One6Creative-Client-Proposal-Template-landscape
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Important Notice
This product is a template of the document I send to my own clients.
You are welcome to modify and use this template for personal and
commercial projects. However, you may not resell, lease, license or
distribute this, or any One6Creative templates and products, or
pretend they are your own creations. If you have any questions about
this product, please email support@one6creative.com.
The images provided in this template are from Unsplash.
© ONE6CREATIVE, All Rights Reserved, 2020
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 1
PAGE OPTION 1
BRAND + WEB PROPOSAL FOR
CLIENT NAME
PREPARED BY: YOUR BUSINESS NAME
LAST UPDATED: MM / YY
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
WWW.YOURWEBSITE.COM
HELLO@YOURWEBSITE.COM
PAGE 2
PAGE OPTION 2
Project Proposal
for Client Name
PREPARED BY: YOUR BUSINESS NAME
DATE: DD/MM/YYY
Photo by Ellieelien on Unsplash
WWW.YOURWEBSITE.COM
HELLO@YOURWEBSITE.COM
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 3
PAGE OPTION 3
BRAND + WEB PROPOSAL FOR
CLIENT NAME
Photo by Lucas Mendes on Unsplash
PREPARED BY: YOUR BUSINESS NAME
LAST UPDATED: MM / YY
Photo by Patrick Langwallner on Unsplash
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 4
PAGE OPTION 4
BRAND + WEB PROPOSAL FOR
CLIENT NAME
PREPARED BY: YOUR BUSINESS NAME
DATE: DD/MM/YYYY
EMAIL: HELLO@YOURWEBSITE.COM
WWW: YOURWEBSITE.COM
Photo by Federica Giusti on Unsplash
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 5
PAGE OPTION 5
YOUR LOGO
Brand & Web Proposal
PREPARED FOR: CLIENT BUSINESS NAME
DATE: DD/MM/YYYY
EMAIL: HELLO@YOURWEBSITE.COM
WWW: YOURWEBSITE.COM
Photo by Irene Kredenets on Unsplash
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 6
Photo by Tanya Trukyr on Unsplash
Table of Contents
Welcome, Client Name! 6
About the Studio 7
Your Project Overview 9
Package #2 10
The Process 13
Case Study 14
Your Investment 15
Your Investment (Multiple) 16
Payment Plan 17
Additional Costs 18
What's Not Included 19
Case Study 20
Project Add-Ons 21
Boundaries & Expectations 22
Frequently Asked Questions 23
Next Steps 24
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 7
Photo by Surface on Unsplash
Hello, Client Name!
Use this page to express how thankful and excited you are that your
client is considering working with you. Tell them a little bit more about
your overall mission and how you believe you'd be an amazing fit for
each other.
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nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla
pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa
qui officia deserunt mollit anim id est laborum. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore.
Your Name
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 8
Photo by Joel Mott on Unsplash
PAGE OPTION 1
About the Studio
Photo by Surface on Unsplash
Introduce your client to your studio and talk about what makes you
different (i.e. your approach, your process, etc.). Make them warm up to
you and feel like they're exactly where they should be.
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris
nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla
pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa
qui officia deserunt mollit anim id est laborum. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore eu.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 9
Photo by Ben Kolde on Unsplash
PAGE OPTION 2
Photo by Christin Hume on Unsplash
About the Studio
Introduce your client to your studio and talk about what makes you
different (i.e. your approach, your process, etc.). Make them warm up to
you and feel like they're exactly where they should be.
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris
nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla
pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa
qui officia deserunt mollit anim id est laborum. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore eu.
Photo by Hannah Busing on Unsplash
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 10
YOUR PROJECT GOALS
Describe the goals your client outlined
during your Discovery Consultation.
Focus first on the problems they're
facing and then the results they would
like to achieve.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 11
BRAND STRATEGY & DEVELOPMENT
Your Project Overview
Deliverable 1
Deliverable 2
Deliverable 3
Brief description of the deliverable
Brief description of the deliverable
Brief description of the deliverable
This is where you can describe your Signature Experience and outline
the deliverables inside the package. Note: Do not showcase the price
for each deliverable or the total price of the project here. The goal
is to showcase all the value that you can bring to this project before
talking about the required investment.
Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris
nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla
pariatur. Excepteur sint occaecat cupidatat non proident, sunt in
culpa qui officia deserunt mollit anim id est laborum. Duis aute irure
dolor in reprehenderit in voluptate velit esse cillum dolore eu fugia.
