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Proposal Template

How to Use This Template

Duplicate this page per client and fill in the placeholders.

✅ Keep it clear and scannable. If something is out of scope, write it explicitly under Exclusions.

Proposal Title

Project: {{Project name}}

Client: {{Client name}}

Date: {{YYYY-MM-DD}}

Prepared by: Jaspire AI

1) Executive Summary

  • Goal: {{1 sentence goal}}
  • Approach: {{Discovery / POC / Build / Support}}
  • Expected outcomes: {{Top 3 outcomes}}
  • Timeline: {{Start → end}}
  • Investment: {{Pricing summary}}

2) Understanding of the Client Problem

Context

{{Brief context about the business and current situation.}}

Problem Statement

{{Describe the problem in plain language.}}

Current Workflow (As Understood)

  • {{Step 1}}
  • {{Step 2}}
  • {{Step 3}}

Constraints & Assumptions

Item Detail
Constraints {{Security, time, budget, systems}}
Assumptions {{What we assume to be true}}
Dependencies {{Client inputs we need}}

3) Proposed Solution

Solution Overview

{{High-level solution description.}}

What We Will Build / Deliver

  • {{Feature / module 1}}
  • {{Feature / module 2}}
  • {{Feature / module 3}}

What Success Looks Like (Metrics)

Metric Current baseline Target
{{Metric 1}} {{Value}} {{Value}}
{{Metric 2}} {{Value}} {{Value}}

🤖 If the work includes AI/ML/LLMs: define the evaluation method (offline metrics + human review + acceptance thresholds).

4) Scope of Work

In Scope

  • {{In-scope item 1}}
  • {{In-scope item 2}}
  • {{In-scope item 3}}

Out of Scope / Exclusions

  • {{Explicit exclusion 1}}
  • {{Explicit exclusion 2}}

Client Responsibilities

  • {{Provide access to systems/data}}
  • {{Provide SMEs for review}}
  • {{Timely feedback on milestones}}

Change Request Process

  • All scope changes will be documented as a change request.
  • Impact (timeline/cost) will be shared before execution.

5) Deliverables

Deliverable Description Acceptance criteria
{{Deliverable 1}} {{What it is}} {{How it's accepted}}
{{Deliverable 2}} {{What it is}} {{How it's accepted}}

6) Timeline

Phase Duration Activities Outputs
Phase 1: {{Name}} {{X days/weeks}} {{Activities}} {{Outputs}}
Phase 2: {{Name}} {{X days/weeks}} {{Activities}} {{Outputs}}

Milestones

  • M1: {{Milestone}} — {{Date/Week}}
  • M2: {{Milestone}} — {{Date/Week}}

7) Investment (Pricing)

Item Price
{{Work package}} {{₹ / $}}

Payment Milestones

Milestone Amount When due
{{Kickoff}} {{% or amount}} {{Date}}
{{Midpoint}} {{% or amount}} {{Date}}
{{Delivery}} {{% or amount}} {{Date}}

🔐 All pricing is exclusive of applicable taxes unless stated otherwise.

8) Terms and Conditions (Summary)

This section is a summary for convenience. Final terms are governed by the signed agreement (SOW/MSA).

Topic Summary
Confidentiality {{Yes/No + notes}}
IP ownership {{Who owns what}}
Warranty {{If any}}
Support {{Support window / SLA}}
Termination {{Notice period}}
Data handling {{Access, retention, deletion}}

9) Next Steps

  • Confirm scope and select pricing option
  • Share required access and stakeholders
  • Sign SOW / agreement
  • Schedule kickoff meeting

10) About Jaspire AI

Jaspire AI is an AI consulting and end-to-end software development company based in Bengaluru, India. We help businesses turn AI ideas into practical, reliable, and production-ready software—covering discovery, solution design, custom development, integration, deployment, and ongoing support.

Why Jaspire AI

  • Delivery-first: working systems, not demos
  • Clear scope and documentation
  • Phased approach to reduce risk
  • Practical engineering + AI expertise