aiwg/agentic/code/frameworks/media-marketing-kit/templates/sales-enablement/proposal-template.md

Cognitive architecture for AI-augmented software development with structured memory, ensemble validation, and closed-loop correction. FAIR-aligned artifacts, 84% cost reduction via human-in-the-loop, standards adopted by 100+ organizations.

# Sales Proposal

**Card ID**: `SLS-{PROJECT}-{NNNN}`
**Proposal Number**: {PROP-NNNN}
**Version**: 1.0
**Status**: Draft | Sent | Under Review | Accepted | Expired
**Prepared For**: {CLIENT_NAME}
**Valid Until**: {DATE}
**Owner**: {OWNER_NAME}

---

## Cover Page

**{Proposal Title}**

Prepared for:
**{Client Company Name}**
{Client Contact Name}
{Client Title}

Prepared by:
**{Your Company Name}**
{Your Name}
{Your Title}
{Your Email}
{Your Phone}

{Date}

---

## Executive Summary

### Your Challenge

{2-3 sentences summarizing the client's specific challenges based on discovery conversations}

### Our Solution

{2-3 sentences on how you will address their challenges}

### Expected Outcomes

| Outcome | Timeframe |
|---------|-----------|
| {Outcome 1} | {When} |
| {Outcome 2} | {When} |
| {Outcome 3} | {When} |

### Investment Summary

| Component | Investment |
|-----------|------------|
| {Component 1} | ${Amount} |
| {Component 2} | ${Amount} |
| **Total** | **${Amount}** |

---

## About {Client Company}

### Company Overview

{Brief summary of client company based on your research and conversations}

### Current Situation

{Description of their current state and challenges}

### Goals & Objectives

Based on our conversations, your key objectives are:

1. {Objective 1}
2. {Objective 2}
3. {Objective 3}

### Success Criteria

You've indicated success would look like:

| Criteria | Measurement |
|----------|-------------|
| {Criterion 1} | {How measured} |
| {Criterion 2} | {How measured} |
| {Criterion 3} | {How measured} |

---

## Proposed Solution

### Solution Overview

{High-level description of what you're proposing}

### How It Addresses Your Needs

| Your Need | Our Solution |
|-----------|--------------|
| {Need 1} | {How we address it} |
| {Need 2} | {How we address it} |
| {Need 3} | {How we address it} |

### Key Components

**{Component 1}**

{Description of component and its value}

**{Component 2}**

{Description of component and its value}

**{Component 3}**

{Description of component and its value}

---

## Implementation Approach

### Project Timeline

| Phase | Duration | Activities | Milestone |
|-------|----------|------------|-----------|
| Phase 1: {Name} | {Weeks} | {Activities} | {Deliverable} |
| Phase 2: {Name} | {Weeks} | {Activities} | {Deliverable} |
| Phase 3: {Name} | {Weeks} | {Activities} | {Deliverable} |
| Phase 4: {Name} | {Weeks} | {Activities} | {Deliverable} |

### Your Team's Involvement

| Activity | Your Team | Our Team | Time Required |
|----------|-----------|----------|---------------|
| {Activity 1} | {Who} | {Who} | {Hours/days} |
| {Activity 2} | {Who} | {Who} | {Hours/days} |
| {Activity 3} | {Who} | {Who} | {Hours/days} |

### Training & Enablement

{Description of training included}

| Session | Format | Duration | Participants |
|---------|--------|----------|--------------|
| {Training 1} | {Live/On-demand} | {Hours} | {Who} |
| {Training 2} | {Live/On-demand} | {Hours} | {Who} |

---

## Expected Value

### Business Impact

Based on our analysis and experience with similar companies:

| Benefit | Expected Impact | Timeframe |
|---------|-----------------|-----------|
| {Benefit 1} | {Quantified} | {When} |
| {Benefit 2} | {Quantified} | {When} |
| {Benefit 3} | {Quantified} | {When} |

### ROI Summary

| Metric | Value |
|--------|-------|
| Total investment | ${Amount} |
| Annual value | ${Amount} |
| ROI | {%} |
| Payback period | {Months} |

