Proposal Outline

PROPOSAL FOR [Client Name]
Prepared by [Business Name] — [Date] — Valid until [Date]

1. WHAT WE UNDERSTAND
[Their situation, in their words from the call. 2–3 short paragraphs.]
[What they told you it's costing them.]
[What they said success looks like.]

2. WHAT WE RECOMMEND
[Your approach in 2–4 sentences. Plain language.]
Why this approach: [reasoning tied to their specific situation.]

3. WHAT WE'LL DO
Phase 1 — [Name]: [activities] — [timeframe] — deliverable: [output]
Phase 2 — [Name]: [activities] — [timeframe] — deliverable: [output]
Phase 3 — [Name]: [activities] — [timeframe] — deliverable: [output]

4. WHAT YOU'LL HAVE AT THE END
- [Deliverable]
- [Deliverable]
- [Deliverable]

5. WHAT'S NOT INCLUDED
- [Exclusion] — available separately at [Price]
- [Exclusion]

6. WHAT WE NEED FROM YOU
- [Input] by [Date]
- [Access or approval] by [Date]
- [Time commitment: e.g. one 45-minute review per phase]

7. TIMELINE
Start: [Date]
[Milestone] — [Date]
[Milestone] — [Date]
Completion: [Date]

8. INVESTMENT
[Option A — recommended]: [Price] — [what it covers]
[Option B]: [Price] — [what it covers]
Payment schedule: [deposit]% on acceptance, [X]% at [milestone], balance on completion
Terms: [payment window, late terms, expenses]

9. HOW WE WORK
[Communication cadence, main contact, response times, how changes are handled.]

10. NEXT STEP
To proceed: [exact action — sign here, reply "approved", pay the deposit link].
Questions first? [Phone] / [Email]. Happy to walk through it.