Freelance proposal template

What's in the template.

Every section below exists to answer a question your client is silently asking. Use the example copy as a starting point and replace the specifics.

1. 1

   Your goal

   Restate the client's goal in their words, from the discovery call. It shows you listened.

   “You want the new booking flow live before the January rush, so new patients can book without calling reception.”

2. 2

   What I'll do

   Scope as a short numbered list.

   “1) Map the current booking steps with your front-desk team. 2) Design the new flow. 3) Build and test it on your existing website. 4) Train two staff members to manage it.”

3. 3

   What's not included

   Exclusions prevent most scope creep. Write them before the price.

   “Not included: changes to your practice-management software, content for other pages, ongoing support after launch (available as a monthly plan).”

4. 4

   Timeline

   Milestones with dates, tied to what you need from the client.

   “Discovery in week 1, design approval in week 3, build and testing in weeks 4–5, launch and training in week 6. Dates move if feedback takes longer than 3 working days.”

5. 5

   Options and investment

   Two options: the core job and a fuller version.

   “Option A, booking flow: $3,400. Option B, booking flow plus automated reminders and a 30-day support period: $4,600.”

6. 6

   Next step

   Ask for one action, with the payment terms.

   “Choose an option and sign below; a 50% deposit confirms the start date.”