EPISODE · Jun 15, 2026 · 16 MIN
Stop Writing Custom Proposals: Build a 3-Tier Portfolio That Prices in Minutes
from Headcount Zero · host Jordan
Solo automation consultants waste hours writing custom proposals for projects that follow the same patterns. Jordan breaks down the 3-2-1 portfolio framework: three service tiers (Starter, Pro, Enterprise), two standardized add-ons, and one hard scope gate that lets you price any project in sixty seconds. Using real boundary language from nine automation shops, you'll learn to constrain workflows, channels, interactions, and support windows to make delivery predictable and margins sustainable. Includes the exact Notion Offer Catalog template with toggleable SLAs, red-and-yellow scope flags, and service card generator.
What this episode covers
Solo automation consultants waste hours writing custom proposals for projects that follow the same patterns. Jordan breaks down the 3-2-1 portfolio framework: three service tiers (Starter, Pro, Enterprise), two standardized add-ons, and one hard scope gate that lets you price any project in sixty seconds. Using real boundary language from nine automation shops, you'll learn to constrain workflows, channels, interactions, and support windows to make delivery predictable and margins sustainable. Includes the exact Notion Offer Catalog template with toggleable SLAs, red-and-yellow scope flags, and service card generator.
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Stop Writing Custom Proposals: Build a 3-Tier Portfolio That Prices in Minutes
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