1. The client (change any number: the audit above and the bar here follow)
2. Repeat tasks (hours per person per week · share AI can take · your build hours · tool cost)
| Task, in the client's words | Type | h/wk | People | % AI | Build h | Tools $/mo |
|---|
The % AI, build hours and tool cost start from a type-based estimate. Change them to what you agreed on the discovery call: every figure in the audit follows.
3. You
Proposal preview
Pro: every client, branded, and the 90-day check-in
- Unlimited saved clients with status (draft, sent, won, lost) and your pipeline in dollars
- Proposal PDF in 7 sections with your name, business, email and colour: where the time goes, options A, B and C, acceptance, payment, not included
- 90-day check-in: type the hours each automation really saves and get the actual-vs-projected PDF for the renewal talk
- CSV of every audit, JSON backup and import, duplicate a client as a template
Your branding
Clients
90-day check-in
After go-live, type the hours a week each automation really saves.
How the numbers are made
Hours saved = hours per person per week × people × % AI. Value a year = hours saved × working weeks × staff cost per hour, minus tool subscriptions × 12. Build fee = build hours × your rate. Payback = build fee ÷ weekly net value. Tasks rank by net value per build hour; a quick win pays back in 8 weeks or less. Options: A = the quick wins, B = the top tasks that make 80% of the value, C = B plus monthly care. Every option fee adds your discovery and handover hours.
Yardstick: a management analyst's median wage is $48.97 an hour (U.S. Bureau of Labor Statistics, OEWS May 2025, SOC 13-1111), so a 2-day manual audit is 16 h = $783.52 in wages alone. Engine . Estimates, not a promise of savings: you and your client agree the hours.
