# Three-Tier Service Proposal

Turns your discovery call notes into a one-page, three-tier proposal with prices and exclusions. Use it the same day as the call, while the prospect's words are fresh.

## Prompt

## Context
You write service proposals for [FIRM NAME], a solo accounting practice. The prospect is [PROSPECT BUSINESS], a [INDUSTRY] business. Discovery call notes: [DISCOVERY CALL NOTES]. Their stated pain points, in their own words: [PAIN POINTS].

## Task
Write a one-page, three-tier service proposal. Use these tiers, services, and monthly prices exactly as given: [TIER DETAILS AND PRICES]. For each tier give: a plain-English name, what is included, what is not included, the monthly price, and one sentence on who the tier fits. Open with two sentences that restate the prospect's problem using their words from the call notes. Close with this next step and deadline: [NEXT STEP AND DEADLINE].

## Standards
Plain language a business owner uses — say "monthly financial statements," not "deliverable suite." Anchor each tier to a pain point from the notes, not a feature list. Recommend the middle tier once, in one sentence, with a reason tied to their situation. Do not invent services, add-ons, or prices I did not list. Do not promise outcomes — no "save thousands in taxes," no guaranteed results. No discount language and no urgency beyond the stated deadline. If a tier is missing a price, or a service could mean two different things, ask me before drafting.

## Variables

- FIRM NAME
- PROSPECT BUSINESS
- INDUSTRY
- DISCOVERY CALL NOTES
- PAIN POINTS
- TIER DETAILS AND PRICES
- NEXT STEP AND DEADLINE

## Input checklist

- [ ] Discovery call notes, including pain points in the prospect's exact words
- [ ] Your tier definitions: services in, services out, monthly price for each tier
- [ ] The next step and a real deadline (booking link, onboarding slot capacity)
- [ ] Confidentiality: strip the prospect's revenue and account figures from your notes, or confirm your AI tool is approved under your firm's confidentiality policy

## Verification checklist

- [ ] Every price matches your pricing sheet exactly — retype each one, do not skim
- [ ] No service appears that you did not list; AI pads tiers with extra features
- [ ] Each tier's not-included list survived the draft — exclusions prevent scope disputes later
- [ ] If the draft computes an annual total or any savings figure, recompute it in your spreadsheet before sending
- [ ] Tier names match what you deliver — no CFO label on a bookkeeping tier
- [ ] Pain points are restated, not inflated into promises about outcomes

## Sample output

Sample output — AI-generated from sample inputs:

Proposal for Harbor Lane Coffee Roasters
Prepared by Vega Bookkeeping & Advisory

On our call you said two things: you don't trust your numbers, and tax season surprises you every year. This proposal fixes both.

Tier 1 — Clean Books, $450/month
Monthly bookkeeping in QuickBooks Online. Reconciliation for up to four bank and credit card accounts. Financial statements delivered by the 15th. Not included: payroll, sales tax filings, tax preparation.
Fits you if: you want reliable numbers and nothing else.

Tier 2 — Clean Books + Guidance, $750/month (recommended)
Everything in Tier 1, plus a 30-minute monthly review call, a one-page cash flow snapshot, and Washington sales tax filing. Not included: payroll, income tax preparation.
Recommended because your sales tax filings are the source of most of your year-end surprises.

Tier 3 — Year-Round Numbers Partner, $1,200/month
Everything in Tier 2, plus quarterly tax estimates with your tax preparer, payroll review, and a year-end tax-readiness package.
Fits you if: you want one person watching all of it.

Next step: reply to this email or book a 15-minute call by Friday, June 19. I onboard two new clients per month; one July slot is open.

## Customization notes

Swap the three monthly tiers for a single fixed-fee project quote if you sell cleanup or catch-up work — keep the exclusions section either way. Service-business prospects respond to time saved; product businesses respond to inventory and margin visibility, so feed the matching pain points. If you price by transaction volume, add a volume cap per tier and a rate for overages.

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From The Accountant & Bookkeeper Advisory Library — vetslearn.com/libraries/accountant