Client proposal template
A proposal structure that wins work: the client's problem first, then the plan, the team, the price and the next step.
Most proposals start with the agency. The ones that win start with the client: what they told you, what's at stake, and why now. Your credentials come after the plan, not before it.
Keep pricing clear and in one place, with options if you can. A proposal the client can forward to their finance team without a call is a proposal that moves.
Opens in Word, Google Docs and Pages. Free, no sign-up.
Proposal for [client]
[Project name] · Prepared by [agency] · [date] · Valid until [date]
1. What you told us
[Their situation, in their words. The goal, the problem and the deadline.]
2. What we'll do
[The approach in a paragraph, then the phases.]
| Phase | What happens | Timing |
|---|---|---|
| [Discovery] | [Workshop, audit of current channels, audience research] | [Weeks 1 to 2] |
| [Strategy] | [Content pillars, calendar, KPIs] | [Weeks 3 to 4] |
| [Delivery] | [Monthly content and community management] | [Months 2 to 12] |
3. How we'll measure it
- [KPI and target]
- [KPI and target]
- [Reporting: monthly report by the 5th working day]
4. The team
| Name | Role | Time on your account |
|---|---|---|
| [name] | [Account director] | [20%] |
| [name] | [Content lead] | [50%] |
5. Relevant work
- [Client, what we did, the result in one line]
- [Client, what we did, the result in one line]
6. Investment
| Option | Includes | Monthly fee (excl. VAT) |
|---|---|---|
| [Essential] | [12 posts, 1 platform, monthly report] | [AED amount] |
| [Growth] | [24 posts, 2 platforms, community management, monthly report] | [AED amount] |
Prices exclude VAT at [5%]. [Minimum term of 6 months.] [Payment within 30 days of invoice.] [Media and influencer fees are billed separately at cost plus [X]%.]
7. Next steps
- [Confirm the option]
- [Sign the statement of work]
- [Kick-off on (date)]
From the Wiro templates library: wiro.ae/templates/client-proposal