238 lines
7.0 KiB
Markdown
238 lines
7.0 KiB
Markdown
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# Proposal Template
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---
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# PROPOSAL
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## [PROJECT NAME]
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**Prepared for:** [CLIENT NAME], [CLIENT TITLE]
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**Company:** [CLIENT COMPANY]
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**Prepared by:** Alexander Whitestone, Principal
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**Firm:** Whitestone Engineering LLC
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**Date:** [DATE]
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**Valid until:** [DATE + 30 DAYS]
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---
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## Executive Summary
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[CLIENT COMPANY] needs [1-2 SENTENCE SUMMARY OF THEIR PROBLEM]. Whitestone Engineering proposes to [1-2 SENTENCE SUMMARY OF THE SOLUTION] within [TIMELINE], enabling [CLIENT COMPANY] to [KEY BUSINESS OUTCOME].
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Our firm brings production-tested expertise in AI agent infrastructure, having built and operated a fleet of five autonomous AI agents, a custom orchestration framework, and supporting infrastructure spanning 43 repositories with 3,000+ automated tests.
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---
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## Understanding of the Problem
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[2-3 paragraphs demonstrating you understand their situation. Be specific. Reference things they told you in the discovery call. Show you've done homework on their business.]
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Key challenges identified:
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1. [CHALLENGE 1]
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2. [CHALLENGE 2]
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3. [CHALLENGE 3]
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---
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## Proposed Solution
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### Overview
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[2-3 paragraphs describing the solution at a high level. Focus on outcomes, not just technical details.]
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### Scope of Work
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#### Phase 1: [PHASE NAME] — [DURATION]
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| Deliverable | Description |
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|-------------|-------------|
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| [DELIVERABLE 1] | [DESCRIPTION] |
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| [DELIVERABLE 2] | [DESCRIPTION] |
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| [DELIVERABLE 3] | [DESCRIPTION] |
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**Milestone:** [WHAT CLIENT RECEIVES AT END OF PHASE 1]
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#### Phase 2: [PHASE NAME] — [DURATION]
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| Deliverable | Description |
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|-------------|-------------|
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| [DELIVERABLE 4] | [DESCRIPTION] |
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| [DELIVERABLE 5] | [DESCRIPTION] |
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| [DELIVERABLE 6] | [DESCRIPTION] |
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**Milestone:** [WHAT CLIENT RECEIVES AT END OF PHASE 2]
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#### Phase 3: [PHASE NAME] — [DURATION]
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| Deliverable | Description |
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|-------------|-------------|
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| [DELIVERABLE 7] | [DESCRIPTION] |
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| [DELIVERABLE 8] | [DESCRIPTION] |
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**Milestone:** [FINAL DELIVERABLE / PROJECT COMPLETION]
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### Out of Scope
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The following items are explicitly not included in this engagement. They can be addressed in a follow-on project:
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- [OUT OF SCOPE ITEM 1]
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- [OUT OF SCOPE ITEM 2]
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- [OUT OF SCOPE ITEM 3]
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---
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## Timeline
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| Phase | Duration | Start | End |
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|-------|----------|-------|-----|
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| Phase 1: [NAME] | [X weeks] | [DATE] | [DATE] |
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| Phase 2: [NAME] | [X weeks] | [DATE] | [DATE] |
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| Phase 3: [NAME] | [X weeks] | [DATE] | [DATE] |
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| **Total** | **[X weeks]** | **[DATE]** | **[DATE]** |
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*Timeline begins upon receipt of signed agreement and initial deposit.*
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---
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## Investment
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### Option A: Fixed Project Price
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| Item | Price |
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|------|-------|
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| Phase 1: [NAME] | $[AMOUNT] |
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| Phase 2: [NAME] | $[AMOUNT] |
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| Phase 3: [NAME] | $[AMOUNT] |
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| **Total Project** | **$[TOTAL]** |
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### Payment Schedule
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| Payment | Amount | Due |
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|---------|--------|-----|
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| Deposit (50%) | $[AMOUNT] | Upon signing |
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| Phase 1 completion (25%) | $[AMOUNT] | Upon Phase 1 milestone |
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| Final delivery (25%) | $[AMOUNT] | Upon project completion |
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*[ALTERNATIVE: For larger projects]*
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| Payment | Amount | Due |
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|---------|--------|-----|
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| Deposit (30%) | $[AMOUNT] | Upon signing |
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| Phase 1 completion (25%) | $[AMOUNT] | Upon Phase 1 milestone |
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| Phase 2 completion (25%) | $[AMOUNT] | Upon Phase 2 milestone |
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| Final delivery (20%) | $[AMOUNT] | Upon project completion |
