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An AI Delegation Template for Client Proposals: A Worked Example

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A good AI brief makes missing decisions visible before they become promises. This fictional exercise shows how to draft a client proposal without inventing your price or delivery date. The notes you actually have A small design studio receives these notes: a five-page website refresh; reuse existing copy; no new photography; one revision round. The client hopes to launch next month. The studio has not approved a price or confirmed its availability. “Write a convincing proposal” leaves room for polished but unsupported promises. Try this instead. Copy this brief Prepare a proposal using only the notes below. Include scope, exclusions, a suggested process, and questions that prevent approval. You may organize the notes and improve the wording. Label suggestions as proposals. Do not invent prices, dates, guarantees, credentials, or client agreements. Do not contact the client or publish the document. Check each factual commitment against the notes. Mark missing information as [DECISION N...
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How to Delegate Work to AI Without Becoming Its Full-Time Manager

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An AI assistant can finish a draft quickly and still leave you with a pile of decisions. If every task comes back with “What should I do next?”, you have delegated the typing but kept all the management. A useful starting point is to define what the AI can finish on its own, what evidence it must provide, and which decisions belong to you. Here is a small exercise you can try today. A four-part brief Outcome: What should exist when the task is complete? Authority: What may the assistant do without asking? Evidence: How will you check whether the result is usable? Escalation: What specific event requires your decision? These are practical working rules, not software-enforced permissions. Sensitive actions still need appropriate access controls. Example: prepare a client proposal Instead of “Write me a proposal,” try this: Prepare a two-page proposal using the attached client notes. You may organize the notes, draft the document, and revise it for clarity. Do not invent a price, dead...
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