Proposal SystemBuilderBeginner

Proposal & Scope Builder

Turn discovery notes, scope, timeline, pricing, and next steps into a proposal that makes the client decision easier.

Build My Proposal

// CORE PRINCIPLE

A proposal should make the decision easier.

What problem are we solving?

If the proposal does not answer this clearly, the client has to guess before saying yes.

What exactly is included?

If the proposal does not answer this clearly, the client has to guess before saying yes.

What is not included?

If the proposal does not answer this clearly, the client has to guess before saying yes.

What happens next?

If the proposal does not answer this clearly, the client has to guess before saying yes.

// WHEN TO SEND ONE

Match proposal complexity to engagement complexity.

Use a proposal when scope requires documentation, pricing needs explanation, multiple deliverables are involved, stakeholders will review the decision, or responsibilities need clarity. For a simple engagement, a written scope and quote may be enough.

// PROPOSAL STRUCTURE

Use sections that remove uncertainty.

Project Overview

Objectives

Quantities, exclusions, and revisions protect both sides.

Within Scope

A reasonable adjustment to an agreed deliverable, such as changing a headline inside an approved landing page draft.

Outside Scope

A new deliverable or major change in direction, such as adding a new page or replacing an approved design direction.

Revision Round

One consolidated set of feedback submitted at the same review stage, ideally collected from all stakeholders.

// INTERACTIVE PROPOSAL BUILDER

Build from discovery notes, not generic copy.

Client Information

Client / Business NameContact PersonIndustry

Project

ServiceCurrent SituationMain ProblemDesired Outcome

Scope

ResponsibilitiesDeliverablesExclusions

Project Terms

Start DateDurationRevision RoundsClient Responsibilities

Pricing And Next Step

Pricing ModelFeePayment Structure

Next Steps

Scope Builder

DeliverableQuantitySpecificationIncludedClient ProvidesTurnaround

// YOUR PROPOSAL OUTLINE

Copy this into your proposal document.

PROJECT OVERVIEW
ABC Coaching is looking for support with monthly social media management in the coaching business space. Based on the discovery conversation, the current situation is: The founder is spending too much time planning, producing, and publishing content without a consistent monthly workflow..

The primary need is not simply more activity. The priority is solving content is inconsistent and too dependent on the founder so the business can publish consistently while keeping the founder focused on coaching and business development.

OBJECTIVES
- Improve content is inconsistent and too dependent on the founder.
- Help ABC Coaching publish consistently while keeping the founder focused on coaching and business development.
- Create a clearer working process for monthly social media management.

RECOMMENDED SOLUTION
I recommend a monthly retainer engagement focused on monthly social media management. The work will be structured around clear responsibilities, defined deliverables, client approvals, and documented next steps so both sides understand what is included.

SCOPE OF WORK
- Monthly planning
- content production
- scheduling
- and reporting

DELIVERABLES
- 12 feed posts
- 4 short-form videos
- 16 captions
- 1 monthly report
- Short-form video: 4/month, Up to 60 seconds, vertical 9:16 format. Includes Editing, captions, basic motion graphics. Turnaround: 3 business days per batch.

CLIENT RESPONSIBILITIES
- Brand assets
- platform access
- timely approvals
- and feedback within two business days
- For the key deliverable, client provides: Raw footage and brand references.

ASSUMPTIONS / EXCLUSIONS
- Paid ads
- photography
- community management
- website updates

TIMELINE
Start: Upon approval and completion of onboarding
Duration: 30-day initial engagement
Timeline assumes required assets, access, approvals, and feedback are provided within the agreed review window.

REVISION / CHANGE POLICY
Includes 2 revision round(s) per major deliverable. A revision round means one consolidated set of feedback submitted at the same review stage. New deliverables or major direction changes will be quoted separately.

INVESTMENT
monthly social media management: PHP 30,000 / month
Pricing model: Monthly Retainer

PAYMENT TERMS
Payment due before the start of each service month

NEXT STEPS
1. Approve proposal
2. Sign service agreement
3. Pay initial invoice or deposit
4. Complete onboarding form

Prepared for: Client Name

// BEFORE YOU SEND

Review for clarity, not decoration.

Is the client's problem accurately summarized?

Are objectives clear and connected to the discovery call?

Does the recommendation explain the system, not only the tasks?

Are major responsibilities and deliverables defined?

Are quantities, turnaround, and revision limits included?

Are exclusions and client responsibilities clear?

Is the investment easy to find and understand?

Does the proposal explain exactly what happens next?

// DOWNLOADABLE SCOPE TEMPLATES

Start with a service-specific scope structure.

General VA Scope Template

Define admin support, communication, task management, file handling, and recurring VA responsibilities.

Download PDF

Executive VA Scope Template

Clarify calendar, inbox, meeting, travel, documentation, coordination, and executive support boundaries.

Download PDF

Social Media Management Scope Template

Set boundaries for strategy, content volume, captions, scheduling, reporting, platforms, and revisions.

Download PDF

Video Editing Scope Template

Specify video quantity, duration, format, source footage, captions, graphics, turnaround, and revisions.

Download PDF

Web Development Scope Template

Define pages, platform, copy, integrations, forms, hosting, SEO setup, analytics, QA, and handoff.

Download PDF

Meta Ads Scope Template

Clarify campaigns, ad account access, tracking, reporting, creative responsibility, and ad spend boundaries.

Download PDF

Funnel Building Scope Template

Map funnel pages, copy, email integration, checkout, tracking, testing, and launch responsibilities.

Download PDF

Email Marketing Scope Template

Scope campaigns, flows, copy, segmentation, design, scheduling, reporting, and platform responsibilities.

Download PDF

Customer Support Scope Template

Define channels, response expectations, ticket handling, escalation, reporting, tools, and coverage boundaries.

Download PDF

// AFTER ACCEPTANCE

Next: Client Onboarding System

Once the client approves the proposal, move into contract, invoice, intake, access, kickoff, and delivery setup.

Build My Onboarding Plan

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