Proposal Template
Proposal Structure
1. Cover Page
[BUSINESS NAME]
AI Automation Proposal
Prepared for: [Client Name]
Prepared by: [Your Name], [Your Company]
Date: [Date]
2. Executive Summary (1 paragraph)
Template:
[Client Name] is losing [specific problem: leads, time, revenue] due to [root cause: slow response, manual processes, no follow-up]. This proposal outlines how [Your Company] will implement an AI-powered automation system that [specific outcome: responds to leads in under 5 minutes, recovers X% of lost opportunities, saves Y hours per week]. Based on your current metrics, we project [ROI statement: this investment will pay for itself after closing just N additional deals per month].
3. Current State Assessment
What we learned in discovery:
| Area | Current State | Impact |
|---|---|---|
| Lead response time | [X hours/days] | Lost opportunities |
| After-hours coverage | [None/voicemail] | Missed emergency calls |
| Follow-up process | [Manual/inconsistent] | Leads falling through cracks |
| Review generation | [Manual/none] | Below competitive rating |
| Booking process | [Phone only] | Friction, no-shows |
4. Investment
Setup (One-Time)
| Item | Investment |
|---|---|
| System configuration & setup | $[X] |
| Workflow design & automation | $[X] |
| Voice AI training & deployment | $[X] |
| Testing & training | $[X] |
| Total Setup | $[Total] |
Monthly Management
| Tier | Monthly | Includes |
|---|---|---|
| [Recommended Tier] | $[X]/mo | [Key features] |
5. ROI Projection
Based on your numbers:
| Metric | Current | Projected | Improvement |
|---|---|---|---|
| Lead response time | [X] hours | <5 minutes | [Y]% faster |
| Lead conversion rate | [X]% | [Y]% | +[Z]% |
| Monthly leads captured | [X] | [Y] | +[Z] |
| Reviews per month | [X] | [Y] | +[Z] |
The math:
With your average deal value of $[Y], you only need to close [N] more deals per month to cover your entire investment. Everything beyond that is profit.
6. Implementation Timeline
| Week | Phase | Activities | Your Involvement |
|---|---|---|---|
| 1 | Foundation | Account setup, integrations | 1 hr: Access credentials |
| 2 | Build | Workflows, forms, sequences | 30 min: Content review |
| 3 | Advanced | Voice AI, scoring, testing | 1 hr: Testing calls |
| 4 | Launch | Training, go-live, support | 2 hrs: Training session |
Total time commitment from you: ~5 hours over 4 weeks
7. What Happens Next
Option A: Let's Get Started
- Sign agreement and submit setup payment
- Schedule kickoff call within 48 hours
- Receive onboarding questionnaire
- We begin building immediately
Option B: Questions First
- Schedule a 15-minute call to address any concerns
- [CALENDAR LINK]
Objection Responses
"It's too expensive"
"I hear you. Let me ask—if this system helps you close just [N] more deals per month, that's $[X] in additional revenue. Does that change how you see the investment?"
"We need to think about it"
"Of course. What specifically would you need to see or know to feel confident moving forward?"
"We've tried automation before"
"What happened? I'd love to understand what didn't work so we can make sure this is different."