Client pipeline
& business tools

How to run a complete audit in 60 minutes. Tools, benchmarks, scoring guide.

Fill in findings, grade each dimension, save as PDF. This is your outreach hook.

Sense-check the scope and fee before committing time to outreach on a prospect.

7-question framework with live notes template. Open before every discovery call.

Fill in within 10 minutes of hanging up. Generates the Claude proposal prompt at the bottom.

Use the Generate button at the bottom of the brief to produce proposal copy for Bonsai.

Finalize the project fee and confirm the 50/25/25 payment schedule before sending.

44 questions, 8 sections. HIPAA, booking tools, insurance, patient demographics, compliance.

9 sections covering credentials, FTC compliance, Virginia licensing, IV therapy, supplement sales.

47 questions, 9 sections. Mission, programs, donors, volunteers, board, compliance, timeline.

9-step build process. Open at project kickoff and keep open throughout the build.

Step-by-step build reference. Keep this open in a tab throughout the project.

9 sections, 92 items. Work through during build and again as a final QA pass before launch.

10 sections, 111 items. FTC, scope of practice, Virginia licensing, supplement disclaimers.

9 sections, 96 items. 501(c)(3) disclosures, donation pages, ADA, security, donor UX.

Run a final pass on every item before flipping the DNS. Nothing ships with a Critical unchecked.

Final QA pass before launch. Compliance and scope of practice items are especially critical.

Final QA pass before launch. Donation flow and 501(c)(3) disclosures especially.

Fill in credentials, record PageSpeed scores, send to client at launch. One per project.

Fill in at 30 and 90 days when results are measurable. Generates portfolio, proposal snippet, and LinkedIn post.

When and how to ask. Four trigger points, four email templates, Notion tracking guide.