Client Proposal Template (UK)
Use this proposal template to pitch your services clearly, show pricing options, timelines, and next steps. It works for web design, marketing, consulting, cleaning contracts, and general freelance work.
Disclaimer: This template is for general information only and is not legal, tax, or financial advice.
Proposal Template
CLIENT PROPOSAL
Prepared by: [Your Name / Business Name]
Email/Phone: [Email] | [Phone]
Website (optional): [Website]
Proposal date: [DD/MM/YYYY]
Valid until: [DD/MM/YYYY]
Client: [Client Name / Company]
Project: [Project Name]
1) EXECUTIVE SUMMARY
This proposal outlines how [Your Business Name] will help [Client Name] to achieve:
• [Goal 1]
• [Goal 2]
• [Goal 3]
2) CLIENT NEEDS (WHAT YOU TOLD US)
Based on our discussion, you need:
• [Need 1]
• [Need 2]
• [Need 3]
3) PROPOSED SOLUTION (WHAT WE WILL DO)
We will deliver:
• [Deliverable 1]
• [Deliverable 2]
• [Deliverable 3]
Out of scope (to avoid confusion):
• [Not included 1]
• [Not included 2]
4) DELIVERABLES & TIMELINE
Phase 1: [Name] – [Dates]
• [Task/deliverable]
Phase 2: [Name] – [Dates]
• [Task/deliverable]
Estimated total timeline: [e.g., 2–4 weeks]
5) PRICING OPTIONS
Option A: [Package name]
• Includes: [list]
Price: £[ ]
Option B: [Package name]
• Includes: [list]
Price: £[ ]
Optional add-ons:
• [Add-on] – £[ ]
• [Add-on] – £[ ]
6) PAYMENT TERMS
• Deposit: [e.g., 50% upfront]
• Balance: [e.g., 50% on completion / milestone-based]
• Payment method: [Bank transfer / card / other]
• Late payment: [e.g., due within 7 days of invoice]
7) CLIENT RESPONSIBILITIES (TO KEEP THINGS MOVING)
Client will provide:
• [Content, access, approvals, etc.]
Response time target: [e.g., within 48 hours]
8) ASSUMPTIONS
• [Assumption 1]
• [Assumption 2]
9) NEXT STEPS / ACCEPTANCE
To proceed:
1. Confirm which pricing option you want (A or B)
2. Confirm the start date
3. Pay the deposit (if applicable)
Acceptance (optional):
Client name: __________________________
Signature: ___________________________ Date: ____ / ____ / ______
Prepared by:
Name: _______________________________
Signature: __________________________ Date: ____ / ____ / ______