Prepared For
Alex

Proposal For
Maple Ridge Plumbing

Never Miss a Call Again: Text-Back and Booking
Prepared ForAlex Rivera
Maple Ridge Plumbing
Prepared ByAmy Esplin
Peak Potential AI
DateNovember 2, 2026 (SAMPLE with made-up details)

Alex,

I hope you're doing well! Thank you for walking me through a normal day at Maple Ridge, and for being so honest about the missed calls. Let me tell you, I put this together so every caller hears back within a minute, even when your hands are full.

The Challenges

Right now, missed calls are costing Maple Ridge about $4,800 a month in jobs that go to the next plumber on the list.

Problem 01
Calls go to voicemail
On a busy day, about 12 calls a week go unanswered while your crew is on a job. Most callers never leave a message. They call the next plumber.
Problem 02
Follow-up waits until evening
Messages get returned after dinner, when the caller has already booked someone else. That is a job you earned and never got to do.
Problem 03
Booking takes too many texts
Setting one appointment takes four or five texts back and forth, and each one pulls someone away from the work in front of them.

What I'll Build

Here's the simple version. It takes three small pieces to fix what is costing you jobs.

Fix 01
Every missed call gets a text within a minute
The moment a call goes unanswered, the caller gets a friendly text from your number asking what they need help with. You never have to touch your phone.
Fix 02
Customers pick their own time
The text includes a link to your real calendar. They choose an open slot and it lands on your schedule, so the back and forth disappears.
Fix 03
Emergencies reach you right away
If the reply mentions a burst pipe or no water, your phone gets an alert at once, because those jobs cannot wait. Everything else waits for you in a simple list.

Scope of Work

Missed-Call Text-Back and Booking

Everything below is built, tested, and handed to you in 15 business days.

0 of 8 Delivered

Timeline

Fifteen business days from kickoff to launch, with a short update from me every week.

Kickoff and Access2 days

We talk through your phone setup and calendar, and you give me the access listed in the terms below.

Build the Text-Back5 days

I set up the missed-call text, the reply handling, and the Google Sheet, using your words and your business number.

Booking and Alerts4 days

Your calendar link and the emergency alerts go in, and I test both with real example calls.

Test With Your Team3 days

You and your crew try it, and I adjust the messages until they sound like Maple Ridge.

Launch and Training1 day

We go live. You get the guide, the video, and a short walkthrough.

Total: 15 business days

Your Investment

Your investment is structured across project milestones as outlined below.

NamePriceQTYSubtotal
Missed-Call Text-Back and Booking $3,6001$3,600
Total investment$3,600
Upon signing (50%)$1,800
On completion (50%)$1,800

Anything beyond this scope is planned separately, after you see how this part works.

Ongoing Care

After launch, I recommend a monthly check-in, because messages work best when they keep up with how your customers actually reply.

Keep It Running
+ Monthly Check-In
  • Monthly check-in call
  • Questions answered within one business day
  • Updates when your phone or calendar tools change
  • Message tweaks based on how customers reply
  • A few hours each month for small improvements
$300/mo

Lock in $300/mo by committing now (it's $300/mo if added later), or save 50% with 90-day billing.

Guarantee Active

Our Guarantee

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Once the text-back is running, a natural next step could be quote follow-ups, so estimates do not go quiet. I would plan that with you after we see how the first part works.

Terms of Engagement

Clause 01

Scope of Work

The Service Provider will deliver the project as described in the accompanying proposal document titled "Never Miss a Call Again: Text-Back and Booking" for Maple Ridge Plumbing. The scope of work, deliverables, and timeline are defined in the proposal and incorporated by reference into this agreement.

Any work beyond the defined scope requires a written change order approved by both parties before work begins. Change orders will include updated timeline and investment.

Clause 02

Payment Terms

Total project investment: $3,600. Payable in milestones as follows:

  • Upon signing: $1,800 (50%)
  • On completion: $1,800 (50%)

Invoices are due within 5 business days of receipt. Work on subsequent phases begins upon receipt of the corresponding milestone. Texting fees from your phone provider are separate and billed to you by them.

Clause 03

Client Obligations

To ensure timely delivery, the Client agrees to provide the following:

  • Access to your business phone account and your calendar.
  • A short list of the questions customers ask most, and how you like to answer them.
  • A 45-minute call in week one to go over the plan.
  • One person on your team to try the system and tell me what feels off.
  • Replies to my review requests within 2 business days.

Delays caused by late access or materials may extend the project timeline accordingly.

Clause 04 & 05

IP & Confidentiality

Upon receipt of full payment, custom work product transfers to the Client. Service Provider retains rights to general methodologies. Both parties agree to keep confidential any proprietary information shared during this engagement (survives 2 years).

Clause 06, 07 & 08

Support, Termination & Disputes

Post-launch maintenance included as described. Either party may terminate with 7 days written notice. Disputes addressed through good faith negotiation, then binding arbitration.

Acceptance

By signing below, both parties agree to proceed with the scope, investment, and terms outlined in this proposal.

Maintenance plan: not selected yet.
Client
Alex Rivera
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Service Provider
Amy Esplin
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Peak Potential AI · Confidential · Maple Ridge Plumbing