Deliverable 4
Brief description of the deliverable
WEBSITE DESIGN & DEVELOPMENT
Deliverable 1
Brief description of the deliverable
Deliverable 2
Brief description of the deliverable
Deliverable 3
Brief description of the deliverable
Deliverable 4
Brief description of the deliverable
LAUNCH STRATEGY
Deliverable 1
Brief description of the deliverable
Deliverable 2
Deliverable 3
Brief description of the deliverable
Brief description of the deliverable
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 12
OPTIONAL PAGE
BRAND STRATEGY & DEVELOPMENT
#2: Silver Package
Deliverable 1
Deliverable 2
Deliverable 3
Brief description of the deliverable
Brief description of the deliverable
Brief description of the deliverable
If you want to showcase different packages in your Proposal then you
should first show the biggest package that brings most value (and is
most expensive) and then the cheaper option by taking out some of
the deliverables from your Signature Experience.
Deliverable 4
Brief description of the deliverable
WEBSITE DESIGN & DEVELOPMENT
Deliverable 1
Brief description of the deliverable
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nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla
pariatur. Excepteur sint occaecat cupidatat non proident, sunt in
culpa qui officia deserunt mollit anim id est laborum. Duis aute irure
dolor in reprehenderit in voluptate velit esse cillum dolore eu fugia.
Deliverable 2
Deliverable 3
Deliverable 4
LAUNCH STRATEGY
Deliverable 1
Deliverable 2
Deliverable 3
Brief description of the deliverable
Brief description of the deliverable
Brief description of the deliverable
Brief description of the deliverable
Brief description of the deliverable
Brief description of the deliverable
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 13
PAGE OPTION 1
NEXT PROJECT AVAILABILITY
1 June 2020
ESTIMATED PROJECT DELIVERY
1 August 2020
On this page, you can talk about how you're usually booked a couple of months in
advance so the date that is shown above is your earliest availablity. Emphasize that you
only work with a handful of clients at a time to ensure you bring the best quality of work,
so you encourage client to reserve their spot in advance.
Don't forget to mention what your project reservation policy is and what is required of
your client to book their spot in your calendar.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 14
PAGE OPTION 2
NEXT PROJECT AVAILABILITY
1 June 2020
ESTIMATED PROJECT DELIVERY
1 August 2020
On this page, you can talk about how you're usually booked a couple of months in
advance so the date that is shown above is your earliest availablity. Emphasize that you
only work with a handful of clients at a time to ensure you bring the best quality of work,
so you encourage client to reserve their spot in advance.
Don't forget to mention what your project reservation policy is and what is required of
your client to book their spot in your calendar.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 15
Photo by Bruno Emmanuelle on Unsplash
Estimated Project Timeline
WEEKS 01 02 03 04 05 06 07 08 09 10 11 12
13 14
Brand Discovery
Brand Strategy
Brand Development
Website Strategy
Website Outline
Website Development
Website Content Prep
Content Input
Tech & SEO
Launch Strategy
! This is an estimated timeline for your project and may be subject to change depending on how the project progresses.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 16
The Process
BEFORE PROJECT KICK-OFF
What are the steps required to officially unboard your client and
get them booked in? Usually this would be the approval of the
Proposal, signing the Agreement and paying a deposit to book their
date in the calendar.
STEP 03 • WEBSITE STRATEGY
If your project includes web design too, then once the brand
identity confirmed, you'll talk about website strategy and how to
ensure you create the best browsing experience for the online
visitors.
STEP 01 • BRAND DISCOVERY
Before you dive into designing the brand identity for your client,
you're likely to focus on brand discovery, strategy and direction
first. This is an essential step to get to know your client better and
ensure you're aligned.
STEP 04 • WEBSITE DEVELOPMENT
As you dive into web design and development, what can the client do
to help you with the process? Will they work on the content during
that phase? Or do they just sit back and let you do your magic?
STEP 02 • BRAND DEVELOPMENT
This is when you'll retreat into your Creative Cave and start
working on designing your client's brand. What shoud your client
expect during this phase? Is anything expected from them? Can
they help you in the process somehow?
STEP 05 • TEST & LAUNCH
Finally, at the very end you'll test everything and prepare your
client for launch! Do you have a special process in place for
launching your client projects and maximise their results? Outline
them briefly here so your client is aware.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 17
Case Study
Use this page to showcase a case study that is aligned
with your potential client's brand, whether visually or
from a targeting perspective. Focus on problem-solving
and what solutions you brought to the table.
