Proposal & SOW Generator
Turn a discovery call into a client-ready proposal. Feed in their missed-call numbers and your pricing, and get a full statement of work — problem, scope, timeline, investment, and terms — with the ROI baked in so the price reads as a return, not a cost.
The engagement
Their numbers (drives the ROI)
20
50%
$450
30%
The deal
$1,500
$1,200
6 mo
~$4,645/mo net for the client · 4.9x
PROPOSAL & STATEMENT OF WORK Prepared for: Northside Plumbing Prepared by: Your Agency ──────────────────────────────────── 1. THE PROBLEM Northside Plumbing is currently missing roughly 20 calls a week. About 43 of those every month are real potential customers who hit voicemail and don't call back. At an average value of $450 and a 30% close rate, that's approximately $5,845 in revenue going unanswered every month. 2. THE SOLUTION A dedicated AI voice agent, built on Vapi, that answers Northside Plumbing's calls — 24/7 inbound call answering & appointment booking. It covers the hours, overflow, and after-hours gaps a human line can't: nights, weekends, and the second and third caller who currently get voicemail. It never calls in sick, never puts a caller on hold, and hands off cleanly to your team when a human is needed. 3. SCOPE OF WORK Your Agency will deliver: • Discovery: capture Northside Plumbing's hours, services, pricing rules, FAQs, and call-handling preferences. • Agent build: a production system prompt (identity, scoped knowledge, guardrails, call flow, escalation, tone). • Knowledge base: the agent answers only from approved information — it never guesses or invents. • Escalation & handoff: warm transfer to your team for anything urgent, angry, or out of scope; message capture with callback when no one's available. • Integrations: connect to your calendar/CRM for booking and lead capture as applicable. • Telephony setup: provision the number / connect your existing line. • QA: the agent is tested against real-world failure scenarios (silence, interruptions, off-script questions, angry callers) before it takes a live call. • Launch + monitoring: go live, then monitor and tune during the first weeks in production. 4. WHAT'S NOT INCLUDED • Changes to Northside Plumbing's underlying phone provider or hardware. • Content, offers, or pricing decisions — those come from Northside Plumbing. • New scope beyond 24/7 inbound call answering & appointment booking (handled as a separate change order). 5. TIMELINE • Week 1 — Discovery + build. • Week 2 — Integrations, QA, and your review. • Week 2–3 — Go live + monitoring. 6. INVESTMENT • One-time setup: $1,500 • Monthly service (management, monitoring, tuning, and platform): $1,200/mo • Initial term: 6 months, then month-to-month. Expected return for Northside Plumbing: recovering even a portion of the $5,845/mo currently lost means a net of roughly $4,645/mo after the service fee — about a 4.9x return on the monthly investment. 7. TERMS • Setup fee due on signing; monthly billing begins at go-live. • 6-month initial term; 30 days' notice to cancel thereafter. • Your Agency owns the agent configuration; Northside Plumbing owns its data and content. • Either party may terminate for material breach with 15 days' notice to cure. ──────────────────────────────────── Accepted by Northside Plumbing: ______________________ Date: __________ Your Agency: ______________________ Date: __________ This proposal is an editable starting point — adjust scope, terms, and legal language to your engagement and jurisdiction. It is not legal advice.