Project Proposal
AI-Powered Lead Generation Platform
Prepared for: Smart Built Associates
Development and Implementation Partner: Zero-2-One Innovate Solutions LLP
1. Project Overview
The objective is to develop an AI-powered lead generation platform that helps Smart Built Associates discover relevant companies, research their business information, organize potential leads and qualify them for Smart Built Associates.
The platform will replace manual, fragmented lead research with a centralized and easy-to-use system.
The development will be delivered in two phases, allowing the client to review and test the application at every milestone before proceeding to the next stage.
2. Proposed Development Phases
Phase 1 — Core Lead Generation Platform
Objective: Deliver a fully functional working application focused on company discovery, lead research, information verification and qualification.
Features included:
- Secure employee login and onboarding.
- Dashboard with lead generation KPIs.
- Configurable industry, geography and company-size targeting.
- AI-assisted company discovery and research.
- Automatic organization of discovered companies into:
- Confirmed Leads
- Missing Details Leads
- Very Low Information Leads
- Company profiles with available contact information and source references.
- Lead filtering, search and management.
- AI-assisted completion of the 22 lead qualification fields.
- Hot, Warm and Cold lead classification.
- Editable research and qualification information.
- Lead activity history.
- Lead export and handover of suitable prospects to the relevant person.
- Responsive, user-friendly interface.
- User acceptance testing, bug fixes and deployment.
Phase 1 outcome: A working lead generation tool that enables the team to discover companies, review their information, qualify prospects and hand over suitable leads.
Automated email campaigns, personalized pitch deck generation and AI-powered phone calls are not included in Phase 1.
Phase 2 — Outreach Automation and Advanced Features
Objective: Extend the core platform with personalized outreach and additional AI capabilities after Phase 1 has been tested and approved.
Proposed features:
- Personalized email generation and campaign workflows.
- Employee review and approval before emails are sent, including bulk approve and bulk send of approved emails.
- Email sending integration and reply tracking.
- AI-based email reply classification and recommended follow-up actions.
- Personalized pitch deck creation for individual companies.
- Pitch deck preview, editing and approval.
- AI-powered phone outreach and call summaries.
- Callback identification and follow-up notifications.
- Enhanced campaign analytics and reporting.
- Additional UI refinements and usability improvements.
Phase 2 will be planned based on feedback from Phase 1. Its timeline and development cost will be estimated and approved separately.
3. Phase 1 — Milestones and Client Testing
Each milestone will deliver a testable portion of the application. The client can review the result, test the relevant user stories and provide feedback before the next milestone begins.
| Milestone | Deliverables and user-based testing | Suggested payment |
|---|---|---|
| 1. Prototype and Scope Approval | Clickable prototype covering navigation, dashboard, lead lists, lead details and core workflows. Client reviews and approves the proposed user experience. | ₹20,000 |
| 2. User Onboarding and Workspace Setup | Login, employee onboarding, main navigation, initial settings and dashboard structure. Client tests login, navigation and access to the core screens. | ₹30,000 |
| 3. AI Lead Sourcing and Targeting | Configurable targeting criteria and AI-assisted company discovery. Client tests industry and location filters and reviews discovered companies. | ₹50,000 |
| 4. Research and Lead Categorization | Company profiles, available contact information, source references and categorization into Confirmed, Missing Details and Very Low Information Leads. Client reviews sample research results and category changes. | ₹40,000 |
| 5. Lead Qualification and Management | Editable lead profiles, 22-field qualification workflow, Hot/Warm/Cold classification, search, filters, KPI dashboard and lead export. Client tests complete lead-management scenarios. | ₹40,000 |
| 6. User Acceptance Testing and Deployment | End-to-end testing, agreed bug fixes, final review, deployment and handover. Client tests the application against the agreed acceptance criteria. | ₹20,000 |
| Total Phase 1 Development Cost | ₹2,00,000 |
The payment allocation above is proposed and can be confirmed before development begins.
How milestone testing works
At the end of each milestone:
- The development team demonstrates the completed functionality.
- The client tests it using agreed user scenarios.
- Feedback and required corrections are documented.
- Agreed milestone-level corrections are completed.
- The client approves the milestone before the next stage proceeds.
This approach ensures that the client can validate the actual application throughout development rather than waiting until the entire project is completed.
4. Cost Structure
A. One-Time Development Cost
| Item | Cost |
|---|---|
| Phase 1 — Core Lead Generation Platform | ₹2,00,000 |
| Phase 2 — Outreach Automation and Advanced Features | To be estimated separately |
| Phase 1 Total | ₹2,00,000 |
The Phase 1 fee covers the agreed development scope, milestone testing, agreed bug fixes and deployment.
New functionality outside the approved Phase 1 scope will be estimated and approved separately.
B. Ongoing Hosting and Maintenance
| Item | Proposed cost |
|---|---|
| Application hosting and basic maintenance | ₹5,000/month |
| Annual equivalent | ₹60,000/year |
The monthly service covers application hosting and agreed routine maintenance and bug fixes. Major enhancements, new features and additional integrations are excluded unless agreed separately.
The maintenance arrangement and exact service coverage will be confirmed before deployment.