CLIENT'S GOALS
Photo by Curology on Unsplash
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ullamco laboris nisi ut aliquip ex ea commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate velit
esse cillum dolore eu fugiat nulla pariatur.
PROJECT RESULTS
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ullamco laboris nisi ut aliquip ex ea commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate velit
esse cillum dolore eu fugiat nulla pariatur. Ut enim ad
minim veniam, quis nostrud exercitation ullamco laboris
nisi ut aliquip ex ea commodo consequat. Duis aute
irure dolor in reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 18
Photo by Curology on Unsplash
Photo by Curology on Unsplash
Your Investment
You have now shown as much value as possible to your
client and it's time to share with them the expected
investment. If you have discussed any add-ons during
the Discovery Consultation, add them here too.
Do focus on the results that you can bring to your client.
You want them to view it as a long-term investment in
their business, rather than a cost/expense.
YOUR INVESTMENT
SIGNATURE EXPERIENCE
$ 10,000 USD
ADD-ON 1
$ 10,000 USD
ADD-ON 2
$ 10,000 USD
ADD-ON 3
$ 10,000 USD
TOTAL
$ 40,000 USD
* Payment plans are available. See next page.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 19
Photo by Corinne Kutz on Unsplash
OPTIONAL PAGE
Your Investment (Multiple Packages)
If you're showcasing different packages to your client then use this
page to show the different investment options. In this text area, focus
on the benefits of the Signature Experience (your most expensive
package) and what difference it will make to your client's business.
SIGNATURE EXPERIENCE
SIGNATURE EXPERIENCE
ADD-ON 1
$ 10,000 USD
$ 10,000 USD
Make sure you highlight that your packages are built to bring lasting
results and this is a long-term investment. You want you client to see
the true benefit of making it happen with you, and not see this as an
expense for their business.
ADD-ON 2
ADD-ON 3
TOTAL
$ 10,000 USD
$ 10,000 USD
$ 40,000 USD
Remember, they're the ones who reached out to you for help. You're
here to guide them and set them up for success.
SILVER PACKAGE
SIGNATURE EXPERIENCE
$ 5,000 USD
ADD-ON 1
$ 10,000 USD
ADD-ON 2
$ 10,000 USD
TOTAL
$ 25,000 USD
* Payment plans are available. See next page.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 20
Payment Plan
Explain the payment plans you offer to your clients to help
them with the investment and explain why you offer them
in the first place (i.e. "I want to help you transform your
business and ensure price isn't what's standing in the way
of this investment").
I recommend offering monthly payment plans rathen than
milestone payment plans, so you can ensure that you get
paid for your work even if the project is delayed.
YOUR PAYMENT PLAN
UPON BOOKING (30%) $ 1,000
1 JUNE 2020 $ 1,000
1 JULY 2020 $ 1,000
1 AUGUST 2020* $ 1,000
* or by project end if sooner
Your 30% deposit is non-refundable and is required to save your
spot in my calendar.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 21
Photo by Joanna Nix-Walkup on Unsplash
PAGE OPTION 1
Additional Costs
What are the things that are not included in the cost of the
project? Things like font licenses, hosting, image licenses, thirdparty
plugins, etc are usually covered by the client so make it clear
that the cost of these will be their responsibility.
Font Licenses
Stock Images & Image Licenses
Domain, Hosting & Email
Third-Party Plugins
1-on-1 Coaching & Consulting
Deliverables Outside of Scope
Photo by Carolyn V on Unsplash
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 22
PAGE OPTION 2
What's Not Included
FONT LICENSES
Should we decide to go for custom paid fonts for your brand
identity, it is your responsibility to purchase the necessary desktop
& web font licenses.
THIRD-PARTY PLUGINS
If you would like to connect a third-party plugin or add some
functionality to your website that can only be provided by a plugin,
then you will be responsible for purchasing/subscribing to it.
STOCK IMAGES & LICENSES
If you require any stock images or graphics for your brand identity,
it is your responsibility to purchase the necessary licenses to use
them on your website, online or your marketing collateral.
1-ON-1 COACHING & CONSULTING
You will find that my process is filled with strategy and plenty of
guidance. However, if upon project completion you would like
some further coaching, we can arrange that via 1-on-1 sessions.
