AI & Automation proposal templates

Automation is quoted by the hour far more often than it should be.

A client cannot tell whether six hours is reasonable, and nor can you in advance, because the time goes wherever the APIs are awkward rather than wherever the logic is hard. The templates here price by workflow or by system with the step count named, which can be quoted honestly before you have seen anyone's stack. Each includes a support window after handover, because a thing that breaks three weeks later is otherwise your unpaid afternoon.

20 templates below, each shown in full with its packages and its deposit, from A$200 to A$10,000. Every figure is a starting point you edit before you send it.

Use any of these free

The shelf

Every ai & automation template

The scope is the wording the template arrives with. The packages are what your client chooses between.

AI Content Strategy & Workflow

paid in full on approval
Set up AI-assisted content creation workflows to scale your content production.
Tool Setup
A$500 · 3-5 days
Tool selection & setup, Custom prompts library, Brand voice training and 3 more
Full Content System
A$1,500 · 2 weeks
Multi-tool setup, Custom prompt library, Content pipeline and 4 more
See it as your client does

AI Image Generation Pipeline

paid in full on approval
Set up an AI image generation workflow for consistent brand visuals at scale.
Prompt Library
A$400 · 2-3 days
20 optimized prompts, Style consistency guide, Negative prompt library and 2 more
Full Pipeline
A$1,200 · 1-2 weeks
Custom model training, 50+ prompt templates, Style guide integration and 4 more
See it as your client does
Build a custom AI voice assistant for phone answering or customer service.
Basic Voice Bot
A$1,500 · 1-2 weeks
Call routing logic, FAQ responses, Business hours handling and 3 more
Smart Assistant
A$4,000 · 3-4 weeks
Natural conversation, Appointment booking, CRM integration and 5 more
See it as your client does
Set up an AI-powered website builder workflow using tools like v0, Bolt, or Lovable for rapid prototyping and deployment.
Single Page
A$300 · 1-2 days
AI page generation, Design refinement, Mobile responsive and 2 more
Full Site
A$1,000 · 1 week
Up to 5 pages, Custom branding, CMS setup and 4 more
See it as your client does
Set up AI-driven email personalization and automation sequences.
Basic Automation
A$500 · 3-5 days
3 email sequences, Basic personalization, Trigger setup and 2 more
AI Email System
A$1,500 · 2-3 weeks
AI-personalized content, Behavioral triggers, Dynamic segmentation and 4 more
See it as your client does
Implement intelligent search functionality for websites, apps, or internal knowledge bases.
Basic Search
A$1,000 · 1 week
Vector database setup, Document ingestion, Search API and 2 more
Advanced Search
A$3,000 · 3-4 weeks
Semantic + keyword search, Auto-indexing pipeline, Filters & facets and 4 more
See it as your client does
Connect and integrate multiple APIs and services for seamless data flow.
Simple Integration
A$500 · 2-3 days
2 API connections, Data mapping, Error handling and 2 more
Complex Integration
A$2,000 · 2-3 weeks
5+ API connections, Data transformation, Webhook handling and 4 more
See it as your client does
Set up an automated booking and scheduling system for appointments or services.
Basic Booking
A$400 · 2-3 days
Calendar integration, Booking widget, Email confirmations and 2 more
Full System
A$1,200 · 1-2 weeks
Multi-service booking, Team scheduling, Payment integration and 5 more
See it as your client does
Set up a BI platform with dashboards, KPIs, and automated reporting.
Single Dashboard
A$800 · 3-5 days
Data connection, KPI dashboard, 5-8 visualizations and 2 more
BI Platform
A$3,000 · 3-4 weeks
Multiple data sources, 5+ dashboards, Custom metrics and 5 more
See it as your client does

CRM Automation

50% on approval
Automate your CRM workflows for lead nurturing, follow-ups, and pipeline management.
Basic Automation
A$500 · 3-5 days
Lead assignment rules, Follow-up reminders, Email templates and 2 more
Advanced CRM
A$1,500 · 2-3 weeks
Lead scoring, Multi-step nurture flows, Deal stage automation and 4 more
See it as your client does

