ZJ Marketing & Automation — 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
  • Automated chat system — setup, training & deployment
  • CRM integration & lead logging
  • Calendar booking integration
  • Google Review Agent setup
  • Missed call follow-up automation
  • Monthly reporting & ongoing support
Project Timeline
Phase 1 — Onboarding & Discovery
1 Week
Initial kickoff, requirements gathering, and system access.
Phase 2 — Build & Integration
1–2 Weeks
System configuration, CRM setup, calendar and chat integration.
Phase 3 — Testing & Refinement
1 Week
Full system testing, script refinement, and client walkthrough.
Phase 4 — Go Live
Deployment Date
System goes live. Monthly service period and billing commences.
Client Responsibilities
  • Timely communication and approvals within 48 hours
  • All required 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. 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 Setup Fee
$0,000
One-time fee covering full system build, configuration, integration, testing, and deployment. Non-refundable once commenced.
Monthly Service Fee
$000 /mo
Commences on Deployment Date. Covers ongoing management, maintenance, reporting, and support.
Payment Schedule
Setup Fee Breakdown
StageAmountDue
Deposit$0,000Upon signing
Progress Payment$0,000At milestone
Final Payment$0,000Before go-live
Monthly Billing
ServiceAmountStarts
Ongoing Management & Support$000/moDeployment Date
Payment Terms
  • Deposit required upon signing to commence work.
  • Setup fee is non-refundable once work has commenced.
  • Monthly fee commences on Deployment Date, not a fixed calendar date.
  • Late payments beyond 7 days may result in suspension of service.
  • All payments non-refundable once the corresponding phase has begun.
Acceptance

By signing below, both parties acknowledge and agree to the scope, timeline, pricing, and payment structure outlined in this proposal, subject to the Terms & Conditions agreed separately.

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