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Update · 3 min read

The proposal builder

One editor for the whole trip. Add the days, drop in the courses and the hotel, and the price keeps up as you build.

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The proposal builder

For most agencies, a golf trip starts life scattered across half a dozen places. The client's details sit in a CRM or an inbox. The courses live in your head, or in a bookmarks folder. Hotel rates are buried in old emails, and the sums happen in a spreadsheet that only you understand. Building a proposal means gathering all of that by hand, every time, and hoping nothing drifted between the tools.

The proposal builder replaces that with one place. You name the client, and you're straight into an editor where the whole trip comes together day by day. Dates, region and group size are part of the trip, so you set them as you build rather than guessing them up front.

Build it one day at a time

Inside the editor you build the trip one day at a time, the same way you'd talk a client through it. Day one, two rounds and a hotel. Day two, a transfer and an afternoon off. Each day holds whatever actually happens on it, and you add, reorder and remove until the days read like a real trip.

Where the pieces come from

You're not typing everything from scratch. Rounds come from the course database, so a course arrives with its photo, description and location already attached. Hotels come from your own catalog, at the rates you negotiated. Transfers, restaurants and activities come from your own saved suppliers too. You build each of those once, and from then on they're a couple of clicks away in any trip.

AI helps, but it never takes over

If you want a running start, Generate with AI drafts a day-by-day from the trip basics and you edit from there. It's a starting point, not a decision. If you'd rather build the trip yourself, that's the real tool and not a fallback. Plenty of experienced designers skip the AI completely and just build, because they already know which courses sit close enough to play in the same week.

Pricing that keeps up

You price the trip as you build it, in the same screen. Set your margin and RoundPlan works out the golfer and non-golfer split on its own. Your costs and your margin stay on your side. What the client sees is up to you: most agencies show one all-in package price, and you can itemise it when a group would rather see the trip broken down. Swap a five-star for a four or add a round, and the price moves with the trip instead of drifting out of date in a spreadsheet.

The ones who come along and don't play

Plenty of golf groups aren't all golfers. A partner comes for the week, joins the dinners and skips the tee times, and the price should say so. You set how many are playing and how many aren't, then mark the rounds and anything else only the golfers are on. The non-golfer price drops those lines by itself, and the group total comes from the two prices rather than one.

Nothing gets rebuilt when they say yes

Saying yes doesn't start a second version of the trip somewhere else. The days, the courses and the numbers carry straight through into the trip you now have to run, so nobody rekeys anything and the group gets the week you sold them.

Start a new trip and build it day by day, from an AI draft or by hand. The proposal takes shape as you go, and the client sees one clean price at the end.

Keep reading
Update · September 8, 2026
Split payments for group trips
Update · August 26, 2026
Import your rates and suppliers

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