Materials

AI Playbook Templates

Reuse the same execution frameworks that work: offer templates, discovery scripts, delivery SOPs, and value-based pricing structures.

What This Is

Ready-to-use business templates for selling and delivering AI services, not generic prompts.

Who It Is For

Agencies, consultants, founders, and operators working with client AI projects.

When To Use

Before sales calls, offer creation, onboarding, and delivery so you reuse proven structure.

Templates

AI Audit Offer Template

Sell a paid AI assessment to SMB or mid-market clients.

# AI Audit Offer (2-week engagement)

## Outcome
- Identify top 3 automation opportunities worth implementing in 90 days
- Estimate ROI by team and workflow
- Deliver prioritized execution roadmap

## Scope
1. Stakeholder interviews (3-5)
2. Workflow mapping (current state)
3. Tool stack assessment
4. ROI model and recommended stack
5. Implementation backlog

## Deliverables
- 1x executive summary deck
- 1x workflow and savings model
- 1x 90-day AI rollout plan

## Timeline
- Week 1: discovery + diagnostics
- Week 2: analysis + recommendations

## Pricing
- Fixed fee: $3,500 - $9,000
- Optional implementation retainer: $2,000 - $8,000/month

Save Contact

Saves contact email and selected template intent to private owner dashboard. No email delivery is configured.