Aria — Client Proposal Template
Intelligent Business Automation · by ARINA LLC · Los Angeles, CA
AI Automation Proposal
Prepared exclusively for [Client Name] · [Industry]
Prepared For
[Client Name]
Organization
[Company Name]
Date
[Date]
Reference
ARINA-[REF]
Valid Until
[30 days]

Executive Summary

Thank you for the opportunity to present this proposal to [Company Name]. Based on our discovery conversation, we have identified several high-impact opportunities to deploy AI automation across your [industry] operations.

ARINA proposes to deploy a tailored AI automation platform that will transform how [Company Name] captures leads, follows up with prospects, schedules appointments, generates proposals, and manages internal approvals — reducing manual effort by an estimated 60-70% across these workflows.

💡 Our commitment: Your platform will be live and operational within 5-7 business days of engagement. Every feature is already built and tested — we are configuring it for you, not building from scratch.

Your Current Challenges

Based on our conversation, we understand [Company Name] is currently experiencing:

  • [Challenge 1 — e.g., Leads coming in through the website but no automated follow-up]
  • [Challenge 2 — e.g., Hours spent manually writing proposals for each prospect]
  • [Challenge 3 — e.g., No visibility into the sales pipeline or lead status]
  • [Challenge 4 — e.g., Appointment scheduling handled manually via email and phone]
  • [Challenge 5 — e.g., Approval processes slow and undocumented]

These challenges are costing [Company Name] in lost leads, wasted staff time, and missed revenue opportunities. ARINA's platform addresses each of these directly.

Proposed Solution

We propose deploying the following ARINA modules, configured specifically for [Company Name]'s workflows and branded to your identity:

Module What It Does for You Setup /Month
🤖 AI Assistant (Sophia) Answers prospect questions 24/7, captures leads from your website $500 $197
🎯 Lead Capture + CRM Scores, tracks, and manages every lead in a real-time pipeline dashboard $500 $197
⚡ Auto-Response Emails Instant personalized acknowledgement emails to every new lead $300 $97
📅 Appointment Scheduling Prospects book discovery calls with automatic confirmations $500 $197
📄 AI Document Generation Professional proposals generated in 10 seconds per lead $750 $297
📧 Email Follow-up Sequences 3-step automated follow-up stopping automatically when prospect responds $500 $197
Professional Package Total $3,050 $1,182/mo
Professional Bundle Price $3,500 $997/mo

Bundle pricing saves $185/month vs individual module pricing.

Implementation Timeline

1

Day 1 — Kickoff & Configuration Brief

We collect your brand assets, industry knowledge base content, email templates, and workflow preferences.

2

Days 2-4 — Platform Configuration

ARINA configures all modules for your business, sets up your CRM pipeline stages, trains Sophia on your services, and connects your email accounts.

3

Day 5 — Review & Testing

You review the configured platform. We run end-to-end testing of all workflows together.

4

Days 6-7 — Go Live & Training

Platform deployed to your domain. 2-hour training session for your team. You are fully operational.

5

Ongoing — Monthly Support & Optimisation

Monthly check-in, performance review, and continuous improvements included in your retainer.

Investment Summary

One-Time Setup Fee: $3,500
Monthly Retainer: $997/month
Contract Term: Month-to-month — no long-term commitment
Go-Live: 5-7 business days from signed agreement

This investment typically pays for itself within the first 30-60 days through recovered leads, reduced proposal time, and increased conversion from automated follow-up sequences.

Terms & Conditions

  • This proposal is valid for 30 days from the date above
  • Setup fee is due upon signed agreement to commence configuration
  • Monthly retainer billed on the 1st of each month from go-live date
  • 30-day written notice required to cancel — no penalties
  • All data remains the property of [Company Name] at all times
  • Platform can be transferred to client's own hosting upon request

Acceptance

By signing below, [Company Name] agrees to engage Aria for the services described in this proposal under the terms outlined above.

Authorized by — Aria
James Roberts
Founder, Aria
Accepted by — [Company Name]
[Client Name]
[Title], [Company Name]