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20 free proposal templates to ace your pitch

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In my vast experience of convincing people to do things they're initially sure they don't want to do, I've picked up a trick or two—namely, that no matter how exceptional and transformative your product may be, if your proposal doesn't articulate its value, you might as well fold it into a paper airplane and throw it out a window.

Impactful proposals require structure, which is where a proposal template comes in. It's the strategic framework that turns your pitch into the corporate equivalent of standing outside someone's house with a boombox over your head—except instead of blasting Peter Gabriel, you're serenading prospects with solutions to their pain points.

Here, in a burst of generosity characteristic of neither me nor most of the business industry, I'll share 20 free proposal templates and show you how to use them to showcase your unique offerings.

Table of contents:

How to choose the right proposal template for your needs

Free business proposal templates for any industry, tips for optimizing a proposal template for your business, proposal template next steps, what is a proposal.

A proposal is a persuasive document used to convince someone to buy into your project, idea, or business opportunity. It outlines what you plan to do, how you plan to do it, when you plan to do it, and how much it will cost.

A proposal is the first—and sometimes only—shot to make an impression. It's your opportunity to prove that you understand a potential client's underlying needs and showcase why you're the best choice for the job. A well-crafted proposal can mean the difference between popping Champagne and crying into your takeout.

There are two types of business proposals:

Solicited proposals are submitted in response to a formal client request for proposal (or RFP) and have specific requirements issued by the client.

Unsolicited proposals , sometimes called proactive proposals, are offered to a prospect independent of a request, usually following discussions about their business needs.

Proposals come in all shapes and sizes, from a quick email pitch to a 100-page grant proposal with a budget the size of a small country's GDP. The key is choosing the right level of detail for your audience and objectives. 

If responding to an RFP from a big company, you should roll out the red carpet with videos, case studies, client testimonials—the works. For a small business owner you've been nurturing for months, a short but compelling proposal focused on key benefits and next steps is likely all you'll need.

At the end of the day, a solid proposal should convince your reader that you understand their problems and have the solutions to fix them.

Choosing the right proposal template for your business needs is a strategic decision. 

Different objectives call for a different approach and, thus, a different template. The one you choose should align with your needs and requirements to fit your project like a glove (or at least like a comfortably loose mitten). 

Follow these steps to get started:

Ask yourself, "What is the core purpose of this proposal?" (Not in the existential sense—that's a spiral no one needs.) For example, a project proposal template should facilitate a clear outline of objectives, deliverables, and timelines, while a business proposal template might focus more on market analysis and competitive edge.

Next, consider who's sitting across the table from you. A contract proposal for legal professionals will differ vastly from a storyboard proposal aimed at creatives. The template should speak their language and cater to their expectations. 

Lastly, consider your desired outcome or what you're after. Are you looking to win a contract, forge a partnership, or charm the coins out of investors' pockets? Your template should have all the necessary details to prompt a reaction more positive than the one I get when I say I'm a writer at a family gathering.

Crafting polished proposals is key to winning new clients and growing your business. But who has the time to start from scratch every time? These business proposal example templates have got you covered. Clients and customers will be so impressed with your beautifully crafted proposal that they won't even realize how little effort it actually took.

Project proposal template

Orange and white project proposal template that outlines the details of a specific project, including an executive summary, objectives, scope, timeline, and costs, submitted for approval or funding

A project proposal outlines the details of a specific project, including an executive summary, objectives, scope, timeline, and costs, submitted for approval or funding. It's essentially a wishlist of how you plan to spend someone else's money.

Best used for: Securing funding or approval for a project

Who should use it: Project managers, business owners, entrepreneurs, non-profit organizations

Business proposal template

Orange and white business proposal template including an executive summary, objective and proposed solution

A business proposal is a comprehensive offer from a business to a prospective client detailing how the business can meet the client's needs and the benefits of choosing its services or products.

Best used for: Securing funding from investors, attracting new clients, or partnering with other businesses

Who should use it: Business owners, entrepreneurs, sales professionals

Job proposal template

Orange and white job proposal template including an executive summary, understanding your needs and proposed services

A job proposal helps freelancers pitch their services effectively to potential clients. It emphasizes understanding client needs and providing a breakdown of project costs, which improves pitch quality and increases the chances of securing valuable client partnerships.

Best used for: Securing freelance work

Who should use it: Freelancers of all types, including writers, designers, developers, and more

Proposal letter template

Orange and white proposal letter template including an overview of the benefits and value proposition

A proposal letter is written to offer a solution or service to a potential client, providing an overview of the benefits and value proposition .

Best used for: Concisely presenting a proposal to a potential client or partner

Who should use it: Business owners, sales professionals, freelancers

Contract proposal template

White and orange contract proposal template including a section for the introduction, scope of work and schedule

A contract proposal is a formal offer detailing the terms and conditions under which a party will perform services or deliver goods to another party. It's the prenup of the business world.

Note: always run such contracts by your legal team to ensure they align with your interests and comply with relevant laws.

Best used for: Securing a contract with a client or partner

Who should use it: Business owners, sales professionals, lawyers

Event proposal template

White and orange event proposal template including sections for an event concept, program outline and logistics

An event proposal is a detailed plan submitted to stakeholders outlining the concept, logistics, budget, and expected outcomes of a proposed event. It's the party planner's battle strategy, where success is measured not in conquests but in compliments and clinking glasses.

Best used for: Securing funding or approval for an event

Who should use it: Event planners, non-profit organizations, businesses

Content marketing proposal template

White and orange content marketing proposal template including a section for the executive summary, business objectives and content marketing tactics

A content marketing proposal is a strategic plan presented to a client outlining how content marketing can be used to meet their business objectives , including tactics, content types, and measurement methods.

Best used for: Securing a content marketing contract with a client

Who should use it: Content marketers, freelancers, agencies

Proposal planning template

White and orange proposal planning template including a section for the project overview, approach, resources required and more

A proposal plan is a structured document that outlines the approach, resources, and timeline for accomplishing a specific goal or project. It's essentially admitting you need a plan to make your plan. It's plans all the way down.

Best used for: Ensuring that a proposal is well organized, persuasive, and complete

Who should use it: Anyone who writes proposals, including business owners, sales professionals, freelancers, and non-profit organizations

Research proposal template

White and orange research proposal template including a section for the executive summary, project overview, background and methodology

A research proposal is a systematic plan proposing a research project, typically including the research objectives, methodology, timeline, and estimated budget—the "hold my beer" for academics.

Best used for: Securing funding or approval for a research project

Who should use it: Researchers, academics, students

Budget proposal template

White and orange budget proposal template including a section for the introduction and projected income

A budget proposal is a financial plan that estimates the income and expenditures for a specific project or department over a set period—a bean counter's dream.

Best used for: Securing funding or approval for a budget

Who should use it: Project managers, event planners, business owners

SEO proposal template

White and orange contract proposal template including a section for the executive summary, current SEO status, and SEO objectives

An SEO proposal outlines a strategy for improving a client's search engine rankings , including tactics, tools, and expected outcomes. It basically says, "Follow me, and I'll show you how to be more sought-after than a parking spot at Trader Joe's on a Saturday."

Best used for: Securing an SEO contract with a client

Who should use it: SEO professionals, freelancers, agencies

Web design proposal template

White and orange web design proposal template including a section for the executive summary and current SEO status

A web design proposal outlines the scope, design, functionality, and cost of a website developed for a client. It essentially helps navigate the journey from "Hey, I need a website" to "Wow, this is exactly what I envisioned!"

