The proposal is where deals are won. Here is the template that closes at 41%.
Proposal Structure
Page 1: Executive Summary (their words, not yours)
Restate their problem using the exact language from the discovery call. Show you listened. Include 1-2 data points they mentioned.
Page 2: The Opportunity
Quantify their current cost: "Your team spends 20 hours/week on [task] = $78,000/year."
Show the after state: "AI reduces this to 3 hours/week = $11,700/year."
Net savings: $66,300/year.
Page 3: Three Options
- Option A ($5K): Core automation only — the quick win
- Option B ($15K): Full suite + training — most popular
- Option C ($30K): Everything + custom agents + 6-month support
Page 4: Timeline and Process
Week-by-week breakdown. Specific deliverables. Clear milestones.
Page 5: ROI Summary
Investment: $15,000. Annual savings: $66,300. ROI: 4.4x. Payback: 2.7 months.
Why Three Options Work
The client compares options against each other, not against zero. 70% choose the middle option (by design). Nobody feels pressured.
Complete proposal templates and scripts: wedgemethod.gumroad.com/l/ai-consulting-pricing-bible
Top comments (0)