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Proposal Writing
Request for proposal (RFP)
Cover Page
Cover Page
• Logo
• Proposal Title
• Proposal date
• Prepared by ?
• Prepared for ?
• © Wasim Alatrash website: example.com
Header
Date: [today date]
Between us [freelancer name]
and you [customer name]
Summary
Summary:
We’ll always do our best to fulfil your needs and meet your
expectations, but it’s important to have things written down so that we
both know what’s what, who should do what and when, and what will
happen if something goes wrong. In this contract you won’t find any
complicated legal terms or long passages of unreadable text. We’ve no
desire to trick you into signing something that you might later regret.
What we do want is what’s best for both parties, now and in the future.
In short
You ([client name]) are hiring me ([freelancer name]) located at
[address] to [design and develop a web site] for the estimated total
price of [total] as outlined in our previous correspondence. Of course
it's a little more complicated, but we'll get to that.
What do both parties agree to do?
You: You have the authority to enter into this contract on behalf of yourself,
your company or your organisation. You’ll give us the assets and information
we tell you we need to complete the project. You’ll do this when we ask and
provide it in the formats we ask for. You’ll review our work, provide feedback
and approval in a timely manner too. Deadlines work two ways, so you’ll also
be bound by dates we set together. You also agree to stick to the payment
schedule set out at the end of this contract.
Us: We have the experience and ability to do everything we’ve agreed with
you and we’ll do it all in a professional and timely manner. We’ll endeavour
to meet every deadline that’s set and on top of that we'll maintain the
confidentiality of everything you give us.
Requirements:
• Design Specifications
• Development Specifications
Design
We will create designs for the look-and-feel, layout and functionality of
your web site. This contract includes one main design plus the
opportunity for you to make up to two rounds of revisions. If you're not
happy with the designs at this stage, you will pay us in full for all of the
work that we have produced until that point and you may either cancel
this contract or continue to commission us to make further design
revisions at the daily rate set out in our original estimate.
HTML layout templates
If the project includes XHTML or HTML markup and CSS templates, we
will develop these using valid HTML 5 markup and CSS 3 for styling.
Browser testing
Browser testing no longer means attempting to make a website look
the same in browsers of different capabilities or on devices with
different size screens. It does mean ensuring that a person’s experience
of a design should be appropriate to the capabilities of a browser or
device.
We test our work in current versions of major desktop browsers
including those made by Apple (Safari), Google (Chrome), Microsoft
(Edge), Mozilla Firefox and Opera. We’ll also test to ensure that people
who use Microsoft Internet Explorer 11 for Windows get an
appropriate experience. We won’t test in other older browsers unless
we agreed separately. If you need an enhanced design for an older
browser, we can provide a separate estimate for that.
Mobile browser testing
Mobile browser testing Testing using popular smaller screen devices is
essential in ensuring that a person’s experience of a design is
appropriate to the capabilities of the device they’re using. We test our
designs in:
iOS 9: Safari, Google Chrome
We won’t test in Blackberry, Opera Mini/Mobile, specific Android
devices, Windows or other mobile browsers unless we agreed
separately. If you need us to test using these, we can provide a
separate estimate for that.
Technical support
We’re not a website hosting company so we don’t offer support for
website hosting, email or other services relating to hosting. You may
already have professional hosting and you might even manage that
hosting in-house; if you do, great. If you don’t, we can set up an
account for you at one of our preferred hosting providers.
We can set up your site on a server, plus any statistics software such as
Google Analytics and we can provide a separate estimate for that.
Then, the updates to, and management of that server will be up to you.
Text content
We are not responsible for writing or inputting any text copy unless we
specified it in the original estimate. We'll be happy to help though, and
in addition to the estimate we will charge you at [price] per hour for
copy writing or content input.
Photographs
We can use free photographs unless you want special photographs for
your product/service. In that case you will be responsible about
supplying us photographs in digital format. If you choose to buy stock
photographs we can suggest vendors of stock photography.
Changes and revisions
We don’t want to limit your ability to change your mind. The price at
the beginning of this contract is based on the number of days that we
estimate we’ll need to accomplish everything you’ve told us you want
to achieve, but we’re happy to be flexible. If you want to change your
mind or add anything new, that won’t be a problem as we’ll provide a
separate estimate for those additional weeks. You will be charged the
daily rate set out in the estimate we gave you. Along the way we might
ask you to put requests in writing so we can keep track of changes.
