Write a proposal template

Contractor signature: [Leave a space for the company representative to sign and date. Boxes Galore Jean St. Atlanta, GA, kathy boxesgalore. Pretty Penny Media Green Ave. Atlanta, GA, tammy prettypenny. Job name: Boxes Galore Rebrand. Job summary:. Pretty Penny Media has expertise in developing brands through creative services. The agency will create a logo, build a brand guide, execute a branding shoot, and redesign the website to reinvigorate Boxes Galore's brand and prepare for its launch.

A brand will be built for the client through these services:. Logo: We will provide rounds of designs to decide on a new logo that meets the client's needs and appropriately represents their brand.

Brand guide: The logo design will inform the development of a brand guide that contains fonts, colors and alternative marks. Branding shoot: After determining the brand's colors and aesthetics, we will execute a branding shoot to take photos for social media and website content.

Website design: We will redesign and write the copy for Boxes Galore's new website, which will include about, shop, blog and contact pages. The amount is subject to increase if the scope of work or duration expands beyond the deliverables or expectancy. Upon payment, the deliverables will become the property of Boxes Galore. Project timeline: After an agreement is reached, Pretty Penny will begin working on the project. The estimated completion date is approximately three months after the start.

Find jobs. Company reviews. What makes a good title page? Here are the essential elements to include:. Use this template. The gray business consulting proposal template above contains all the details a prospect would want to know.

The title also offers a strong tangible benefit to the prospective buyer. The table of contents is a fundamental part of every winning business proposal template.

It makes your proposal scannable and easy to read. The people you will be pitching to are usually C-level executives. Adding a table of contents to your document makes it easy for them to go through it at their own pace.

They can also skim through parts of the proposal that they deem more important. You can see how this abstract business proposal template uses the table of contents:. You can also make your business proposal template easier to navigate by adding hyperlinks to the document, particularly in the table of contents.

This way your clients can jump to specific sections without having to scroll through the entire document. From there, select the page you want to link to! Then download your completed design as an Interactive PDF. The executive summary is a staple in all kinds of annual reports , project plans and even marketing plans.

It is a concise summary of the entire contents of your document. In other words, write a business proposal outline that is easy to glance over and that highlights your value proposition. Take a note of how precise this business proposal example is. You wan to keep your executive summary concise and clear from the get-go. This sets the right tone for the rest of your proposal. It also gives your buyer a reason to continue reading your proposal. Your goal is to outline the problem statement as clearly as possible.

This develops a sense of urgency in your prospect. They will want to find a solution to the problem. And you have that solution. This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i. This brings me to…. The good stuff. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to elaborate on the details, a separate section is a good idea. Spare no details with respect to the solution you will provide.

When you write a business proposal, explain how you plan to deliver the solution. Include an estimated timeline of when they can expect your solution and other relevant details. For inspiration, look at how this business proposal template quickly and succinctly outlines the project plan, deliverables and metrics :.

But they may not trust you to deliver on your promises. Why is this? Your job is to convince them that you can fix their problem. This section is important because it acts as social proof. You can highlight what your company does best and how qualified your team is when you write a business proposal for a potential client. You can also include other forms of social proof to establish yourself as a credible business.

This makes it that much more likely that they will say yes! Our case study examples post can show you how to do just that. Provide a timeline of how and when you will complete all your deliverables.

You can do this by designing a flow chart. Or add a roadmap with deadlines. Pitching a long-term project? A timeline infographic would be a better fit. If you look at this abstract business proposal template below, even something as simple as a table can do the trick. The goal is to clarify any questions your potential client might have about how you will deliver for the underlying B2B sales process.

On this page, you can outline your fees, payment schedule, payment terms, as well as legal aspects involved in this deal. The key to good pricing is to provide your buyer with options. A pricing comparison table can help with this. You want to give your client some room to work with. Look at how this simple business proposal template does this:. The legal aspects can slot right into the terms and conditions section. Alternatively, you can add them in the signature section of the proposal to keep things simple.

Summarize everything you have promised to deliver so far. Include what you expect from your prospective buyer in return. Add the overall project timeline from start to end, as well as payment methods and payment schedule. This way, both of you will be clear on what is being agreed on.

