AI automation and AI services proposal templates
An AI services proposal explains the process you will automate, how you will test it, what the client must provide, how reliability is measured and what it costs to build and run. These templates cover pilots, builds, managed retainers and readiness work.
See the templatesDiscovery and pilots
AI Discovery and Roadmap
Find and prioritise AI opportunities.
AI Agent Pilot and Proof of Value
A time-boxed pilot with agreed success measures.
AI Governance and Readiness
Policies, risks and readiness before rollout.
Agents and assistants
AI Customer Support Agent
An agent that answers and routes support requests.
AI Voice Receptionist
A voice agent for calls and bookings.
AI Knowledge Assistant and RAG
An assistant grounded in the client’s documents.
AI Lead Qualification
Qualifying and routing inbound leads.
AI Internal Copilot Integration
A copilot connected to internal tools.
Automation and operations
AI Workflow Automation
Automating a business process end to end.
n8n Workflow Automation
Workflows built and hosted on n8n.
Make and Zapier Automation
Automations on Make or Zapier.
AI Document Processing
Extracting and checking data from documents.
Managed AI Automation Retainer
Ongoing monitoring and improvement of automations.
AI Agent Evaluation and Reliability
Testing and improving agent quality.
AI Team Training and Enablement
Training staff to use AI tools well.
How to choose and adapt a template
Start with a pilot when risk is high
A short paid pilot with agreed measures is easier to approve than a full build.
Separate build and running costs
Show your fee, model and platform usage, and any monthly support as separate lines.
Say how quality is checked
Describe the test set, review steps and who signs off before launch.
Frequently asked questions
What should an AI automation proposal include?
The current process, what will be automated, data and access the client must provide, how the system is tested, how errors are handled, the rollout plan, build and running costs, and ongoing support.
How should I price AI automation work?
Common structures are a fixed-price pilot, a milestone-based build, and a monthly retainer for monitoring and improvements. Keep usage-based costs such as model and platform fees separate from your fee.
Can I promise time or cost savings?
Describe expected benefits as goals and say how they will be measured. Results depend on the client’s data, adoption and processes.
Start from a template.
Preview any template, then customise it with your client’s details. The trial is free for 14 days.