Proposal and Scope of Work
What you send before anyone signs anything. It sells the outcome and fixes the boundaries at the same time.
| Prepared for | [CUSTOMER NAME], [COMPANY] |
|---|---|
| Prepared by | [YOUR BUSINESS NAME] |
| Date | [DATE] |
| Valid until | [DATE, usually 14 to 30 days out] |
1. What you told us
[RESTATE THEIR PROBLEM IN THEIR OWN WORDS. Two or three sentences. If they read this and think "exactly", you have already won most of the decision.]
2. What we will do
| # | Work | Detail | Included |
|---|---|---|---|
| 1 | [ITEM] | [DETAIL] | Yes |
| 2 | [ITEM] | [DETAIL] | Yes |
| 3 | [ITEM] | [DETAIL] | Yes |
3. What is not in this price
- [EXCLUSION]
- [EXCLUSION]
- [EXCLUSION]
4. Schedule
| Milestone | Target date |
|---|---|
| Start | [DATE] |
| [MILESTONE] | [DATE] |
| Complete | [DATE] |
Dates assume [WHAT YOU NEED FROM THEM: access, decisions, deposit, materials]. Delays there move these dates by the same amount.
5. If the scope changes
Anything outside section 2 is a change order. We will price it in writing and neither of us proceeds on it until both have signed. Nothing gets added to your invoice that you did not approve first.
6. Investment
| Item | Amount |
|---|---|
| [LINE ITEM] | [$AMOUNT] |
| [LINE ITEM] | [$AMOUNT] |
| Total | [$TOTAL] |
Payment terms: [e.g. 50% deposit, balance on completion]. [Sales tax treatment].
7. Why us
[THREE SENTENCES MAXIMUM. Proof, not adjectives. Licensed, insured, how long, who else you serve, one measurable result.]
8. To accept
Sign below and return, or reply in writing that you accept. We will send an agreement and a schedule within [NUMBER] business days.