# Freelance 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. **Kick-off:** [What happens and what the client sees]
2. **First draft:** [What happens and what the client sees]
3. **Revisions:** [What happens and what the client sees]
4. **Delivery:** [What happens and what the client sees]

## 4. Deliverables

- [The agreed project deliverables]
- [Source files on final payment]

## 5. Timeline

| Phase | Dates | Client input needed |
| --- | --- | --- |
| Kick-off | [Dates] | [Input or approval] |
| First draft | [Dates] | [Input or approval] |
| Revisions | [Dates] | [Input or approval] |
| Delivery | [Dates] | [Input or approval] |

## 6. Investment

| Item | Description | Fee |
| --- | --- | --- |
| Project work | [Agreed deliverables, phase 1] | [Fee] |
| Additional hours | [Changes requested 4–8 May] | [Fee] |
| Software licence | [Template purchased for the project, at cost] | [Fee] |

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

## 7. Not included

- [Work not listed in the agreement]
- [Third-party costs unless listed]

## 8. What we need from you

- [Information and materials by agreed dates]
- [Timely feedback]

## 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: Sam Okafor’s proposal for Riverbend Events

Key sections from a proposal for a event website and email templates. Both companies are fictional.

## Your situation

Riverbend Events wants a event website and email templates. You told us the priority is getting it right first time, with clear approvals and no surprises on cost.

## Our approach

1. Kick-off: The agreed project deliverables
2. First draft: Source files on final payment
3. Revisions
4. Delivery

## Investment

| Item | Description | Qty / time | Rate | Amount |
| --- | --- | --- | --- | --- |
| Project work | Agreed deliverables, phase 1 | Fixed fee | $1,800.00 | $1,800.00 |
| Additional hours | Changes requested 4–8 May | 6 hours | $75.00 | $450.00 |
| Software licence | Template purchased for the project, at cost | 1 item | $59.00 | $59.00 |

Total: $2,309.00 excluding tax

## What we need from you

- Information and materials by agreed dates
- Timely feedback

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