Better proposals, faster closes. Use when creating AI agent pricing, automation proposals, ROI calculations, or sales materials. Generates professional pricing pages, case studies, and closing scripts for AI automation services.
Create winning proposals that close deals faster.
| Need | Action |
|---|---|
| Full proposal | → Generate Proposal (below) |
| Calculate ROI | → references/roi-calculator.md |
| Pricing page | → assets/templates/pricing-page.md |
| Case study | → assets/templates/case-study.md |
| Objection handling | → references/closing-scripts.md |
Ask the client:
Hours saved/month: [X]
Fully-loaded cost/hour: $[Y] (salary + overhead)
Monthly value created: X × Y = $[Z]
Annual value: Z × 12 = $[A]
Your price target: 10-25% of annual value
| Model | Best For | Structure |
|---|---|---|
| Monthly Retainer | Predictable, ongoing | $X/mo flat fee |
| Usage-Based | Variable workloads | Base + per-task |
| Value Share | High-impact, trusted | % of savings |
| Project | One-time builds | Fixed price |
Use this structure:
# [Company Name] AI Automation Proposal
## The Problem
[1-2 sentences on their pain point]
## The Solution
[Your AI agent description - 3 bullets max]
## Expected Results
- Save [X] hours/week
- Reduce errors by [Y]%
- [Specific outcome they mentioned]
## Investment
| Item | Price |
|------|-------|
| Setup (one-time) | $X |
| Monthly service | $Y/mo |
## ROI Summary
- Monthly value created: $Z
- Monthly investment: $Y
- Net gain: $[Z-Y]/month
- Payback: [days] days
## Next Steps
1. Sign this proposal
2. [X] days: Discovery call
3. [Y] days: Agent delivered
4. [Z] days: Full deployment
---
Valid for 7 days
Base: $99/mo (includes 500 tasks)
Tasks: $0.02 each over 500
API calls: $0.001 each
AI tokens: Pass-through + 20%
Example:
- 2,000 tasks = $99 + (1,500 × $0.02) = $129/mo
Discovery: 2-hour paid session ($500)
→ Identifies automation opportunity
→ Documents current costs
Proposal:
- Setup fee: 1 month of savings
- Monthly: 15-20% of ongoing savings
- Minimum: $500/mo
Example:
Client saves 40 hrs/mo at $50/hr = $2,000/mo value
- Setup: $2,000
- Monthly: $400/mo (20%)
- Annual: $6,800 (you) vs $24,000 (value) = 3.5x ROI for client
| Tier | USD | NIS (inc. VAT) |
|---|---|---|
| Starter | $297 | ₪1,290 |
| Growth | $697 | ₪2,990 |
| Scale | $1,997 | ₪7,990 |
Show the expensive option first. Makes mid-tier feel reasonable.
"This automation saves you $4,000/mo" not "This costs $500/mo"
$297 feels researched. $300 feels rounded/arbitrary.
"Includes setup, training, and 30-day support" > listing each
"Price valid for 7 days" or "Next 3 clients get..."
20% discount for annual = better cash flow, lower churn
| Objection | Response |
|---|---|
| "Too expensive" | "Let's look at what it costs you NOT to do this..." |
| "Need to think" | "Of course. What specifically would you need to know?" |
| "Can't decide alone" | "Let's set up a call with [stakeholder] together" |
| "Build in-house" | "That's months + $X in salary. We're live in 2 weeks" |
| "Cheaper competitor" | "What's missing from their solution?" |
See references/closing-scripts.md for full responses.
Subject: [Company] AI Automation Proposal
Hi [Name],
Great call today. As promised, here's the proposal for automating [task].
Summary:
- Problem: [pain point]
- Solution: [AI agent type]
- Investment: $X/mo
- ROI: Xх within [Y] months
[Link to proposal]
I'm available [times] for questions. The proposal is valid until [date].
Best,
[You]
| Topic | File |
|---|---|
| ROI Calculator | references/roi-calculator.md |
| Closing Scripts | references/closing-scripts.md |
| Pricing Psychology | references/pricing-psychology.md |
| Template | File |
|---|---|
| Pricing Page HTML | assets/templates/pricing-page.md |
| Case Study | assets/templates/case-study.md |
| Proposal PDF | assets/templates/proposal.md |
| Invoice | assets/templates/invoice.md |