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Architecture Shortlist Proposal Template for Commercial HQs

Win your next interview with an architecture proposal template for mass-timber HQs: client brief, design concept, and energy modeling for corporate clients.

Document goalWin the shortlist interview with a proposal that pairs your design concept with modeled carbon and energy results.
Last updatedOct 20, 2026
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This template helps you turn a shortlist invitation into a proposal that wins the interview. Built-in spots for client stakes, modeled performance data, materials, and fees keep your pitch concrete.

Get the yes without leaving

Your client reads the pricing, scrolls to the agreement, and signs right there. No PDF download, no printing, no chasing.

Sections

Build proposals from proven sections

Pull in a pricing table or steps timeline, then save your best-performing hero and testimonials to reuse on the next pitch.

Your pitch looks right everywhere

Your showcase images and pricing cards hold their shape when a client opens the proposal on a phone between meetings.

Analytics editor preview

See which section sells the job

Watch heatmaps show if they lingered on pricing or skipped the gallery, then follow up while the proposal is still on their mind.

Document notification preview

Know the moment they open it

A ping tells you when your client views the proposal, leaves a comment, or signs, so you call while they're reading.

Real-time collaborative editing preview

Write the proposal together, live

Your designer polishes the gallery while you tweak pricing and steps, all in the same proposal before the deadline.

Preview

See how every part fits

The proposal opens with the client's lease deadline and your big idea, then closes with a clear August start hold. Keep, drop, or reorder any section to fit your pitch.

Shortlist Response Cover with Mass-Timber HQ Vision
section hero

Shortlist Response Cover with Mass-Timber HQ Vision

A bold opening that frames the pitch: a 68,000 sq ft mass-timber HQ and test lab heated and cooled from the ground beneath it. Sets the tone, names the practice, and signals a client-specific response.

Client Brief: Series C Growth, Lease Deadline and Stakes
section text

Client Brief: Series C Growth, Lease Deadline and Stakes

Restates the client's situation in their own terms: $140m Series C, 310 staff across three floors, a rented test lab, and a 2029 lease end. Proves you listened and frames the real decision at stake.

Big Idea Statement: Geothermal Design with No Gas Line
section text animated

Big Idea Statement: Geothermal Design with No Gas Line

A punchy animated statement of the core concept: no gas line, no cooling tower, 212 bores under the plaza. Makes the central strategy memorable and easy to repeat inside the client's team.

Design Concept Showcase: The Heat Hall Public Room
section showcase

Design Concept Showcase: The Heat Hall Public Room

Presents the signature idea: an 8,000 sq ft street-level Heat Hall with the heat pump plant behind glass and live gauges. Shows how the building becomes a product demo, with tours starting here and four floors of CLT above.

Modeled Carbon and Energy Performance Charts
section charts

Modeled Carbon and Energy Performance Charts

Charts built from an early whole-building energy model and a One Click LCA run on the concept massing. Backs the concept with credible numbers and commits to rerunning both at every design phase.

Material Palette Gallery: Five Low-Carbon Materials
section gallery

Material Palette Gallery: Five Low-Carbon Materials

A focused gallery of southern yellow pine CLT, low-carbon concrete, Texas limestone, weathering steel screens and clear glass. Explains how fewer materials mean fewer trades and less embodied carbon.

Why Us: Founding Partners Hands-On Every Week
section card

Why Us: Founding Partners Hands-On Every Week

Introduces Folake Adeyemi (design) and Erik Strand (delivery), founders since 2017, who both work on your project weekly. Builds confidence through senior attention and clear split of responsibility.

Client Testimonials from Mass-Timber and Cleantech Projects
section testimonials

Client Testimonials from Mass-Timber and Cleantech Projects

Quotes from past clients, including a COO at Lumenfold Batteries who credits the practice with a program cut that paid for the design fee. Provides social proof of honest advice and delivered results.

Transparent Fee Proposal by AIA Phase
section pricing

Transparent Fee Proposal by AIA Phase

A clear fee at 6.4% of a $35.4m construction cost, split by AIA phase, in US dollars. Lists exclusions such as engineering and itemizes whole-life carbon reporting ($38,750) and live energy add-ons.

First 90 Days Schematic Design Roadmap
section steps

First 90 Days Schematic Design Roadmap

A dated step-by-step plan from the August 2, 2027 Schematic Design start to the October 29 full presentation. Shows the client exactly what happens, when, and what they receive early on.

Next Steps After the Interview: August Start Hold
section agreement

Next Steps After the Interview: August Start Hold

Closes with a clear call to action: the August start is held until Friday, July 30, after which the mass-timber team is committed until January. Creates honest urgency and a simple path to appointment.

FAQ

Find your answers

Answers to common questions about writing architecture shortlist proposals for commercial clients and mass-timber headquarters projects.

A strong proposal should include a cover, a clear brief that restates the client's needs, your core idea, a detailed concept showing how you'll deliver it, the numbers (pricing and timeline), and supporting materials. This template covers all six sections so nothing important is missed. Together they take a client from understanding the problem to approving the budget.

Replace the placeholder text in each section, such as the cover, the brief, and the idea, with your own content. Then update the fonts, colors, and logo to match your brand identity. You can also duplicate, reorder, or delete sections like Materials so the layout fits each client.

The brief section should summarize the client's goals, challenges, audience, and expectations in your own words. Keep it to a short, focused overview that proves you understand their needs. Confirming the brief up front helps avoid scope disagreements later.

Break your costs into clear line items tied to deliverables, then show the total, payment terms, and timeline. Offering package options or tiers helps clients compare choices easily. Keep the section simple and transparent so the budget is easy to approve.

Yes, the structure of brief, idea, concept, numbers, and materials works well for design, marketing, branding, and consulting pitches. Freelancers and agencies can adapt the tone and depth to fit the project size. The Materials section lets you add portfolios, references, or mockups to support your pitch.

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