HOW TO USE THIS TEMPLATE: Replace every [BRACKET] with the client's info before sending. Takes ~5 minutes. Print to PDF or send the link directly.
Custom Proposal

AI Chat Assistant
for [CLIENT BUSINESS NAME]

Prepared exclusively for [OWNER FIRST NAME] · [DATE]
Delta Hub Media
Renato
renato@deltahubmedia.com
deltahubmedia.com

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: AI Chat / Tier 2: Website + Chat]
Industry: [HVAC / Plumbing / etc.]


Thank you for your time, [FIRST NAME]. This proposal outlines exactly what we'll build for [BUSINESS NAME], what it costs, and how quickly we can have it live on your site.

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.

An AI assistant 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.

What We're Building for You

Deliverable Description Included
AI Chat Assistant Trained on [BUSINESS NAME]'s services, hours, service area, FAQs, and pricing ranges
Website Installation Embedded directly on [WEBSITE URL] — one line of code, works on any platform
Lead Capture Collects name, phone, and service request — notifies you immediately
Review & Approval You test it before it goes live. We revise until you're happy.
Ongoing Hosting Fully managed — no server, no WordPress, nothing to maintain on your end
Monthly Updates Hours changed? New service added? We update it at no extra charge
Monthly Report Conversations logged, leads captured, top questions asked — emailed to you monthly

Pricing — Simple and All-Inclusive

One-Time Setup Fee

$397
Covers build, training, installation & review. Due after you approve the final version.

Monthly Fee

$89/mo
Hosting, maintenance, updates & monthly report. Cancel anytime — no contract.

Our guarantee: You don't pay the setup fee until you've reviewed the AI assistant and approved it. If you request changes, we make them first — no charge. You only pay when you're satisfied with what we built.

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.
Hours 1–48
We build your AI assistant — trained specifically on [BUSINESS NAME]. You won't need to do anything during this phase.
Day 2–3
You review and approve — we send you a preview link. Test it yourself. Ask it questions a real customer would ask. Request any changes.
Day 3
Goes live on your site — we install it and confirm it's working. You receive a "you're live" email with a summary of everything that's set up.
Monthly
Performance report delivered — conversations, leads captured, top questions. We flag anything worth your attention.

Ready to Move Forward?

  1. 1
    Reply to this email or call Renato — let us know you'd like to proceed and we'll get the onboarding form over to you within the hour.
  2. 2
    Fill out the 10-minute onboarding form — your business info, services, hours, FAQs. We do the rest from here.
  3. 3
    Review and approve the AI assistant — within 48 hours we'll send you a preview. Test it, request changes, approve it when you're happy.
  4. 4
    Go live — your AI assistant starts capturing leads immediately. The setup fee is invoiced after approval.