Business Templates
Free Business Templates
Two ready-to-adapt templates for common business documents — an AI project proposal and a general business proposal. Copy, replace the bracketed placeholders, and use.
AI Project Proposal Template
AI PROJECT PROPOSAL: [Project Name] Prepared for: [Client/Stakeholder Name] Date: [Date] 1. BUSINESS PROBLEM [Describe the manual/inefficient process this AI system will replace or improve, in business terms.] 2. PROPOSED AI SOLUTION [What kind of system: chatbot, AI agent, RAG assistant, automation pipeline, etc. Explain in plain language what it will do.] 3. HOW IT WORKS (High Level) [3-5 bullet points describing the flow — inputs, what the AI does, outputs/actions.] 4. DATA & INTEGRATION REQUIREMENTS [What data sources, systems or APIs this needs access to.] 5. SUCCESS METRICS [How you'll measure whether this worked — e.g. time saved, tickets deflected, conversion improvement.] 6. TIMELINE & PHASES Phase 1 — Discovery & data mapping: [duration] Phase 2 — Build & integration: [duration] Phase 3 — Testing & pilot: [duration] Phase 4 — Full rollout: [duration] 7. INVESTMENT [Price or pricing structure] 8. RISKS & ASSUMPTIONS [Anything the client should know — data quality dependencies, third-party API limits, etc.]
Business Proposal Template
BUSINESS PROPOSAL: [Title] Prepared for: [Recipient Name/Company] Date: [Date] EXECUTIVE SUMMARY [2-3 sentences summarizing the opportunity and what you're proposing.] BACKGROUND [Context on the recipient's situation and why this proposal is relevant now.] OBJECTIVES - [Objective 1] - [Objective 2] - [Objective 3] PROPOSED APPROACH [What you'll do, how, and why this approach makes sense for them specifically.] DELIVERABLES - [Deliverable 1] - [Deliverable 2] TIMELINE [Key milestones and dates] INVESTMENT & TERMS [Pricing, payment terms] WHY [YOUR COMPANY] [1-2 sentences on relevant experience or differentiation — avoid generic claims, use a specific result.] NEXT STEPS [What needs to happen to move forward.]
FAQs
Frequently asked questions
Are these templates free to use?
Yes, copy and adapt them for your own business documents at no cost.
Can I use the AI Project Proposal template for non-AI projects?
It's structured specifically for AI/automation projects (data requirements, success metrics tied to automation). For general projects, use the Business Proposal template instead.
Can you help scope and write an actual AI project proposal for my business?
Yes — a free 30-minute consultation is the fastest way to get a real, fixed-scope proposal for your specific project.
Keep Exploring
Related Resources
Need Help Scoping a Real AI Project?
Book a free 30-minute consultation and we'll help you turn this template into a real, fixed-scope proposal.