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This feature is in beta. We know agents are the future of work. However, we are still defining the best practices for agentic implementation inside software agencies. This is an opt-in beta. If you would like to enroll or apply to join the beta program, we would love your feedback and your help shaping how agentic work evolves for software agencies.

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Sales Playbook

Wix Website Proposal for Professional Services

Generate a software proposal for a Wix professional services website, with lead generation, service pages, and credibility-building features built in.

Write a software proposal for built with for in . Optimise it around .

Use cases

Real scenarios where agencies like yours get the most value from this workflow.

An accounting firm with no web presence

The firm relies on referrals but wants to start capturing inbound leads. This scopes a Wix site with service descriptions, team profiles, testimonials, and a contact form — easy for the client to maintain.

A consultancy refreshing a DIY Wix site

The client built their own Wix site years ago and it looks dated. Use this to scope a professional redesign within the Wix ecosystem — keeping their existing content while upgrading structure, design, and conversion flow.

A law firm needing client intake automation

Beyond a brochure site — the firm needs a structured intake form, practice area pages, and a CTA flow that routes enquiries to the right partner. Wix's built-in forms and automations make this a natural fit.

How it works

From input to output in under a minute. No prompt engineering, no setup — just fill in the fields and go.

Step 1

Fill in the professional services details

Add the region and commercial goal so the proposal matches the firm's practice areas, lead flow, and credibility requirements.

Step 2

Platfio's AI agent writes the proposal

Platfio generates a Wix proposal with the right structure for service pages, lead capture, SEO setup, and the handoff the client will need.

Step 3

Edit with AI or the editor, then send

Refine the proposal for the client's service mix, ask AI to tighten the wording if needed, then send it as a polished recommendation.

Frequently asked questions

Everything you need to know before getting started — how the playbook works, what it produces, and how it fits your agency.

Why use this instead of ChatGPT or a generic proposal template? +

Because this does more than generate text. Platfio gives your agency a real proposal that you can refine with AI or the editor, send with built-in e-signatures, keep attached to the client in your CRM, and carry forward into delivery without copying the work between tools.

Can I define the modules, recommendations, and deliverables in detail? +

Yes. Platfio proposals include a modules section where you can spell out exactly what is being delivered. For this kind of project that can include service pages, lead capture forms, CRM automations, intake flows, SEO setup, editor handoff, and optional Wix Velo work. The agent can suggest a strong starting point and your team can refine the details before sending.

Can I send it for signature and collect payment? +

Yes. Once the proposal is ready, you can send it through Platfio, collect e-signatures, and let the client add card details for a deposit or kickoff payment. That means the proposal is not just persuasive copy, it is part of the actual commercial workflow.

Why is this useful for an agency selling professional services websites? +

Because the proposal needs to sell credibility, not just features. This helps your agency position service pages, lead capture, SEO, intake, compliance-aware content, and client handoff in a way a law firm, consultancy, or accounting practice can actually buy into.

Can the proposal cover SEO, compliance, and self-management? +

Yes. The proposal can show Wix SEO tasks, disclaimer or privacy considerations, and the handoff the client will need to manage the site themselves after launch. That is often what closes these projects for professional services buyers.

What if the project needs custom functionality beyond standard Wix features? +

You can add that into the scope and modules section. If the site needs dynamic content, custom forms, automations, or Wix Velo work, the proposal can make that explicit so the client understands both the capability and the cost implication.