Best used for: Securing a web design contract with a client

Who should use it: Web designers, freelancers, agencies

Sponsorship proposal template

White and orange sponsorship proposal template including a section for the introduction, sponsorship opportunity and sponsorship benefits

A sponsorship proposal seeks financial or in-kind support from a sponsor, detailing the benefits the sponsor will receive in return. It's like asking someone to pay for your party and, in return, they get their name on all the balloons. It's a win-win, especially if you like balloons.

Best used for: Securing sponsorships for an event or initiative

Who should use it: Event planners, business owners, and non-profits

Social media marketing proposal template

White and orange social media proposal template including a section for social media objectives and recommended platforms

A social media marketing proposal is a plan suggesting strategies for a client's social media presence , including goals, platforms, content, and metrics for success. It's a pitch to make a brand as clickable as a "Which potato are you?" quiz.

Best used for: Securing a social media marketing contract with a client

Who should use it: Social media marketers, freelancers, agencies

Consulting proposal template

White and orange consulting proposal template including a section for the executive summary, problem statement, objectives and scope of services

A consulting proposal is a document in which a consultant outlines the services they offer to solve a client's problems, including methodology, timeline, and pricing. It's for the Mary Poppins of the business world, swooping in with a bag of tricks to fix everything from their sales strategy to their coffee machine.

Best used for: Securing a consulting contract with a client

Who should use it: Consultants, freelancers, agencies

Service proposal template

White and orange service proposal template including a section for the introduction and scope of services

A service proposal is a formal offer of a service-based business to a client detailing the scope of services, deliverables, and terms of the agreement. It's like pinky promising you'll do the stuff you're really good at in exchange for cash.

Best used for: Securing a service contract with a client

Who should use it: Freelancers, agencies, businesses

Sales proposal template

White and orange sales proposal template including a section for the executive summary, company background and product/service details

​​A sales proposal helps sales professionals present their products effectively and establish credibility with potential clients by showcasing the company's background and client testimonials.

Best used for: Closing sales deals

Who should use it: Sales professionals

Grant proposal template

White and orange grant proposal template including a section for the executive summary, purpose of the project and project description

A grant proposal is a written request for funding submitted to an organization or government agency, detailing the purpose, plan, and budget of the project needing support. It's like Kickstarter but with more footnotes.

Best used for: Securing funding for a project from a grant-making organization

Who should use it: Non-profit organizations, researchers, academics

Storyboard proposal template

White and orange storyboard proposal template including a section for three steps in the board

A storyboard proposal is used to visualize and plan a project and is typically a visual representation of the project's key steps, milestones, and deliverables. It's like drawing a treasure map for your project, except the treasure is just meeting your deadlines and hopefully not walking the plank.

Best used for: Securing approval for a storyboard or selling a storyboard to a client

Who should use it: Project managers, business owners, designers

Partnership proposal template

White and orange partnership proposal template including a section for the introduction, executive summary, and partnership details

A partnership proposal is a formal document created by an individual or an organization to propose a collaborative relationship with another party. This proposal outlines how the partnership would work, the benefits it would bring to both parties, and the terms and conditions of the partnership. It's commonly used in business contexts where companies, non-profits, or other entities seek to join forces for mutual benefit .

Best used for: Establishing a mutually beneficial partnership

Who should use it: Business owners, sales professionals, non-profit organizations

When it comes to proposal templates, you need to make them work for you, not the other way around. The template is just a jumping-off point. To combat its genericness, it's essential to add your own razzle-dazzle. Here are a few tips to make any old template sizzle.

Tailor content to suit the specific project

When you begin to write a business proposal, the first thing to consider is your audience. Who are you trying to woo, and what will make them open their wallets?

Here's how to do some sleuthing to identify your target reader and customize your pitch to their needs:

Ask questions to get started: What are the client's pain points , and how will you solve them? What's your proposed scope of work and timeline? How much will your services cost? These are the questions a good proposal answers.

Do your research: Check out the client's website and social media profiles. See what they're posting about and what their customers are saying. Look for any public RFPs or project briefs. The more you understand their business and goals, the better you can position your proposal.

Focus on quantifying value using SMART goals: Once you've got a solid understanding of the work, focus on quantifying the value using SMART goals (specific, measurable, achievable, realistic, and time-bound). For example, don't just say you'll increase web traffic—promise a 25% increase in organic traffic within six months. You want the client to think, "This company gets what we need, and they've promised real, measurable impact."

Tailoring your content isn't just about fitting in—it's about fitting so well they can't imagine going with anyone else.

Add visual elements and branding

Long before our brains got rewired to crave the instant gratification of flashy screens and endless scrolling, our ancestors were also suckers for a good visual. There's nothing quite like an eye-catching graph, chart, or image to break up blocks of text and drive a point home.

Photos: Throw in some photos of your smiling face, your product in action, stacks of money, or whatever is relevant and helps tell your story. Just be sure any visuals are high quality and actually add value. And please, no cheesy stock photos of overly enthusiastic business people engaging in unnatural acts of corporate glee.

Infographics: If you have data or statistics to share, turn them into slick infographics. Those colorful, bite-sized bits of visual information are like catnip for proposal readers. But keep your infographics clear and concise. Cramming too much text or too many numbers onto one can make people's eyes glaze over faster than a hot donut.

Company branding: Spice up your proposal format with your company's colors, logo, and fonts—whatever matches your branding. This helps build brand recognition and makes your proposal look more professional. But don't go overboard, or it'll seem like you're overcompensating.

Using visuals and branding in your proposal helps bring it to life, giving readers an instant visual understanding of your company and offer, all while flexing your expertise. And that can only help your chances of getting to yes.

Choose the right language and tone

When choosing the language and tone for your proposal, you have to walk a fine line. Aim for that sweet spot where you sound like a polished pro, but not so much that people think you're actually a robot in a skin suit.

Use balanced language: Avoid stiff, formal language as much as overly casual speak. Expressions like "enclosed herewith, please find" sound pompous, while "wanna" and "gonna" are too laid-back. Simple, straightforward language is the way to go.

Engage your reader: Talk to your reader like you would a colleague or client. Let your passion shine through in a genuine, unforced way. Demonstrate your enthusiasm for the project without the aggressive, frantic energy of someone selling blenders on infomercials at 3 a.m.

Keep promises realistic: While you want to highlight the benefits and potential wins of choosing you, don't make promises you can't keep or claims you can't back up. Share relevant case studies, statistics, and data to build a persuasive yet realistic argument. Your readers will appreciate your honesty and see you as a trustworthy partner.

Meticulously proofread: With the language and tone set, be sure to proofread carefully. Double-check for any spelling, grammar, or punctuation errors that can undermine your credibility and the professionalism of your proposal. Nothing screams "I wrote this in the parking lot" like a typo.

Highlight your unique selling proposition and social proof

You've got to convince your clients you're better than all the other yahoos vying for their business, and the best way to do that is by showing off what makes you uniquely qualified to solve their problems.

Framing your unique selling proposition (USP) in a way that benefits the customer is vital because it makes your offering more relatable and appealing, directly addressing the customer's needs or pain points.

For instance, a company might boast, "Our team has 103 years of collective experience." That's a hefty number, and one can't help but picture a team of Gandalfs shuffling papers and nodding sagely. Yet, without context, it's just a number, as emotionally stirring as announcing you've collected 103 pieces of lint from your dryer.