### Customer Success Story

**{Customer Name}**

{Brief story of similar customer and their results}

> "{Customer quote}"
> — {Name}, {Title}, {Company}

---

## Investment

### Pricing Summary

| Component | Quantity | Unit Price | Total |
|-----------|----------|------------|-------|
| {License/Product} | {#} | ${Amount} | ${Amount} |
| {Implementation} | {Hours/Flat} | ${Amount} | ${Amount} |
| {Training} | {Sessions} | ${Amount} | ${Amount} |
| {Support} | {Level} | ${Amount} | ${Amount} |
| | | **Subtotal** | **${Amount}** |
| | | Discount ({%}) | -${Amount} |
| | | **Total** | **${Amount}** |

### Payment Terms

| Option | Terms | Amount |
|--------|-------|--------|
| Option A: Annual | Pay annually | ${Amount}/year |
| Option B: Multi-year | {X}-year commitment | ${Amount}/year |

**Payment schedule**:
- {X}% upon signature
- {X}% upon {milestone}
- {X}% upon {milestone}

### What's Included

**License includes**:
- {Feature 1}
- {Feature 2}
- {Feature 3}
- {Support level}

**Implementation includes**:
- {Service 1}
- {Service 2}
- {Training}

**Optional add-ons**:
| Add-on | Description | Price |
|--------|-------------|-------|
| {Add-on 1} | {Description} | ${Amount} |
| {Add-on 2} | {Description} | ${Amount} |

---

## Why {Your Company}

### About Us

{2-3 sentences about your company}

### Relevant Experience

| Client | Industry | Use Case | Result |
|--------|----------|----------|--------|
| {Client 1} | {Industry} | {Use case} | {Result} |
| {Client 2} | {Industry} | {Use case} | {Result} |

### Our Commitment

{Statement of commitment to their success}

### Team

| Role | Name | Relevant Experience |
|------|------|---------------------|
| Account Executive | {Name} | {Brief bio} |
| Customer Success | {Name} | {Brief bio} |
| Technical Lead | {Name} | {Brief bio} |

---

## Terms & Conditions

### Contract Terms

- Initial term: {Months}
- Renewal: {Auto/Manual}
- Termination: {Terms}
- SLA: {Uptime guarantee}

### Standard Terms

This proposal is subject to {Your Company}'s standard [Terms of Service]({URL}).

### Key Terms

{Highlight any specific terms relevant to this deal}

---

## Next Steps

### To Proceed

1. **Review** this proposal with your team
2. **Schedule** a call to discuss any questions
3. **Approve** the proposal
4. **Sign** the agreement
5. **Begin** implementation

### Timeline to Value

| Step | Timeline |
|------|----------|
| Proposal approval | {Date} |
| Contract execution | {Date} |
| Kickoff meeting | {Date} |
| Go-live | {Date} |

### Your Account Team

**Questions?** Contact us:

{Name}
{Title}
{Email}
{Phone}

---

## Appendices

### A: Detailed Technical Specifications

{Link or embedded content}

### B: Security & Compliance Documentation

{Link or embedded content}

### C: Customer References

| Reference | Contact | Industry |
|-----------|---------|----------|
| {Company} | {Name, Title} | {Industry} |
| {Company} | {Name, Title} | {Industry} |

### D: Service Level Agreement

{Link or embedded content}

### E: Full Pricing Breakdown

{Detailed pricing if needed}

---

## Proposal Validity

This proposal is valid for **{30/60/90}** days from the date of issue.

**Proposal date**: {Date}
**Expiration**: {Date}

---

## Acceptance

By signing below, {Client Company} accepts this proposal and agrees to proceed.

**{Client Company}**

Signature: ____________________________

Name: ____________________________

Title: ____________________________

Date: ____________________________

---

**{Your Company}**

Signature: ____________________________

Name: ____________________________

Title: ____________________________

Date: ____________________________

---

*Template version: 1.0 | MMK Framework*