PROPOSAL / [Client name]

A clearer path
to booking.

[A short statement of the client’s goal and the value this engagement will deliver.]

[Date] · [Proposal reference]01
BookerPROPOSAL / SCOPE & APPROACH

THE PLAN

Make the work
easy to understand.

[Summarize the client’s objective, the current challenge, and the proposed approach in a short paragraph.]

01 / Objective

[Describe the intended outcome and how success will be assessed.]

02 / Scope & deliverables

  • [Deliverable and what is included]
  • [Deliverable and what is included]
  • [Exclusions, dependencies, and assumptions]

03 / Delivery & responsibilities

[Milestones, expected timing, client responsibilities, and the person accountable for each stage.]

Booker · [Client name] · [Reference]02
BookerPROPOSAL / INVESTMENT & NEXT STEPS

THE DECISION

A clear next step.

[State the currency and explain what the investment includes. Separate optional work from the agreed scope.]

DescriptionAmount
[Scope item][Amount]
[Optional item — excluded from total][Amount]
Total[Total and currency]

Terms & assumptions

[Payment schedule, tax treatment, proposal validity, and any agreed conditions. Confirm these details before sharing.]

Next steps

  1. [How the client approves the proposal]
  2. [What is needed to begin]
  3. [Contact name and email]

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