Outsourced Staff AI Proposal

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Written By Kriselle Merabuena
 

Scope: Product storytelling, Visual Identity, Service Positioning, Conversational UX benefits

The client needed a compelling, enterprise-ready proposal to introduce their AI agent platform to potential partners and B2B customers. I led the design and content development process to ensure the document was not just beautiful, but strategically persuasive.

Highlights:

  • Developed a 12-page proposal deck that bridges technical AI capabilities with customer benefits in plain language

  • Designed a clear value proposition for three core AI agents: Receptionist, Outbound Sales, and Customer Service

  • Integrated UX/UI concepts into the deck: omnichannel design, automation flows, personalization features

  • Used data storytelling and visual hierarchy to translate complex AI features into business value for clients

  • Created comparison charts and pricing tables to communicate ROI vs. human labor costs

 
Kriselle Merabuena
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