How to write a business proposal that clients sign

Structure that works

1. Their goal. Two or three lines restating what they want to achieve. This shows you listened.
2. Your approach. How you will get there, in plain language.
3. Packages. Two or three options, for example Basic, Growth, Premium. Most clients pick the middle.
4. Deliverables. Exactly what is included each month or in the project.
5. Timeline. When work starts and key milestones.
6. What you need from them. Logins, approvals, content.
7. Price and payment terms. Monthly or project fee, advance, GST.
8. Terms. Validity date, revisions, what is extra. Keep it short.
9. Next step. "Reply to confirm" or "sign here", with your contact.

Tips that raise the win rate

• Send fast. Within 24 hours of the meeting, while interest is high.
• Use their words. Copy phrases they used in the meeting.
• Show proof. A short case study or sample.
• Make price easy to understand. Monthly plus one-time setup, not a confusing list.
• Follow up. Call two days after sending. See lead follow-up system.

Save templates

Keep your packages, standard terms and case studies saved, so a proposal takes 15 minutes, not 2 hours. See agency pricing packages.

How PalmGro Flow helps

PalmGro Flow lets you save plans, offers and standard terms once, then build a proposal for any lead and download a branded PDF. Proposals live with the lead in the CRM, and when the client accepts, the lead becomes a client with the plan, invoices and projects ready.

Questions people ask