Document text
BUSINESS PROPOSAL
[PROJECT NAME] · prepared for [CLIENT NAME]
Prepared by [YOUR BUSINESS NAME] · [DATE]
Client [CLIENT NAME]
Project [PROJECT NAME]
Prepared by [YOUR BUSINESS NAME]
Contact [NAME · EMAIL · PHONE]
Date [DATE]
Valid until [DATE — e.g. 15 or 30 days]
1. Executive summary
[CLIENT NAME] wants to [GOAL — e.g. launch a new location, book more appointments online, see daily production numbers]. This proposal describes how [YOUR BUSINESS NAME] will deliver the [project name] in [NUMBER] weeks for a fixed fee of [TOTAL], what is included, what we need from your team, and how to get started.
Outcome: [MEASURABLE RESULT — e.g. booking time cut from 3 days to same day].
Timeline: [START] to [END], with a review at each stage.
Investment: [TOTAL], 50% to start and 50% on final delivery.
2. Your situation and goals
Here is what we heard in our conversations. Please correct anything we missed before you accept.
Today: [CURRENT SITUATION AND THE PROBLEM IT CAUSES].
Why now: [DEADLINE, SEASON, EVENT OR COST OF WAITING].
Success looks like: [TWO OR THREE CONCRETE MEASURES].
Constraints: [BUDGET, SYSTEMS, BRAND RULES, APPROVALS].
3. Proposed solution and approach
We work in four short stages. Each ends with something you can see and approve, so there are no surprises at the end.
Discovery — a working session to confirm goals, users, content and technical requirements; we send a one-page scope summary for approval.
Build — we produce the first complete working version and share it for review.
Review and refine — one consolidated round of feedback from your team, then testing.
Launch and handoff — final files, access, a short training session and [NUMBER] days of post-launch support.
4. Scope
Included [DELIVERABLES — e.g. logo suite, 5-page website, booking integration, dashboard with 6 reports]
Not included [e.g. copywriting, photography, paid software licenses, hosting fees, travel, ongoing maintenance]
Revisions [NUMBER] consolidated round(s) per stage; extra rounds billed at [HOURLY RATE]
Client responsibilities one decision-maker, content and access within [3] business days of request, timely feedback
5. Deliverables and timeline
Stage Deliverable Owner Target date
Kickoff [DELIVERABLE] [OWNER] [DATE]
Build [DELIVERABLE] [OWNER] [DATE]
Review [DELIVERABLE] [CLIENT] [DATE]
Launch [DELIVERABLE] [OWNER] [DATE]
Dates assume we receive the deposit, signed acceptance and required materials by [DATE]. Delays in feedback move later dates by the same number of days.
6. Investment
Item Qty Rate Amount
[LINE ITEM 1] [QTY] [RATE] [AMOUNT]
[LINE ITEM 2] [QTY] [RATE] [AMOUNT]
[LINE ITEM 3] [QTY] [RATE] [AMOUNT]
Subtotal [SUBTOTAL]
Sales tax (if applicable) [TAX]
Total [TOTAL]
Deposit [DEPOSIT — e.g. 50%]
Balance [BALANCE]
Payment method [ACH / CARD / CHECK / WIRE]
Payment terms Invoices due within [15] days; late balances may pause work
Prices are in U.S. dollars. Sales tax, if any, depends on your state and the type of service; we will add it to the invoice where required.
7. Why us
[RELEVANT EXPERIENCE — e.g. 40 similar projects for local service businesses].
[RESULT FROM A PAST CLIENT, WITH PERMISSION].
[WHAT MAKES YOUR APPROACH DIFFERENT — e.g. fixed fee, one point of contact, weekly updates].
8. Terms
Changes: work outside the scope above is quoted in writing and starts only after your written approval.
Ownership: after full payment, you own the final deliverables created for you; we keep our pre-existing tools and methods and may show the project in our portfolio [YES / NO].
Confidentiality: each party keeps the other's non-public information confidential and uses it only for this project.
Warranty: we fix defects reported within [30] days of delivery at no charge.
Liability: except for gross negligence or willful misconduct, each party's liability is limited to the fees paid under this proposal.
Cancellation: either party may cancel with [14] days' written notice; you pay for work completed to that date and the deposit is applied to it.
Governing law: the laws of the State of [STATE].
9. Next steps
Reply with questions or requested changes by [DATE].
Sign the acceptance below (an electronic signature is fine).
Pay the deposit invoice; we schedule the kickoff within [5] business days.
10. Acceptance
By signing, [CLIENT NAME] accepts this proposal, including the scope, investment and terms above. When accepted, this proposal is a binding agreement; use a separate contract if your project needs fuller legal terms.
Client — [CLIENT NAME] Signature: ______________________________
Name / title: ______________________________
Date: ______________________________
Provider — [YOUR BUSINESS NAME] Signature: ______________________________
Name / title: ______________________________
Date: ______________________________
Commercial template only, not legal, tax or accounting advice. Review intellectual property, confidentiality, warranties, liability, cancellation, expenses and applicable law before use. Example companies are fictitious.