Proposal Builder

Build a proposal draft after the growth path is clear.

Summarize the diagnosis, recommended growth system, add-ons, investment range, timeline, client responsibilities, and next step for manual review and follow-up.

Client and recommendation details

Keep the draft concise enough to review quickly, then refine before sending the formal proposal.

Recommended add-ons

Proposal draft

Client proposal

Investment

$3,500/mo for 90 days

Timeline

30-90 day implementation window

System

Growth OS Launch

Proposal Draft: Client
Industry: Home Services
Locations: 1
Executive Summary
Client is evaluating an Adanax AI growth system designed to turn visibility into booked revenue. The recommended path is intended to improve search and answer visibility, conversion infrastructure, speed-to-lead, follow-up automation, and reporting clarity.
Current Diagnosis
Visibility is present, but the path from discovery to booked revenue needs clearer conversion infrastructure, faster follow-up, and better reporting.
Recommended Growth Path
Primary path: Growth OS Launch
Secondary option: Growth OS Pro
Included Scope
Growth OS Launch: Install a measurable growth system combining visibility, lead capture, CRM, automation, and reporting.
- Growth diagnosis and baseline
- Google Business Profile optimization cadence
- SEO/AEO foundation layer
- CRM/pipeline architecture
- Missed-call and speed-to-lead workflows
- Review automation
- Website/funnel conversion recommendations
- Paid demand support where appropriate
- Monthly W3 report
- Monthly strategy review
Recommended Add-Ons
AI Sales Assistant

Add-on deliverables:
- Chat flow planning
- FAQ and service training
- Lead routing recommendations
Investment Summary
Primary investment: $3,500/mo for 90 days
Timeline
30-90 day implementation window
Client Responsibilities
- Provide access to required website, GBP, CRM, analytics, and ad accounts where applicable.
- Confirm service priorities, target locations, offers, and intake process.
- Review implementation milestones and respond to approval requests in a timely manner.
- Maintain lead response accountability and provide accurate business information.
- Support review request participation and ad budget approvals where applicable.
Next Step
Confirm scope, finalize implementation plan, and prepare the proposal for review.