Custom AI Chatbot

40% on approval
Build a custom AI chatbot trained on your business data for customer support or lead generation.
FAQ Bot
A$1,500 · 1 week
Train on your docs/FAQ, Website widget, Up to 100 pages ingested and 2 more
Smart Assistant
A$4,000 · 3-4 weeks
Advanced NLP, CRM integration, Human handoff and 4 more
Enterprise Bot
A$10,000 · 6-8 weeks
Custom model fine-tuning, Multi-channel (web, Slack, email), Advanced integrations and 5 more
See it as your client does

Custom GPT / AI Agent

50% on approval
Build a custom GPT or AI agent tailored to your business needs.
Simple GPT
A$500 · 2-3 days
Custom instructions, Knowledge base upload, Action configuration and 2 more
Advanced Agent
A$2,000 · 1-2 weeks
Complex instructions, API integrations, Multiple actions and 4 more
Enterprise Agent
A$5,000 · 3-4 weeks
Custom API backend, Multi-agent system, Database integration and 5 more
See it as your client does
Transform raw data into actionable insights with custom dashboards and reports.
Single Report
A$500 · 3-5 days
Data cleaning, Analysis & insights, Visualization (5 charts) and 2 more
Dashboard Build
A$1,500 · 2 weeks
Data pipeline setup, Interactive dashboard, 10+ visualizations and 4 more
Analytics System
A$4,000 · 4-6 weeks
Multiple data sources, ETL pipeline, Dashboard suite and 5 more
See it as your client does
Automate document processing, data extraction, and filing workflows.
Single Document Type
A$800 · 3-5 days
OCR/data extraction, Template matching, Output formatting and 2 more
Multi-Document System
A$2,500 · 3-4 weeks
Multiple document types, AI-powered extraction, Validation rules and 4 more
See it as your client does
Automate inventory tracking, reordering, and order fulfillment workflows.
Basic Tracking
A$500 · 3-5 days
Inventory spreadsheet, Low stock alerts, Order tracking and 2 more
Full System
A$2,000 · 3-4 weeks
Multi-channel sync, Auto-reorder triggers, Fulfillment automation and 4 more
See it as your client does
Build a custom project management or operations system in Notion or Airtable.
Basic Setup
A$300 · 2-3 days
Workspace structure, 5 databases/pages, Basic automations and 2 more
Full System
A$1,000 · 1-2 weeks
15+ databases/pages, Relational data, Automations and 5 more
See it as your client does

Reporting Automation

paid in full on approval
Automate recurring business reports that pull data from multiple sources.
Single Report
A$400 · 2-3 days
Data source connection, Report template, Weekly/monthly schedule and 2 more
Report Suite
A$1,500 · 2-3 weeks
5+ automated reports, Multiple data sources, Custom visualizations and 4 more
See it as your client does

Social Media Automation

paid in full on approval
Automate social media scheduling, posting, and engagement workflows.
Basic Setup
A$300 · 1-2 days
Tool setup, 3 platforms, Content calendar template and 3 more
Full Automation
A$1,000 · 1-2 weeks
AI content suggestions, Auto-scheduling, Cross-posting and 5 more
See it as your client does

Spreadsheet Automation

paid in full on approval
Automate spreadsheet workflows with formulas, scripts, and integrations.
Formula Fix
A$200 · 1-2 days
Complex formulas, Data validation, Conditional formatting and 2 more
Full Automation
A$800 · 1 week
Custom scripts (Apps Script), Automated reports, Data import/export and 4 more
See it as your client does
Automate repetitive business processes using Zapier, Make, or similar platforms.
Single Workflow
A$300 · 1-2 days
1 workflow (up to 5 steps), 2 app connections, Testing & QA and 2 more
Automation Suite
A$1,000 · 1-2 weeks
5 workflows, Multi-app integration, Error handling and 3 more
Full Business Automation
A$3,000 · 3-4 weeks
Unlimited workflows, Complex logic, Database integration and 4 more
See it as your client does

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