Send your first client proposal like you've done this thirty times. Five editable files that take you from first call to signed contract.
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They lose them on everything around the work, the parts nobody hands you when you go independent.
Assembled the morning it's due, opening with your bio instead of their problem.
A number pulled from thin air, discounted the moment anyone pushes back on it.
No written exclusions, so week six quietly becomes work you never agreed to do.
Executive summary, situation, scope, timeline, a three-tier pricing table and a signature page. Structured so you fill in brackets, not blank pages.
The document that protects you after the proposal is signed: scope, explicit exclusions, payment terms, change-order process, IP ownership, confidentiality and termination.
A minute-by-minute structure for your first client call. Discovery questions across situation, problem, impact and decision process, plus a five-objection response table and the follow-up email.
Enter your income goal, working days, utilisation and costs. It returns a defensible day rate, then builds a three-tier project quote automatically. Live formulas, no macros, any currency.
Twelve core proposal, pricing and follow-up phrases in English, French and Arabic, for consultants working across Europe, North Africa and the Gulf.
Nine things prospects say, and exactly what to say back. One page, print it, keep it beside you on calls. It comes straight from the discovery call script in the kit.
One email with the file. No sequence you can't leave.
This gives you the reasoning: why the proposal opens with the client's situation instead of your bio. Why the SOW needs a change-order clause. Why the discovery script sets an explicit decision point in the first five minutes. Built by a B2B product marketer who writes this material professionally, including the Arabic and the French phrase sheet, which you will not find in another kit.
No. Every file opens in Google Docs and Google Sheets, LibreOffice, or Pages and Numbers. The spreadsheet uses standard formulas with no macros.
Yes. Replace the placeholder text, add your logo and colours, and use them commercially with your own clients. You can't resell the templates themselves as your own product.
No. It's a strong starting structure covering the clauses that matter most in practice, but it isn't a substitute for a lawyer reviewing your jurisdiction and your specific situation.
Independent consultants and freelancers, especially in marketing, strategy or B2B services, who are past "how do I find clients" and stuck on "what do I send them."
Email within 14 days and you get a full refund. No form to fill in.