Template · Kuga · Updated 16 September 2026

Proposal structure for a client AI service

Lead with the job (receptionist, qualifier, after-hours capture). Then setup, retainer, and the Kuga plan as a cost of delivery. Do not lead with model names.

Proposal structure for a client AI service

Suggested outline

  • The client job in one sentence
  • What goes live in phase one (usually Website Chat)
  • Setup scope and fee
  • Monthly review, insights, and knowledge changes
  • Platform plan and limits
  • What is out of scope

Proof

A demo page and a test conversation beat a slide about AI. Build those from the real client workspace.

Price the platform

Then put your margin around it.

White-label AI, under your brandNo-code is not an operating modelA sober path to a repeating AI bookOutbound that names the job

Sell the service.

Keep the infrastructure.

Create an agency workspace