Business automation
Designed for Results
Proposal
Prepared for
{{CLIENT_NAME}}
Business efficiency & automation consultants
{{DATE}}
[email protected]0432 375 536designedforresults.com.au
Designed for Results
Introduction
Thank You for the Opportunity
I appreciate you taking the time to walk me through your business and where you want to take it.
I've built my own businesses and understand firsthand how much time and energy gets lost in inefficient systems and manual work. Most businesses don't have a growth problem. They have a systems problem.
When the right systems are in place, everything improves. Leads are handled properly, follow-up happens automatically, and the business runs with far less effort.
I'm looking forward to partnering with you on this.
Niki
Systems drive results, not effort
Business automation systems
Built for businesses that want to grow without the chaos
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[email protected]0432 375 536designedforresults.com.au
Designed for Results
Automation
The Objective
What We're Working Towards
Prepared for {{CLIENT_NAME}}
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The goal isn't more tools. It's better results.
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[email protected]0432 375 536designedforresults.com.au
Designed for Results
Leaky funnel
The Challenge
The Business Challenge
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[email protected]0432 375 536designedforresults.com.au
Automation roadmap
Designed for Results
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[email protected]0432 375 536designedforresults.com.au
Designed for Results
What We'll Build
Your Solution Stack
CRM system
Option A – Core Setup
Core System
Option A – Core Setup
★ Recommended
Central system to capture and track every lead
Nothing slips through the cracks
Instant follow-up so no enquiry gets missed
First to respond wins the job
Missed call text back so you never lose inbound leads
Every call has a second chance
Automated follow-up sequences across SMS and email
Stay in touch without lifting a finger
Automated appointment booking and reminders
Fewer no-shows, less back-and-forth
Clear pipeline so you can see where every deal sits
Make better decisions faster
Automated reminders and task follow-ups
Your team stays on track without chasing
[email protected]0432 375 536designedforresults.com.au
Designed for Results
Business results
Business Results
✦
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Real outcomes. Measurable impact.
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[email protected]0432 375 536designedforresults.com.au
Designed for Results
How We Work
Our Process
Plan
Build
Automate
Optimise
01
Onboarding
We collect everything needed to build your system properly from the start. This includes access to your tools, key business information, workflows, and how things currently operate. You'll be guided through exactly what's required so nothing is missed. This stage ensures we have complete clarity before any work begins.
02
Review
We review everything collected during onboarding and align on exactly what you want to achieve. This is where we connect how your business currently operates with what the system needs to deliver. We also identify anything that may have been missed and highlight additional opportunities to improve efficiency, follow-up, and performance.
03
Blueprint
We map out your full system before anything is built. This includes your pipelines, automations, workflows, and how everything connects together. You'll see exactly how your system will operate in practice. Nothing is built until the plan is clear and approved.
04
Build
We build and configure your systems, integrations, and automations. You're kept in the loop throughout.
05
Testing
Every workflow is tested end-to-end before handover. We don't go live until it works perfectly.
06
Handover & Delivery
Full walkthrough, training, and documentation. You're set up to run it confidently from day one.
Our process
Practical. Proven. Built for your business.
[email protected]0432 375 536designedforresults.com.au
Designed for Results
Why Designed for Results
Why Designed For Results
Built by Operators, Not Agencies
Most providers approach this from a marketing or tech angle. We build from real business experience, with a focus on what actually works day to day.
Systems First, Not Tactics
Most businesses chase more leads. We focus on fixing the systems that capture, convert, and retain them — so growth becomes consistent.
Practical Automation That Gets Used
A lot of automation looks good on paper but never gets adopted. We design around how your business actually runs so it becomes part of your daily workflow.
One Clear Source of Truth
Scattered tools create confusion and missed opportunities. We bring everything into one system so you can see exactly what's happening and make better decisions.
Focused on Real Outcomes
This isn't about adding more tools or complexity. Everything we build is designed to save time, increase revenue, or both.
Simple systems. Better decisions. Stronger results.