Instead of just humblebragging about your gazillion years of experience, tell prospects how it benefits them: "Our team's 103 years of collective experience means we spot problems before they arise, we don't waste time upskilling, and, like workplace MacGyvers, we're ready to turn a paperclip and a stick of gum into a solution."

Provide solid evidence that you've done this kind of work before. Share details of similar successful projects, along with social proof like testimonials or case studies from happy clients. Mention any awards or the time you got mentioned in the paper for something other than that misunderstanding about the "borrowed" traffic cone. The more you can demonstrate your experience and expertise, the more credibility you'll build.

Include a strong call to action

At the risk of stating the obvious, which I understand is a cherished tradition in the world of business proposals, one must not, under any circumstances, let a proposal fizzle out at the end without calling out next steps. It's like leaving a high-five hanging—it's awkward and, honestly, a little sad. Give your proposal the kind of finale that has confetti cannons and at least one person in the background slow-clapping until everyone joins in.

Stick the landing by issuing a clear call to action . State what happens next, such as scheduling a meeting to discuss next steps or providing a timeline for getting started. This gives the client confidence in moving forward with your company. Circle back to your key points and re-emphasize the benefits of working together, in case they skimmed the middle part because they were eating a sandwich or something.

Remember, ending a business proposal without a call to action is like forgetting to say "Bingo!" when you've got five in a row—it's a missed opportunity that could cost you more than just mild embarrassment at the senior center. Don't let a weak ending undermine an otherwise slam-dunk proposal. A strong finish could be the difference between a lost opportunity and your next big client.

While these proposal example templates are helpful, they're only the starting point. The real magic happens when you customize the template to match your unique voice and vision. And if you create lots of proposals, take it to the next level by trying out a dedicated proposal app or automating your workflow .

Related reading:

How to write a statement of work

How to craft your brand message

Business startup checklist: How to launch a startup step by step

How to write a proof of concept

The best apps for freelancers

21 project management templates to organize any workflow

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Allisa Boulette

Based in New England, Allisa is a content marketer and small business owner who hopes to make the internet a more interesting place than she found it. When she’s not working, you can find her lying very still not doing anything.

  • Sales & business development
  • Small business

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Simple Business Plan Templates

By Joe Weller | April 2, 2020

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In this article, we’ve compiled a variety of simple business plan templates, all of which are free to download in PDF, Word, and Excel formats.

On this page, you’ll find a one-page business plan template , a simple business plan for startups , a small-business plan template , a business plan outline , and more. We also include a business plan sample and the main components of a business plan to help get you started.

Simple Business Plan Template

Simple Business Plan Template

Download Simple Business Plan Template

This simple business plan template lays out each element of a traditional business plan to assist you as you build your own, and it provides space to add financing information for startups seeking funding. You can use and customize this simple business plan template to fit the needs for organizations of any size.

One-Page Business Plan Template

business proposal free template pdf

Download One-Page Business Plan Template

Excel | Word | PDF  | Smartsheet

Use this one-page business plan to document your key ideas in an organized manner. The template can help you create a high-level view of your business plan, and it provides easy scannability for stakeholders. You can use this one-page plan as a reference to build a more detailed blueprint for your business. 

For additional single page plans, take a look at " One-Page Business Plan Templates with a Quick How-To Guide ."

Simple Fill-in-the-Blank Business Plan Template

Simple Fill In The Blank Business Plan Template

Download Simple Fill-in-the-Blank Business Plan Template

Use this fill-in-the-blank business plan template to guide you as you build your business plan. Each section comes pre-filled with sample content, with space to add customized verbiage relevant to your product or service.

For additional free, downloadable resources, visit " Free Fill-In-the-Blank Business Plan Templates ."

Simple Business Plan for Startup

Start-Up Business Plan Template

‌ Download Startup Business Plan Template — Word

This business plan template is designed with a startup business in mind and contains the essential elements needed to convey key product or service details to investors and stakeholders. Keep all your information organized with this template, which provides space to include an executive summary, a company overview, competitive analysis, a marketing strategy, financial data, and more. For additional resources, visit " Free Startup Business Plan Templates and Examples ."

Simple Small-Business Plan Template

Small Business Plan Template

Download Simple Small-Business Plan Template

This template walks you through each component of a small-business plan, including the company background, the introduction of the management team, market analysis, product or service offerings, a financial plan, and more. This template also comes with a built-in table of contents to keep your plan in order, and it can be customized to fit your requirements.

Lean Business Plan Template

Lean Business Plan Template

Download Lean Business Plan Template

This lean business plan template is a stripped-down version of a traditional business plan that provides only the most essential aspects. Briefly outline your company and industry overview, along with the problem you are solving, as well as your unique value proposition, target market, and key performance metrics. There is also room to list out a timeline of key activities.

Simple Business Plan Outline Template

Simple Business Plan Outline Template

Download Simple Business Plan Outline Template

Word  | PDF

Use this simple business plan outline as a basis to create your own business plan. This template contains 11 sections, including a title page and a table of contents, which details what each section should cover in a traditional business plan. Simplify or expand this outline to create the foundation for a business plan that fits your business needs.

Simple Business Planning Template with Timeline

Simple Business Planning Template with Timeline

Download Simple Business Planning Template with Timeline

Excel | Smartsheet

This template doubles as a project plan and timeline to track progress as you develop your business plan. This business planning template enables you to break down your work into phases and provides room to add key tasks and dates for each activity. Easily fill in the cells according to the start and end dates to create a visual timeline, as well as to ensure your plan stays on track.

Simple Business Plan Rubric Template

business proposal free template pdf

Download Simple Business Plan Rubric

Excel | Word | PDF | Smartsheet

Once you complete your business plan, use this business plan rubric template to assess and score each component of your plan. This rubric helps you identify elements of your plan that meet or exceed requirements and pinpoint areas where you need to improve or further elaborate. This template is an invaluable tool to ensure your business plan clearly defines your goals, objectives, and plan of action in order to gain buy-in from potential investors, stakeholders, and partners.

Basic Business Plan Sample

Basic Business Plan Sample

Download Basic Business Plan Sample

This business plan sample serves as an example of a basic business plan that contains all the traditional components. The sample provides a model of what a business plan might look like for a fictional food truck business. Reference this sample as you develop your own business plan.

For additional resources to help support your business planning efforts, check out “ Free Strategic Planning Templates .”

Main Components of a Business Plan

The elements you include in your business plan will depend on your product or service offerings, as well as the size and needs of your business. 

Below are the components of a standard business plan and details you should include in each section:

  • Company name and contact information
  • Website address
  • The name of the company or individual viewing the presentation
  • Table of Contents
  • Company background and purpose
  • Mission and vision statement
  • Management team introduction
  • Core product and service offerings
  • Target customers and segments
  • Marketing plan
  • Competitive analysis
  • Unique value proposition
  • Financial plan (and requirements, if applicable)
  • Business and industry overview
  • Historical timeline of your business
  • Offerings and the problem they solve
  • Current alternatives
  • Competitive advantage
  • Market size
  • Target market segment(s)
  • Projected volume and value of sales compared to competitors
  • Differentiation from competitors
  • Pricing strategy
  • Marketing channels
  • Promotional plan
  • Distribution methods
  • Legal structure of your business
  • Names of founders, owners, advisors, etc.
  • Management team’s roles, relevant experience, and compensation plan
  • Staffing requirements and training plans
  • Physical location(s) of your business
  • Additional physical requirements (e.g., warehouse, specialized equipment, facilities, etc.)
  • Production workflow
  • Raw materials and sourcing methods
  • Projected income statement
  • Projected cash flow statement
  • Projected balance sheet
  • Break-even analysis
  • Charts and graphs
  • Market research and competitive analysis
  • Information about your industry
  • Information about your offerings
  • Samples of marketing materials
  • Other supporting materials

Tips for Creating a Business Plan

It’s easy to feel overwhelmed at the thought of putting together a business plan. Below, you’ll find top tips to help simplify the process as you develop your own plan. 

