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.
Delta Hub Media
Custom Proposal

Helix AI
for [CLIENT BUSINESS NAME]

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: Helix AI / Tier 2: Helix 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.

Helix 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

Helix 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.
Monthly Performance Report Conversations logged, leads captured, top questions — emailed monthly.
New Website (Tier 2) Modern, mobile-friendly site — services, photos, contact, and reviews section.
Investment

Pricing — Simple and All-Inclusive

One-Time Setup Fee
$397
Covers build, training, installation & review. Due only after you approve the final version.
Monthly Retainer
$99/mo
Hosting, maintenance, updates & monthly report. Cancel anytime — no contract.
Our guarantee: You don't pay the setup fee until you've reviewed Helix 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 Helix AI needs to handle before we write a single line.

Step 02

Deploy

We build and train Helix 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, Helix 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 Helix 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 Helix AI — we'll send a preview link. Test it, request changes, approve it when you're happy.
4
Goes live on your website — Helix 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.