TEMPLATE: Replace every [BRACKET] with client info before sending.
Or use URL params: ?client=BusinessName&owner=Dr+Smith&email=...&city=...&industry=...&tier=2&setup=697&monthly=159&discount=Launch
· Takes ~5 minutes to personalize · Print to PDF or send the link directly.
Prepared exclusively for [OWNER FIRST NAME] · [DATE]
Prepared For
[OWNER FIRST & LAST NAME]
[BUSINESS NAME]
[CITY, STATE]
[EMAIL ADDRESS]
Proposal Details
Date: [TODAY'S DATE]
Valid for: 14 days
Service: [Tier 1: Frontline AI / Tier 2: Frontline AI + Website]
Industry: [HVAC / Plumbing / etc.]
Proposal Valid Until[DATE + 14 DAYS]
The Opportunity
What's Happening on Your Website Right Now
When a potential customer visits [BUSINESS NAME]'s website outside business hours — at night, on weekends, or while you're on a job — they have no way to get an immediate answer. Most of them leave and call a competitor who responds faster.
Frontline AI changes that. It answers their questions instantly, captures their contact information, and flags urgent requests so you can follow up the moment you're free.
You wake up with a lead list instead of missed calls.
Scope of Work
What's Included
Frontline AI — Custom Trained
Built on [BUSINESS NAME]'s services, hours, service area, FAQs, and pricing ranges.
Website Installation
Embedded on your site with one line of code. Works on any platform.
Lead Capture & Notifications
Collects name, phone, and request — notifies you instantly by text and email.
Review & Approval
You test it before it goes live. We revise until you're satisfied.
Fully Managed Hosting
No server, no WordPress, nothing to maintain on your end — ever.
Ongoing Updates
Hours changed? New service? We update it at no extra charge.
Our guarantee: You don't pay the setup fee until you've reviewed Frontline AI and approved it. If you request changes, we make them first — no charge. You only pay when you're satisfied with what we built.
Our Process
How We Work
Step 01
Diagnose
We audit your business — services, hours, frequently asked questions, and how your ideal customer speaks. We map out every conversation Frontline AI needs to handle before we write a single line.
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Step 02
Deploy
We build and train Frontline AI on your specific business, test it internally, and send you a preview link. You review it, we revise until you're happy, and then we install it live on your site.
→
Step 03
Expand
Once live, Frontline AI gets smarter over time. We review monthly reports together, update its knowledge as your business changes, and identify opportunities to capture more leads.
Timeline
What Happens After You Say Yes
Today
You receive the onboarding form 10 minutes to complete. Covers your services, hours, FAQs, service area, and tone. We take it from there.
Days 1–3
We build Frontline AI Our team trains it specifically on [BUSINESS NAME] — your services, hours, pricing, FAQs, and tone. You don't need to do anything during this phase.
Days 3–5
Internal testing and refinement We test it as if we were a real customer, fine-tune the responses, and prepare your review link.
Days 5–7
You review and approve We send you the preview link. Test it like a real customer. Request any changes — we revise until you're happy.
Day 7
Goes live on your website We install it and confirm it's working. You receive a "you're live" email with a summary of everything set up.
Monthly
Performance report delivered Conversations, leads captured, top questions asked. We flag anything worth your attention and update the AI as needed.
Next Steps
Ready to Move Forward?
1
Reply to this email or call Renato — let us know you'd like to proceed and we'll get the onboarding form to you within the hour.
2
Fill out the 10-minute onboarding form — your business info, services, hours, FAQs. We do everything from here.
3
Review and approve Frontline AI — we'll send a preview link. Test it, request changes, approve it when you're happy.
4
Goes live on your website — Frontline AI starts capturing leads immediately. Every time a visitor leaves their name and phone, you get an instant notification with their details and what they need. The setup fee is invoiced after approval.
Accept
Approve This Proposal
Ready to move forward? Click below to accept this proposal. It opens a pre-filled confirmation email — just hit send and we’ll get your onboarding form over within the hour.
✓ Thanks — your acceptance email is ready to send. We’ll follow up right away.
By accepting, you’re approving the scope and pricing above. No payment is due until you’ve reviewed and approved the final build.
Delta Hub Media