  • Use a business plan template (you can choose from the variety above), or refer to the previous section to create a standard outline for your plan.
  • Modify your outline to reflect the requirements of your specific business. If you use a standard business plan outline, remove sections that aren’t relevant to you or aren’t necessary to run your business.
  • Gather all the information you currently have about your business first, and then use that information to fill out each section in your plan outline.
  • Use your resources and conduct additional research to fill in the remaining gaps. (Note: It isn’t necessary to fill out your plan in order, but the executive summary needs to be completed last, as it summarizes the key points in your plan.)
  • Ensure your plan clearly communicates the relationship between your marketing, sales, and financial objectives.
  • Provide details in your plan that illustrate your strategic plan of action, looking forward three to five years.
  • Revisit your plan regularly as strategies and objectives evolve.
  • What product or service are we offering?
  • Who is the product or service for?
  • What problem does our product or service offering solve?
  • How will we get the product or service to our target customers?
  • Why is our product or service better than the alternatives?
  • How can we outperform our competitors?
  • What is our unique value proposition?
  • When will things get done, and who is responsible for doing them?
  • If you need to obtain funding, how will you use the funding?
  • When are payments due, and when do payments come in?
  • What is the ultimate purpose of your business?
  • When do you expect to be profitable?

To identify which type of business plan you should write, and for more helpful tips, take a look at our guide to writing a simple business plan .

Benefits of Using a Business Plan Template

Creating a business plan can be very time-consuming, especially if you aren’t sure where to begin. Finding the right template for your business needs can be beneficial for a variety of reasons. 

Using a business plan template — instead of creating your plan from scratch — can benefit you in the following ways:

  • Enables you to immediately write down your thoughts and ideas in an organized manner
  • Provides structure to help outline your plan
  • Saves time and valuable resources
  • Helps ensure you don’t miss essential details

Limitations of a Business Plan Template

A business plan template can be convenient, but it has its drawbacks — especially if you use a template that doesn’t fit the specific needs of your business.

Below are some limitations of using a business plan template:

  • Each business is unique and needs a business plan that reflects that. A template may not fit your needs.
  • A template may restrict collaboration with other team members on different aspects of the plan’s development (sales, marketing, and accounting teams).
  • Multiple files containing different versions of the plan may be stored in more than one place.
  • You still have to manually create charts and graphs to add to the plan to support your strategy.
  • Updates to the plan, spreadsheets, and supporting documents have to be made in multiple places (all documents may not update in real time as changes are made).

Improve Your Business Plan with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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Blog Business

How to Write Winning Business Proposal: Examples & Free Templates (2024)

By Aditya Sheth , Jan 25, 2024

How to Write Winning Business Proposals

The great Mark Cuban once said, “Sales cure all.” If a business doesn’t sell, it doesn’t make money and by extension the business fails. That’s why you need to write business proposals .

A well-written business proposal can often mean the difference between winning or losing a prospective client.

In this in-depth guide to creating business proposals, we show you how to close more deals, make more sales and crush your business goals — all by using easy-to-edit professional business proposal templates .

Here’s what this guide will cover (click to jump ahead):

What is a business proposal.

  • How to write a business proposal step by step

What should you include in a business proposal?

What are the types of business proposals, more business proposal examples + writing and design tips.

  • FAQs about business proposals

Looking for a shortcut? Watch this quick video for an overview of everything to include in your business proposal:

An effective business proposal is a document used by a B2B or business-facing company (this may not always be the case, but most B2B SaaS companies do so) where a seller aims to persuade a prospective buyer into buying their goods or services.

A business proposal outlines what your business does and what you can do for your client . It can be general like this business proposal example:

general business proposal template

Or it can be more specific, like this business proposal template which focuses on proposing a project for the Newton Center Rail:

simple business proposal project proposal template

Or this business proposal sample, which presents a plan for a social media strategy and campaign:

social media marketing business proposal template

To design a business proposal that holds the client’s attention, identify their pain points . Then provide your buyer with the right solution to alleviate those frustrations.

How to write a business proposal step by step

Before you start creating your business proposal template, you need to understand the business proposal format. At a high level, your effective business proposal should include the following:

Table of contents

Executive summary, the problem statement, the proposed solution, qualifications, the timeline, pricing, billing, and legal, terms and conditions, the acceptance.

Below, you can see business proposal examples that demonstrate how to include these 10 sections.

Business proposal title

A compelling title could mean the difference between someone reading your proposal or ignoring it in favor of a competitor’s . 

What makes a good title page? Here are the essential elements to include: 

  • Your name along with your company’s name
  • The name of the prospect (or their business) 
  • The date you’re submitting the proposal

Gray Business Consulting Proposal Template Cover Page_Venngage

The gray business consulting proposal template above contains all the details a prospect would want to know. The title also offers a strong tangible benefit to the prospective buyer. Honestly, “Who doesn’t want to grow their business?”

The table of contents is a fundamental part of every winning business proposal template. It makes your proposal scannable and easy to read.

The people you will be pitching to are usually C-level executives. These are busy people who don’t have time to read your entire proposal in one go.

That’s why most of the business proposal examples in this list include a table of contents.

Adding a table of contents to your document makes it easy for them to go through it at their own pace. They can also skim through parts of the proposal that they deem more important. You can see how this abstract business proposal template uses the table of contents:

Creative Social Media Business Proposal Template Table of Contents

You can also make your business proposal template easier to navigate by adding hyperlinks to the document, particularly in the table of contents. This way your clients can jump to specific sections without having to scroll through the entire document. 

It’s easy to add hyperlinks in the Venngage editor. Select the text you’d like to turn into a link, then click the link icon in the top bar. From there, select the page you want to link to! Then download your completed design as an Interactive PDF .

Proposal-ToC-Example

The executive summary is a staple in all kinds of annual reports , leadership development plan , project plans and even marketing plans . It is a concise summary of the entire contents of your document. In other words, write a business proposal outline that is easy to glance over and that highlights your value proposition.

The goals of your executive summary are:

  • Introduce your company to your buyer
  • Provide an overview of your company goals
  • Showcase your company’s milestones, overall vision and future plans
  • Include any other relevant details

This gray business proposal example has a detailed yet short executive summary including some social proof in the form of clients they’ve worked with:

Gray Business Consulting Proposal Template About Us

Take note of how precise this business proposal example is. You want to keep your executive summary concise and clear from the get-go. This sets the right tone for the rest of your proposal. It also gives your buyer a reason to continue reading your proposal.

Pro Tip: Try to write an executive summary such that, even if your prospective client doesn’t read the entire proposal (with a good executive summary, they most likely will), they should have a clear idea about what your company does and how you can help them.

The point of writing a business proposal is to solve a buyer’s problem. Your goal is to outline the problem statement as clearly as possible. This develops a sense of urgency in your prospect. They will want to find a solution to the problem. And you have that solution.

 A well-defined problem statement does two things: 

  • It shows the prospect you have done your homework instead of sending a generic pitch
  • It creates an opportunity for you to point out a problem your prospect might not be aware they had in the first place. 

