Project proposal template

# Project Proposal: [Project Name]

Prepared for: [Client name]
Prepared by: [Your name]
Date: [Date]
Valid until: [Date + 14 days]

## 1. Situation

[2 to 3 sentence summary of the client's current situation. Reference specifics from your discovery call.]

Example:

[Client] is preparing to launch a new pricing tier in Q3 and currently sees 1.4 percent conversion on the pricing page. The goal is to lift conversion above 2.5 percent before launch.

## 2. Goals

- [Goal 1, ideally measurable]
- [Goal 2]
- [Goal 3]

Example:

- lift pricing page conversion above 2.5 percent
- reduce time-to-decision by adding clearer comparison
- align tone with brand voice for B2B SaaS founders

## 3. Approach

[2 to 4 paragraphs describing your approach. Show judgment, not just deliverables.]

Example:

I will start with a one-week discovery to understand customer language and current funnel. Based on that, I will rewrite the pricing page using a clarity-first structure, build a tier comparison module, and draft FAQ content for the most common pre-purchase questions.

## 4. Deliverables

- [Deliverable 1]
- [Deliverable 2]
- [Deliverable 3]

Example:

- new pricing page copy (hero, tiers, comparison, FAQ)
- supporting page copy for upgrade flow
- two rounds of revisions per page

## 5. Out of scope

[Clearly state what is not included.]

Example:

- design and visual production (assumes existing design system)
- A/B testing setup
- post-launch optimization

## 6. Timeline

| Phase | Duration | Date |
| --- | --- | --- |
| Discovery | Week 1 | [Date] |
| First draft | Week 2 | [Date] |
| Revisions | Week 3 | [Date] |
| Final delivery | Week 4 | [Date] |

## 7. Investment

Pick one structure:

### Option A: Single project price

[Total amount]

Payment terms:
- 50 percent deposit on signed agreement
- 50 percent due on final delivery

### Option B: Three tiers

| Tier | Includes | Price |
| --- | --- | --- |
| Starter | [Scope] | [Price] |
| Growth | [Scope] | [Price] |
| Premium | [Scope] | [Price] |

### Option C: Hourly with cap

[Hourly rate], capped at [hours], not to exceed [total amount].

## 8. Assumptions

- [Assumption 1]
- [Assumption 2]
- [Assumption 3]

Example:

- client provides brand guidelines and logo files in week 1
- one stakeholder reviews each round
- responses to drafts within 5 business days

## 9. Why work with me

[2 to 3 sentences and one or two relevant case study links.]

Example:

I have written conversion-focused pricing pages for B2B SaaS for the last 4 years. Recent example: helped [client] lift conversion from 1.6 percent to 3.1 percent on a similar redesign. Full case study: [link].

## 10. Next steps

If this looks right:

1. Reply to this email or sign at [link]
2. Pay deposit at [payment link]
3. Kickoff call scheduled for [date]

I will send the kickoff brief within 24 hours of confirmation.

Thanks again for the conversation — looking forward to it.

— [Your name]
[Email]
[Portfolio link]

Replace anything in [brackets] before sending. This template is provided as-is, free to use.