What you can use from day one
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Quotes & ProposalsProposals in your branding that clients sign on their phone.
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Invoice GeneratorThe deposit invoice from the signed proposal in one click, with reminders.
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CRMEvery client, call and proposal on one record.
Claire signed on her phone at 19:15
Vikram sent the deposit invoice at 19:16. Here are the screens from Vikram’s day in the film.
Mistry Leadership Coaching and Claire are made up. Every screen is real Raq.com.
What do you want off your plate first?
Starting with
Raq.com for consultants and coaches
Coaching enquiries arrive while you’re in a session. Raq.com helps you send a proposal in your own branding that the client can accept on their phone, with the deposit invoice one click away.
Free trial, no credit card. Voice Calls is on the Professional plan and above.
Vikram’s day, from the call to the deposit
Pick a time to see that screen from the film, or play the film from there.
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10:42 Call answered
Claire rang while Vikram was with a client
Claire Moss asked for a quote for leadership coaching, having just taken over as general manager of her family’s print firm. She leads about 20 people and would like to meet in person. The assistant said Vikram would send a quote today.
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Evening Quote asked for
That evening, Vikram asked ChatGPT
Quote Claire Moss for leadership coaching from this morning’s call. Our prices, 360 feedback as an optional extra, and a 25% deposit.
- Voice Calls Read this morning’s call from Claire Moss
- CRM Find Claire Moss
- Quotes & Proposals Read your price list
- Quotes & Proposals Create “Leadership coaching for Claire Moss”
- Quotes & Proposals Add it to her CRM record as a quote, with Claire to sign
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19:12 Quote sent
Vikram checked the quote and sent it
- Quote
- Leadership coaching for Claire Moss
- Total
- £2,424.00 including VAT
- Deposit
- 25%, £606.00
ChatGPT priced it from Vikram’s saved price list, in Mistry Leadership Coaching’s logo and colours.
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19:15 Signed
Claire added the 360 feedback and signed
- Optional extra
- 360-degree feedback, up to 10 colleagues, £480.00
- New total
- £3,000.00 including VAT
- Deposit
- £750.00
Claire ticked the extra and signed on her phone, and Vikram was told straight away.
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19:16 Deposit invoice
One click made the deposit invoice
- Invoice
- INV-00163
- Amount
- £750.00
- Due
- 3 Nov 2026
Raq.com Invoice Generator takes card payments on the invoice and chases late ones.
The quote Claire signed
Raq.com Quotes & Proposals drafts it with your logo and colours from Brand Guidelines, and you check the prices. Save your prices once and pick them into each quote, or let a connected AI app do it. Customers open it on their phone, tick any optional extras and sign to accept.
- Prices
- Picked from Vikram’s saved price list, with VAT at 20%
- Optional extra
- 360-degree feedback, up to 10 colleagues, ticked by Claire
- Deposit
- 25% on acceptance, invoiced in one click
Accepted by Claire Moss on 20 October 2026
QP-CM5L9X
Coaching for your new role
Six sessions over six months, with a review at the end.
Claire, thanks for your call this morning
Taking over the family firm and leading twenty people is a big step, and the first six months matter most. Here is what I would suggest: an opening session to agree your goals, six sessions of 90 minutes, one a month, then a review of what has changed.
| Opening session and coaching plan 1 session × £295.00 | £295.00 |
|---|---|
| Coaching sessions, 90 minutes each 6 sessions × £250.00 | £1,500.00 |
| Six-month review and written summary 1 review × £225.00 | £225.00 |
| 360-degree feedback, up to 10 colleagues Optional, added 1 survey × £480.00 | £480.00 |
| Subtotal | £2,500.00 |
| VAT at 20% | £500.00 |
| Total | £3,000.00 |
| Deposit on acceptance | £750.00 |
The four tools in the film
All four come with one Raq.com subscription, which has over 75 tools in all.
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Voice Calls
Answered Claire’s call on the business line, then recorded, transcribed and summarised it.
Professional plan and above, after an approval check. Calls are charged per minute.
About Voice Calls in Raq.com -
CRM
Keeps Claire’s details, the call and the quote together on one record.
About CRM in Raq.com -
Quotes & Proposals
Built the quote from Vikram’s own prices and branding, and took Claire’s signature.
About Quotes & Proposals in Raq.com -
Invoice Generator
Made the deposit invoice from the signed quote. It takes card payments and chases late ones.
About Invoice Generator in Raq.com
Also useful for consultants and coaches
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Form BuilderBuild branded forms with 17 question types, AI generation, and response analytics.
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E-SignSend documents for electronic signatures with templates, bulk send, and a full audit trail.
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Client PortalBranded external workspaces where clients view files, approve work, answer questions, and send uploads, all behind a magic link.
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Marketing CampaignsTurn a rough brief into a campaign plan with assembled forms, copy, automations, and collected results.
You don’t need ChatGPT
Vikram asks ChatGPT for the quote in the film. You can build the same quote yourself in Raq.com, from the same price list and branding. If you already use ChatGPT, Claude or another AI app, connect it and it can do the work for you.
Common questions
Can I use my own prices?
Yes. Save your prices once in Quotes & Proposals and pick them into each quote. When you describe a job, Raq.com drafts the prices for you to check and change before anything is sent.
What about the AI receptionist in the film?
That’s Raq.com Voice Calls. It’s on the Professional plan and above, needs an approval check, and tells callers at the start that the call is handled by an AI assistant.
Can customers pay the deposit by card?
Yes, once you connect your Stripe account. Raq.com Invoice Generator puts a Pay now button on the invoice and sends reminders when one is overdue.
What does it cost?
One Raq.com subscription covers over 75 tools, with plans from $39 a month. Voice Calls needs the Professional plan or above and an approval check, and calls are charged per minute. See plans and pricing.
Try it on your next enquiry
Add your prices and logo, then send your first quote from Raq.com. Free trial, no credit card.
The business, people and prices in this film are made up for demonstration and privacy purposes. Every screen is real Raq.com.