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You are following up after a discovery call.
Agency proposal template
Free agency proposal template
Turn a discovery call into a client-ready proposal with scope, timing, deliverables and investment in one place.
- Free to use
- Your colors and fonts
- Signed in the same place
PROPOSAL
Brand sprint
Rookery Coffee Roasters
Scope
Positioning, identity and a packaging system for the three core roasts, delivered as a working brand kit.
Deliverables
| Discovery and positioning | £1,200 |
| Identity and logo system | £2,100 |
| Packaging, three SKUs | £1,500 |
Total£4,800
Example preview with your branding applied
Made for the moment
Use this template when
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You need to price a defined piece of client work.
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A client needs a clear next step before work begins.
A useful structure
What’s inside the template
A proposal is the document that turns a conversation into work. It says what you will do, when it will be done, what it costs, and what happens if any of that changes. Everything else is decoration.
Agency proposal.pdfTemplate
- 1
Project summary
The client, the problem and the intended outcome.
- 2
Scope and deliverables
The work the client is actually buying.
- 3
Timeline
Key dates, dependencies and decisions.
- 4
Investment
A priced breakdown and payment terms.
A client-ready structure from first detail to final next step.
Make it useful
From a filled template to a clear decision
- 01
First Make the scope visible
Name the deliverables rather than describing a broad service.
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Then Price the work clearly
Show what each part covers before the total.
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Finally End with a next step
Make approval or a signature the natural decision.
Ready when you are
Make it your own in three steps
- 01
Fill in the details
Add the client, work and terms that belong in this version.
- 02
Generate the document
Your chosen colours and fonts are applied automatically.
- 03
Save, share or sign
Keep it in the project, send it for review or request a signature.
The workspace
More than a downloaded file
Your branding, applied
Set colours and fonts once. Each document uses them automatically.
Review or signature
Share the document for feedback, or request a signature from the same place.
Versions kept together
Keep the document, feedback and version history with the client project.
Questions
- Can I change the wording?
- All of it. The template supplies the structure and does the layout; every word is yours.
- Will it use my branding?
- Yes. Set colors and fonts once in your brand kit and every generated document picks them up.
- Can the client sign it?
- Yes. Send it for signature from the same place, and the signed copy comes back with an audit trail.
Use this template
Free to start. One project, no card needed.