Reusable proposal template for fast SMB scoping.

Use case

Ideal for first-call scoping, outbound proposal follow-up, and documenting KPI targets before implementation begins.

# One-Page Automation Proposal

## Client Snapshot
- Business Name: [Client Business]
- Industry: [Trades / Medical / Retail / Other]
- Primary Location: [City]
- Date: [YYYY-MM-DD]
- Prepared By: [Your Agency Name]

## Executive Summary
[Client Business] is currently losing time and revenue due to [top pain point].
This proposal outlines a focused automation implementation that improves response speed,
reduces manual admin work, and increases customer satisfaction.

## Current Pain Points
- [Pain Point 1]
- [Pain Point 2]
- [Pain Point 3]

## Recommended Solution
### Workflow 1: [Workflow Name]
- Trigger: [What starts the workflow]
- Steps: [Action 1 -> Action 2 -> Action 3]
- Tools: [Tool A, Tool B, Tool C]
- Expected Result: [Outcome]

## Scope and Timeline
- Build window: 14 days
- Team requirements: Access + approvals + owner contact
- Launch readiness: Fallback + rollback + KPI dashboard

## KPI Targets (30-Day)
- Response speed: [Current] -> [Target]
- Admin hours saved: [Current] -> [Target]
- Revenue/cash impact: [Current] -> [Target]

## Investment
- Setup fee: [$X]
- Monthly support: [$Y]
- Add-ons: [If any]

## Guarantee Terms
- Quick-win target definition: [KPI target]
- Completion criteria: [How measured]
- Remedy: [Additional optimization labor until target is met]

## Next Step
- Kickoff date: [Date]
- Owner contact: [Name]
- Approvals required: [List]