or booked.
How this would be adapted for your business
Toni Molina would ask what you sell, who the proposal is for, what you include, what you exclude, your prices and your real terms. An existing draft can be improved, or a new document can be written from your confirmed facts.
Why these sections matter: the scope avoids uncertainty, the breakdown explains the price, responsibilities prevent delays, and the completion check gives both parties a shared understanding of the finished work.
Before delivery: check names, calculations, dates, spelling, branding and that the agreed editable file opens correctly. Reusable fields can be marked so you know what to change next time.
02 / A job tracking templateTry changing a job’s status and see the summary update.
The situation: jobs are scattered across messages and notes, making it difficult to see what is next and which payments need following up.
What the customer receives: an agreed spreadsheet or other editable tracker, with clearly labelled fields, useful calculations, sample entries and instructions. The format is chosen to work with the programs they use.
INTERACTIVE DEMO · FICTIONAL RECORDS
Weekly job overview
Change a status or payment below. The totals update immediately. Changes are for this demonstration only and disappear when you reload the page. Do not enter real customer information.
| Job / customer | Work / next action | Due | Status | Agreed amount | Paid | Balance |
|---|---|---|---|---|---|---|
| J001 Bayview Studio | Office refresh Confirm paint colour | 12 Oct | £640 | |||
| J002 Willow Cottage | Adjust cupboard doors Customer handover | 12 Oct | £95 | |||
| J003 Pebble Workshop | Fit shelving Finish installation | 13 Oct | £280 | |||
| J004 Orchard Office | Refresh meeting room Wait for access confirmation | 14 Oct | £450 | |||
| J005 Harbour Rooms | Repair door handle Arrange visit time | 15 Oct | £120 | |||
| J006 Meadow Studio | Touch-up paintwork Follow up remaining payment | 16 Oct | £200 |
How to read the totals: the agreed amount covers all six jobs, including unfinished work. Received payments are the amounts entered in the Paid column. Remaining balance is the agreed amount minus payments; it is not necessarily overdue. Completed jobs can still have unpaid balances.
What each field means and how to use it
- Job reference: a unique number so similar customer names do not cause confusion.
- Work and next action: what was agreed and the next practical step.
- Due date: the planned work date, not a payment deadline.
- Status: Planned means not started; In progress means work has started; Waiting means something is needed; Completed means the work is finished.
- Agreed amount: the confirmed value of the job. Update it only when a change is agreed.
- Paid: payments already received, including any deposit.
- Balance: the amount still to be received against the agreed job value.
A simple routine: add agreed jobs, review the next action each morning, update the status after work and record payments when received. Keep backups of your real tracker.
What can be personalised?
Customer fields, job stages, dates, assignment to staff, payment references, filters and summaries can be adapted. The quote confirms formulas, checks and instructions. Extra features such as automatic reminders or connections to another program need a feasibility check and a separate agreed scope.
This example tracks jobs and payments only. It does not issue invoices, process payments or calculate profit or tax. If you need invoicing and business records, see Jersey Business Manager below.
03 / A business presentationExplore eight example slides and the thinking behind them.
The situation: the fictional maintenance business wants a short presentation to explain its services to a potential office customer.
What the customer receives: an agreed editable presentation and a sharing version if requested, with consistent design and speaker notes where useful. The sample below is a browser preview, not a downloadable PowerPoint file.
Fictional sales presentation. Service descriptions and arrangements illustrate a possible business; they are not evidence of work delivered.
How your presentation would be prepared
- Define the audience: a prospective customer, a partner or your own team.
- Choose the purpose: explain a service, present a proposal or report results.
- Collect the facts: your actual services, approved figures, branding and suitable images.
- Agree the outline: the story, number of slides and level of detail.
- Review the draft: check factual accuracy, reading order and the agreed changes.
- Prepare delivery: check the agreed presentation format and include usage notes where needed.
Design, writing, slide count, source material, language and deadlines affect the quote. Translation or additional versions are agreed separately.
Each project is quoted individually. These examples show possible deliverables, not fixed packages or guaranteed results.