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Internal execution templates

Presales & aftercare playbook.

Copy-paste templates that keep WhatsApp replies, quotes, handover and aftercare boundaries consistent across every project.

Default rule

The free consult only judges fit. Detailed solution design always lives inside the paid Workflow Audit.

WhatsApp first reply

WhatsApp
Hi [Name], thanks for reaching out to AI Omic 👋

Got your enquiry about [topic]. To check if automation is a good fit, can I confirm:
• Which manual task takes the most time?
• Which tools do you use now (Sheets, WhatsApp, Excel…)?
• Rough volume per day / week?

We'll reply with next steps within 1 business day.

Workflow Audit script

Audit
For unclear scope we start with a paid Workflow Audit (RM 299–499).

You get:
• A simple process map
• Recommended automation path
• Budget range
• An implementation plan

The audit fee is credited toward the build if you proceed within 30 days.

Quote structure

Quote
Every quote states:

1. Project scope & expected outcome
2. Deliverables & handover items
3. Revision limit & support window
4. Estimated delivery timeline
5. 50% deposit + 50% before handover
6. Third-party costs paid directly by client

Handover checklist

Delivery
☐ Kickoff & access checklist
☐ Workflow confirmed
☐ Build & internal testing
☐ Client acceptance test
☐ Training + handover doc
☐ Sign-off & support start date

Monthly support scope

Aftercare
Included: monitoring, bug fixing, small adjustments, light prompt tuning.

Not included: new features, new integrations, scope changes (quoted separately).

Tiers / month:
• Basic RM 300–500
• AI Flow RM 500–800
• Chatbot RM 600–1,000

Sign-off message

Sign-off
Hi [Name], [project] is live and signed off ✅

• 14-day WhatsApp support starts today: [date]
• Handover doc: [link]
• Monthly support (optional) begins after day 14.

Thanks for trusting AI Omic to make this flow better.