What Should Be In Your Proposal (So Clients Say Yes)
So you’ve got a potential client who’s interested.
They ask, “Can you send over a proposal?”
You freeze.
Not because you can’t do the work — but because you’re not sure what to include… or how to make it sound professional.
Here’s the truth: your proposal isn’t just a formality.
It’s part of the sales process. And a great one can turn “maybe” into a definite yes.
Let’s walk through what should be in your proposal — and what makes one stand out.
🧩 1. Project Summary (That Shows You Get It)
Start with a short summary of what the client wants — in their own words.
This shows you’ve been listening, that you understand their goals, and that you’re not just sending a copy-paste offer.
Example:
“You mentioned wanting a new website to help convert more leads from Instagram. This proposal outlines a custom solution to do exactly that.”
💰 2. Scope of Work & Deliverables
Be super clear on what’s included (and what’s not).
Break it down into bullet points:
What you’re doing
What format it will be delivered in
How many rounds of edits (if applicable)
This avoids confusion, protects your time, and makes you look professional.
⏰ 3. Timeline & Milestones
Let them know how long things will take, and when they can expect key milestones.
A timeline builds trust — and helps manage expectations early on.
💵 4. Investment & Payment Terms
Don’t just list a price. Use the word investment.
It positions your service as something valuable — not just a cost.
Be clear on:
The total price
Payment structure (e.g. 50% upfront, 50% on delivery)
How you’ll invoice and when
Bonus tip: Offer multiple pricing tiers if possible (e.g. Standard vs Premium). It gives people options — and often increases conversions.
🛡️ 5. Terms & Boundaries
Include things like:
Revision limits
Communication hours
What happens if either party needs to cancel or pause
Late payment penalties
This protects you and sets the tone for a respectful, professional relationship.
✅ 6. A Clear Next Step
End with a strong call to action.
Let them know exactly what to do next — whether it’s booking a call, signing a contract, or replying to confirm.
Example:
“If this all sounds good, just reply to this email and I’ll send over the agreement.”
💡 Your Proposal Isn’t Just a Quote — It’s Part of Your Brand
It’s a reflection of how you work, how you communicate, and the value you bring.
Take the time to make it thoughtful, clear, and on-brand — and your conversions will show it.
💬 Ready to Build a Business That Closes With Confidence?
Inside The Business Blueprint, we walk you through proposals, pricing, and the full sales process — with real templates and scripts that actually work.
👉 Join The Business Blueprint today and start turning more enquiries into paid clients.
Because knowing what to say (and how to say it) is part of doing business like a pro.