Texture Business Proposal Template

This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i.e. how you can solve your prospect’s problem. This brings me to… 

The good stuff. In the proposed solution section, you show how you can alleviate your prospective buyer’s pain points. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to elaborate on the details, a separate section is a good idea.

Spare no details regarding the solution you will provide. When you write a business proposal, explain how you plan to deliver the solution. Include an estimated timeline of when they can expect your solution and other relevant details.

For inspiration, look at how this business proposal template quickly and succinctly outlines the project plan, deliverables and metrics :

Sales Plan Proposal Table Template_Venngage

At this point, the prospect you’re pitching your solution to likes what they’re reading. But they may not trust you to deliver on your promises. Why is this?

It’s because they don’t know you. Your job is to convince them that you can fix their problem. This section is important because it acts as social proof. You can highlight what your company does best and how qualified your team is when you write a business proposal for a potential client.

business proposal qualifications section

This free business proposal template showcases the company’s accolades, client testimonials, relevant case studies, and industry awards. You can also include other forms of social proof to establish yourself as a credible business. This makes it that much more likely that they will say yes!

Pro Tip: Attaching in-depth case studies of your work is a great way to build trust with a potential client by showcasing how you’ve solved similar problems for other clients in the past. Our case study examples post can show you how to do just that.

To further demonstrate just how prepared you are, it’s important to outline the next steps you will take should your buyer decide to work with you.

Provide a timeline of how and when you will complete all your deliverables. You can do this by designing a  flow chart . Or add a  roadmap  with deadlines. Pitching a long-term project? A timeline infographic would be a better fit.

If you look at this abstract business proposal template below, even something as simple as a table can do the trick.

Abstract Business Consulting Proposal Template Timeline_Venngage

The timeline is not always set in stone, rather it’s an estimation. The goal is to clarify any questions your potential client might have about how you will deliver for the underlying B2B sales process.

On this page, you can outline your fees, payment schedule, invoice payment terms , as well as legal aspects involved in this deal. You can even use the  Excel Invoice Template  to create professional-looking invoices (including brand logo and other elements) and add them to this page.

The key to good pricing is to provide your buyer with options. A  pricing comparison table can help with this. You want to give your client some room to work with. Make sure you’re not scaring off your client with a high price, nor undervaluing yourself. 

Breaking up your pricing in stages is another great way to make sure your potential client knows what he’s paying for. Look at how this simple business proposal template does this:

Bold Business Proposal Template Pricing Page_Venngage

The legal aspects can slot right into the terms and conditions section. Alternatively, you can add them to the signature section of the proposal to keep things simple.

Summarize everything you have promised to deliver so far. Include what you expect from your prospective buyer in return.  Add the overall project timeline from start to end, as well as payment methods and payment schedule. This way, both of you will be clear on what is being agreed on.

This step is very important as it outlines all the legal aspects of the deal. That is why the terms and conditions section of your proposal needs to be as clear as possible.

Modern Business Proposal

I recommend consulting a lawyer or your legal team when working on this section of the business proposal. If you’re a business veteran and understand the legalities of your business, you can use the same terms and conditions across all your proposals.

The final step of this whole process. Your client has read your business proposal and they want to buy what you have to offer.

Add a small section at the end of your proposal to get the necessary signatures. This way, you and your client can sign the proposal and the partnership becomes official.

Be sure to also include your contact information in your business proposal template. It acts as a gentle prompt to your client to contact you in case they have any questions. A professional way of doig that would be to include an e-business card with your contact details, email i.d and any other social links you want to share. You can go through this article for the best digital business cards .

Orange-Simple-Project-Proposal-Template

A business proposal usually aims to answer the following questions: 

  • Who you are and what your company does
  • The problem your buyer is facing
  • The solution your company offers to alleviate the problem
  • How your company will implement this solution effectively
  • An estimate of resources (time, money, etc) required to implement the solution

You can see how this sample business proposal template covers the above points.

business project proposal template

Notice how this proposal template addresses the same project like in one of the previous templates, but uses a completely different design style (more retro, while the previous business proposal template is more modern and minimalistic).

Generally, there are three types of business proposals:

1. Formally solicited 

A formally solicited business proposal is made when you respond to an official request to write a business proposal.

In this scenario, you know all the requirements and have more (if not all) information about a prospective buyer. You simply need to write the business proposal for your buyer to evaluate so you can begin the sales process .

2. Informally solicited 

Informally solicited business proposals are written when there isn’t an official request for a proposal. A prospective buyer is interested in your services and asks for a proposal so they can evaluate it.

An informally solicited proposal requires a lot more research from your end. These types of proposals are usually created out of informal conversations. They are not based on official requests which often contain more detail.

3. Unsolicited 

Think of this as a marketing brochure or a cold email . Unsolicited business proposals will often take a generic, one-size-fits-all approach to business proposals. Unsolicited proposals lack any understanding of the buyer or their requirements.

But with additional  market research , personalization and identifying customer pain points , you can propose a customized solution based on your buyer’s needs. This can be a very persuasive approach, such as in this business proposal example:

corporate business proposal example

Now that you know how to write a business proposal, let’s look at how you can optimize your proposal to deliver results!

Below you’ll find some winning business proposal templates and examples to get you started. I’ve also included some design tips to keep in mind when you’re creating your next business proposal: 

1. Know your audience 

If you have some clarity on who your ideal buyer is — their pain points, their budget, deadlines, among other things — you’ve already won half the battle.

If you are a business that helps clients with everything from running giveaways or helping grow their blog , identify which customers to pitch. This is a sure-shot way to close the deal.

Mapping user personas  for your ideal buyer can help bring some clarity. It will also help you position your business proposal correctly. This improves the chance of your buyer moving your business proposal to the “Yes!” pile.

2. Put your brand front and center

If your company follows certain brand guidelines, incorporate them in your business proposal templates. Consider how business proposal examples like the one below highlight brand identity :

content marketing plan business proposal example

From the color palettes to the company logos , everything follows their brand guidelines. The result: a business proposal that’s consistent across the board.

Pro Tip: Switching this template to match your brand assets is actually pretty easy. Venngage’s My Brand Kit feature allows you to import your color palettes, logos as well as font choices. Any Venngage template can now be your template.

You can also consider this sample business proposal template:

Example of a Business Proposal

Design companies sure do know their design. They did a phenomenal job keeping their brand colors consistent while opting for a black design. This unique color scheme also makes their white logo prominent throughout the proposal.

3. Try less text, more visuals

Have you ever read a proposal and thought to yourself, “Wow, this is all text and has no images, I love it!”? Yeah, me neither.

The free business proposal template below is a perfect example of the “less is more” principle. It does a phenomenal job of communicating what it needs to. By substituting some of the text with icons and visuals, you get a clean business proposal that’s much more scannable.

Social Media Plan Proposal Template

Want to keep things strictly professional? Instead of icons, you can always add your team’s headshots. This shows your buyer exactly who they’ll be working with.  

Check out this formal business proposal format for some inspiration:

Red Human Resources Consulting Proposal Template Team

4. Switch up your business proposal designs

It doesn’t hurt to go above and beyond once in a while. Jazz up your business proposal template with some extra colors. This helps make your business proposal more engaging. It also helps your buyers retain information faster.

Simple Business Proposal Example

The business proposal example alternates between black, white and grey backgrounds. It still manages to maintain consistency in its branding . Just switching up your backgrounds once in a while can also bring in some variety to an otherwise standard business proposal.

