Client Proposal Builder

Turn your sales conversation into a professional proposal that wins the yes. Fill in each section — the writing prompts keep you specific — then run the professionalism checklist before you send.

1. Client & project

Your name / business

Client name

Client company

Project title

Problem restatement Show you listened. Restate their problem in their words — what did they say is broken, expensive, or stuck? Proposed approach Your plan in plain language — 3–5 sentences. What you'll do, in what order, and why it works.

2. Deliverables

List exactly what the client gets — specific items, not vague promises. Each deliverable is a proof point.

3. Timeline & investment

Start date

Target completion

Pricing model

Price ($)

Payment terms When and how you get paid. 50% upfront is standard for project work.

Proposal valid until An expiry date creates urgency and protects you from stale pricing.

Your call to action One clear next step. Not three options — one.

4. Professionalism checklist

Green = auto-checked from your inputs. Read the manual ones honestly.

Follow-up timeline (if there's no reply)

Most proposals are won in the follow-up, not the send. Work this schedule from your send date:

Proposal sent date

Go Deeper with the Book

The Client Proposal Builder is just the start. Sales Made Simple by Kimani Upshur, M.Ed. takes you deeper — the full conversation that leads to the yes, handled with integrity.

Get Sales Made Simple — $4.99

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Educational purposes only — not legal advice. For binding agreements, use a proper contract reviewed by a qualified professional.