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Proposal Templates

Formal proposal templates for assessment, AI pilot, modernization blueprint, and AI reliability engagements.

Proposal template packet

Reusable proposal language for paid consulting scopes

These templates keep offers concrete: objective, constraints, work plan, deliverables, timeline, investment, and boundaries.

2-3 weeks

AI Opportunity and Risk Scan Proposal

Identify high-value, low-regret AI opportunities across legacy systems, documentation, and operational workflows.

Best fit: Leadership teams that need a first move without committing to a build.

Investment: Public starting level: $15k; final scope requires review

Proposal sections: Client objective, Current constraints, Proposed work, Deliverables, Method, Timeline, Investment, Decision at close

Boundary: Diagnostic and planning output only; not legal review, compliance certification, or production deployment.

8-12 weeks

AI Pilot and Productionization Proposal

Build and validate a bounded AI workflow with typed outputs, source context, review checkpoints, and rollout evidence.

Best fit: Teams with a selected internal workflow that needs a reviewable AI pilot or MVP.

Investment: Public starting level: $95k for the AI Reviewer App MVP; final scope requires review

Proposal sections: Client objective, Workflow scope, Architecture, Reviewer states, Evaluation gates, Rollout path, Investment, Phase-two options

Boundary: High-impact outputs remain human-reviewed; this is not an autonomous-authority claim.

3-5 weeks

.NET / SQL Modernization Blueprint Proposal

Map modernization seams and parity controls before rewriting or inserting AI into business-critical software.

Best fit: Application owners with brittle .NET, SQL Server, Web Forms, Classic ASP, VB.NET, or stored-procedure-heavy systems.

Investment: Public starting level: $30k; final scope requires review

Proposal sections: System summary, Legacy risk, Source inventory, Parity strategy, Target seams, Backlog, Decision gates, Investment

Boundary: Blueprint does not guarantee rewrite outcomes; implementation requires staged validation.

6-10 weeks

AI Evaluation and Reliability Proposal

Turn AI pilots into measurable systems with release gates and reviewable failure handling.

Best fit: Teams already piloting AI who need rubrics, fallback rules, drift checks, and blocked-action logging.

Investment: Public starting level: $60k; final scope requires review

Proposal sections: AI workflow inventory, Risk classes, Metric families, Gold-answer set, Blocked-action rules, Monitoring plan, Operating runbook, Investment

Boundary: Reliability program is not safety certification or formal compliance certification.

Next step

Start with a short fit call, then scope the assessment.

The first conversation should decide whether the next step is a fixed-scope assessment, modernization blueprint, governed AI pilot, or reliability review.

Book a 20-minute fit call