How Brady UX Streamlines Proposals: Our Official Intake Process Revealed

Exploring the intersection of strategy, design, and technology—Brady UX shares insights to help businesses scale and innovate.

At Brady UX, clarity, collaboration, and consistency are at the heart of everything we do—including proposals. Today, we're opening up our official Proposal Intake Form process, the same tool our internal team uses daily to clearly understand client needs, manage expectations, and deliver outstanding UX projects.

Why an Official Proposal Intake Form? Great UX design projects begin with exceptional clarity. Our intake form ensures:

• Essential project details are captured upfront.

• Clear alignment on client expectations.

• Streamlined proposal generation through structured data.

• Consistent brand representation by all team members.

Representing Brady UX During Discovery Calls: Our team emphasizes:

• Listening First: Truly understanding client pain points before discussing solutions.

• Collaboration: Reinforcing a partnership approach—“We’ll collaborate closely with you throughout the project.”

• Transparency: Clearly communicating our integration of AI for drafting initial proposals, ensuring all deliverables have personal, human oversight.

• Immediate Clarity: Resolving uncertainties on the spot rather than assuming later.

Inside the Intake Form:

1. General Information: Essential details like client name, contact, and proposal ID (e.g., 2025-03-07-HealthierForms).

2. Proposal Status & Team: Clearly marking the status ("Drafting" to "Sent to Client") and assigning key Brady UX members.

3. Discovery Call Notes: Identifying core problems, goals, timelines, budget expectations, potential risks, and preferred platforms.

4. Scope & Milestones: Precisely outlining project phases, deliverables, and defining success criteria directly with clients.

5. Financial Details: Transparent payment schedules, standard rates, and clarity on revisions and additional work.

6. Legal & Compliance: Clarifying rights, compliance requirements, and cancellation policies upfront.

7. Client Responsibilities: Clearly defined materials, primary contact points, communication frequency, and preferred tools.

8. Risks & Change Management: Proactively identifying potential project risks and establishing clear change order processes.

9. AI Collaboration: Defining the role of AI as a supportive tool for drafting, with clear human oversight at all times.

10. Final Steps: Standardized next steps once proposals are accepted to initiate the project smoothly.

    
    

Golden Rules for Discovery Calls:

• Adopt a consultative approach.

• Directly discuss budget.

• Confirm decision-making and compliance requirements.

• Avoid premature deliverable promises.

The Brady UX Proposal Intake process is intentionally thorough, empowering us to consistently deliver exceptional outcomes. By sharing our method transparently, we invite other UX leaders and agencies to refine their processes and elevate their client experiences.

Explore the Original Form and Guide: Access our full Brady UX Proposal Intake Form here.