Firm Setup & Configuration

Greenfield Advisory Group — configure brand, playbooks, pricing, and scope libraries.

Admin-only — behind auth. No autonomous reconfiguration. All changes require human save action.
Brand Identity
Firm name, logo, accent color, and tagline displayed across proposals, decks, and client-facing surfaces.
Logo
PNG or SVG recommended. Max 1 MB.
Displayed on proposals and client-facing surfaces.
Color accent
#FF6B35 Current accent — updates across all proposal surfaces.
Appears in proposal footers and the client-facing deck header.
Playbook Library
Firm-specific guided engagement playbooks. Each playbook defines steps, deliverables, and pricing hooks.
Playbook Steps Status Actions
Succession Planning
 7 steps Active Edit
Estate Review
 5 steps Active Edit
Business Valuation
 6 steps Draft Edit
+ Add Playbook
Pricing Tiers
Rate cards applied by the pricing rule engine when calculating proposal line items.
Pricing rules are calculated by the PHP rule engine — not AI-generated. Rates, types, and line-item totals are deterministic. The same inputs produce the same output every time.
Tier Rate Type
Standard $350/hr Hourly
Premium $450/hr Hourly
Retainer $8,500/mo Monthly
Edit Pricing
Scope Templates
Pre-built scope packages used to seed proposal line items. Each template is firm-scoped.
Isolated to Greenfield Advisory Group — not shared across firms. Scope templates are firm-scoped and cannot be accessed or modified by other firm accounts.
  • Comprehensive Review
    40 hrs estimated
    Active
  • Targeted Analysis
    20 hrs estimated
    Active
  • Ongoing Advisory
    Monthly engagement
    Active
+ Add Scope Template