Pro Guide · Proposals

Golf fitting proposals clients say yes to.

You already know what a client needs after you've seen their bag. The gap is turning that judgment into something they'll act on — a clear, professional recommendation with a price, not a verbal "you should probably reshaft that." The consultation workspace closes that gap.

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Free for up to 5 clients · no credit card required

Consultation Proposal tab listing saved proposals with values and Draft or Sent status

Every proposal — dated, priced, marked Draft or Sent.

The Consultation

One workspace per client, three tabs.

From any client's card, tap Proposals to open their Consultation.

  • Proposal — generate, save as Draft, and send fitting proposals
  • Notes — private "Pro Observations," timestamped, newest first — the client never sees them
  • Chat — an AI fitting assistant scoped to this client's bag, grade, and history
Generate

Tap New Proposal — the analysis does the drafting.

Proposals are generated from the client's real, graded bag — so they're specific and credible. The button shows the credit cost up front.

The Internal Summary — for you

A Key Factors rundown of what's driving the recommendation, then priced recommendation cards with a plain "driven by:" rationale tied to the client's grade.

  • Top Recommendation — the big move, priced
  • Quick Win — the cheap fix that pays off now
  • Also Consider — the next thing on the list
  • Every card traced back to a fitting factor
Proposal Internal Summary with key factors and priced Top Recommendation and Quick Win cards

The Client Proposal — for them

The same recommendations rewritten as a friendly, ready-to-send message — with specific product suggestions. Deliver it in whatever channel the client actually reads.

  • Copy it anywhere
  • Send it in their Message thread
  • Email it directly
  • Status flips Draft → Sent so nothing slips
Client Proposal tab showing a ready-to-send client message with priced recommendations
Why It Converts

Seen, priced, and easy to say yes to.

A recommendation a client can read and act on converts far better than one they half-remember from the lesson tee. Because proposals come from the client's real graded bag, they're specific — and because everything's logged, no opportunity slips through the cracks between visits.

Turn fitting expertise into revenue.

Notes, client-scoped AI, and priced proposals — one workspace per client.

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FAQ

Common questions

Open a client's Consultation, go to the Proposal tab, and tap New Proposal. The app generates a line-itemed recommendation with an estimated value from the client's graded bag; you review, save as a draft, and send.

Yes. Proposals save as a Draft first; you send when ready and the status changes to Sent. Each is named, dated, and listed so you can revisit them.

No. Pro Observations are private to you. Only a proposal you explicitly send reaches the client.

An AI fitting assistant scoped to that specific client's bag, grade, and history — for sanity-checking a recommendation or prepping talking points before a consultation. It's not the general help bot.