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Proposal outline

A structure for a proposal a client can say yes to.

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Free to use and change. No sign-up needed.

How to use it

  1. Type the client name, copy the outline, and fill in each [bracket].
  2. Write section 1 first. If you cannot describe where they are today, you need another call.
  3. Keep it short enough to read on a phone.

Proposal outline: [Client name]

1. Where [Client name] is today

  • [What you learned from their site, services and results]

2. What they want to achieve

  • [Their goals, in their own words]

3. Our approach

  • 1[Step one]
  • 2[Step two]
  • 3[Step three]

4. What is included

  • [Deliverables, as a short list]
  • [What is not included]

5. Timeline

  • [Key dates and what happens in each stage]

6. Investment

  • [Package names and prices]
  • [Payment terms]

7. Why us

  • [Two or three specific reasons, with evidence you actually have]

8. Next steps

  • 1[How to say yes]
  • 2[What happens in the first week]

Make it work

Three tips before you send it.

  • Use their words for the goals.
  • Show prices plainly, with what each price includes.
  • End with one clear way to say yes.

Want this to live in one place with your client instead of a document? See how a client portal works.

More to read and copy

Statement of workScope, deliverables, timeline and sign-off in one page.Read
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Client onboarding checklistEverything to collect and confirm in a new client's first week.Read

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