Freelance proposal template

A proposal isn't a brochure. It's the client's decision, written down so they can say yes. Here's the one-page structure that works, and the wording for each part.

The structure

  1. Prepared for the client, with a proposal number, date and a valid-until date.
  2. Overview: two or three sentences on what they need and why it matters to their business.
  3. What you'll receive: deliverables, one per line.
  4. Timeline: start date, delivery date, revision rounds included.
  5. Investment: line items, total, deposit to begin, balance on delivery.
  6. Notes: what's excluded and any assumptions.
  7. Next step: exactly what happens when they accept.

Wording that works

Overview[Client]'s current site was built in 2019 and no longer reflects the quality of the business. This project delivers a refreshed visual identity and a five-page website that makes it easy for customers to [the thing that makes them money].
TimelineWork begins [date] once the deposit is received, with final delivery targeted for [date]. Includes 2 rounds of revisions; further rounds are billed at the stated rates.
Next stepAccept this proposal to get started. I'll send a short agreement and a deposit invoice, and we start on [date].
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Six things that raise the yes rate

1. Lead with their problem, not your process

The overview should read like you listened. Mention the number, deadline or frustration they told you about.

2. Deliverables, not hours

Clients buy outcomes. "Brand guide (PDF, 12 pages)" is easier to say yes to than "12 hours of design".

3. Show the deposit and balance

A $6,000 total is scary. "$3,000 to begin, $3,000 on delivery" is a plan. Do the math for them.

4. Put a valid-until date on it

Two weeks is enough. It gives the client a reason to decide and gives you a reason to follow up.

5. Say what's excluded

Photography, copywriting, hosting, printing. Naming exclusions up front prevents the "I assumed that was included" conversation later.

6. Make accepting a one-tap action

"Reply to accept" works. A link where they can read the proposal on their phone and sign it with a finger works better, because it removes the step where they mean to reply and don't. That's what Paperwork's share link does.

After the yes

The proposal becomes the contract, the contract becomes the deposit invoice, and the same numbers flow through all of them. That's the whole idea: fill in the client and the job once, and every document agrees with every other one.

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