# Business proposal

Replace everything in [brackets]. Keep it specific to this client.

---

## Cover

Proposal: [Project name] for [Client]
Prepared by: [Your name, business]
Date: [Date]
Valid until: [Date]

## 1. Your situation

[In the client’s words: where they are now, what they want to achieve and why now.]

## 2. Objectives

- [Objective, ideally measurable]
- [Objective]
- [Objective]

## 3. Our approach

1. **Discovery:** [What happens and what the client sees]
2. **Analysis:** [What happens and what the client sees]
3. **Recommendations:** [What happens and what the client sees]
4. **Report and handover:** [What happens and what the client sees]

## 4. Deliverables

- [Interview summary]
- [Current-state process maps]
- [Recommendations workshop]
- [Final report with a 90-day implementation plan]

## 5. Timeline

| Phase | Dates | Client input needed |
| --- | --- | --- |
| Discovery | [Dates] | [Input or approval] |
| Analysis | [Dates] | [Input or approval] |
| Recommendations | [Dates] | [Input or approval] |
| Report and handover | [Dates] | [Input or approval] |

## 6. Investment

| Item | Description | Fee |
| --- | --- | --- |
| Discovery interviews | [12 stakeholder interviews and site visit] | [Fee] |
| Analysis | [Process mapping and data analysis] | [Fee] |
| Recommendations workshop | [Half-day leadership workshop] | [Fee] |
| Final report | [Findings, options and 90-day plan] | [Fee] |
| Travel expenses | [Rail and accommodation, at cost] | [Fee] |

Total: [Amount, excluding tax]
Payment schedule: [e.g. 40% to start, 30% at milestone, 30% on completion]

## 7. Not included

- [Implementation of recommendations]
- [Software purchases]
- [Travel beyond the agreed sites]

## 8. What we need from you

- [A named sponsor and day-to-day contact]
- [Access to staff for interviews]
- [Operational data in agreed formats]

## 9. Why us

[Two or three sentences and one relevant example or result. Keep it about the client’s problem.]

## 10. Next steps

1. [Sign below or reply to accept]
2. [Pay the deposit]
3. [Kickoff on date]

Accepted by: [Name, title]
Signature: [Signature]
Date: [Date]

---

## Before you send it

- [ ] The opening describes this client’s situation, not yours.
- [ ] Objectives are specific.
- [ ] Every deliverable is listed and every exclusion named.
- [ ] The price is broken down with a payment schedule.
- [ ] The validity date and next step are clear.
- [ ] Every placeholder and old client name is removed.

---

# Example: Meridian Advisory’s proposal for Calder Manufacturing

Key sections from a proposal for a operations review and improvement plan. Both companies are fictional.

## Your situation

Calder Manufacturing wants a operations review and improvement plan. You told us the priority is getting it right first time, with clear approvals and no surprises on cost.

## Our approach

1. Discovery: Interview summary
2. Analysis: Current-state process maps
3. Recommendations: Recommendations workshop
4. Report and handover: Final report with a 90-day implementation plan

## Investment

| Item | Description | Qty / time | Rate | Amount |
| --- | --- | --- | --- | --- |
| Discovery interviews | 12 stakeholder interviews and site visit | 3 days | $1,400.00 | $4,200.00 |
| Analysis | Process mapping and data analysis | 4 days | $1,400.00 | $5,600.00 |
| Recommendations workshop | Half-day leadership workshop | Fixed fee | $1,200.00 | $1,200.00 |
| Final report | Findings, options and 90-day plan | Fixed fee | $2,500.00 | $2,500.00 |
| Travel expenses | Rail and accommodation, at cost | 1 item | $385.00 | $385.00 |

Total: $13,885.00 excluding tax

## What we need from you

- A named sponsor and day-to-day contact
- Access to staff for interviews
- Operational data in agreed formats

Template by Angelwood — https://angelwood.io/templates