Client Proposal Kit
Send clear, professional proposals that are easy to say yes to.
Everything you need to write a client proposal: discovery questions, scope, timeline, pricing table and follow-up emails, with ready-to-adapt templates. Includes 5 chapters, a Proposal Scope Builder and a Proposal Follow-up Tracker. One-time payment, lifetime access.
- 5 step-by-step chapters
- 3 proposal templates + follow-up emails
- Proposal Scope Builder
- Proposal Follow-up Tracker
A guide you use, not a file you forget
Client Proposal Kit runs as a web app in our member area. Read a chapter, use the tools, tick off the action, and pick up exactly where you left off.
5 guided chapters
Short, step-by-step chapters with a progress bar that shows what you have read and what comes next.
Proposal Scope Builder
List each deliverable with its quantity, unit price and included revisions. Set your deposit percentage and how many days the proposal stays valid to see the total, deposit due, remaining balance and any line items with no revisions included.
Proposal Follow-up Tracker
Log every proposal you send with its value, status (sent, follow-up, won or lost) and how many follow-ups you have sent. The summary shows your total proposed value, win rate on decided proposals, value won and which open proposals still need a follow-up.
Action Roadmap
One concrete action per chapter, collected in a checklist so you always know the next thing to do this week.
Downloadable PDF
Every chapter in one clean, printable document. Save it as a PDF to read offline or keep a printed copy on your desk.
Chapter by chapter
A clear overview of what Client Proposal Kit covers, so you know exactly what you are getting before you buy.
Format & delivery
- Interactive web app: chapters, tools and an Action Roadmap. Nothing to install.
- Your reading progress and tool entries are saved automatically in your browser.
- A downloadable PDF of every chapter for offline reading or printing.
- One-time payment in USD. No recurring charges.
- 01
Before You Write: Discovery and Qualifying
The questions to ask, the email to send and the signals that tell you a proposal is not worth writing yet.
- 02
The Anatomy of a Proposal
The eight sections every proposal needs, what goes in each one and how long each should be.
- 03
Three Complete Proposal Templates
A one-page fixed-price proposal, a multi-phase project proposal and a monthly retainer proposal, written out in full with fill-in brackets.
- 04
Pricing and Terms Inside the Proposal
How to present options, structure deposits and milestones, limit revisions and word the clauses that prevent scope creep.
- 05
Sending, Following Up and Learning From Every Answer
The cover email, a simple follow-up schedule, three follow-up emails in full, how to respond to "too expensive" and how to track your win rate.
One product. One price.
Pay once and keep access. Your login is emailed right after payment.
Client Proposal Kit
$17USD · one-time payment
- 5 step-by-step chapters
- 3 proposal templates + follow-up emails
- Proposal Scope Builder
- Proposal Follow-up Tracker
- Progress tracking and Action Roadmap
Secure checkout · Instant access · 7-day refund policy
Questions, answered
Client Proposal Kit is an interactive web app with 5 chapters, 3 built-in tools (including an Action Roadmap) and progress tracking. You can also save every chapter as a PDF for offline reading or printing.
Right after payment we email your login details to the address you used at checkout. Log in on our website and the app opens in your browser. Nothing to download or install.
Yes. You pay $17 (USD) once and keep access to Client Proposal Kit. There are no recurring charges.
Yes. The app works in any modern browser on phone, tablet or desktop. Your progress and tool entries are saved in the browser you use.
No. The first chapter starts from the basics and every method is explained step by step, with worked examples and templates.
Write to us within 7 days of your purchase for a full refund. See our Refund Policy for the details.
No guide can promise that, and we never do. Client Proposal Kit teaches skills, methods and routines; any result depends on your own work, market and circumstances. It is educational content, not financial, legal or tax advice.
7-day refund policy
If Client Proposal Kit is not right for you, email us within 7 days of purchase for a full refund. Details in our Refund Policy.