ai-automation-consultant / Failure Lab

Proposal Missing Exclusions

A proposal is clear about deliverables but silent on excluded work.

Category

client-communication

Difficulty

intro

Last Run

none

Incident Brief

Identify the communication gap before the proposal is sent.

Broken State

The proposal includes automation setup but does not exclude CRM cleanup, historical import, billing changes, or after-hours support.

Symptoms

  • The buyer assumes old CRM records will be cleaned automatically.
  • The fixed price has no support or maintenance boundary.

Trace

proposal.exclusions=[]
buyer_assumption=historical_import_included

Diagnosis