The full template
Words in brackets, like [Client Name], fill in automatically from your client's details when you use the template in Clientary.
In the editor, you can change any section and package options. Once you send it, your client picks a package and signs online. Edit this template online
Thank you for considering me for your project. This proposal sets out what I understand you need, how I'll work, what you'll receive, and three ways to go ahead.
The Project
[Describe the project in the client's words, for example: a new email newsletter template and a library of 10 reusable content blocks, built to match your brand and tested in the major email apps.]
How I'll Work
1. Discovery. A kickoff call to confirm goals, audience, and what success looks like, followed by a short written plan you approve before the work starts.
2. Delivery. I work through the plan in stages, with a check-in at each one. Two rounds of revisions on the draft are included.
3. Handoff. Final files, a walkthrough call, and short notes so your team can use and update the work without me.
What You'll Receive
- A project plan with milestones and dates
- The finished work, in the formats agreed in the plan
- A recorded walkthrough and handoff notes
- Answers to questions by email for 30 days after handoff
Ways to go ahead
The fixed-price options cover the project as described in the plan you approve. Changes beyond it are quoted before any work is done.
| Discovery and project plan | $600.00 |
| Project delivery | $3,200.00 |
| Handoff call and notes | $300.00 |
| Total | $4,100.00 |
| Discovery and project plan | $600.00 |
| Project delivery | $3,200.00 |
| Handoff call and notes | $300.00 |
| Ongoing support after handoff (months) (3) | $1,200.00 |
| Total | $5,300.00 |
| Project work (estimated hours) (40) | $3,800.00 |
| Total | $3,800.00 |
Timeline
I can start within one week of your signed approval. Most projects like this take about four weeks from kickoff to handoff, depending on how quickly feedback comes back.
What I Need From You
- One point of contact who can approve the plan and give feedback
- Content, access, and brand materials within five business days of kickoff
- Feedback within three business days of each check-in
Terms
Payment. For a fixed price, 50% is due on signing and 50% on handoff. Hourly work is invoiced every two weeks. Invoices are due within 15 days.
Revisions. Two rounds are included. Further rounds are billed at $95 per hour, with your approval first.
Ownership. The finished work is yours once paid for in full. I keep my own tools, templates, and know-how, and may show the work in my portfolio once it's public.
Changes and cancellation. Changes to the scope are agreed in writing before the work is done. Either of us may end the project with seven days' written notice. You pay for work done to that date, and the deposit isn't refunded.
Acceptance
Choose an option and sign below to accept this proposal. I'll send the kickoff invitation within one business day.
How to use this template in Clientary
- Edit it online. Change any section, add your own, and add a fee table with packages the client can choose from. No account needed.
- Preview it as your client will see it. Fill in who it's for and pick a design.
- Start your free trial to send it. Confirm you'll have it reviewed, since templates aren't legal advice, and your proposal is waiting in your new account with your client's details filled in.
- Send it to be signed. Your client reviews, chooses a package, and signs online, and you can see when it's viewed and signed.
Learn more about proposal software in Clientary.