This SEO business proposal sample proves that it’s possible to switch up the colors in every other page. But it still maintains the same color scheme across the entire proposal just like a professionally designed website : 

SEO Marketing Proposal

Pro Tip: Not a color expert? Our guide on picking colors can help you pick the right color scheme for your proposals.

FAQ about business proposals

What is the purpose of a business proposal.

A business proposal aims to streamline the B2B sales process (which is often complex ) between you as a seller and a buyer.

It does this by serving the dual purpose of acting as a source of information. The proposal also acts as a sales pitch aimed at convincing your buyer why they should buy what you have to offer.

What are the best practices for business proposal design?

  • Do a thorough spell-check. The goal of your business proposal is to convince your buyer why you’re the perfect person for the job. A proposal with typos or grammatical errors communicates the opposite. A thorough spell-check before you send your proposal is a must.
  • Keep things clear and readable: Clarity is an important aspect that you have to ensure in your business proposal. If you want your proposal to hit home and make an impact on the buyer, you have to write it in an understandable way. To keep things clear and readable, there are a couple of things that you can do. You can, for one, take care to use easy wording and segmented sentences from the get-go. You can also try paraphrasing the hard parts of your proposal once you are done writing it.
  • Let your brand shine. As discussed before, writing a business proposal is all about knowing your ideal buyer and focusing on their pain points. But that doesn’t mean your business proposal template has to be boring. Demonstrate how different you are compared to other companies. You can do this through your brand guidelines , by using more visuals, switching up your proposal design or showing off your personality in your writing . 
  • Create a business proposal PDF. Downloading your business proposal in PDF format allows you to attach other collaterals with your business proposal. These can include a company explainer video or case studies showcasing the work done with past clients. Also, who doesn’t love saving paper?

How long should your business proposal be? 

The length depends on the scope of the work as well as the complexity of the project. Here is a one-page business proposal template:

one page business proposal template

Can your business proposal template really be one page? Yes, as long as you understand who your buyer is and their pain points. You should also have the ability to communicate everything your ideal buyer needs to know about your business in a succinct manner.

Or if you’re feeling adventurous how about just two pages? Often, clients prefer if you go straight to the point and avoid all the fluff.

For example, this green modern marketing proposal template wastes no time in getting down to brass tacks:

Project Business Proposal

Need more inspiration? Check out this blog on the 5 marketing proposal examples that’ll help elevate your business.

There is no one size fits all approach when it comes to deciding how many pages you should include in your business proposal template. And at the end of the day, “the only rules are the ones you set for yourself”.

At the end of the day, writing winning business proposals that sell is all about you understanding your buyer, their potential pain points and positioning yourself as someone who can alleviate those pain points. 

Now that you know how to write compelling business proposals, what are you waiting for?

Take action and start creating your own business proposals to close more deals and grow your business today!

More business communications templates + writing tips you might be interested in…

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  • How to Write a Project Proposal [10+ Templates]
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  • How to Write a White Paper [Tips & Templates]
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Free Business Proposal Template

Free Business Proposal Template

Getting your business off the ground is no small task and might require gathering funding from investors. With Jotform Sign ’s free business proposal template, you can present your new business’s needs, ideas, and benefits to potential investors — making it easier to get their buy-in. 

A business proposal template is a tool for entrepreneurs to quickly and effectively create professional business proposals without having to start from scratch. Just create and customize your proposal, then send it to your investors and other stakeholders for their e-signatures.

Need to make changes to your business proposal template? No problem! With Jotform, you can drag and drop elements to personalize your proposal and match your company branding. You can add or remove form fields, create an automated signing order for multiple investors, upload logos and branding, and choose fonts and colors that work best for you. Work smarter with Jotform Sign!

More templates like this

Free Project Proposal Template - Sign Templates

Free Project Proposal Template

Don’t waste time creating multiple project proposals from scratch. With Jotform Sign’s ready-made Project Proposal template, you can generate and customize a professional-looking proposal that includes details such as an overview and description of the project, resources and budget, project goals, expected outcomes, and more. Update the wording however you see fit, then share it with clients via email to seamlessly gather e-signatures from any device.Want to personalize this Free Project Proposal to match your company’s branding with Jotform White Labeling? No problem! Using our powerful online builder, you can add or edit form fields, upload your logo and branding, include images, change fonts and colors, and make other design changes without any coding. Once both you and your client have signed this proposal, you’ll automatically receive a finalized document — ready to share, download, and print for your records.

Mobile App Development Proposal Template - Sign Templates

Mobile App Development Proposal Template

Create a Mobile App Development Proposal Template that works for all occasions with Jotform Sign. With our entirely online signature and feedback collection process, you’ll be able to manage and reference signatures from your team members in one convenient place. Share via email or embed in your online team portal.Customizing this Mobile App Development Proposal Template is simple and efficient with Jotform Sign. Update the terms and conditions, add or remove form fields, change fonts and colors, and make other cosmetic changes with no coding required. Create your app proposal, send it straight to your team, and start collecting signatures and feedback instantly. Collaborate smarter with Jotform. To collect e-signatures on any device, create an e-sign document with Jotform Sign.

Cleaning Proposal Template - Sign Templates

Cleaning Proposal Template

Attract customers to your cleaning services with a professional Cleaning Proposal Template. Simply customize the proposal template to match your services and branding, share your proposal to be filled out and signed on any device, and watch as each completed document is converted into a polished PDF automatically.Drag and drop to make this Cleaning Proposal Template your own — you can upload your logo, add terms and conditions, and change fonts and colors for a personalized touch. You can even set up a custom signing order if your document is being signed by multiple parties! Pair your high-quality cleaning services with a high-quality automated document using Jotform Sign’s Cleaning Proposal Template.

Why is a business proposal important?

A business proposal is a necessary tool for a new or small business to secure investments or partnerships. A business proposal lays out a business’s objectives, resources, and strategy to encourage investors to back it financially.

Business proposals allow you to display the unique value and potential of your business to secure growth capital and partnerships. With the right business proposal, you can rapidly accelerate your business’s growth.

What information should be included in a business proposal?

Your business proposal’s exact content will vary depending on the nature of your business, strategy, and needs. However, there are a few pieces of information every business proposal should include:

  • Individual or group the proposal is prepared for
  • Executive summary
  • Vision and mission statement
  • List of goods or services
  • Business plan and timeline
  • Terms and conditions
  • Pricing and payment details
  • Rights and obligations of each party
  • Signature and date

Once you’ve included these key elements, you can customize your content to fit each individual investor. Using a business proposal template, you can make sure you’re asking for all the necessary information — without the added effort of organizing it yourself.

What are business proposals used for?

Small, new, or emerging businesses use business proposals to secure financial investments for their overall business or for specific initiatives. Proposals include details about the business’s strategy, objectives, and goals — as well as how the investment will be used.

These proposals provide the reason why investors should financially support a small business, including how the investor will benefit from the business’s growth.

What are the important elements of a business proposal?

Although every element of your business proposal is important, there are some factors that are key to success. To secure the interest of your investors, make sure to take extra time and consideration when crafting the following:

  • Your executive summary highlights your business’s story and entices prospects to invest.
  • Your vision and mission statement establishes your priorities, principles, and intended outcomes.
  • A list of goods or services details how you intend for your business to make money for itself and investors. It also provides context for your business’s daily operations.
  • The business plan and timeline offer a look into long-term strategy and potential business phases.
  • Your terms and conditions outline the details of a potential investment in your business, including the expectations for both parties.
  • Pricing and payment details provide investment options at different tiers, as well as how investors will make payments and how you’ll deliver returns.

