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Bilingual
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Wizard
5 steps
Output
Letter PDF
Client proposal

Skills development
and change
management

Proposal prepared to present the context, scope, team, investment and next steps for the mandate.
Prepared for
Renaud et Carré
Total investment
$9,000.00
Created on
May 23, 2026 · 2:13 PM
Proposal language
English
Confidential document
Navigation 02

Table of contents

Every section below is structured by the wizard, then drafted by the AI and validated by your team.

  1. 01 Executive summary 03
  2. 02 Client context 04
  3. 03 Mandate objectives 05
  4. 04 Proposed approach 06
  5. 05 Scope of services 07
  6. 06 Deliverables 08
  7. 07 Timeline 09
  8. 08 Mandate team 10
  9. 09 Terms 11
  10. 10 Acceptance 12
  11. 11 Investment & next steps 13
  12. 12 Signature confirmation 14
Section 01 03

Executive summary

This proposal outlines a strategic approach to accompany Renaud et Carré in managing changes induced by AI within your business.

The main objective is to establish a clear strategy to optimize existing processes while ensuring effective change management, including user training.

Two key services: the AI Discovery Workshop, a structured four-hour session with key stakeholders, and AI Training for technical teams, hands-on training covering LLM fundamentals, advanced prompt engineering and RAG patterns.

Total investment
2 services · CAD · before tax
$9,000.00
Section 02 04

Client context

Renaud et Carré wishes to manage changes introduced by Artificial Intelligence within its company.

The main objective is to find a strategic partner to optimize processes and effectively manage AI-induced changes.

These elements form the foundation on which this partnership will be built to support the company’s transformation.
Section 03 05

Mandate objectives

Three concrete outcomes the partnership will be measured against. Each one owns a metric you can audit at handoff.

  1. 01 Optimize existing processes. Map five high-volume flows; cut two by 40 % via AI assistance.
  2. 02 Equip the teams. Twelve people fluent in prompt patterns, agents and RAG.
  3. 03 Stand up AI governance. A reviewed policy and a usage register your board can sign.
Section 04 06

Proposed approach

We work in three structured phases, each anchored on a deliverable your team can rely on.

Discovery first, then a focused build sprint, then handoff. Each phase ends with a checkpoint where you can adjust scope before the next one starts.

  • Discovery: 1 week · facilitated workshop + stakeholder interviews
  • Build: 3 weeks · working sessions + iteration loops with your team
  • Handoff: 1 week · documentation + 30 days of async Q&A
Section 05 07

Scope of services

What we deliver, and what we won’t, to keep the mandate focused on the work that actually moves the needle.

Included
  • AI Discovery workshop · 4 hours
  • Two-day technical training
  • Use-case prioritization matrix
  • 90-day adoption roadmap
Out of scope
  • Custom model development
  • Vendor selection or RFP support
  • Production-line implementation
Section 06 08

Deliverables

Four artifacts your team owns at the end of the mandate. Plain English, audit-ready, no vendor lock-in.

  • Workshop report Synthesis of priorities, five quick-win opportunities, 90-day plan.
  • Training kit Slides, hands-on labs, prompt library and reference architecture.
  • AI governance policy Reviewed template adapted to your sector and Quebec regulations.
  • Usage register Spreadsheet model and Notion template to track AI use across teams.
Section 07 09

Timeline

A five-week mandate, with checkpoints you can use to adjust scope before the next phase locks in.

  1. Week 1 Discovery kickoff Workshop, stakeholder interviews and flow mapping.
  2. Week 2 Build sprint start Working sessions, draft training materials, governance review.
  3. Week 4 Mid-sprint review Checkpoint with the steering committee; scope adjustments.
  4. Week 5 Training delivery Two days in person, asynchronous labs for the rest.
  5. Week 6 Handoff Final documentation and 30 days of asynchronous Q&A.
Section 08 10

Mandate team

Three people, one accountable lead. Backup coverage is built in so the mandate never depends on a single calendar.

  • Jean-François Berthiaume Lead consultant · accountable
  • Marie-Claire Lévesque Change management specialist
  • Samuel Lapointe AI / LLM engineering
Section 09 11

Terms

The legal frame in four lines. The full contract sits in the secure link on the next page.

  1. 01 Payment Net 30 days from invoice date · CAD · before tax.
  2. 02 Intellectual property All artifacts produced for the mandate belong to the client at handoff.
  3. 03 Confidentiality Mutual NDA; data never leaves Canadian servers.
  4. 04 Termination Either party may terminate with 14 days written notice.
Section 10 12

Acceptance

How the client formally accepts the mandate. The signature page that follows is the audit trail.

By accepting, the client confirms they have reviewed this proposal in full, agree to the scope, terms and investment defined within, and authorize the consultant to begin the mandate on the proposed start date.

Accept via secure link proposalplus.app/p/9f2b · 14-day expiry
Financial summary 13

Investment & next steps

Summary of selected services and expected investment.

Service Investment
AI Discovery Workshop
4 hours · flow mapping + feasibility matrix + 90-day roadmap.
$2,500.00
AI Training for technical teams
2 days hands-on · LLM, prompt engineering, RAG, agents + labs.
$6,500.00
Total investment
CAD · before tax · 30-day terms
$9,000.00
Acceptance record 14

Signature confirmation

When the client accepts, the proposal closes itself. This is what your partner sees the next morning: signature, audit trail, status, all stored.

Accepted
Geneviève Carré VP Operations · Renaud et Carré
  • Accepted on
    May 24, 2026 · 9:42 AM
  • From IP
    24.200.18.221
  • Status
    Accepted
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The cost of doing it manually

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Workflow

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Step 01 · Client situation

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Natural-language prompt
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What you can rely on

Quietly production-hardened.

  • Multi-tenant by account. Your client list never crosses another company’s.
  • Pundit policies on every resource. Rack::Attack on public surfaces.
  • Cloudflare R2 storage. CSP nonces per request. Audit trail on every signature.
  • Bilingual end-to-end: UI, prompts, fallback content, PDF, emails.
  • Built on Rails 8, Hotwire, Solid Queue. Boring tech where it matters.

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