version: 1
output_name: client-proposal
blocks:
- type: title
text: Client Proposal
- type: subtitle
text: Automation strategy and delivery plan
- type: hero
text: Prepared for Northwind Logistics
- type: section
text: Engagement Goal
- type: body
text: Design and implement a document automation pipeline that produces board-ready operational reports, client packs, and internal review documents with consistent formatting and near-zero manual editing.
- type: section
text: Scope
- type: label_values
items:
- label: Phase 1
value: Discovery, document inventory, and output design system
- label: Phase 2
value: Template and generator implementation
- label: Phase 3
value: Validation, rollout support, and handoff
- type: section
text: Delivery Plan
- type: table
spec:
columns:
- label: Phase
width: 1700
- label: Duration
width: 1700
- label: Outcome
width: 5960
rows:
- cells:
- kind: text
text: Discover
- kind: text
text: 1 week
- kind: text
text: Map existing workflows and define the output set with stakeholders.
- cells:
- kind: text
text: Build
- kind: text
text: 3 weeks
- kind: text
text: Implement generators, formatting helpers, and delivery hooks.
- cells:
- kind: text
text: Rollout
- kind: text
text: 1 week
- kind: text
text: Run UAT, train operators, and finalize production controls.
- type: section
text: Commercials
- type: table
spec:
columns:
- label: Item
width: 4000
- label: Amount
width: 2000
- label: Notes
width: 3360
rows:
- cells:
- kind: text
text: Implementation fee
- kind: text
text: $24,000
- kind: text
text: Fixed price for the initial delivery scope.
- cells:
- kind: text
text: Optional managed support
- kind: text
text: $3,000/mo
- kind: text
text: Includes template changes, regression checks, and issue triage.
- type: section
text: Why This Works
- type: label_values
items:
- label: Speed
value: Minutes of manual formatting become one command
- label: Consistency
value: Every generated document uses the same structural rules
- label: Control
value: The output can be validated in CI before it reaches customers
- label: Risk
value: Minimal, because the rollout plan stages approval and UAT before cutover
- type: section
text: Decision Snapshot
- type: table
spec:
columns:
- label: Dimension
width: 3100
- label: Status
width: 2000
- label: Comment
width: 4260
rows:
- cells:
- kind: text
text: Budget posture
- kind: status
text: Approved
tone: positive
- kind: text
text: Implementation fee is fixed and support remains optional.
- cells:
- kind: text
text: Delivery risk
- kind: status
text: Contained
tone: positive
- kind: text
text: The phased rollout reduces cutover risk and preserves review checkpoints.
- cells:
- kind: text
text: Decision urgency
- kind: status
text: This Week
tone: warning
- kind: text
text: Closing by Friday preserves the preferred implementation slot.