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Template · Proposal

Proposal Template

Use this to send a clearer proposal without overcomplicating the document.

When to use it

A proposal works best when someone can skim it quickly and still understand the offer, the price, and the next step. The goal is clarity, not document theatre.

Starter draft

Proposal for [Client Name]

Here is the recommended scope for [project / engagement / support need].

What is included: [deliverables / sessions / timeframe].

Timeline: [start date / duration / milestone timing].

Investment: [price] with [payment terms].

If this works for you, the next step is [sign / pay / book / reply].

Use it well

Keep the template simple enough to send

Keep each section skimmable.

Write the next step as one clear action.

Match the wording in the proposal to the wording in the follow-up email or contract.