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[email protected]0432 375 536designedforresults.com.au
Designed for Results
Plan on a Page
Objective
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Big Idea
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Key Problems
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What We're Building
Core System & Automation (Option A)
Top Results
{{RESULT_1}}
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Why This Solution
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Setup Investment
$2,500
Monthly Subscription
$249/month
Timeline
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Time to ROI
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[email protected]0432 375 536designedforresults.com.au
Designed for Results
Next steps
Next Steps
Here's what happens next, {{CLIENT_NAME}}. These steps are simple and we'll guide you through each one.
1
Review this proposal and confirm your package selection
2
Make your initial payment to lock in your build date and begin onboarding
3
Sign the Master Services Agreement
4
Review and sign the Statement of Work
The Statement of Work will be drafted once your package is confirmed. It will outline the full scope, deliverables, and any optional add-ons selected.
Any questions? I'm here to help every step of the way.
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[email protected]0432 375 536designedforresults.com.au
Designed for Results
Proposal Acceptance
Ready to go?
Build Your Package
✓
Core System (Option A – Core Setup)
$2,500 setup
$249/month
Total Setup Investment
$2,500
Total Monthly Subscription
$249/month
Proposal Acceptance
Once this proposal is accepted, a Master Services Agreement and Statement of Work will be prepared covering the full scope, terms, and pricing. Both documents will require separate sign-off before work commences.
By signing below, {{CLIENT_NAME}} confirms their intention to proceed with this proposal. A Master Services Agreement and Statement of Work will be prepared outlining the full terms, scope, and pricing for the selected package and any add-ons. Both documents will require separate review and sign-off before work commences.
Client Signature
Print Name
Date
[email protected]0432 375 536designedforresults.com.au
Designed for Results
What Our Clients Say
Real Results, Real Businesses
Mar 2026
"Working with Niki was a dream. I LOVE all things systems & processes, but having Niki's outside perspective really helped to streamline things and see gaps that could be automated. Niki's approach of building & implementing in phases helped me to learn the software in real time. Niki and her team have saved me precious time, helped my customers to have a more consistent experience, and genuinely helped me close more of my leads. Highly recommend!"
Indy Leigh
Aug 2025
"I met with Niki from Designed for Results to look into ways of improving the 'front end' of my business, namely the sales and marketing functions, specifically using AI. Niki took the time to understand what my business does and what I needed to be more efficient and effective. Niki set to work building an automated AI solution in a structured and methodical way that is now saving me in time, money, effort and, most importantly, lost opportunities. Throughout the entire process Niki was exceptional in her knowledge, communication and professionalism – I cannot rate her highly enough!"
Paul Hughes
Dec 2025
"Niki from Designed for Results has been amazing! She took the time to understand our business and has built a CRM and AI widget to care for our clients. She went above and beyond every step of the way. I highly recommend her services!"
Helen Karpin
Nov 2025
"Great service with great results. Can't recommend highly enough. If you need to start creating efficiency in your business then get in touch with Niki asap."
Ian Wright
Jul 2025
"Honestly this app has made my makeup business run so much more efficiently. Nikki has been great at helping me use the app and really take my business to the next step. I have also had so many more enquiries online since using the app due to automatic follow ups she set up on the app to request reviews. I would highly recommend this app for anyone running a business."
Nicola Bev.
Feb 2025
"Designed For Results built a custom web application for us and saved us so much time. Super easy to enter data and track all your business metrics, a very user friendly application. Definitely recommend their services!"
Naomi Sch.
Feb 2025
"'Designed for Results' listened to us and spent a lot of time getting to know and understand the way our business operated, and then created an efficient and easy to use system that handles all our bookings, customer and internal notifications, and invoicing saving me a heap of time and eliminating the tedious manual tasks. We highly recommend their services for any small business wanting to be more productive."
Tracey Bun.
[email protected]0432 375 536designedforresults.com.au
Edit Proposal
Client Name
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Proposal Date
Headline
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Core System
Option A
★ Recommended
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AI Layer
Intelligent Automation
Result 1
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A single paragraph (350–600 characters) explaining why this solution is the right fit, referencing the client's exact situation. Generated automatically from your notes — edit as needed.
Justification Paragraph
Steps
Returning Customer (hides MSA step)
Proposal Acceptance Text
Section Heading
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Database Upload / Migration
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Nurture / Education Sequences
Automated Document Creation
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