DOMAIN, HOSTING & EMAIL
The Client is responsible for their own domain, hosting and email
expenses. On average, a domain costs abour $10-15 per year,
while Showit memberships start at $24/month up to $39/month for
advanced accounts, which is required for advanced plugin use.
DELIVERABLES OUTSIDE OF SCOPE
The deliverables outlined in this Proposal are the agreed
deliverables for this project. If you want to add something else
or feel that something is missing please let me know before
approving the Proposal.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 23
Case Study
Use this page to showcase a case study that is aligned
with your potential client's brand, whether visually or
from a targeting perspective. Focus on problem-solving
and what solutions you brought to the table.
CLIENT'S GOALS
Ut enim ad minim veniam, quis nostrud exercitation
ullamco laboris nisi ut aliquip ex ea commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate velit
esse cillum dolore eu fugiat nulla pariatur.
PROJECT RESULTS
Photo by Joeyy Lee on Unsplash
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ullamco laboris nisi ut aliquip ex ea commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate velit
esse cillum dolore eu fugiat nulla pariatur. Ut enim ad
minim veniam, quis nostrud exercitation ullamco laboris
nisi ut aliquip ex ea commodo consequat. Duis aute
irure dolor in reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 24
Photo byv on Unsplash
Project Add-Ons
Are there services that you offer that you could upsell to your
client but haven't had a chance to discuss it yet? Outline them
here and tell your client that if they would like to add something to
their project, to do this before approving this proposal so you can
make the necessary amendments to the project scope.
OPTION 1
from $ 1,000 USD
OPTION 2
from $ 1,000 USD
OPTION 3
from $ 1,000 USD
OPTION 4
from $ 1,000 USD
OPTION 5
from $ 1,000 USD
OPTION 6
from $ 1,000 USD
Photo by Sandi Benedicta on Unsplash
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 25
Boundaries & Expectations
Communication
Feedback & Approvals
Office Hours
Clear communication is incredibly
to ensure your project runs
smoothly. Explain here what are
your expectations when it comes to
communication and what systems
you have in place to facilitate it. For
example, perhaps you use a tool like
Asana to keep track of the project
progress and all comms.
Delays in feedback and approvals can
easily set your project off track, so
be clear with your client about how
quickly you need to hear back from
them and what happens if they don't
respond in time. For example, if the
client fails to respond to you for 7
days, you may reserve the right to put
the project on hold.
Even though you may only be working
with a handful of clients at a time,
you still have office hours you client
should respect. State them here along
with how quickly can clients expect a
response from you. This helps avoid
situations where clients email you on
the weekend and expect an answer
straight away. Yikes!
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 26
Photo by Annie Spratt on Unsplash
Frequently Asked Questions
Which platform will my site be built on?
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exercitation ullamco laboris nisi ut aliquip ex
ea commodo consequat. Duis aute irure dolor
in reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
Will I be able to easily edit my website?
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exercitation ullamco laboris nisi ut aliquip ex
ea commodo consequat. Duis aute irure dolor
in reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
Will you provide end-of-project training?
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exercitation ullamco laboris nisi ut aliquip ex
ea commodo consequat. Duis aute irure dolor
in reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
Can you help me with domain & hosting?
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exercitation ullamco laboris nisi ut aliquip ex
ea commodo consequat. Duis aute irure dolor
in reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
How will I receive ownership of everything?
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exercitation ullamco laboris nisi ut aliquip ex
ea commodo consequat. Duis aute irure dolor
in reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
What if I need something extra?
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exercitation ullamco laboris nisi ut aliquip ex
ea commodo consequat. Duis aute irure dolor
in reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 27
Next Steps
Make it clear for the client what the next steps are if they
want to approve this Proposal. Use the button below to
either link it to your email or to an online form.
APPROVE YOUR PROPOSAL
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ullamco laboris nisi ut aliquip ex ea commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate velit
esse cillum dolore eu fugiat nulla pariatur. Excepteur
sint occaecat cupidatat non proident, sunt in culpa qui
officia deserunt mollit anim id est laborum. Duis aute
irure dolor in reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
Your Proposal expires by 1 January 2000.
If you don't accept the Proposal by then, I cannot
guarantee that your quote and estimate project start
date will remain available.
Photo by Carlos Lindner on Unsplash
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 28
YOUR LOGO
You can write your tagline right here
WWW.YOURWEBSITE.COM
HELLO@YOURWEBSITE.COM
YOUR BUSINESS NAME / BRAND + WEB PROPOSAL
PAGE 29