ZJ Marketing — Proposal Builder

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Confidential Document
Client Onboarding
Proposal
Prepared For
Client Name
Prepared By
ZJ Marketing & Automation
Date
Project
Project Name
Project Overview
This proposal outlines the scope of work, expected timeline, and investment structure for your onboarding and service engagement. Both parties will be fully aligned on deliverables, milestones, and payment terms before project commencement.
Scope of Work
  • AI Chatbot — setup, training & deployment
  • CRM Dashboard access & onboarding
  • Lead capture & booking link setup
  • Monthly performance reporting
  • Ongoing support & maintenance
Project Timeline
Phase 1 — Onboarding & Discovery
1 Week
Initial kickoff, requirements gathering, and system access.
Phase 2 — Planning & Setup
1 Week
Strategy development, technical setup, and asset collection.
Phase 3 — Execution & Delivery
2–3 Weeks
Core project build-out, implementation, and active execution.
Phase 4 — Review & Finalisation
1 Week
Client review rounds, revisions, final approvals, and handoff.
Client Responsibilities
  • Timely communication, feedback, and approvals within 48 hours
  • All required content, brand assets, and access credentials provided upfront
  • A dedicated point of contact for the project duration
  • Payments strictly according to the agreed schedule
  • Prompt response to queries to avoid project delays
Additional Notes
Any changes to the agreed scope require a written change order and may affect the timeline and investment. This proposal is valid for 14 days from the date of issue.
Client Onboarding Proposal · ZJ Marketing & AutomationPage 1 of 2
Investment Summary

Total investment divided into two primary structures.

Total Upfront Project Fee
$0,000
One-time fee covering onboarding, planning, setup, and final delivery of the agreed project scope.
Monthly Recurring Fee
$000 /mo
Covers ongoing support, management, and maintenance after the initial project phase.
Payment Schedule
Upfront Breakdown
StageAmountDue
Down Payment$0,000Upon signing
Progress Payment$0,000At milestone
Final Payment$0,000Before delivery
Monthly Billing
ServiceAmountStarts
Ongoing Support & Services$000/moDate
Payment Terms
  • A down payment is required to reserve the project slot and commence work.
  • Progress payments are due once the agreed milestone is reached.
  • Final payment must be cleared prior to final handoff or launch.
  • Monthly recurring services billed automatically on the 1st of each month.
  • Late payments beyond 7 days may result in a pause of ongoing work.
  • All payments are non-refundable once the corresponding project phase has begun.
Acceptance

By signing below, both parties acknowledge and agree to the scope, timeline, pricing, and payment structure outlined within this proposal.

Client Signature
Client Full Name
Provider Signature
ZJ Marketing & Automation
Client Onboarding Proposal · ZJ Marketing & AutomationPage 2 of 2