Thinking through these important elements will not only increase your odds of success, but it will also keep your investors engaged and confident in your capabilities.

Who needs a business proposal template?

A business proposal template is a vital asset for any business seeking investment. While you can write a separate business proposal for every investor, it can demand a significant amount of time and resources.

Depending on your investment needs, you may find yourself approaching a wide range of investors. This means you’ll have to write and send proposal after proposal, adding to the existing work on your plate.

A business proposal template, on the other hand, will save you the hassle of creating and designing proposals over and over again. Simply use a single template as a base, then update it accordingly — sending personalized versions to as many investors as you need.

How do I write a business proposal?

Your business proposal should be unique to your business and capture an investor’s attention quickly. Large investors receive hundreds, if not thousands, of business proposals a year. That means your proposal needs to stand out from the crowd to get their attention and buy-in.

When it’s time to start writing your proposal, keep these tips in mind:

  • Create an engaging title page.
  • Keep language clear and concise.
  • Use a table of contents.
  • Define your problem and solution.
  • Be clear about your “why.”
  • Identify benefits for investors.
  • Provide multiple investment options.
  • Include signature or e-signature form fields to speed up the process.

Writing a business proposal that includes these best practices is easy with Jotform Sign . Just drag and drop your form fields into place to build a custom proposal from scratch. You can also save time and resources when designing and structuring your proposal by using Jotform’s free business proposal template.

How do I customize a business proposal template?

To customize Jotform’s free business proposal template, click on the Use Template button in the top right corner to enter the Sign Builder. In the Sign Builder, you have the freedom to make this template your own. Update the design, add your logo, and customize the body copy to match your business’s exact needs and branding.

Already have a template you prefer? Upload it as a PDF to Jotform Sign, which will automatically detect existing fields. Then, share it with a few clicks through email, a link, or a number of powerful integrations .

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

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Home Business Business Proposal

Business Proposal Template

Use our business proposal template to secure potential clients, outline value proposition, and convince a company to enter a business relationship with you.

business proposal template

Updated December 4, 2023 Written by Sara Hostelley | Reviewed by Brooke Davis

A business proposal is critical for forming new relationships to grow your business. A well-written proposal can make a difference in winning or losing prospective clients or customers.

When looking for new customers, a business proposal is a formal document that provides essential details of your goals and plans.

What Is a Business Proposal?

Types of business proposals, business proposal examples, how to write a business proposal, writing and design tips, business proposal sample, frequently asked questions.

A business proposal is a formal document you provide to a prospective client to obtain a business agreement .

Business-to-business or business-facing companies commonly use this document to persuade prospective buyers to purchase their services or goods.

This proposal aims to gain business , not sell the company itself. This document is unlike a business plan because an individual writes it to seek new customers instead of new investors.

When to Use a Business Proposal

You should use a business proposal to grow your business and solicit new customers. You are contacting potential clients to see if you could work together to further your mutual goals.

Whether the proposal was solicited or unsolicited, you want to create a compelling proposition laying out your business’s essential details.

Explore the three primary types:

Solicited Business Proposal

A solicited proposal is one that the potential customer or client seeks via a request for proposal (RFP) . Your company then provides the business proposal it asked for.

You may also provide a business proposal upon receiving a request for information (RFI) or a request for a quote (RFQ) to provide the customer with additional information about your offerings.

Clients may come to you to see if you’d be an appropriate vendor for their situation. A solid business proposal can help you answer their request and win business.

Unsolicited Business Proposal

You send unsolicited business proposals to customers when they have not explicitly asked for them. Your company is reaching out to attempt to gain new business with your submission.

As long as you target an unsolicited business proposal appropriately and clearly state the benefits of working with your business, you can experience success with an unsolicited offer.

Continuation or Renewal of Business Proposal

A continuation or renewal of business proposal lets you continue working with an existing client to update or extend an agreement’s terms.

If you’re looking for a business proposal example, explore some below:

Grant Proposal

A grant proposal helps a business gain funding to keep its operations going. Non-profit organizations usually implement this proposal, but it can also benefit some for-profit organizations.

  • Target audience: An evaluation committee.
  • How to write: Emphasize how your organization will use the funds to continue its mission.
  • What to highlight: How you’ll measure success with the funding you use.

Event Proposal

This document lets you highlight how you’ll put on an event for a business, such as a conference, convention, or important meeting.

  • Target audience: Company leaders.
  • How to write: Include how the event will help improve business for the client.
  • What to highlight: The unique features you offer that will make the event memorable for attendees.

Marketing Proposal

A traditional or social media marketing proposal can help you explain how you’ll advertise for a client, whether for a specific event or an ongoing relationship.

  • Target audience: Clients who want to expand their reach.
  • How to write: Explain your methods and how you can help clients meet their outreach goals.
  • What to highlight: Your tried-and-true approach to marketing or similar clients.

Sales Proposal

A sales proposal lets you sell your product or service to another business. Your sales process may be different for various clients, so be sure to tailor each proposal accordingly.

  • Target audience: Companies in need of products or services to improve their operations.
  • How to write: Explain how your products/services will fulfill an absent need.
  • What to highlight: The value your offerings provide over competitors’.

Construction Proposal

A construction project proposal helps you communicate the construction services you can offer to a client.

  • Target audience: Clients who want to build or expand a structure for their operations.
  • How to write: Communicate your process and timeline.
  • What to highlight: The value and commitment to quality you offer.

Step 1 – Begin With a Title Page

The title page should introduce your company’s basic information. Include the following elements on your title page:

  • Business address
  • The date you submitted the proposal
  • Your contact details

Step 2 – Provide a Project Overview

The project overview provides a quick summary of what your company does. It will address why the company is well-suited to engage in business and deliver the client’s desired goods or services.

Talk about the service/product details. Present any challenges the client may face while they conduct their operations and how you can help address them with your offerings.

Step 3 – Include an Executive Summary

The executive summary outlines why you are sending this proposal and why your solution is best for your prospective client.

Be specific in this section. Address the needs of the individual client. Outline the benefits of your company’s services and products and how they will solve the client’s problems.

You want to show that you bring something unique to the table. Show why this business should pick your proposal instead of the others they have received.

Step 4 – Share Your Qualifications

A client may not know your business before receiving your proposal. Attach social proof to convince them to work with you. Consider including industry awards, relevant case studies, and client testimonials to make a strong case for your company.

Step 5 – Add Project Details

A business proposal should include the necessary details of your proposed project. This description helps the client see how you will address their scope of work and meet their unique goals and objectives.

Step 6 – Specify a Timeline

Include the steps you plan to take if the client decides to work with your company. This way, they’ll know what to expect and understand your readiness.

Step 7 – Include the Budget and Financial Details

Pricing projects is essential to a successful business proposal. You must explore your pricing strategy and understand what you will charge for goods or services.

Propose a price that’s attractive to prospective clients but is appropriate for your bottom line.

This section is adaptable to your business’s needs. The sale of goods or services requires different pricing terms. A customizable business proposal template allows you to create a document that fits your needs.

Step 8 – Highlight the Terms and Conditions

Lay out any additional terms and conditions you want both parties to follow.

Step 9 – Acquire Signatures

Finish this document by signing it yourself and obtaining the receivers’ signatures. With the client’s approval, you can proceed with offering your products or services.

Here are some writing and design tips to maintain professionalism in your proposal:

Stay Consistent

Ensure your messaging remains consistent. Only offer what your company normally provides, and avoid making extravagant promises you can’t fulfill.

