{{Client First Name}}, here’s a clear summary of what we discussed
This page reflects our conversation and outlines the most sensible ways forward, based on your priorities.
1) The challenge you want to solve
This page reflects our conversation and outlines the most sensible ways forward, based on your priorities.From our conversation, your main focus at {{Company Name}} right now is:
{{Primary Challenge — in their words}}
This is creating friction because:
{{Impact 1}}
{{Impact 2}}
2) The opportunity with AI
We explored how AI could help by:
{{Outcome 1}}
{{Outcome 2}}
Specifically, I demonstrated a workflow that:
{{1-sentence workflow demonstrated}}
The key point was not the tool itself, but the process — removing friction without replacing your team.
3) The options going forward
Option A — Proven AI Workflows
{{recommended_option_a_badge}}
£1,250
Access to proven workflows you adapt internally. Fastest, lowest-cost way to get value.
90-Day Accountability: + £1,500 (total £2,750)
Option B — Custom AI Workflow
{{recommended_option_b_badge}}
£3,500 or £5,000
Workflow designed and built specifically around your process and setup.
90-Day Accountability: + £1,500
Totals: £5,000 (if £3,500) or £6,500 (if £5,000)
4) My recommendation
Based on our conversation, my recommendation would be:
{{Recommended Option + Reason (1–2 calm sentences)}}
That said, the right next step depends on what feels appropriate for you.
5) How to proceed
Thank you again for your time today. If you’d like to move forward, you can select the relevant option on this page. And if anything’s unclear, just email, call, or text — I’m happy to help.
⚠️ Important notes
This summary reflects the conversation we had. No new ideas or scope are introduced here. Pricing is not renegotiated at this stage.