8 proposal and discovery templates — win more AI consulting clients, charge what you're worth
If you spend more than 2 hours writing each client proposal, these templates pay for themselves on the first deal. Built from real AI consulting engagements — covering automation pipelines, AI agent builds, and workflow integrations — these 8 templates handle the structure so you can focus on the substance.
Based on the same methodology behind the AI Freelancer Swift Start ($17) and Founder Time Liberation Audit ($2,500).
8 template files (.md format, ready to paste into Notion, Google Docs, or any editor):
Structure: problem → solution → deliverables → out-of-scope. 45-minute fill.
Tiered pricing table with feature mapping and justification language.
6-question agenda that surfaces real budget and authority before you pitch.
Clause templates tying payment to measurable outcomes — protects your time.
Prevents scope creep. 3-paragraph policy + change-order form included.
Kickoff checklist: access, API keys, stakeholder map, communication cadence.
Covers: data handling, model downtime SLAs, IP assignment, hallucination risk.
3-email follow-up sequence for cold proposal sends — 7/14/21 day cadence.
Questions? Email miloantaeus@gmail.com