Website Proposal for Brightside Wealth

Brightside Wealth seeks to increase brand engagement with a lead-generating website.


The objective is to increase the number of new leads through the website.

We'll do this by doing two things:

First, we will communicate your unique value proposition to your target audience as defined by your Integrated Marketing Communications Plan. We will craft messaging and visual layouts using this document as a guideline.

Second, we will employ modern lead-generation tactics.

We will use a focus on Call-to-Action for free consultations and newsletter sign-ups to grow your contact list.

We have explained more about how we plan to achieve this in the next pages.

Please read through the information carefully and, if satisfied, you can use our 'E-Sign' system right here in your proposal to accept and get started!

All of our websites are 'Responsive'.

Computer, Tablet or Mobile - it will look great!

We always start with Mobile first.

The Important Stuff

This is what we learned from speaking with you and determining your goals.

Base Website on Integrated Marketing Communications Plan, 2022

  • 'Product ecosystem' to inform page structure
  • 'Target audience' to craft messaging and imagery (consider using Competitor Analysis such as Wealthsimple cons to further highlight the benefits of investing with Brightside)
  • Abide by communications guidelines and style guide

Appearance of website

  • Less is more
  • Simplicity to ensure highlighting of key points
  • Stand out!

April 01, 2022 Launch Date

  • We can make this happen!

The Timeline

Initial Contact

Whether you choose to contact us by phone, email, or text message, we aim to respond in the following times:

Morning: Within 45 minutes

Afternoon: Within 3 hours

Time to completion: 0 Days

Initial Meeting

In our Initial Meeting, we'll learn more about your business, your needs and goals, as well as set the scope of the project and determine the timeline.

Time to completion: Approx. 3 days

The Proposal

After our initial meeting, we take the information that we learned and draft a proposal for you.

This proposal contains: Our goals for the project, the important facts about your business, a draft homepage, and pricing information.

Time to completion: Approx. 3 days

Kick-Off Meeting

After you've had a chance to review and approve the proposal, we will schedule a Kick-Off meeting with our team and yours to go through the proposal together. With your approval, the draft homepage will become the guiding source of our development.

Time to completion: Approx. 3 days

Dev Work

Now that you've approved the Proposal, we will begin the development work. We build all sites on our end, so that deployment onto your URL/Domain is seamless and easy. You will have the opportunity for two rounds of feedback and edits.

Time to completion: Approx. 7 days


We launch late at night to ensure that you have minimal interruptions on your website.

Time to completion: Approx. 1 day

Closing Meeting

After the launch, we will have a short meeting to formally wrap up the project and review all points of the proposal and website to ensure that nothing was missed.

Time to completion: Approx. 2 days

Your Investment

We have crafted a pricing plan to suit your needs.

Overall, we expect your website to be pretty static, with the exception being the regular addition of new podcast episodes. We can embed this so that happens automatically.

For a full build by spec according to the Integrated Marketing Plan,

we estimate a total build price of $1050 + HST.

We offer one year of free hosting and general maintenance with new builds.

After that, hosting and general maintenance with us is $89+HST/year.

A full bill of work and invoice will be provided upon the beginning of work.

Approve Proposal

If you're ready to get started, email to schedule your Kickoff Meeting!

Website Proposal for Brightside Wealth