Proposal Template

Standard 3-page proposal layout derived from ET PSA Workflow that closed at K

Version 1 · June 29, 2026 pricingproposal

Content

# Confluxion Point — Proposal Template

_Lives in: 03 — Pricing & Engagement_

> How to use: Copy this file (Make a copy in Drive), rename to `proposal-{workflow-slug}`, fill in every `{{ placeholder }}`. When done, render via Picasso (or paste into Canva matching the ET layout).
>
> The structure mirrors the ET PSA Workflow proposal that closed. Don't change the structure unless we learn something. Iterate on the content.

---

## Page 1 — The Pitch

### Header (consistent every proposal)
- Top-left: Confluxion Point logo
- Top-right: {{ WORKFLOW NAME IN CAPS }} — PROPOSAL

### Title block
> • PROJECT PROPOSAL
> # {{ Workflow Name }} Workflow.

### Summary box (cream/tan callout)
> A working, deployed system that handles the full {{ workflow }} loop — from {{ trigger event }} through {{ output 1 }} through {{ final reconciliation step }} back to your {{ system of record }}.
>
> It runs on your own systems, in your accounts — you own everything that's built. Future workflows plug into the same foundation, so each new one starts faster and costs less than the first.

### "The Problem — In Your Words" box
> Today this workflow consumes ~{{ X hours/week }} of a team member who bills at ${{ loaded rate }}/hour — roughly ${{ X*rate*52 }}/year of labor value tied up in {{ list of manual tasks: inbox watching, PDF dragging, Excel keying, etc. }}. {{ One pain point sentence — e.g. "One typo throws off the running total. One missed threshold delays a pay app invoice." }} This is automation work, not AI reasoning — just reliable execution of a workflow your team already knows.

### "What Gets Built" — 5 module cards

For each module:
- Icon (mail, dollar, alert, document, sync, etc.)
- Module title
- 2–3 sentences describing what it does in plain language, naming specific tools (Procore, Sage, Bluebeam, SharePoint, Outlook, Excel, Teams)

Suggested 5 modules to scope from:
1. Email Handling & File Routing — watches inbox, parses incoming, files in correct location
2. Data Extraction & Tracker Updates — pulls structured data from PDFs/emails, writes to existing tracker
3. Automated Threshold Alerts — fires when conditions met, notifies via Teams/email
4. Monthly Output Generation — drafts the recurring document/invoice/report from template
5. System-of-Record Reconciliation — closes the loop by checking Sage/Procore for status

---

## Page 2 — Timeline + Pricing

### "{{ Workflow }} Timeline — 45 Days to Go-Live" (3 cards)

| Card | Header | Title | Body |
|---|---|---|---|
| 1 | WEEKS 1–2 | Discovery + Build | "Environment provisioned. Full historical {{ data }} archive ingested and backtested — not a sample, every record. {{ Core extraction + routing }} live in dev." |
| 2 | WEEKS 3–4 | Integration | "{{ Tracker updates }} + {{ alerts }} + {{ output generation }} against real {{ data }}." |
| 3 | WEEKS 5–6 | Go-Live + Warranty | "{{ Reconciliation }} wired in. Full end-to-end testing. Production deploy. 30 days of warranty fixes start the day you go live." |

### Pricing & Terms (dark navy block)

Foundation — $22,000 one-time
> Azure environment (tenant + Key Vault + Storage), Microsoft Graph (email · SharePoint · Teams access), secure connections to {{ tools }}, security review, monitoring + alerts, CI/CD, audit logging. Proof it's working: Teams runs log + a sortable SharePoint list in your tenant where every event writes a row. Never charged on future workflows.

{{ Workflow Name }} — $25,000 build
> {{ Component list — be specific }}. {{ Complexity tier note }}.

Payment — 50 / 50
> $23,500 at kickoff (signed agreement + environment set up). $23,500 at go-live (acceptance criteria met, signed off). No hourly billing.

Warranty — 30 days
> Production bugs fixed at no charge. New scope is a separate quote. After 30 days: $225/hr on-demand.

### Proposal Total
> Foundation $22,000 + Build $25,000 = $47,000

### ROI — The Math (3 columns)

| Column | Header | Number |
|---|---|---|
| 1 | LABOR VALUE TIED UP TODAY | {{ hrs/wk }} × ${{ rate }}/hr × 52 wks = ${{ annual }}/yr |
| 2 | YEAR-1 PAYBACK | {{ annual }} ÷ 47,000 = {{ multiple }}× in {{ months }} months |
| 3 | EVERY YEAR AFTER | ${{ annual }}/yr pure savings — no subscription |

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## Page 3 — Acceptance Criteria + Sign-off

Pull from the SOW. Every line must be specific and testable.

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_Source: derived from ET PSA proposal that closed at $47K. Last updated: 2026-05-25_

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