For small businesses, firms and service teams

I’m Deal. I keep your business moving.

Proposals, follow-up, documents, reports and the processes your team repeats. You decide and approve. I prepare the work and leave it ready to use, with no sales software to learn.

Request a proposalSee pricing
  • You approve before anything is sent
  • Never charges or moves money
  • English and Spanish
Illustrative image: a business owner working calmly at a tidy desk
Illustrative example · AI-generated image
Prepared by Deal
Proposal for a sample client8 pages · your prices and terms · ready for your review

What I do for your business

Clients go with the business that answers first, sends a clear proposal and follows up. I keep that work moving.

Monthly inclusions depend on the plan. Compare the three plans; each of the 37 services can also be requested on its own.

  1. 01Opportunities and follow-upLeads, meetings and new clients, each with a next step.
  2. 02Proposals and documentsProposals, contracts, plans and manuals.
  3. 03OperationsTasks, email, inventory and automations.
  4. 04NumbersInvoices, cash and reports in plain words.
  5. 05Website and customer careYour site, campaigns and answers.

01 · Opportunities and follow-up

Every lead, with its next step.

  • BeforeInquiries lost between email, chat and notes
  • AfterEach one with an owner, a date and a message ready

I prepare your meetings, draft each follow-up and keep your list of clients in order. You decide what gets sent.

  • Works with the tools you already use. You don’t have to operate a CRM.
  • Messages go out only after you approve them, to contacts who agreed to hear from you.
A meeting that ends with clear next stepsIllustrative example · AI-generated image

Illustrative example · choose a step

Sales and follow-upFrom the first contact to the client who signs.6 options
Organized customer listImport and clean up 500 contactsQuote firstChoose →Quote calculator1 pricing rule and its form$399 USDChoose →Lead follow-up1 flow from lead to taskQuote firstChoose →Meeting prep1 account brief and key questions$39 USDChoose →Sales email100 emails to opted-in contactsQuote firstChoose →Client onboarding1 flow with 5 documents and tasksQuote firstChoose →

02 · Proposals and documents

Proposals that look prepared, not improvised.

  • BeforeCopying last year’s proposal and fixing prices by hand
  • AfterA document with your scope, your prices and your terms

Sales proposals, contracts with their renewal dates, business plans, manuals and onboarding guides. You review, comment and approve.

  • Prices and terms come from you; nothing is invented.
  • Contracts are drafts for your review. Deal does not give legal advice.
A proposal reviewed with the clientIllustrative example · AI-generated image

Illustrative example · choose a step

Proposals and agreementsProposals and contracts, prepared for your review.2 options
Sales proposalUp to 10 pages from your scope and prices$59 USDChoose →Contracts and renewals20 contracts and expiry alertsQuote firstChoose →
Strategy and decisionsDecide with research, numbers and a plan you can follow.3 options
Operating business plan10 pages with quarterly priorities$149 USDChoose →Market research10 sources and 3 segments$99 USDChoose →Supplier comparison3 proposals and a comparison matrix$79 USDChoose →
Team and processesProcesses written down, so anyone can do them.3 options
Manuals and procedures5 documented processes$99 USDChoose →Team onboarding1 guide and 5 cards, up to 10 pages in total$99 USDChoose →Hiring materialsJob description and interview guide$49 USDChoose →

03 · Operations

The task your team repeats, done the same way every time.

  • BeforeTyping the same order into three places
  • AfterOne flow between your systems, with your approval where it matters

Inbox sorting, task coordination, inventory alerts, purchasing approvals, internal portals and searchable knowledge for your team.

  • Each automation is tested with sample data before it runs.
  • Orders, purchases and payments never go out without an authorized person.

Illustrative example · choose a step

Day-to-day operationsTasks, email, inventory and purchasing in order.6 options
Inventory control1 catalog and stock alertsQuote firstChoose →Task coordination1 project and its assignment rulesQuote firstChoose →Inbox sorting100 emails into categories or tasksQuote firstChoose →Purchasing and approvals portal1 flow with 2 rolesQuote firstChoose →Searchable internal knowledge100 files with team permissions$499 USDChoose →Meeting to action items30 minutes and an owner list$39 USDChoose →
Automations and toolsRoutines that stop being done by hand, and tools for your team.3 options
Automate a routine1 flow between 2 systemsQuote firstChoose →Internal portal1 function and 2 roles$699 USDChoose →Custom operations app1 prototype with 1 function$899 USDChoose →
Continuity and maintenanceKeep what you have running, and take it with you if you need to.2 options
Operations export1 module or dataset and a continuity manualQuote firstChoose →Website or app maintenance1 site or module for 30 days: monitoring, patches and a tested backupQuote firstChoose →

04 · Numbers

How your business is doing, in plain words.

  • BeforeSpreadsheets nobody has time to read
  • AfterA report with the key point first and what to do next
Operations report · OctoberExample with made-up data

The key point: sales grew, but collections slowed. Three invoices over 30 days hold most of the pending cash.

AWhere sales came from

  • Repeat clients46 %
  • Referrals32 %
  • Website22 %

BCollections

StatusInvoicesAmount
Paid18$24,600
Under 30 days6$7,900
Over 30 days3$9,200

CNext moves

  1. Send a friendly reminder on the three invoices over 30 days.
  2. Ask repeat clients for referrals: they bring a third of sales.
  3. Add a quote form to the website to capture more inquiries.
  • Task1 report a month from a data file of yours.
  • Workflow1 operations report a month, from up to 3 sources.
  • Operations2 operations reports a month.

Sample data. Your report uses your own files or connected sources. A person validates the amounts; this is not accounting, audit or tax advice.

