• Company:
• Project:
• Prepared by:
• Date:

Business challenge

Describe 2-3 key pain points or challenges the customer is facing

• Current situation:
• Business impact:
• Cost of inaction:

Solution overview

🔥 Proposed solution: (Brief description)

🙌 Key capabilities: (3-4 bullet points)

🚀 Strategic alignment: (How solution aligns with customer’s objectives)

Financial impact

Investment

• One-time costs: $(include cost like custom templates, onboarding, etc.)
• Annual recurring costs: $(include monthly or annual recurring costs)

<aside> 💡

Here’s a link to our pricing page but always defer to your quoted pricing in your contract

</aside>

Expected returns

• Annual cost savings: $(X)