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Proposal & SOW Playbook
Proposal & Statement of Work Playbook
A clear, copy-ready framework for proposals (confirm intent) and SoWs (define delivery).
Proposal — What & When
Use a proposal to confirm the plan you already aligned on during discovery. Keep it short and outcome-first.
Executive Summary
- Client pains (in their words)
- Desired outcomes (speed, uptime, security)
Scope & Deliverables
- What’s included / excluded
- Milestone-level view (no deep tech yet)
Investment Options
- Core • Growth • Premium (or Phases)
- Add-ons listed separately
Assumptions & Requirements
- Access, timelines, responsibilities
- Acceptance criteria headlines
Terms & Next Steps
- Billing cadence, renewal, termination
- “Approve” button / e-signature link
Snippet Lab — Proposal
Assumptions (Proposal)
Assumptions:
• Client provides admin access, DNS control, and plugin licenses within 3 business days.
• Approvals within 2 business days to keep timelines intact.
• Custom development is out of scope unless listed as an add-on.
Next Steps
Next Steps:
• Approve this proposal (e-signature).
• Schedule onboarding call (45 min) within 5 business days.
• We draft the SoW reflecting the selected option and add-ons.
Statement of Work — What’s Agreed
The SoW is the detailed delivery contract: scope, timeline, acceptance, pricing, and change control.
Project Overview
- Why we’re doing this
- Stakeholders & contacts
Objectives & Scope
- Goals & metrics (TTFB, uptime)
- In-scope vs out-of-scope
Work Breakdown & Deliverables
- Phase list + deliverables
- Dependencies noted
Timeline & Milestones
- Start/end dates per phase
- Milestone acceptance criteria
Pricing & Payment
- Total or per-phase, schedule
- Expenses & add-ons
Assumptions & Acceptance
- Access, approvals, SLAs
- Definition of done
Governance & Change Control
- Roles & responsibilities
- How scope changes are handled
Snippet Lab — SOW
Change Requests
Change Requests:
• Either party may submit a written change request.
• We provide impact on scope, timeline, and fees before work proceeds.
• Approved changes are added as an amendment to this SoW.
Acceptance Criteria
Acceptance Criteria:
• Site migrated and stable on Ameen Systems stack.
• TTFB ≤ 500ms (US median) and uptime ≥ 99.9% over 30 days.
• Stakeholder sign-off on final performance report.
Payment Schedule
Payment Schedule:
• 50% due upon SoW signature.
• 40% due after migration milestone.
• 10% due upon final acceptance.
Support & Warranty
Support & Warranty:
• 30-day hypercare post-launch with priority response.
• Ongoing support per selected plan (Core/Growth/Premium).
• Issues caused by third-party code or new requests may require a change request.
Outline Builder
Inputs
Output
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