This step is very important as it outlines all the legal aspects of the deal. That is why the terms and conditions section of your proposal needs to be as clear as possible. I recommend consulting a lawyer or your legal team when working on this section of the business proposal.

The final step of this whole process. Your client has read your business proposal and they want to buy what you have to offer. Add a small section at the end of your proposal to get the necessary signatures. This way, you and your client can sign the proposal and the partnership becomes official.

Be sure to also include your contact information in your business proposal template. It acts as a gentle prompt to your client to contact you in case they have any questions. Now you know how to write a business proposal. If you are a business that helps clients with everything from running giveaways or helping grow their blog , identify which customers to pitch. This is a sure-shot way to close the deal. Mapping user personas for your ideal buyer can help bring some clarity. It will also help you position your business proposal correctly.

This will prevent your summary from getting overcrowded or bogged down with specifics best handled elsewhere. The proposal section is a general overview of the custom-made solution your company has devised for your potential client. Describe exactly what deliverables they can expect and when they can expect them.

A timetable that pairs deliverables with their expected date can make your document more visually appealing, and your information more digestible. You might also break down your main objectives even further by describing how you plan to execute a given strategy. In our example, we touched on six key goals during our executive summary. Creating Engaging Social Content. We will grow an increasing social audience and follower base using each of the following techniques:.

Posting Company Related Updates. Our plan is to engage your social media audience by sharing company news, press releases, events, employee spotlights, and more. We will also pay attention to industry trends, and share them. This will help to gain exposure to your target market.

We will utilize social channels to connect with your follower base and engage them with promotions to get them excited about both current events and the brand itself. These campaigns may be as short as a day or run up to six months. Results of campaigns can be compared so the most effective promotions, offers, or contests can be replicated. We will agree on a schedule for a series of posts to keep up the exciting momentum for all prospective customers.

It is important to regularly maintain marketing activity for maximum growth. We will continually monitor each channel and will respond to any questions, comments, and posts within a two-hour time period.

Two hours will allow us to confirm that accurate information is relayed back to the person asking. We will provide you with each of the following:. We will also set up a monthly meeting to go over the results and then tweak our approach accordingly. Your own content may look different than this depending on your proposal writing skills and services, but you can still use the example as a framework.

Add in more details as needed. For example, a cybersecurity company would need to include information on penetration testing and how often it would be done to look for possible intrusions and hacks. While writing your proposal content, keep in mind that this section is both the most important and the most flexible section of all. It can easily be broken down into smaller sections such as:.

There are other combinations you can try, depending on your proposal and how your solution should be explained. Create a pricing table that clearly identifies each product or service, and pair it with the most accurate pricing information you can provide.

Jump Social Media Marketing operates on a monthly billing cycle. If you were sending an hourly contract, the quantity becomes the estimated number of hours invested at a predetermined rate.

Transparency is critical in this section. While you already said hello with the cover letter, this section is where you get to explain what makes your company unique. If your company has a unique backstory, a mission, or a cause that your company stands for, share that with readers. For example:. Too often in social media, good things come at a price. At Jump, paying for followers or favorable reviews of products is tantamount to criminal activity. No sales proposal is complete without information about your past successes, awards, and jobs well done.

Often, this comes in the form of social proof, such as client testimonials and short case studies. By including recommendations from satisfied customers and industry awards that prove your expertise, you can earn additional trust from prospective clients. Jump Social Media Marketing has received major public recognition for our work.

You can also provide testimonials from past clients who can speak to your approach and how it worked for them, like so:. Lively and humorous testimonials like these can add additional personality to your company while building trust and rapport with potential clients.

However, keep your industry in mind when compiling testimonials and do your best to find user feedback that fits the mood. If your industry has serious clients, a humorous approach may not be appropriate. Depending on your proposal, you may include an agreement, a call to action, and terms and conditions at the end of your document.

Your signature below indicates acceptance of this social media marketing proposal and entrance into a contractual agreement with Jump Social Media Marketing beginning on the signature date below:. Depending on your goals and your sales process, you need to be very careful in this section.

In many jurisdictions, proposals are considered legally binding contracts if they meet the criteria for a contract.