Proposal template
Canonical template for the Proposal format.
# [Project or Engagement Title]## Prepared for: [Client Name]## Prepared by: [Your Name / Organization]## Date: [Date]
## Executive Summary[2-4 sentences: the problem, the proposed solution, and the ask. The reader should be ableto approve based on this section alone if they trust you enough.]
## The Problem[What challenge or need does the client face? State it in the client's own terms, not yours.]
## Proposed Approach[How will you solve the problem? Name the method and the reasoning. Say why this approachis right for this specific client, not for this category of problem in general.]
## Scope and Deliverables[What is included? What is explicitly not included? Ambiguity in scope becomes a disputelater - be specific.]
## Timeline[When will each phase or deliverable land? Name milestones, not just a final date.]
## Team and Credentials[Who will do the work and why are they qualified? Keep this brief unless the client askedfor detail.]
## Investment[What does it cost? State the fee, the payment structure, and any conditions directly.]
## Next Steps[What does the client need to do to say yes? Name the action: a signature, a reply bydate, a kickoff call.]