How to use the Proposal outline template

Start a board from it
Use this template opens a new Freero board with the Proposal outline template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Proposal outline”.
Follow the instruction on the board
“Open with their goals in their words, so the price lands as an answer, not a surprise. One recommended option beats three equal ones.”
Fill in each part
- Your goals What they told us they want to achieve.
- Our recommendation The solution, briefly.
- Plan Steps and dates to go live.
- Investment Price and terms.
- Proof Similar customers and results.
- Next steps What happens after they say yes.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Proposal outline board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

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