DATE:
Tue 15 February 2022 

REFERENCE:
88614 

BUSINESS
PROPOSAL
TEMPLATE

__________

 Business Proposal Template 
  

PREPARED FOR:
${contactName} ${contactLastName}

PREPARED BY:
${consultantFullname}
${consultantCompanyName}

Ph.: ${consultantPhone}
Email: ${consultantEmail}
Table of Contents
  1. Executive Summary
  2. The Problem Statement
  3. The Proposed Solution
  4. Scope of Work
  5. The Timelines
  6. Cost Summary
  7. Terms and Conditions
Executive Summary

[Your company] has been in the business of providing [service or product] to companies for the past [number of years]. We have successfully worked with [industry of client] companies who are committed to providing customers with high quality [services or product].

We have first-class executives who run them right, in good times or bad. Every day is exciting for us; no wonder we tap-dance to work.

Name

[Brief background such as “Results-driven software developer with over 10 years of designing programs for charity companies while working for one of the Big Five.”]

Name

[Brief background such as “Results-driven chief executive officer with over 15 years of sales and marketing experience. The secret weapon of small and medium businesses in Gotham district.”]
The Problem Statement
The Proposed Solution
Scope of Work

[Your company] will provide [client company] with specific solutions to the challenges listed below:

Challenge
Action Plan
[Usability issue 1]
 [Improve interface]
[Usability issue 2]
 [Rapid training for staff on new system]
[Usability issue 3]
 [Improve response time for customer questions]
The Timelines
Task / Milestone Timeframe

[Improve interface:

Interaction on specific features such as benefit claim]
 [Week 1-3]
[Staff training]
 [Week 4]
[QA Testing]
 [Week 5]
[Functionalize]
 [Week 6-7]
[Evaluate KPI]
 [Week 8]
Cost Summary

Service

Term

Price

Cost

Tax

Total
Consulting Services Retainer
12 Months 100.00 1,200.00 120.00 1,320.00

optionally add some extra notes for a line item

Options
Package A
One-off 100.00 100.00 10.00 110.00
Package B
One-off 200.00 200.00 20.00 220.00
Total 1,320.00
Terms and Conditions

[Note: Summary of everything you promised and agreed to deliver. Include what you expect from your client in return. Add the overall project timeline from start to end, payment methods, governing laws, limitation of liabilities, warranties, termination, etc. This way, both of you will be clear on what is being agreed on.

This step is very important as it outlines all the legal aspects of the deal and needs to be as clear as possible. You may consult your lawyer for legal advice.]

The client, through its authorized representative by affixing his/her signature has agreed to the following terms and conditions:
Signed By: