✳ Introduction

State the biggest benefit your service will bring to your client.

Address your client and thank them for considering your service.

Briefly recap the initial meeting you had with your client. State the common issues they’re currently facing.

Tell them how your service can help with the problems they’re having. Don’t go into too much detail - that’s what the Plan of Action section is for.

Let your client know what results they can expect from using your service and how that connects with the issues they’re having now.

✳ Our Process

Briefly highlight the role your service plays in your client’s industry. Using one or two sentences, describe how the end results of your service will support your client’s business.

✳ Step 1 - First Step of the Process

Describe what this step of your usual process looks like and why it’s necessary in a few sentences. Don’t go into too much detail - just describe what you usually do.

✳ Step 2 - Second Step of the Process

Describe what this step of your usual process looks like and why it’s necessary in a few sentences. Don’t go into too much detail - just describe what you usually do.

✳ Step 3 - Third Step of the Process

Describe what this step of your usual process looks like and why it’s necessary in a few sentences. Don’t go into too much detail - just describe what you usually do.

✳ Step 4 - Fourth Step of the Process

Describe what this step of your usual process looks like and why it’s necessary in a few sentences. Don’t go into too much detail - just describe what you usually do.

✳ Plan of Action

Tell your client what happens after they sign this proposal (e.g., a follow-up call, meeting, materials sent, etc.).

✳ Step 1 - First Step of the Process

Describe what this step of the process will look like and why it’s necessary in a few sentences. Illustrate how you will apply your usual process to this specific situation.

✳ Step 2 - Second Step of the Process

Describe what this step of the process will look like and why it’s necessary in a few sentences. Illustrate how you will apply your usual process to this specific situation.

✳ Step 3 - Third Step of the Process

Describe what this step of the process will look like and why it’s necessary in a few sentences. Illustrate how you will apply your usual process to this specific situation.

✳ Step 4 - Fourth Step of the Process

Describe what this step of the process will look like and why it’s necessary in a few sentences. Illustrate how you will apply your usual process to this specific situation.

✳ Success Story

NOTE (please delete): If you don’t have a case study, but do have testimonials, please delete this section and use the Testimonials section instead.

How [COMPANY/CLIENT NAME] [ACHIEVED BENEFIT] with [SERVICE NAME]

Short introduction stating why the client/company decided to start using the service.

✳ About [CLIENT NAME]

Write a short paragraph about the company or client - what they do, where they are from, which industry they are in, how many employees or clients they have. 

✳ Challenges

Write a paragraph about the problems they had before they started using your service.

✳ The Solution

Describe how the client found out about your service and why they thought it would be a good solution for the challenges they were facing.

✳ The Results

Describe how your service helped your client. Mention different aspects of your service that contributed to the solution and give examples of how.

"Include a quote or two if you can."

- Client Name -

✳ Testimonials

NOTE (please delete): If you decided to use the Success Story section above, please delete this section.

"Add Testimonial"

- Add Client Name -

"Add Testimonial"

- Add Client Name -

"Add Testimonial"

- Add Client Name -

"Add Testimonial"

- Add Client Name -

✳ Your Investment

Your [OUTCOME OF THE SERVICE] Is Only a Few Steps Away

Below you can find the pricing options for [SERVICE NAME],
as well as optional services we offer.

✳ Let's Get Started

If you would like to join [NUMBER] of happy clients, follow the simple steps below.

We would be delighted to have you.

Next Steps

✳ Step 1

Review the service options above and add any optional items you are interested in.

✳ Step 2

Sign below by typing your name and clicking 'Sign Proposal'.

✳ Step 3

We will set up the billing and be in touch with your invoice details.

✳ Terms & Conditions

USER DISCLAIMER (Please Delete): This agreement may not be suitable for your circumstances and we recommend you seek legal advice before using it. Better Proposals does not take any responsibility for any events that arise as a result of your use of this agreement.

The following Terms & Conditions apply to all projects where {{your_company_name}} provided {{client_company_name}}  with a fixed price for the work to be undertaken. For contract roles (direct or through agencies), a contract must be drafted for that specific job. In most cases, agencies have their own contracts in place. If your organization does not have a standard agreement for contractors, we can work together to create one based on previous contracts we have used.

1. {{your_company_name}} will require a signed copy of your brief.

2. If a fixed price has been offered, the quoted price is for [NUMBER OF REVIEWS]. If further amendments are required, an additional fee may be charged (depending on the amount of work involved).

3. If you change your brief mid-project, additional fees may be charged.

4. The work produced by {{your_company_name}} is original and not copied from other sources. However, it is the client’s responsibility to ensure it does not infringe upon existing copyrights.

5. During the project, {{your_company_name}} may need to contact the client or their team for information. Where practical, all questions will be asked via email so that there is a permanent record of the answers for reference. For this reason, the client needs to be available to reply to {{your_company_name}}. {{your_company_name}} cannot be held responsible for missing a deadline if the client has not responded to requests for information.

6. {{your_company_name}} requires 30% payment upfront. (This upfront fee may be waived for long term clients).

7. Payment is due, in full, within 30 days of invoice. This is in keeping with the default amount of payment notice used in courts. If you require a longer time-span for payment, this may be arranged but only prior to the start of your project. Failure to pay may result in legal proceedings, with costs and interest added to the amount owed.

8. {{your_company_name}} accepts payment via [PAYMENT OPTIONS YOU ACCEPT]. If you intend to pay via PayPal, you must inform {{your_company_name}} name  prior to the invoice as an additional charge of 3.5% will be added to your bill (due to PayPal charges).

9. Asking {{your_company_name}} to proceed with the project is regarded as your acceptance of these Terms and Conditions.