Displaying our work
We love to show off our work, so we reserve the right to display all
aspects of our creative work, including sketches, work-in-progress
designs and the completed project on our portfolio and in articles on
websites, in magazine articles and in books.
Deliverables
[Freelance name] will deliver the following results for [client name]:
1- [Designed items]
2- [Responsive HTML website]
…
Recommendations For [freelancer name]
To meet [Company Name’s] goals, as outlined above, I recommend the following
services as the most effective path to reaching your ultimate goals:
[Deliverable 1 Example] Publishing & Distributing High Quality Content: As you
already know, strategically created (and distributed) blog content is going to build
awareness, drive traffic, and generate leads for [freelancer name]. My plan
proposes 3 x 1,000 word blog posts be published each month, with an equal
amount of focus and detail placed on [company focus] plan for each piece of
content.
[Deliverable 2 Example] Developing Incredible Visual Content: Engaging content is
a core component driving interest in [freelancer name]. My plan proposes 1 x GIF
image or small motion graphic video be published each month with the same focus
on [company focus].
Payment schedule
We’re sure you understand how important it is as a small business that you
pay the invoices that we send you promptly. As we’re also sure you’ll want to
stay friends, you agree to stick tight to the following payment schedule.
[Payment details]
[Payment schedule]
We issue invoices electronically. Our payment terms are [number] days from
the date of receiving the invoice. All proposals are quoted in [currency] and
payments will be made at the same currency.
You agree to pay all charges associated with international transfers of funds.
The appropriate bank account details will be printed on our electronic
invoice. We reserve the right to charge interest on all overdue debts at the
rate of [percentage] per week.
Project Timeline
Our timeline for this project is as follows:
Phase Activities Post-action Estimated Time
Phase 1 Example: design 2 options for home
page
Choose one option 3 days
Phase 2 Example: design rest pages Review the designs and give us your
feedback
1 week
Hourly Rate
• [freelancer name] will charge you ________ per hour and the
[freelancer name] shall keep [client name] apprised of a tally of hours
within a reasonable period of time.
Cancellation
In the event of cancellation of this assignment, ownership of all
copyrights and the original artwork shall be retained by the Designer,
and a cancellation fee for work completed, and expenses already
incurred, shall be paid by the Client. Cancellation fee is based on the
hours submitted, if the project is on an hourly basis or a percentage
based on the time estimate for the entire job. A 100% cancellation fee
is due once the project has been finished, whether delivered to the
client or not. If the project is on an hourly basis and the project is
canceled by the client, the client agrees to pay no less than 100% of the
hours already billed for the project at the time of cancellation plus a
flat fee of $250 or 50% of the remaining hours that were expected to
be completed on the project, whichever is greater.
Next Steps
Let's do this. To proceed with the project as outlined, [Company Name’s] next steps
are to:
1. Accept the proposal as-is or discuss desired changes
2. Finalize and sign the contract
3. Submit an initial payment of the first month's project fee
Once completed, [Your Name/Your Company] will contact [freelancer name] to
schedule a project kickoff meeting to gather information before beginning the
work.
We’re happy to make changes to project scope on [Company Name’s] request at
any time during the project, but this may be subject to additional billing.
Why Choose Me?
[Example Pitch] This is what I do, and I only deliver results I'd be happy
with for my own business. I've built an audience for myself from the
ground up and …
Sign
The dotted line
Signed by and on behalf of [freelancer name]
Signed by and on behalf of [customer name]
Date [date]
Everyone should sign above and keep a copy for their own records.
Email Messages
Examples
Initiate a call to propose your service
Subject Line: [freelancer name] [Service] (and mention)
Body: Hey [First Name],
I wanted to reach out and give you a heads up that I've been loving the [your service medium] coming out of
[freelancer name] these past few months. I can appreciate great [your service medium] when I see it :)
Just shared your recent [post, project, design, branding work, app, etc] about [xyz] with my audience on Twitter
and I also mentioned the platform as a great resource in one of my recent blog posts [link].
The other reason I'm reaching out is because a large part of my business is working with brands like [reference
any relevant past clients or even full-time gigs] and others to help scale [your core service offering].
Would you be up for chatting about [Company Name's] [your core service offering] or connecting me with
someone else on your team if that'd be a better fit?
