How to use

Follow these steps

1. 1

   Cover (1 page)

   Client name, project title, proposal date, your contact details. Photo of the project lead. One-line proposition: what you''ll deliver and by when.

2. 2

   The problem (1 page)

   Mirror back the problem in their words. Demonstrates listening; clients buy from people who understood the brief.

3. 3

   The proposed approach (1-2 pages)

   Phases, methodology, what each phase delivers. Avoid generic ''Discovery / Design / Deliver'' — make each phase specific to this engagement.

4. 4

   Timeline (1 page)

   A visual showing the key dates: kick-off, milestones, delivery, go-live. Highlight dependencies on client input.

5. 5

   Team (1 page)

   Who''ll do the work. Two-line bios. The client should know who they''re hiring.

6. 6

   Investment (1 page)

   The fee. Single number wherever possible, or 2-3 clearly differentiated options. Inclusive of what / exclusive of what. Payment terms.

7. 7

   Next steps (half page)

   Two specific next steps with deadlines: ''Sign this proposal by Friday, kick-off Tuesday''. Reduces sales-cycle friction.

8. 8

   Appendix: terms

   Standard T&Cs as appendix, not body — keeps the proposal readable while preserving legal protection.