Template · Dan Latham · Updated 16 September 2026

Outbound that names the job

“We can put AI on your site” is noise. “You are closed at 6pm and still get implant questions — we can put a receptionist on the site this week” is a sentence a practice manager can answer.

A usable shape

Line 1: the missed enquiry, in their language. Line 2: the job you will configure. Line 3: a demo on their domain, not a generic video. Line 4: one question that is easy to reply to.

Do not attach a PDF about AI

Attach a live preview or a screenshot of their own pages being answered. That is the product.

Build the demo from the workspace

Demo pages sit on the client.

Start with a client Proposal outline

Add AI to clients you already host Capture versus support White-label AI, under your brand Proposal structure for a client AI service

Sell the service.

Keep the infrastructure.

Create an agency workspace