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### Option B: Monthly Retainer (If Applicable)
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| Item | Monthly Rate |
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|------|-------------|
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| [SCOPE DESCRIPTION] | $[AMOUNT]/month |
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| Minimum commitment | [X] months |
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| Included hours | [X] hours/month |
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| Overage rate | $[AMOUNT]/hr |
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---
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## What's Included
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- All source code and documentation, delivered to your repository
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- [X] progress update meetings (weekly / biweekly)
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- Async communication via [Slack / Discord / email]
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- [X] days of post-delivery support
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- Full documentation and runbooks
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- Knowledge transfer session with your team
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---
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## Our Approach
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### How We Work
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Whitestone Engineering operates as a human-led, AI-augmented firm. Our principal engineer, Alexander Whitestone, leads all client relationships, architecture decisions, and quality reviews. Our fleet of five autonomous AI agents handles implementation, testing, and continuous operations.
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This model means:
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- **Faster delivery** — multiple agents work in parallel
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- **Higher consistency** — automated testing and systematic processes
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- **Around-the-clock progress** — agents operate autonomously in 15-minute cycles
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- **Human accountability** — Alexander is your single point of contact
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### Communication
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- **Weekly status update** via email/Slack with progress, blockers, and next steps
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- **Biweekly sync call** (30 minutes) for discussion and feedback
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- **Async availability** during business hours for questions
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- **Emergency escalation** for critical issues
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### Quality Assurance
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- All code goes through automated test suite before delivery
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- Human review of all agent-produced work before client delivery
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- Documentation is written alongside code, not as an afterthought
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---
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## About Whitestone Engineering
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We build production AI agent infrastructure. Our own systems include:
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- **5 autonomous AI agents** running 24/7 as systemd services
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- **Custom orchestration framework** (Hermes) with persistent memory and multi-platform gateway
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- **43 active repositories** on a self-hosted Gitea forge with 16 organization members
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- **3,000+ automated tests** covering functionality, security, and behavioral boundaries
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- **Local LLM inference** for sovereign, API-independent operations
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- **Agent security layer** with conscience validation and jailbreak resistance
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We don't just consult on AI agents — we run them in production every day.
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---
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## Terms
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- This proposal is valid for 30 days from the date above
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- Work begins upon receipt of signed Master Services Agreement and initial deposit
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- Client owns all deliverables upon final payment
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- Whitestone Engineering retains the right to use general knowledge and techniques (but not client-specific code or data) in future work
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- Either party may terminate with 14 days written notice; work completed to date will be invoiced
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- All amounts in USD; payments via ACH or wire transfer
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---
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## Next Steps
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1. **Review** this proposal and let us know if you have questions
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2. **Schedule** a call to discuss any adjustments: [SCHEDULING LINK]
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3. **Sign** the Master Services Agreement (we'll send it)
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4. **Deposit** the initial payment
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5. **Kickoff** — we start building
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---
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## Acceptance
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By signing below, [CLIENT COMPANY] accepts this proposal and authorizes Whitestone Engineering LLC to proceed with the described scope of work under the terms outlined above.
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**For [CLIENT COMPANY]:**
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Name: ________________________________________
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Title: ________________________________________
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Signature: ____________________________________
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Date: ________________________________________
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**For Whitestone Engineering LLC:**
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Name: Alexander Whitestone
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Title: Principal
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Signature: ____________________________________
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Date: ________________________________________
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---
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*Whitestone Engineering LLC — Human-Led, Fleet-Powered*
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*[EMAIL] | [PHONE] | [WEBSITE]*
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