Orbit violet / amber and cream

An AI software subscription proposal from an AI workspace vendor to a professional firm after a staff pilot. It covers how staff use AI today, pilot results by team, a cautious business case, data, security and admin controls, a similar firm’s results, a six-week rollout and three plans for every seat.

AI Software Subscription Sales Proposal

Overview

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Thank you for running the pilot</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want everyone at the firm to use AI safely, on an account you control, instead of their own.</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">How your firm uses AI today</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From your staff survey in September and the pilot.</p>

How AI is used today

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">What the pilot showed</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Hours saved per person each week, by team, from the pilot time logs.</p>

Hours saved per person each week

<h3>The business case, counted cautiously</h3>
<p>We count less than half of what the pilot measured: 1.5 hours a week, for 70% of staff, over 46 working weeks.</p>
<ul><li>154 people × 1.5 hours × 46 weeks = 10,626 hours a year</li><li>10,626 hours × $60 average internal cost = $637,560 a year</li><li>Business plan for 220 staff, paid yearly: $99,792</li></ul>
<p>Your finance director reviewed these figures. Time saved on billable work is not counted as extra fees.</p>

What the pilot showed

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Data, security and admin controls</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">What your IT director and risk partner asked about.</p>

<p><strong>Not included:</strong> connecting your practice management system, which we quote separately once its supplier confirms access, and any advice on professional standards, which stays with your risk partner.</p>

Data and controls

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Results for a similar client</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A 180-person accounting firm, six months after rollout.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Rollout in six weeks</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Team by team, starting on {{START_DATE}}.</p>

Rollout

<p>We work with more than 400 accounting and law firms. You will work with:</p>
<ul><li>{{SELLER_NAME}}, your account executive, for the agreement</li><li>A solutions engineer for single sign-on and admin settings</li><li>A customer success manager who runs the team lead workshop and a usage review every quarter</li></ul>
<p><strong>Support on the Business plan:</strong> chat and email with a reply within two business hours, and within an hour if nobody can sign in.</p>

Who you will work with

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Plans and fees</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Monthly prices for 220 staff. Pay yearly and save 10%. We recommend Business.</p>

$28 per person a month. Yearly billing saves $7,392.

Team

$42 per person a month. The plan in this proposal. Yearly billing saves $11,088.

Business

$60 per person a month. Yearly billing saves $15,840.

Enterprise

<p>Prices are in USD and exclude tax. The 30 pilot seats move to your plan with no gap. This proposal is valid until {{VALID_UNTIL}}.</p>

Plans and fees

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Common questions</h2>

Questions

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Next steps</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

AI Software Subscription Sales Proposal - Preview