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Proposal Template Pack
Three proposal layouts you can copy
How to Use This Pack
You get three layouts for different situations:
Layout | Best for | Length |
|---|---|---|
A. The One-Pager | Small, clear projects; repeat clients | 1 page |
B. The Options Proposal | Projects where the client could choose different levels of service | 2–3 pages |
C. The Full Project Proposal | Larger, multi-phase projects with several decision-makers | 4–6 pages |
Steps:
Have a discovery call first. Use the client's own words when describing their situation and goals.
Choose the layout that matches the size of the project.
Replace everything in [brackets] and delete sections you don't need.
Keep scope crystal clear. List what's included and what isn't.
Send it quickly, ideally within 1–3 business days of the call, and offer a short call to walk through it.
Have a proper written agreement too. A proposal explains the project; a contract protects both sides. Check with a legal professional for a contract that suits your country.
Layout A: The One-Pager
Proposal for [Client name]: [Project name] Prepared by [Your name] · [Date] · Valid until [date]
The situation [2–3 sentences describing their current situation and challenge, in their words.]
The goal [1–2 sentences on what success looks like.]
What I'll deliver
[Deliverable 1]
[Deliverable 2]
[Deliverable 3]
Includes [number] rounds of revisions
Not included: [e.g. printing costs, stock images, ongoing maintenance]
Timeline
Milestone | Date |
|---|---|
Kickoff | |
First draft | |
Final delivery |
Investment: [price] · [deposit %] due on signing, balance due on [delivery / date]
Next step: Reply "yes" to this email and I'll send the agreement and deposit invoice. We can start on [date].
Layout B: The Options Proposal
1. Cover
[Project name] Proposal for [Client name] · Prepared by [Your name] · [Date] · Valid until [date]
2. What I Heard
From our conversation on [date], here's what I understood:
Where you are now: [current situation]
What's getting in the way: [main problem]
What you want: [goal]
Why now: [trigger or deadline]
3. My Recommended Approach
[3–5 sentences explaining how you'd approach the project and why.]
4. Your Options
Option 1: [Name] | Option 2: [Name] (Recommended) | Option 3: [Name] | |
|---|---|---|---|
Best for | [situation] | [situation] | [situation] |
[Deliverable 1] | ✓ | ✓ | ✓ |
[Deliverable 2] | — | ✓ | ✓ |
[Deliverable 3] | — | ✓ | ✓ |
[Deliverable 4] | — | — | ✓ |
Revision rounds | [#] | [#] | [#] |
Timeline | [weeks] | [weeks] | [weeks] |
Support after delivery | — | [e.g. 2 weeks] | [e.g. 1 month] |
Investment | [price] | [price] | [price] |
Why I recommend Option 2: [1–2 sentences linking it to their goal.]
5. Not Included (Any Option)
[Item]
[Item]
6. Timeline (for Recommended Option)
Week | What happens |
|---|---|
1 | |
2 | |
3 | |
4 |
7. Payment Terms
[Deposit %] on signing to reserve your start date
[Remaining %] on [milestone / completion]
Payment due within [number] days of invoice
8. Next Steps
Choose your option (just reply with the number).
I'll send the agreement and deposit invoice.
We schedule kickoff for [date].
Layout C: The Full Project Proposal
1. Cover Page
[Project name] Prepared for: [Client name, contact person] Prepared by: [Your name / business] Date: [ ] · Valid until: [ ]
2. Summary
[One paragraph: the challenge, your proposed solution, and the expected outcome, written for a busy decision-maker who reads only this section.]
3. Background and Challenge
[2–3 paragraphs on the client's context, using details from discovery.]
4. Goals and Success Measures
Goal | How we'll know it's achieved |
|---|
5. Approach
Phase 1: [Name, e.g. Discovery]
Activities: [ ]
Output: [ ]
Phase 2: [Name, e.g. Design / Draft]
Activities: [ ]
Output: [ ]
Phase 3: [Name, e.g. Build / Refine]
Activities: [ ]
Output: [ ]
Phase 4: [Name, e.g. Launch and Handover]
Activities: [ ]
Output: [ ]
6. Scope
Included:
[ ]
[ ]
[ ]
Not included:
[ ]
[ ]
Changes to scope: Requests outside this scope will be quoted separately and started only after written approval.
7. Timeline
Phase | Start | End | Client input needed |
|---|---|---|---|
1 | |||
2 | |||
3 | |||
4 |
The timeline depends on timely feedback and materials from your team.
8. Roles and Responsibilities
Who | Responsibility |
|---|---|
[Your name] | |
[Client contact] | |
[Decision-maker] | Final approvals |
9. Investment
Item | Price |
|---|---|
Phase 1 | |
Phase 2 | |
Phase 3 | |
Phase 4 | |
Total |
Payment schedule: [e.g. deposit on signing, payment at end of each phase] Optional extras: [item: price]
10. Why Work With Me
[2–3 sentences on relevant experience. Link to 1–2 relevant case studies. Only include real testimonials, with permission.]
11. Next Steps
Review and send any questions by [date].
Approve the proposal by replying or signing below.
Receive the agreement and deposit invoice.
Kickoff on [date].
Approval Name: ____________________ Signature: ____________________ Date: __________
Before You Hit Send
[ ] Client's name and company spelled correctly everywhere
[ ] Their goals described in their words
[ ] Scope includes a "not included" list
[ ] Prices add up correctly
[ ] Validity date included
[ ] Clear single next step
[ ] Exported as PDF with a clear file name
Sample product from a Fora-made demo creator page. Not legal advice.
What you get
- 5-page printable template
- Layout A: The One-Pager
- Layout B: The Options Proposal
- Layout C: The Full Project Proposal