Proposal outline

A short, one-page proposal. Fill the brackets from the call. Everything ties to the work coming in and the agents that catch it.

1. Where you are

Two or three sentences in their words. [How inbound is handled today and the specific place it slips, e.g. "About [X] calls a week go to voicemail, quotes go out with no follow-up, and your admin stays late keeping the CRM current."]

2. What we'll put on it

The agents you're starting with, each with the job it owns for them:

• AI Front Desk [the channels it answers: phone, email, chat]
• AI Follow-Up [the leads and quotes it chases, and the cadence]
• AI Scheduling [what it books and confirms]
• AI Admin [the CRM and documents it keeps current]

Start with [the one agent], add the rest as the wins stack up.

3. How we run it

We connect the agents to your existing phone, inbox, calendar, and CRM. You set the voice, what a good lead looks like, and when to escalate. They run 24/7 and hand off to your team the moment a human is needed, with the full thread attached. You bring your own AI keys, so your data stays yours.

4. Timeline

• Days 1 to 2: connect your tools, set the voice and escalation rules.
• Day [X]: first agent live, answering and following up.
• Ongoing: add agents as you grow; we tune them to how you work.

5. Investment

From $149/mo per agent. Start with [one agent] at $149/mo. [If fully built: $1,500 one-time build plus $149/mo per agent.] Bring your own AI keys. Live in days. No long contract.

6. Why us

Our co-founder drove +172% recurring revenue as CEO of Blue Eye. We run these exact agents on our own front desk, follow-up, and billing first, so they answer our calls and chase our quotes before they touch yours.

7. Next step

Reply yes and we connect your first agent this week. Or book the kickoff here: [link].