# AI website service packaging worksheet

Use this worksheet to turn a broad website offer into four visible commercial ledgers. Complete it for one target client type, not for every client you might serve.

## 1. Offer definition

- Target client:
- Business problem:
- Primary website job:
- AI-assisted delivery, AI-enabled website, or both:
- Result the client can inspect at launch:
- Result the agency will not guarantee:

## 2. Ledger A: one-time build

### Included deliverables

- Discovery and requirements:
- Sitemap and page count:
- Copy responsibility:
- Design system or template boundary:
- AI feature and approved data sources:
- Integrations:
- Accessibility and privacy checks:
- Browser and device checks:
- Training and documentation:
- Domain and launch work:

### Scope controls

- Revision rounds:
- Client review deadline:
- Launch acceptance criteria:
- Defect warranty length:
- What counts as a defect:
- Change-order triggers:

### Price calculation

- Estimated delivery labor:
- Specialist or contractor cost:
- Project management and review:
- Contingency for defined risks:
- Target gross margin:
- Proposed fixed or milestone fee:

## 3. Ledger B: platform and usage

| Resource | Account owner | Billing owner | Unit or plan | Included allowance | Alert | Cap or approval rule | Exit action |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Domain and DNS | | | | | | | |
| Hosting or site platform | | | | | | | |
| Model API | | | | | | | |
| Database and storage | | | | | | | |
| Search or retrieval | | | | | | | |
| Email or forms | | | | | | | |
| Analytics | | | | | | | |
| Paid integrations | | | | | | | |

Overage treatment: client-paid directly / pass-through at cost / included allowance plus overage

Who can approve a higher limit:

What users see if a hard cap stops the AI feature:

## 4. Ledger C: support and maintenance

- Monitoring included:
- Backup scope, frequency, retention, and location:
- Restore test cadence:
- Platform and dependency updates:
- Form or workflow checks:
- AI quality or abuse checks:
- Support channel:
- Coverage hours and time zone:
- Acknowledgment target by severity:
- Resolution estimate process:
- Included minor-change allowance:
- Emergency or out-of-scope rate:
- Monthly report contents:
- Exclusions:

## 5. Ledger D: improvement

- Search and analytics review cadence:
- Content refreshes or new pages:
- Conversion experiments:
- Accessibility or performance improvements:
- Prompt, retrieval, model, or evaluation work:
- Monthly output limit:
- Approval process:
- Measurement window:
- Factors outside agency control:
- Next roadmap review:

## 6. Ownership and exit

- Domain and DNS owner:
- Hosting or platform owner:
- Source repository owner:
- Model-provider project owner:
- Analytics and Search Console owner:
- Application data owner:
- Design/source file delivery:
- Export format and delivery deadline:
- Credential rotation owner:
- Data deletion or retention steps:
- Features that stop when the service ends:
- Final handoff session and documentation:

## 7. Client-facing summary

Write one sentence for each ledger.

- Build: You pay us once to...
- Platform: You pay vendors or usage charges for...
- Care: You pay us monthly to keep...
- Improve: You can add a separate cadence to...

## Final test

Ask whether a client can answer all five questions from the proposal:

1. What will exist at launch?
2. What can make the monthly bill change?
3. What happens when something breaks?
4. What work improves the site rather than merely maintaining it?
5. What do we own and receive if the relationship ends?