AI Tools for Lead Generation & Sales Scope of Work Template

Pitch your next AI tools project with confidence with this fully customizable scope of work template that includes project phases, detailed services, and recommended pricing, so you can get to “yes” more quickly.

AI Tools for Lead Generation & Sales Scope of Work

AI is transforming the digital world. Every day, new AI tools come to market and in 2023, a third of companies are applying AI across their business. Companies are turning to AI solutions to improve everything from customer service to content creation, and even their sales and lead generation strategies. If you want to support these AI initiatives in a freelance capacity, use our AI Tools for Lead Generation & Sales Proposal template to figure out how to price and pitch your services. 

Our AI Tools for Lead Generation & Sales Proposal template outlines five project phases with a full breakdown of services, from developing an AI strategy to setting up Google ads to maintaining marketing campaigns using AI. The scope template also includes pricing recommendations powered by crowdsourced pricing data from over 50,000 other freelancers.

This template is fully customizable and editable – no locked files to download. Simply start editing and tailor your scope of work to align with your project requirements. Once customized, seamlessly share it with your client for approval and signature. It's that simple.

Included in this scope template:

Recommended overall price for the project based on crowdsourced data from over 100,000 freelancers.

Detailed breakdown of 5 phases and services to include in the project.

Edit and customize as needed to fit your project and client needs.

Turn a scope into a proposal for client sign off in just a few clicks.

Frequently Asked Questions

  • AI tools are software applications that use artificial intelligence to perform specific tasks. In the case of lead generation and sales, companies can use AI to help automate their sales and marketing processes.

    But because AI is still so new, not every company is familiar with its uses, benefits, and applications. That’s where you come in. If you have experience and expertise with AI, specifically as applied to a company’s sales and lead generation strategies, you can work with companies to improve their own processes.

    If you want to pursue AI projects like using AI tools for lead generation, use our AI Tools for Lead Generation & Sales Proposal template to help you figure out what to include in your next freelance AI project.

  • The services you include in your AI tools proposal can vary. Most AI projects involve setting up different platforms, developing an AI strategy, writing copy, and training the client’s internal team.

    To get an idea of the different AI services other freelancers offer, refer to our AI Tools for Lead Generation & Sales Proposal template. The community-sourced template breaks down the scope into five key phases:

    1. PPC Google Advertising & Pixels

    2. Video Marketing

    3. New Technologies

    4. Sales Team Refresh

    5. Campaign Maintenance

    Each phase incorporates a variety of customizable services that contribute to the overall project. When you use this template, you can use this scope as is or adjust the services and prices to fit your AI project’s needs.

  • How much you charge for your AI tools proposal depends on the project's scope, the client’s goals, which channels they want to use AI on, and more. Additional factors to consider when determining your AI proposal pricing are how much work will go into each lead generation channel and whether or not there’s an existing platform or setup.

    Knowing how to price your services is one of the most challenging aspects of freelancing. With our AI Tools Proposal template, you not only gain access to a detailed breakdown of services but also recommended prices for each. These pricing recommendations are derived from crowdsourced data from over 50,000 freelancers, ensuring accuracy and competitiveness.

    Use the AI Tools Proposal template to access pricing recommendations and customize your next web analytics project.

  • Once you’ve checked out Wethos’ AI Tools Proposal template, edit the phases, services, and prices however your project requires. When all looks good, save that scope of work to your library by creating your Wethos account. After you’ve created a scope, you can go on and add contract terms, send proposals for client signature, create an invoice, and get paid! 🤑

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