# Local-business discovery and proposal brief

Source: https://lindo.ai/guides/how-to-sell-websites-to-local-businesses
Updated: 2026-09-14
Published by: Lindo Team

Includes discovery questions, an observation-to-test table, proposal boundaries, and a handoff record.
Illustrative planning aid, not market data or a guarantee. Do not store credentials or private client data here.

## Working brief

### Service / audience / location / desired visitor action

- Notes:
- Owner / decision:
- Evidence / next action:

### Current enquiry process and person responsible

- Notes:
- Owner / decision:
- Evidence / next action:

### Observed obstacle / URL / date / hypothesis

- Notes:
- Owner / decision:
- Evidence / next action:

### Approved content and media / missing inputs

- Notes:
- Owner / decision:
- Evidence / next action:

### First-release pages / exclusions / fees / timeline assumptions

- Notes:
- Owner / decision:
- Evidence / next action:

### Launch acceptance tests

- Notes:
- Owner / decision:
- Evidence / next action:

### Business outcome to observe / baseline if available

- Notes:
- Owner / decision:
- Evidence / next action:

### Handoff owner / support boundary / review date

- Notes:
- Owner / decision:
- Evidence / next action:

## Acceptance checklist

- [ ] The desired visitor action is based on discovery, not a generic pitch.
  Owner / evidence / date:

- [ ] Public-site observations are separated from hypotheses.
  Owner / evidence / date:

- [ ] Concepts use approved facts and are labeled as proposals.
  Owner / evidence / date:

- [ ] Scope, inputs, ongoing fees, and exclusions are explicit.
  Owner / evidence / date:

- [ ] Delivery tests are separate from business-outcome hopes.
  Owner / evidence / date:

- [ ] The client can operate the enquiry path after handoff.
  Owner / evidence / date:

- [ ] A missing website link has been verified rather than treated as buyer intent.
  Owner / evidence / date:

- [ ] The proposal names the content owner, delivery test, and scope exclusions.
  Owner / evidence / date:

## Examples and templates from the guide

### Discovery questions to use on the call

Which service should the website help people choose?
What do suitable customers ask before they enquire?
Which enquiries are not a fit, and why?
Where do submissions or calls go today?
Who replies, and what can you truthfully promise about the next step?
Which facts, photos, and examples can you approve?
What would make this project worth prioritizing now?
Who makes the decision and signs off the content?

### Response to ‘Can you guarantee more leads?’

I can commit to the agreed pages, accurate content, and a tested enquiry path. I cannot guarantee demand or search rankings. We can define what a qualified enquiry means, record a baseline if you have one, and review the results after launch alongside traffic and your follow-up process.

### A decision-ready demo review—not a sales promise

Visitor task: decide whether the garden-design service fits and start an enquiry.
Show: service area, project examples, process, and contact instructions.
Ask: which facts need correcting, and which customer questions remain unanswered?
Record: approved direction, missing inputs, and any new requirement.
Acceptance: owner-approved facts; readable mobile journey; authorized form delivery test.
Next decision: approve the scoped proposal or resolve the uncovered dependency.

## Working tables

### Example garden-studio proposal evidence

| Observation | Proposed change | Delivery test |
| --- | --- | --- |
| Service area is absent | State approved areas near the enquiry CTA | Client verifies the location wording |
| Gallery has no context | Add project type and scope captions | Each image has approved use and context |
| Contact instructions are vague | Explain which project details to send | Visitor can identify the next step |

## Sources and next steps

- Price the agreed work: https://lindo.ai/guides/how-to-price-website-design
- Compare scope without vague tiers: https://lindo.ai/guides/how-to-package-website-services
- Offer a care plan with clear responsibilities: https://lindo.ai/guides/how-to-create-website-maintenance-plans
- Turn this example into a website redesign proposal: https://lindo.ai/guides/website-redesign-proposal
- Create an editable proposal draft: https://lindo.ai/tools/web-design-proposal-generator
- Find businesses without websites using an evidence-based workflow: https://lindo.ai/guides/find-businesses-without-websites