Appendix B: Example Proposals

Real proposal structures for different engagement types.

Example 1: Small Engagement ($25-50K)

For a qualified buyer like a COO or VP Engineering at a growth-stage startup.

Executive Summary

Based on our conversation, [Company] is facing challenges with AI extraction accuracy that are impacting customer satisfaction and team efficiency. This proposal outlines how we can improve your extraction accuracy from 60% to 85%+ within 6 weeks.

Current Situation

Challenges: - Current extraction accuracy at 60%, causing manual review bottleneck - Engineering team spending 20+ hours/week on data cleanup - Customer complaints increasing due to data quality issues

What's at Stake: - $50K/month in engineering time on manual workarounds - Customer churn risk from quality issues - Competitor launching similar product with higher accuracy

Objectives

Achieve 85%+ extraction accuracy on core document types
Reduce manual review time by 75%
Establish evaluation framework for ongoing improvement

Approach

Week 1-2: Assessment and baseline - Audit current system architecture - Establish evaluation metrics - Identify quick wins

Week 3-5: Implementation - Optimize extraction pipeline - Implement confidence scoring - Build evaluation dashboard

Week 6: Handoff and documentation - Team training session - Documentation and runbooks - Support transition plan

Investment Options

Option	Investment	Best For
Advisory	$15,000	Teams with strong internal capacity
Implementation	$35,000	Teams needing hands-on support
Comprehensive	$50,000	Maximum speed and certainty

Recommended: Implementation option includes direct execution plus team training.

Payment Terms

Standard: 50% upon agreement, 50% at Week 4
Prepayment: 10% discount for full payment at signing

Guarantee

If we don't achieve 80%+ accuracy improvement by Week 6, we'll continue working at no additional cost until we do, or refund 50% of the engagement fee.

Next Steps

Select your preferred option
Sign agreement and submit initial payment
Schedule kickoff call for next week
Begin assessment phase

Example 2: Enterprise Engagement ($100-200K)

For a larger organization with multiple stakeholders and complex requirements.

Executive Summary

[Enterprise Company] is pursuing an AI integration initiative to enhance their CRM platform. This proposal addresses the comprehensive needs identified in our discovery sessions, including processing scale, legal compliance, and competitive positioning against agile startups.

Situational Assessment

Current State: - Processing 400,000+ customer interactions monthly - Legacy systems limiting AI integration opportunities - Competitors (including YC-backed startups) moving faster - Legal and privacy requirements for enterprise customers

Objectives: 1. Deploy scalable AI-powered customer intelligence 2. Achieve compliance with enterprise security requirements 3. Establish competitive advantage in AI capabilities 4. Build internal AI competency for ongoing development

Success Metrics: - Customer insight accuracy benchmarked against human review (target: 90%+) - Processing latency under 500ms for real-time applications - Compliance certification achieved - Internal team capable of ongoing development

Proposed Approach

Phase 1: Foundation (Weeks 1-4) - Architecture design and security review - Compliance framework establishment - Core infrastructure deployment

Phase 2: Development (Weeks 5-12) - AI model development and optimization - Integration with existing CRM systems - Testing and validation protocols

Phase 3: Deployment (Weeks 13-16) - Staged rollout with monitoring - Team training and documentation - Performance optimization

Phase 4: Transition (Weeks 17-20) - Full production deployment - Knowledge transfer completion - Advisory transition planning

Investment Options

Option 1: Strategic Advisory ($25,000/month) - Weekly strategy sessions with leadership - Architecture guidance and review - Vendor evaluation support - Best for: Teams with strong implementation capacity

Option 2: Comprehensive Implementation ($150,000) - Everything in Option 1 - Direct implementation support - Team training program - 30 days post-deployment support - Best for: Teams needing hands-on execution

Option 3: Premium Partnership ($250,000) - Everything in Option 2 - Access to AI specialist network - Extended support (6 months) - Executive briefings and board presentations - Hiring support for AI roles - Best for: Maximum speed and strategic depth

Joint Accountability

Consultant Responsibilities: - Technical architecture and implementation guidance - AI model development and optimization - Team training and knowledge transfer - Ongoing strategic advisory

Client Responsibilities: - Designated project lead with decision authority - Access to technical team (minimum 2 engineers) - Timely access to systems and data - Weekly 1-hour leadership review

Investment Summary

Option	Investment	Timeline
Strategic Advisory	$25,000/month	Ongoing
Comprehensive	$150,000	20 weeks
Premium Partnership	$250,000	20 weeks + 6 months

Payment Terms

50% upon agreement
50% at Phase 3 kickoff (Week 13)
Alternative: 15% discount for full payment at signing

Next Steps

Stakeholder alignment meeting
Option selection and agreement signing
Kickoff within 2 weeks of signing
Phase 1 completion review at Week 4

Example 3: Advisory Retainer ($10-25K/month)

For ongoing strategic relationships after successful implementation.

Context

Following our successful [previous project], this proposal outlines options for ongoing advisory support to maximize your AI investment and continue strategic development.

Current Situation

AI system successfully deployed and operational
Team gaining confidence with day-to-day management
New opportunities emerging for AI expansion
Occasional need for expert guidance on edge cases

Advisory Options

Tier 1: Maintenance Advisory ($8,000/month)

Included: - Monthly 90-minute strategy session - Email support (24-hour response) - Quarterly system health review - Access to resource library

Best for: Teams with strong internal capacity needing occasional guidance

Tier 2: Active Advisory ($15,000/month) [RECOMMENDED]

Everything in Tier 1, plus: - Weekly 60-minute sessions - Slack channel with same-day response - Team office hours (bi-weekly) - Vendor evaluation support - Proactive opportunity identification

Best for: Teams actively expanding AI capabilities

Tier 3: Strategic Partnership ($25,000/month)

Everything in Tier 2, plus: - On-demand access (phone/video) - Expert network access for specialized questions - Executive team presentations - Hiring support and interview assistance - Priority response (4-hour SLA)

Best for: Organizations where AI is strategic priority

Terms

3-month minimum commitment
Quarterly review and adjustment
30-day notice for changes
Can upgrade/downgrade between tiers

Value Delivered

Based on our previous engagement: - $X in efficiency gains achieved - Y% improvement in [key metric] - Team capability significantly increased

Ongoing advisory ensures you continue capturing value and identify new opportunities.

Next Steps

Select preferred tier
Sign advisory agreement
Schedule first session
Begin ongoing relationship

These examples illustrate structure and approach. Always customize based on your specific client situation, industry, and the outcomes of your discovery conversations.