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Templates/Sales

Proposal Template

Standard proposal structure for client engagements.

Download .md

Proposal: [Project Name]

Prepared for: [Client Name] Prepared by: empress Date: [Date] Valid until: [Date + 30 days]


Executive Summary

[2-3 paragraphs maximum. Answer: What's the problem? What's our solution? What's the outcome?]

Key Points:

  • [Main benefit 1]
  • [Main benefit 2]
  • [Main benefit 3]

Understanding Your Challenge

[Show we understand their situation. Reference discovery conversations. Be specific about their context.]

Current State

[What exists today. Pain points. Limitations.]

Desired State

[What they want to achieve. Success criteria they've articulated.]

Gap

[What's preventing them from getting there. Why they need help.]


Our Approach

Phase 1: [Phase Name]

Duration: [X weeks] Objective: [What this phase accomplishes]

Activities:

  • [Activity 1]
  • [Activity 2]
  • [Activity 3]

Deliverables:

  • [Deliverable 1]
  • [Deliverable 2]

Phase 2: [Phase Name]

[Repeat structure]

Phase 3: [Phase Name]

[Repeat structure]


Team

Role Person Responsibility
Engagement Lead [Name] Overall delivery, client relationship
[Role] [Name] [Responsibility]
[Role] [Name] [Responsibility]

[Brief bios if helpful, 2-3 sentences each]


Timeline

Week 1-2:   Phase 1 - [Name]
Week 3-6:   Phase 2 - [Name]
Week 7-8:   Phase 3 - [Name]

Key Milestones:

  • [Date]: [Milestone 1]
  • [Date]: [Milestone 2]
  • [Date]: [Milestone 3]

Investment

Option A: [Name]

Total: $[Amount]

Phase Duration Investment
Phase 1 [X weeks] $[Amount]
Phase 2 [X weeks] $[Amount]
Phase 3 [X weeks] $[Amount]

Option B: [Name] (if applicable)

[Alternative scope/pricing]

Payment Terms

  • 50% upon signing
  • 25% at [Milestone]
  • 25% upon completion

Why empress

Relevant Experience

[1-2 similar projects with outcomes]

Our Differentiators

  • [Differentiator 1]: [Brief explanation]
  • [Differentiator 2]: [Brief explanation]
  • [Differentiator 3]: [Brief explanation]

Next Steps

  1. Review this proposal
  2. Schedule a call to discuss questions
  3. Sign SOW and kick off

Contact: [Name], [Email], [Phone]


Appendix (if needed)

  • Detailed assumptions
  • Technical specifications
  • Team detailed bios
  • Case studies