Sample Proposal Template

Step 1: Define the problem. What's the problem your project is trying to address? Step 2: Present your solution. Step 3: Define your deliverables and success criteria. Step 4: State your plan or approach. Step 5: Outline your schedule and budget. Step 6: Tie it all together. Step 7: Edit/proofread your proposal.

Begin with a title page. Create a table of contents. Explain your why with an executive summary. State the problem or need. Propose a solution. Share your qualifications. Include pricing options. Clarify your terms and conditions.

Introduce yourself and provide background information. State your purpose for the proposal. Define your goals and objectives. Highlight what sets you apart. Briefly discuss the budget and how funds will be used. Finish with a call to action and request a follow-up. Close the letter and provide contact details.

Focus on the prospect's objectives. Most salespeople write proposals that focus entirely on the deliverables they can offer to the prospect. Deliverables are not the key. Keep it short. Give three options. Make it a contract.

1 Planning: 2 Sketch your problem or point of improvement. 3 Sketch your proposed solution. 4 Define your reader. 5 Writing: 6 Draft the problem your idea will solve. 7 Include who the proposal will effect. 8 Draft the proposed solution to the problem.

Begin with a title page. Use the title page to introduce yourself and your business. Create a table of contents. Explain your "why" with an executive summary. State the problem or need. Propose a solution. Share your qualifications. Include pricing options. Clarify your terms and conditions.

Spend some time on the subject line. Introduce yourself. Consider where they're at in the buyer's journey. Hone in on their pains and provide value. Push your value proposition.

Focus on the prospect's objectives. Most salespeople write proposals that focus entirely on the deliverables they can offer to the prospect. Deliverables are not the key. Keep it short. Give three options. Make it a contract.

Section 1: Project Information. Section 2: Project Summary. Section 3: Project Methodology. Section 4: Project Risk Management. Section 5: Project Costs. Section 6: Conclusion. Section 7: Appendix.