Quick Access
Client Proposals
4 live
SM
Agency Pitch
Live
Scroll Media Pitch Page
Cold prospect pitch deck — services, results, video portfolio, testimonials, and CTA.
March 2026
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RG
Prospect Proposal
Live
Rooted Grounds Coffee
Full strategy proposal — IVP, content pillars, 90-day roadmap, and investment overview.
March 2026
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PS
Prospect Proposal — V1
Live
Parachute Studio
Original proposal — Dallas creative & brand studio. Breef RFP, $2.5K–$5K/mo.
April 2026
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PS
Prospect Proposal — V2
Live
Parachute Studio
Revised proposal — second-pass refinements. Latest build. Breef RFP, $2.5K–$5K/mo.
April 2026
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Business Development
3 assets
DP
Business Development
Live
Discovery Prep Form
Pre-call intake form sent to warm and inbound leads before a discovery call.
Lead Capture Asset
Open Form
CO
Business Development
Live
Client Onboarding — Carl's Deli
Post-contract onboarding intake for Carl's Deli. Captures everything needed before the kickoff call.
Client Intake Asset
Open Form
DC
Business Development
Live
Discovery Question Checklist
Internal reference tool for live discovery calls. Use with AI note-taker for cold and casual warm leads.
Internal Call Asset
Open Checklist
Prospect Proposals
3 assets
LF
Prospect Proposal
Active
Low FODMAP Meals — April 2026
Physician-founded low FODMAP meal subscription service. Signature Growth tier proposal. Phase 1 / Phase 2 engagement, $8,417 total 3-month.
April 2026
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CD
Prospect Proposal
Active
Carl's Deli — Signature Package Proposal
Growth tier · $3,250/mo · April 2026 · Hyde Park + Findlay Market · Account consolidation, catering launch, dual IVP.
April 2026
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HW
Framework Page
Live
How We Work — Scroll Media Framework
Reusable methodology page linked in all proposals. Covers Signal Method, IVP, content mix, formats, ideation, CTA framework, Social SEO, metrics, and maturity stages.
April 2026
View Page
TM
Template
Internal
Proposal Template — Master
Clone this for every new client. All placeholders documented in the file header. Canonical example: Carl's Deli April 2026.
System Asset
Open File
Internal Assets
6 docs
Process
Proposal Creation SOP
Master instructions for building new client proposals. v1.2 — Final.
Stored in Notion
Performance
Monthly Report Template
Scroll Media monthly performance reporting process. v6.4.
Stored in Notion
Strategy
Brand Strategy Template
Master strategy framework and brand positioning guide.
Coming Soon
Operations
Content Calendar Template
Standard monthly content calendar format for client execution.
Coming Soon
Onboarding
Client Onboarding Deck
Post-signature onboarding presentation for new Scroll Media clients.
Coming Soon
Case Studies
Client Success Stories
Curated client results and case studies for use in proposals and pitches.
Coming Soon