Agency worksheet · ready now

Qualify the client first. Then build the proposal from the answers.

This worksheet covers the questions that change a fulfilment quote, the operating boundary and the promise your client can safely publish. It then turns the answers into a proposal outline you can edit.

Private working document

Client discovery brief

Nothing entered here is submitted, stored, tracked or sent to RyanFulfil. Copy or print the result before closing the page.

Use business-level information only. Do not paste customer lists, order exports, identity documents, payment records or end-customer personal data into this worksheet.

1. Client and decision

Identify the commercial problem and who can approve the operating change.

2. Product and sourcing brief

A supplier can price an exact brief. It cannot price an idea without assumptions.

3. Markets, platform and delivery language

Separate processing, carrier transit and the client-facing promise.

4. Quality, packaging and operating scope

Name the check, evidence and owner instead of using “quality control” as a blanket promise.

5. Commercial basis and open decisions

Keep the quote basis separate from the agency fee and from anything still unknown.

Proposal outline

This is a working skeleton, not a quote or agreement. Replace brackets, verify every promise and attach the actual RyanFulfil quote and applicable terms.

Complete the brief, then choose “Build proposal outline”.

Before sending: compare operational claims with the approved-claims list and link measured figures to the Proof Centre.

Ready to price the real brief?

Send the business-level product, market, volume and route information for a human-reviewed quotation.