[Your Name]
P.S. Here's where you can see more [link to portfolio] about my work and the clients I've worked with.

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07 proposal writing

  • 4. Cover Page • Logo • Proposal Title • Proposal date • Prepared by ? • Prepared for ? • © Wasim Alatrash website: example.com
  • 5. Header Date: [today date] Between us [freelancer name] and you [customer name]
  • 7. Summary: We’ll always do our best to fulfil your needs and meet your expectations, but it’s important to have things written down so that we both know what’s what, who should do what and when, and what will happen if something goes wrong. In this contract you won’t find any complicated legal terms or long passages of unreadable text. We’ve no desire to trick you into signing something that you might later regret. What we do want is what’s best for both parties, now and in the future.
  • 8. In short You ([client name]) are hiring me ([freelancer name]) located at [address] to [design and develop a web site] for the estimated total price of [total] as outlined in our previous correspondence. Of course it's a little more complicated, but we'll get to that.
  • 9. What do both parties agree to do? You: You have the authority to enter into this contract on behalf of yourself, your company or your organisation. You’ll give us the assets and information we tell you we need to complete the project. You’ll do this when we ask and provide it in the formats we ask for. You’ll review our work, provide feedback and approval in a timely manner too. Deadlines work two ways, so you’ll also be bound by dates we set together. You also agree to stick to the payment schedule set out at the end of this contract. Us: We have the experience and ability to do everything we’ve agreed with you and we’ll do it all in a professional and timely manner. We’ll endeavour to meet every deadline that’s set and on top of that we'll maintain the confidentiality of everything you give us.
  • 10. Requirements: • Design Specifications • Development Specifications
  • 11. Design We will create designs for the look-and-feel, layout and functionality of your web site. This contract includes one main design plus the opportunity for you to make up to two rounds of revisions. If you're not happy with the designs at this stage, you will pay us in full for all of the work that we have produced until that point and you may either cancel this contract or continue to commission us to make further design revisions at the daily rate set out in our original estimate.
  • 12. HTML layout templates If the project includes XHTML or HTML markup and CSS templates, we will develop these using valid HTML 5 markup and CSS 3 for styling.
  • 13. Browser testing Browser testing no longer means attempting to make a website look the same in browsers of different capabilities or on devices with different size screens. It does mean ensuring that a person’s experience of a design should be appropriate to the capabilities of a browser or device. We test our work in current versions of major desktop browsers including those made by Apple (Safari), Google (Chrome), Microsoft (Edge), Mozilla Firefox and Opera. We’ll also test to ensure that people who use Microsoft Internet Explorer 11 for Windows get an appropriate experience. We won’t test in other older browsers unless we agreed separately. If you need an enhanced design for an older browser, we can provide a separate estimate for that.
  • 14. Mobile browser testing Mobile browser testing Testing using popular smaller screen devices is essential in ensuring that a person’s experience of a design is appropriate to the capabilities of the device they’re using. We test our designs in: iOS 9: Safari, Google Chrome We won’t test in Blackberry, Opera Mini/Mobile, specific Android devices, Windows or other mobile browsers unless we agreed separately. If you need us to test using these, we can provide a separate estimate for that.
  • 15. Technical support We’re not a website hosting company so we don’t offer support for website hosting, email or other services relating to hosting. You may already have professional hosting and you might even manage that hosting in-house; if you do, great. If you don’t, we can set up an account for you at one of our preferred hosting providers. We can set up your site on a server, plus any statistics software such as Google Analytics and we can provide a separate estimate for that. Then, the updates to, and management of that server will be up to you.
  • 16. Text content We are not responsible for writing or inputting any text copy unless we specified it in the original estimate. We'll be happy to help though, and in addition to the estimate we will charge you at [price] per hour for copy writing or content input.
  • 17. Photographs We can use free photographs unless you want special photographs for your product/service. In that case you will be responsible about supplying us photographs in digital format. If you choose to buy stock photographs we can suggest vendors of stock photography.
  • 18. Changes and revisions We don’t want to limit your ability to change your mind. The price at the beginning of this contract is based on the number of days that we estimate we’ll need to accomplish everything you’ve told us you want to achieve, but we’re happy to be flexible. If you want to change your mind or add anything new, that won’t be a problem as we’ll provide a separate estimate for those additional weeks. You will be charged the daily rate set out in the estimate we gave you. Along the way we might ask you to put requests in writing so we can keep track of changes.
