Business Proposal Template

Whether you’re pitching a new product, service, or idea, our customizable business proposal template is designed to help you create a winning pitch that showcases your unique value proposition, sets you apart from the competition, and secures the business you need to achieve your goals.
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Business Proposal Template
Business Proposal Template
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From
Angela Wood
2248 Rose Avenue
Big Fish
To
Daniel Young
346 Vine Street
Edge Yard Service
Proposal block placeholder

Introduction

Thank you for contacting me. I put this proposal together based on our conversations. 

Here are a few quick observations:

  • Daniel Young wants to raise the average conversion rate on their sales pages to an average of 5%.
  • Angela Wood will audit each page, produce a plan of action, and then deliver excellent results.
  • Every page will be updated within six weeks of launching the project. Following the initial update, weekly reports will be made each week for a period of six months to assess the effects of the changes.

As you continue through this proposal, you will see how my business services can help you meet your goals and your deadlines.

Why Angela Wood for business services?

My work enables companies like yours to maximize their profits by boosting their conversion rates. I’ve been assisting companies with conversion rate optimization for more than five years.

Here are some testimonials from previous clients:

  • Angela Wood was great to work with. They quickly identified the poorly performing pages, made adjustments, and we saw a 2.6% uplift in our rates within days. We’ll definitely use their services again. -Jill, CEO of ecommerce business
  • Angela Wood is a brilliant professional. They set up our contract, started the work, delivered on time, and amazed us with the results. Our conversion rates jumped by 3.2% in eight weeks. -Tim, Sales Director of ecommerce business

My clients value my professionalism, commitment to deadlines, and the results I give them.

Project description

Based on your information, Daniel Young needs to increase your revenue by 3% in the next 180 days. You want to achieve this by optimizing your website’s sales pages to boost your conversion rates to 5% on average for your 120 product sales pages. Daniel Young offers super products at reasonable prices, so the conversion rates are probably being affected by the page content rather than the products on offer. Angela Wood will review each page and make changes as necessary to meet the conversion rate targets.

Conversion rate optimization is one of the services Angela Wood offers. Previous clients have seen increases between 2% - 4% during our projects. 

Objectives

Here is the plan for how my business services will meet your goals. Let me break down the specific targets and how they will be met.

  • Each page will be reviewed with Conversion Rate Optimization (CRO) software. An audit and action plan for each page will be prepared for your review.
  • Each page will be improved based on the approved action plan.
  • Results will be monitored over a period of six weeks using Google Analytics and Data Studio.
  • Weekly reports will be sent to Daniel Young to highlight progress and flag up any issues that should be addressed.

Any adjustments to the plans can be made by sending me a message via the Slack channel or by email at angelawood@gmail.com.

Deadline and deliverables

I am committed to meeting your deadlines and delivering quality business work on schedule. Here are the milestones for this project:

  • Each page will be audited with an action plan within the first two weeks of starting the project. 
  • Audits and action plans will be delivered as PDF files. Each one will be set up with a file sign-off system to track the progress of the documentation.
  • The approved action plans will all be completed within six weeks of launching the project. All work will happen within the CMS of Daniel Young.
  • Weekly reports will be produced for a period of six months from the start of the project. These will be sent as PDF files to daniel.young@gmail.com

My services have a reputation for organization, follow through, and prompt delivery. I take pride in this reputation and look forward to delivering exceptional results for Daniel Young.

Payment terms

Projects such as this one run for several months before they finish. To facilitate these projects, I offer a schedule of payments. Here are the payment milestones:

  • 25% initial payment due upon signing the contract and before any work begins. 
  • A further 25% of the total will be invoiced once the final audit and action plan has been approved.
  • The next 25% of the total will be due once the final page has been optimized.
  • Payment of the remaining 25% will be due once the final weekly report is made to signal the end of the contract.

All the pages should be optimized once during the process. If further optimization is required during the monitoring phase, any extra work will be billed monthly at a rate of $65 per hour.

Electronic invoice will be sent once the contract has been signed and milestones passed. Each invoice is payable within 10 business days of receipt. Late payments may result in suspension of work and/or late fees as specified in the contract.

Agreement

Once you agree to this proposal, I will prepare a simple contract for this business project. The contract will reference the terms of this proposal, including any amendments you suggest. If you agree to these terms, please sign below, and return this proposal to me.


Thank you very much. I look forward to working with Daniel Young.


Signed

Daniel Young

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How it works

Templates make a good starting point, but the key to gaining clients is to stand out from the crowd. Indy’s proposal builder helps you close deals faster by letting you quickly customize proposals to your prospective client’s needs, turning cookie-cutter templates into professional, winning proposals that you can use again and again.
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Edit your proposal in minutes
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Why Indy?

Your work may start with sending a proposal, but it doesn’t end there. Sign up for Indy to manage all your admin in one place.
  • Seal the deal with legally vetted contracts that protect your work, time, and money.
  • Manage your tasks and clients with simple yet powerful to-do lists and boards.
  • Record your time automatically and track which hours have been paid or need to be billed.
  • Get paid fast with invoices and accept multiple payment methods right through Indy.
  • Get a bird’s-eye view of everything due with a personal command center that monitors the status of your proposals, contracts, tasks, and invoices.
proposals

Business Proposal Template FAQ

What is a business proposal template?

A business proposal template is a preformatted document that is ready to develop into a complete business proposal. It contains sections about your business, your offer, and the reasons you are the best choice. You can complete the template by adding specific information about the project or work you would like to receive.

Why should I create a business proposal template?

A business proposal template will save you time and ensure your documents have a consistent look and feel. When you are ready to develop a proposal for a new project, a preformatted proposal will save time because you can reuse sections, such as:

  • Your business info and branding
  • Portfolio and customer reviews
  • Terms of service

Developing a template also means your documents will always include your logo, branding, and company colors. Using a template builds consistency in your documentation.

How do I write a business proposal template?

Creating a template is a simple process. Here are the basic steps:

  1. Launch your preferred editor, such as MS Word, Google Docs, or another choice.
  2. Add your company information and branding.
  3. Insert as many blank sections as you need, leaving space for data entry later.
  4. Make your template attractive with nice visual elements.
  5. Save your work as a template file or a generic file you can use again.


What should be in a business proposal template?

Every proposal should have some common sections, including these:

  • Company logo, branding, and contact information
  • Project overview
  • Scope of work
  • Timeline
  • Services or product breakdown with quantities and prices
  • Total project cost
  • Terms and conditions

Besides these, you can include a cover letter, customer references, and a page about your company or services.

Can I use your business proposal template?

Absolutely! You can use our business proposal template to jumpstart your proposal creation process. By starting with a template, you save time because the layout and required sections are prepared for you. All you need to do is add relevant information about your company, services, and project.

Can I edit your business proposal template?

Yes. All our templates are fully editable. You can add, remove, or change sections in just about any way you wish. Adding your business information and branding is done through a wizard and takes seconds. Finishing your business proposal will take a little more time, but the editing process is simple thanks to our easy-to-use template.

Why should I use Indy’s Proposals tool?

Indy’s proposal templates can help you submit your next proposal in minutes. You can do even more, though, with a membership to Indy. As a member, you can use our other tools to connect your proposals to contracts, time tracking, document sign-off, and invoicing. Indy’s tools work together to make your admin into a single smooth workflow.

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