You’ve packed a ton of information into your draft proposal so far:
The business context
Your introduction
The strategy and plan
Deliverables
Timeline
Pricing
Impactful case studies
Additional sections
Now, you want to make it beautiful and send it to the client.
You can make your proposals extremely stylized or straight to the point. It really depends on the client and what you think will resonate with them and make you stand out.
As a freelancer and solopreneur, you have limited time. It is completely reasonable to do the final proposal in a google doc or PDF. If you do this, make sure to add a level of polish.
Include your logo and company name
Make the content easy to read and scan. For example, each new section should have a clear header
Incorporate images where appropriate
Use easy-to-read fonts (Helvetica, Arial, Lato)
If you do go the stylized route, make sure you can do it well. We sometimes see this backfire on people — making things visually beautiful is tough! If you want to go this route, Canva is a phenomenal tool. It allows you to make beautiful slide presentations or interactive documents with images, graphics, and more. You can even automatically turn documents into presentations.
If you’re not sure where to start, we recommend keeping it simple and drafting up a word or Google document with the sections laid out in a straightforward text. We’ve included a full template altogether in your workbook.
These formats are widely accepted:
Slide deck
Word document
Google Doc
And voila! You’ve created your project proposal.
Before you send it over, make sure you:
Proofread for typos, errors, etc.
Double check the project fee is accurate and covers all of your costs.
Remove any unnecessary detail
Add any necessary detail
Once you’re good to go — send your soon-to-be client a short email with the proposal attached. Ask them to take a look over and offer to answer any questions. They might have questions or amendments they would like to see. This is a very good thing — it means they are interested and making sure it fits their needs.
Congratulations on creating a killer project proposal!