AI automation proposal generator for freelancers + agencies

Turn one client call into an AI automation scope of work and proposal.

Stop starting from a blank proposal template. Capture the discovery facts once, then generate six aligned client drafts—with conservative value math, explicit exclusions, acceptance gates, and a clean handoff.

Estimator, not a promise. Weak economics stay weak. The app labels assumptions and never turns a theoretical saving into guaranteed ROI.

AI Automation Scope-to-Proposal Kit cover showing a vague call becoming a defensible proposal
OFFLINENo login, subscription, API key, or upload.
6 DRAFTSOne source of truth from discovery to handoff.
RISK-ADJUSTEDRecoverable share and confidence discount the estimate.
PASS / FAILAcceptance gates replace “looks about right.”
One form · six outputs

Stop rebuilding the same client context in six different documents.

Enter the workflow, economics, boundaries, owners, and success condition once. Generate drafts that agree with each other, then review and edit before sending.

01

Discovery brief

Current process, trigger, systems, workflow steps, approver, owner, and measurable success.

02

Value scenario

Manual hours, risk-adjusted saved hours, costs, net value, ROI, and payback—without inflated claims.

03

Scope of work

Included workflow, explicit exclusions, client dependencies, support boundary, and change control.

04

One-page proposal

Problem, approach, boundaries, price, timing, evidence, and an honest rescope flag when economics are weak.

05

Acceptance plan

Happy path, error path, idempotency, observability, permissions, security, and human review gates.

06

Access + handoff

Least-privilege access, ownership, recovery, credential rotation, support close, and signed handoff.

Offline Scope-to-Proposal app showing discovery inputs, value scenario, and generated document tabs
Real product screenshot. Runs locally from the downloaded folder in a modern browser.
Conservative by construction

Discount the theoretical saving before you show it.

The value model separates manual workload from the share that is actually recoverable, then applies a confidence factor. If monthly value does not clear monthly cost, the proposal says rescope—not “great ROI.”

  • Inputs stay visibleVolume, time, labour rate, recoverable share, confidence, setup cost, and recurring cost.
  • Weak cases remain weakNegative monthly economics trigger an explicit rescope warning.
  • No headcount promiseSaved-time scenarios are not guaranteed savings, revenue, or job reduction.
value-model.txtreview before use
manual_hours
= minutes × weekly_occurrences × 4.33 ÷ 60

risk_adjusted_hours
= manual_hours × recoverable_share × confidence

monthly_value
= risk_adjusted_hours × loaded_hourly_cost

net_monthly_value
= monthly_value − recurring_solution_cost

if net_monthly_value ≤ 0:
  recommendation = "rescope before proposal"
Included

App, editable templates, and review rules.

APP

Offline browser app

Local autosave, fictional demo, JSON import/export, Markdown download, and print-ready drafts. No runtime dependencies.

TEMPLATES

Seven editable Markdown files

Discovery, scope, proposal, acceptance, access/handoff, scope change, and risk register.

GUIDE

Workflow + assumption rules

A practical review sequence plus rules for claims, approvals, boundaries, and client data handling.

Honest limits

Drafting system. Not legal or financial advice.

The kit structures the facts you provide. You remain responsible for validating inputs, access, security, privacy duties, platform limits, pricing, contract language, and final commitments.

No guaranteed ROI or outcome

Value estimates are scenarios. The kit does not guarantee savings, revenue, headcount reduction, client acceptance, project delivery, or business results.

No legal, tax, or compliance substitute

Review terms and obligations with qualified professionals where needed. Never place secrets or unnecessary personal data into project files.

14-day description-match refund policy

If the delivered files materially differ from this page, email the order details and mismatch within 14 days. Change-of-mind outcomes, unsupported environments, and business results are not guaranteed.

Email support
First 10 buyers · SCOPE3

Make the proposal reviewable before you make it impressive.

US$3 launch product price before applicable taxes. Ten redemptions maximum; then the regular product price is US$12.

Get launch price — US$3