Template System
Approved proposal templates
ProposalOS starts with three ArtMetrics template records mapped to the approved route references.
conversationtwo_page_conversation
2-page conversation proposal
Short first-touch executive briefing for Upwork, outbound, and strategic diagnosis conversations.
Ariel Executive Briefing
A concise executive card introducing ArtMetrics, Ariel West Long, the operating lens, and the safest next conversation.
Operating Diagnosis
The visible request is usually a tool, platform, or implementation need. The underlying issue is the operating workflow that must be clarified before buildout.
Situation Appraisal
A bounded first step should separate high-leverage operating improvements from open-ended cleanup, custom development, and unclear implementation ownership.
Current-State Risks
Without a disciplined diagnosis, the project can expand into tool configuration, incomplete adoption, scattered reporting, and unclear accountability.
Core Thesis
The objective is not more software. The objective is a workflow the team can use, manage, and improve without relying on informal memory.
Future-State Direction
The next version should create cleaner handoffs, visible priorities, stronger reporting cadence, and a practical rollout path.
full scopedfull_scoped_proposal
Full scoped proposal
Client-ready scoped proposal with architecture, SOW, clarifications, exclusions, investment, and acceptance.
Hero
A focused proposal headline, prepared-for line, outcome statement, and clear primary/secondary calls to action.
Executive Brief
The business case, operating drag, and why the recommended scope is the safest first engagement.
Architecture
The working system: intake, routing, visibility, review cadence, tooling, responsibilities, and governance.
Demo / Visual Workflow
A plain-language workflow from request or signal to owner, status, decision, and next action.
Scope of Work
The work ArtMetrics will perform, grouped by implementation lane and deliverable responsibility.
Deliverables
Concrete assets, workflows, documentation, operating views, and handoff materials included in the engagement.
packagepackage_proposal
Package proposal
Proposal package / service package page with defined tiers, outcomes, assets, and implementation path.
Package Hero
A service package position with target buyer, operating outcome, and package CTA.
Business Case
Why the buyer needs a defined package instead of scattered tasks, ad hoc consulting, or unbounded implementation.
Outcomes
The concrete operating outcomes the package is designed to create.
Included Assets
The dashboards, workflows, templates, docs, automations, briefing assets, or handoff materials included.
Implementation Phases
The sequence from discovery and design to build, handoff, rollout, and support.
Pricing / Package Tiers
Defined tier options, scope boundaries, decision criteria, and recommended starting point.