Client Proposal Writer
Turns your discovery call notes and pricing into a clear, professional proposal the client can read, understand, and sign.
Before and after
Proposal for Hollycroft Bakery
Prepared for Nasser Noble by Paula Preston, Ivycroft Marketing
Dear Nasser,
Thank you for talking with us about Hollycroft Bakery at 8443 Harrowcroft St in Dunbury. You told us you want more people to find the bakery online and you want to sell pre-orders for holiday boxes. Your current site is one you built yourself, and you are ready for something new. Here is what we propose.
Your goals
- Help more people find Hollycroft Bakery online
- Sell pre-orders for holiday boxes
What we will do
- New website, 5 pages: We will design and build a new 5-page website for the bakery to replace your current site. One-time price: $3,200.
- Google business profile cleanup and setup: We will clean up and set up your Google business profile so it is accurate and complete. One-time price: $450.
- Email signup form and 2 holiday emails: We will add an email signup form and write and send 2 holiday emails. One-time price: $400.
- Monthly social media: We will create 12 posts each month for the bakery. Monthly price: $650 a month.
Totals
- One-time items: $3,200 + $450 + $400 = $4,050
- Monthly: $650 a month
- Due upfront (50 percent of one-time items): $2,025
- Due when the site launches (remaining 50 percent of one-time items): $2,025
Timeline
- October 6: Work starts and monthly social media begins
- November 3: Website finished
- November 17: First holiday email goes out
- December 8: Second holiday email goes out
Not included
- Photography. You will supply the photos.
- Ad spend
Payment terms and contract length
- 50 percent of the one-time items is due upfront, and the rest is due when the site launches.
- Monthly social media has a 3 month minimum.
Next steps
This proposal is valid through September 26. To go ahead, or if you have questions, call Paula Preston at 216-555-0160.
We look forward to working with you.
Paula Preston
Ivycroft Marketing
Questions for the owner
- How should Nasser accept the proposal (reply by email, signed copy, or something else)?
- Is the monthly social media billed at the start of each month, or on another date?
- Please have a licensed professional review your contract language before sending a final agreement.
What it does
Turns your discovery call notes and pricing into a clear, professional proposal the client can read, understand, and sign. It covers the client's goals, the work you will do, what it costs, the timeline, and what happens next.
Use it when: Use when a marketing agency needs to turn discovery call notes, an intake form, or a rough scope into a client-ready proposal, such as "write a proposal for this client," "put together a quote and scope for this project," or "turn my call notes into a proposal."