AdministrationInvoices, cash and records, with amounts validated by a person.4 options
Structured invoices and receipts100 pages exported to a spreadsheet$59 USDChoose →Cash flow forecastYour transactions file and 3 scenarios$99 USDChoose →Reconcile records2 sources and 100 transactionsQuote firstChoose →Tax invoice draft1 invoice flow up to reviewQuote firstChoose →
Reports and indicatorsReports and indicators with the key point first.2 options
Operations reportUp to 3 metrics or sourcesQuote firstChoose →Tracking dashboard5 indicators from 1 source$399 USDChoose →

05 · Website and customer care

Your website and your answers, on time.

  • BeforeA website out of date and messages answered days later
  • AfterClear pages, a contact form and approved answers

A business website, a lead campaign, monthly content, a help center and an assistant that answers on your channels and hands the rest to a person.

  • The website is yours: domain and accounts stay in your name.
  • Ad spend and channel fees are separate and confirmed before work starts.
Business website · $499 USD
● ● ● Illustrative example · your website
Sample services firmServices · Clients · Contact

Maintenance that keeps your locations open.

Preventive visits, fast response and one monthly report.

Request a quote

Assistant · with approved answers

Do you cover locations outside the city?

Yes, within 50 km. For a quote, I can pass your request to the team now.

Website and lead generationBe found, explain what you do and receive inquiries.3 options
Business website5 pages and a contact form$499 USDChoose →Lead campaign1 landing page and 3 ads$299 USDChoose →Content and social12 posts and their calendar$199 USDChoose →
Customer careAnswer customers on time and hand the rest to a person.3 options
FAQ and help center20 short articles$99 USDChoose →Assistant for your channels100 informational conversationsQuote firstChoose →Voice reception30 minutes of calls with schedulingQuote firstChoose →

Deal · your business partner

Tell me what you need, and I’ll deliver it ready to approve.

Ask with your voice, text or files. Follow what I prepare and ask for changes in your project. Nothing is sent, published or connected without your approval.

  • “Prepare the proposal for the new client”Scope, prices and terms in a document ready to review.Before: an evening copying an old proposal.
  • “Follow up on this week’s leads”A message for each one; you choose which go out.Before: reminders on sticky notes.
  • “Why is cash tight this month?”It reads your file and tells you what changed and what to do.Before: an analyst and spreadsheets.
  • “Stop typing orders twice”One automation between two systems, tested before it runs.Before: the same data in three places.

Create your free Deal account. It includes unlimited members with no per-seat fees; credit top-ups are available when you need them.

Create your free accountSee credits
Deal, your business partner

Inside your project

Progress, decisions and deliveries in one place.

Each request becomes a project: you see what is being prepared, what needs your decision and what was delivered.

Illustrative walkthrough with made-up data. Choose a phase to see how a project moves.

Plans

Plans for what you need.

Task, Workflow and Operations. Prices in US dollars per month; quantities renew each month.

Task

$99 USD/month

To get documents and numbers in order.

  • 5 editable text templates (up to 10 pages in total)
  • 1 report from a data file of yours
Choose plan
Recommended

Workflow

$249 USD/month

When a process should run on its own.

  • 10 text templates (up to 20 pages in total)
  • 1 automation between 2 systems
  • 1 operations report (up to 3 sources)
Choose plan

Operations

$499 USD/month

For a business with several processes in motion.

  • 20 text templates (up to 40 pages in total)
  • 2 automations, each between 2 systems
  • 2 operations reports
  • 1 operations batch in an account you authorize
Choose plan

Plan inclusions don’t roll over. Ad spend, third-party fees and anything beyond the agreed scope are confirmed before work starts.

See all services and pricesCredits

How Deal works

Clear limits, on every task.

  • You approve firstProposals, emails, messages and changes go out only after your approval.
  • No money movesDeal never charges customers, pays suppliers or issues tax documents on its own.
  • People validate amountsInvoices, reconciliations and contract dates are checked by someone on your team.
  • Drafts, not adviceContracts and tax documents are drafts for your professional’s review.
  • Access you controlAccounts connect only with your permission, and you can remove access at any time.
  • Agreed scopeFixed-price services start right away; quote-first services start after you approve scope and price.

Before you decide

Frequently asked questions

Do I need to learn a CRM or other software?
No. Deal works with the tools you already use, or with simple files. You review and approve in your Deal account; there is no sales system to operate.
Who approves before something is sent?
You do. Proposals, emails, messages and changes go out only after your approval.
Do you charge, pay or move money?
No. Deal prepares invoices, reminders and reconciliations, but never charges customers, pays suppliers or issues tax documents automatically. A person validates the amounts.
Is this accounting, tax or legal advice?
No. Forecasts, reconciliations and drafts support your decisions. Contracts and tax matters need your professional’s review.
How often do I receive a report?
Plans include one or two reports a month: Task, 1 report from a data file of yours; Workflow, 1 operations report from up to 3 sources; Operations, 2. Weekly or more frequent reports are quoted before starting.
What does “quote first” mean?
Some services depend on your accounts, volume or connections. You receive the scope and price before work starts, and nothing is charged until you approve.
Does what I don’t use roll over?
Plan inclusions renew every month and don’t roll over. Single purchases keep their balance.
Can my whole team use the platform?
Yes. Access is free with unlimited members and no per-seat fees; the account owner assigns credits to each member. See credits in Pricing.
Do you use AI?
Yes, and AI-generated content is labeled. You review everything before it is used.
We have several locations or a larger team.
You can request a scope tailored to your locations, volume and processes. Contact us.

Your turn

Tell us about your business.

Choose a plan or a service directly. For a custom scope, tell us the result you need and receive a proposal before starting.

Choose a plan or service

  1. 1Tell us what you need.
  2. 2You receive the scope and price.
  3. 3You approve; Deal prepares your request.
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