# AI Automation Proposal Template

## 1. Client Problem

Summarize the workflow problem in one paragraph.

Example:

```text
The support team spends 12-15 hours per week triaging repeat tickets and drafting replies from help docs. Response time suffers during busy periods, and escalation rules are inconsistent.
```

## 2. Proposed Workflow

| Area | Details |
| --- | --- |
| Trigger |  |
| Source systems |  |
| AI task |  |
| Human approval |  |
| Final output |  |
| Success metric |  |

## 3. Deliverables

- workflow brief
- prototype workflow
- prompts and output schema
- tool/integration setup
- QA test cases
- handoff document
- team training session
- monitoring plan

## 4. Out Of Scope

State exclusions clearly:

- new workflows
- custom app development
- unsupported integrations
- unlimited revisions
- autonomous customer-facing actions
- data cleanup not specified in scope

## 5. Pricing

| Item | Price |
| --- | ---: |
| Discovery and workflow design |  |
| Implementation |  |
| Testing and documentation |  |
| Training |  |
| Monthly support |  |

## 6. Acceptance Criteria

The pilot is accepted when:

- test cases pass agreed threshold
- owner can operate the workflow
- approval path works
- documentation is delivered
- baseline metric is measured

Related A8gent pages:

- `/tools/ai-agency-pricing-calculator`
- `/templates/client-discovery-call-script`
- `/courses/ai-agents-for-agencies-course`