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.
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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 |
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