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Bonus · AI agent proposal template

3 follow-ups that get a yes or a no

Replace the words in [brackets]. Send from your own inbox, one at a time, and stop as soon as they reply.

Day 2 · the easy question

Subject: Quick question about the proposal

Hi [first name],

Did the proposal for the [agent type] land OK?

One thing I'd like to check: are the [number] enquiries a month about right, or is it more or less? The estimate depends on it, so I want it to be correct.

[Your name]

Day 5 · show, don't tell

Subject: Saw this and thought of [business name]

Hi [first name],

I set up a short demo of how the agent would answer one of your real questions, e.g. "[a question their customers often ask]". It takes 2 minutes to look at: [link or screenshot].

If it looks useful, the [pilot days]-day pilot is the low-risk way to try it. If not, no problem — just let me know.

[Your name]

Day 10 · the polite close

Subject: Close the file?

Hi [first name],

I haven't heard back, so I'm guessing the timing isn't right — totally fine.

Should I close the file for now, or is it worth a 10-minute call next week to decide on the pilot?

[Your name]

Call script · pilot yes/no (10 minutes)

1. "What made you open the proposal?" (let them talk)
2. "If the pilot works, what would you see after [pilot days] days?" (write their answer down: that's the success measure)
3. "What would stop you from starting?" (handle that one thing, nothing else)
4. "Shall we start on [date]? I'll send the invoice for the setup today."
5. No? "What would need to be different?" Then stop selling.

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