Prepared for Example Co. dealer network · 13 October 2026
Prepared byWes Fischer, Founder and CEO
Reference[Proposal number]
Valid until[Date, 30 days from issue]
StatusDraft for discussion
Proposal · enquiry routing
01The decision
Which site and team answers each new enquiry, and how fast.
“Every site sends us enquiries. We still have to work out by hand which ones need a person today and which site should take them.” How a Head of Sales Operations might put it. Example wording, not a client quote.
02What we’ll test
Part
For this proof
Records
Website enquiry form, CRM enquiry history, the daily stock list and site opening hours, 18 months
Baseline
Median minutes from enquiry to first reply, by site, for the 12 weeks before the test
Test
Route four weeks of enquiries with the new rules alongside the current process and compare reply time and the share answered by the right site
Owner
Head of Sales Operations, who will run the finished work
03What you receive at day 30
The defined decision, with its baseline and the test
A working proof on your records
Results, limits and what it takes to run
The documented decision logic, data record and workflow
A recommendation: build, buy, change the process or stop
Proposal · enquiry routing
04The 30 days
Week
What happens
You see
1
Access to the records; data checkpoint
A short note: can the decision be tested on these records?
2
Rules drafted and tested on past enquiries
The draft rules, in plain language
3
The proof runs alongside the current process
A daily comparison
4
Results, limits and recommendation
The decision pack and a 60-minute readout
05What we need from you
Read access to the records listed in section 02, by the end of week 1
Head of Sales Operations as the named owner, for two 45-minute sessions
One sales manager from each site to check the draft rules
06Who does the work
Person
Role
Time
Wes Fischer
Founder and CEO. Leads the engagement and the readout
Each week
[Delivery lead]
Builds the proof and the documentation
Most days
[Data engineer, if needed]
Access and data checkpoint
Week 1
Each bracketed role is named here before you sign.
Proposal · enquiry routing
07Fee and payment
The fixed fee for this scope and the payment milestones are set in this section after scoping. [Fee and milestones]
You can stop at day 30. The proof is a complete purchase in itself. Any production build is scoped and agreed separately.
08Assumptions and limits
The proof tests one decision on agreed records. It does not establish production readiness or promise a return.
Records stay in your environment or an agreed, controlled workspace.
Cloud and model costs during the proof are listed in the scope.
09Next step
Confirm the decision in section 01 and the named owner. We then send the scope and start week 1.
Accepted for Example Co. dealer networkName, role and date
For NTWRK PTY LTDWes Fischer, Founder and CEO · date