  • 19. Displaying our work We love to show off our work, so we reserve the right to display all aspects of our creative work, including sketches, work-in-progress designs and the completed project on our portfolio and in articles on websites, in magazine articles and in books.
  • 20. Deliverables [Freelance name] will deliver the following results for [client name]: 1- [Designed items] 2- [Responsive HTML website] …
  • 21. Recommendations For [freelancer name] To meet [Company Name’s] goals, as outlined above, I recommend the following services as the most effective path to reaching your ultimate goals: [Deliverable 1 Example] Publishing & Distributing High Quality Content: As you already know, strategically created (and distributed) blog content is going to build awareness, drive traffic, and generate leads for [freelancer name]. My plan proposes 3 x 1,000 word blog posts be published each month, with an equal amount of focus and detail placed on [company focus] plan for each piece of content. [Deliverable 2 Example] Developing Incredible Visual Content: Engaging content is a core component driving interest in [freelancer name]. My plan proposes 1 x GIF image or small motion graphic video be published each month with the same focus on [company focus].
  • 22. Payment schedule We’re sure you understand how important it is as a small business that you pay the invoices that we send you promptly. As we’re also sure you’ll want to stay friends, you agree to stick tight to the following payment schedule. [Payment details] [Payment schedule] We issue invoices electronically. Our payment terms are [number] days from the date of receiving the invoice. All proposals are quoted in [currency] and payments will be made at the same currency. You agree to pay all charges associated with international transfers of funds. The appropriate bank account details will be printed on our electronic invoice. We reserve the right to charge interest on all overdue debts at the rate of [percentage] per week.
  • 23. Project Timeline Our timeline for this project is as follows: Phase Activities Post-action Estimated Time Phase 1 Example: design 2 options for home page Choose one option 3 days Phase 2 Example: design rest pages Review the designs and give us your feedback 1 week
  • 24. Hourly Rate • [freelancer name] will charge you ________ per hour and the [freelancer name] shall keep [client name] apprised of a tally of hours within a reasonable period of time.
  • 25. Cancellation In the event of cancellation of this assignment, ownership of all copyrights and the original artwork shall be retained by the Designer, and a cancellation fee for work completed, and expenses already incurred, shall be paid by the Client. Cancellation fee is based on the hours submitted, if the project is on an hourly basis or a percentage based on the time estimate for the entire job. A 100% cancellation fee is due once the project has been finished, whether delivered to the client or not. If the project is on an hourly basis and the project is canceled by the client, the client agrees to pay no less than 100% of the hours already billed for the project at the time of cancellation plus a flat fee of $250 or 50% of the remaining hours that were expected to be completed on the project, whichever is greater.
  • 26. Next Steps Let's do this. To proceed with the project as outlined, [Company Name’s] next steps are to: 1. Accept the proposal as-is or discuss desired changes 2. Finalize and sign the contract 3. Submit an initial payment of the first month's project fee Once completed, [Your Name/Your Company] will contact [freelancer name] to schedule a project kickoff meeting to gather information before beginning the work. We’re happy to make changes to project scope on [Company Name’s] request at any time during the project, but this may be subject to additional billing.
  • 27. Why Choose Me? [Example Pitch] This is what I do, and I only deliver results I'd be happy with for my own business. I've built an audience for myself from the ground up and …
  • 28. Sign The dotted line Signed by and on behalf of [freelancer name] Signed by and on behalf of [customer name] Date [date] Everyone should sign above and keep a copy for their own records.
  • 30. Initiate a call to propose your service Subject Line: [freelancer name] [Service] (and mention) Body: Hey [First Name], I wanted to reach out and give you a heads up that I've been loving the [your service medium] coming out of [freelancer name] these past few months. I can appreciate great [your service medium] when I see it :) Just shared your recent [post, project, design, branding work, app, etc] about [xyz] with my audience on Twitter and I also mentioned the platform as a great resource in one of my recent blog posts [link]. The other reason I'm reaching out is because a large part of my business is working with brands like [reference any relevant past clients or even full-time gigs] and others to help scale [your core service offering]. Would you be up for chatting about [Company Name's] [your core service offering] or connecting me with someone else on your team if that'd be a better fit? [Your Name] P.S. Here's where you can see more [link to portfolio] about my work and the clients I've worked with.