Make Your Proposal Clear and Succinct

Keep your proposal professional and reserved. This way, you can center the focus on what you have to offer without distracting visual elements interfering with your message.

An effective business proposal provides comprehensive information succinctly. It’s not overly wordy, and you don’t need to share every piece of information about your business.

Personalize Your Proposal

Research your proposal’s recipient so you can understand their unique challenges. Personalize your proposal to clarify why you’re the best business to work with, ensuring you distinguish your offerings from your competitors’ products or services.

Conduct Quality Control

Before you send your proposal, you can check that it:

  • Meets clients’ needs and expectations
  • Includes your value proposition
  • Is easy to read/skim
  • Complies with regulatory, ethical, and legal requirements

If you send unsolicited proposals, follow up professionally and be prepared for rejection.

Incorporate a Call-to-Action

Incorporate a call-to-action so the recipient knows what steps to take if they want to work with your business.

Add a Table of Contents

If your business proposal is long, consider adding a table of contents so readers can easily find different sections.

Download a free business proposal template in PDF or Word format below:

business proposal template

What information should I include in a business proposal?

A well-written business proposal should include the following elements:

  • A title and table of contents
  • An introduction and executive summary
  • Your qualifications and why you will meet the customer’s needs
  • Pricing, billing, and legal information
  • Proposed solutions and description of goods or services

What’s the difference between a business plan and a business proposal?

The difference between a business plan and a business proposal is their purpose. A business plan outlines how a business will accomplish its goals, while a business proposal aims to acquire customers for its products or services.

What’s the purpose of a business proposal?

A business proposal aims to convince a potential client (usually a business) to buy the products/services you offer. As your proposal will typically compete with rival companies, you must use yours to show how you differentiate and demonstrate the value you can provide to the potential customer.

How long should I make my business proposal?

How many pages your business proposal should be depends on how much information you need to communicate to a potential client.

You should always try to be succinct, but you must include all the points the ideal buyer needs to know about your business. The length of the proposal often comes down to the project’s complexity.

Keep your information concise and avoid filler content. Using a simple business proposal template is an effective way to ensure you don’t under or over-sell yourself.

Related Documents

  • Invoice : Request payment for itemized goods and services
  • Letter of Intent : Use this document to declare your interest in a potential sale.
  • Memorandum of Understanding (MOU) : Outline an agreement between two or more parties in a formal document, communicating mutually accepted terms.
  • One-Page Business Plan : A simplified version of a traditional business plan that outlines the basics of your business.
  • Lease Agreement
  • Power of Attorney
  • Non-Disclosure Agreement
  • Eviction Notice
  • Legal Resources
  • Partner With Us
  • Terms of Use
  • Privacy Policy
  • Do Not Sell My Personal Information

business proposal template

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Design a sample business proposal format to print or share digitally. Without using Photoshop, create a proposal sheet like an expert.

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  • What are Business Proposals? They are fundamental documents for presenting an offer, project or collaboration to potential clients, partners or investors.

At Edit.org, we have updated our collection of editable templates with a new library of Business Proposal templates. With these templates, you can enhance your business's success by creating professional proposals for banks, startups, universities, or other companies .

Our templates, along with examples, enable you to save time and create a professional design effortlessly. Inputting your information is as straightforward as working in a Word document. You will achieve an appealing result with a clear structure , effectively conveying your idea, image, and corporate identity, instilling confidence and credibility.

A good presentation can make the difference between success and failure of a business. This is where our templates become an invaluable tool, as they are designed with examples created by marketing and business professionals to help you.

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  • Click on a design from this article or search for more designs in our editor.
  • Customize the canvas as you like (colors, fonts, photos, graphics, etc.)
  • Save the previews or the result in our free cloud
  • Digitally download or print the final result in JPG, PNG or PDF format

You're done!

Customizable Business Proposal presentation template

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You can start customizing Business Model templates right now. You can do it online from your cell phone, tablet, or laptop—no need for a powerful computer to create the best presentations for your business .

You don't have to complete the design all at once. After registering with Edit.org, you'll automatically receive a personalized space to save your designs . This allows you to make gradual modifications to the template, developing your idea at your own pace, similar to working in a Word document. And when you're finished, you can easily update the design as needed, whether it's to refresh data, introduce new ideas, or change the organization's name to which you're submitting the template.

You will also be able to share the final result in the highest quality and in the format you want , either on social networks, in an email or by printing it in high resolution.

Editable format of a business plan sample

6 points for your Business Proposal sample to be effective

In addition to having the best Business Model templates, we also want to give you some ideas so that the quality of the content is overwhelming . Before presenting your idea to a corporation, review the following points:

  • Before writing the proposal, thoroughly research the entity you are targeting . Understand their needs, problems and expectations to tailor your proposal to their requirements. Research your competitors and make sure your offer is competitive in terms of price and quality.
  • Focus the proposal on the benefits and solutions you offer to the customer, highlighting how your offer meets their needs and solves problems.
  • Avoid noise : unnecessary jargon. Use clear and concise language.
  • Highlight the results and value your company will bring to the client or project. Highlight relevant past achievements (concrete data, statistics and success stories). Make sure your proposal is realistic and achievable.
  • Highlight the experience of the team that will be involved in the project. Highlight what makes your company unique and how you are different from the competition in terms of products, services or approach.
  • Conclude the proposal with a clear call to action : invite the entity you are targeting to take concrete steps to accept your offer.

Always remember that content and strategy are key elements in achieving the desired persuasion and impact. Trust in yourself and begin creating your proposal using one of our free templates!

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How to Write a Business Proposal [Examples + Template]

Meredith Hart

Published: December 05, 2023

Free Business Proposal Template

business proposal free template pdf

Propose your business as the ideal solution using our Free Business Proposal Templates.

Thank you for downloading the offer.

Here's what every new business owner needs: an extra 8 hours in the day, an endless supply of coffee, and, most importantly, a really strong business proposal.

how to write a business proposal: image shows a person holding a pen and another person typing on a laptop

A business proposal can bridge the gap between you and potential clients. Done correctly, and it will outline your value proposition and persuade a company or organization to do business with you.

Here, we'll take a look at the various kinds of business proposals and go over how to write one. We’ll also see some ideas and examples to help guide yours.

Know exactly what you need? Jump to one of the following sections:

What is a business proposal?

Types of business proposals, how to write a business proposal, business proposal templates, business proposal example, tips for writing a business proposal, business proposal ideas.

A business proposal is a formal document that’s created by a company and given to a prospect to secure a business agreement.

It's a common misconception that business proposals and business plans are the same. However, a proposal helps you sell your product or service — not your business itself.

Think of it this way: instead of assisting your search for investors to fund your business, a proposal helps you seek new customers.

Follow Along With HubSpot's Business Proposal Template

business-proposal

Download the Template for Free

There are two types of business proposals: unsolicited and solicited.

  • Unsolicited Business Proposals : With unsolicited business proposals, you approach a potential customer with a proposal, even if they don't request one, to gain their business.
  • Solicited Business Proposals : Solicited business proposals are requested by prospective clients so that they can decide whether to do business with your company.

In a solicited business proposal, the other organization asks for a request for proposal (RFP). When a company needs a problem solved, they invite other businesses to submit a proposal that details how they'd solve it.

business proposal free template pdf

Propose your business as the ideal solution using our Free Business Proposal Templates

  • Problem summary
  • Proposed solution
  • Pricing information
  • Project timeline

You're all set!

Click this link to access this resource at any time.

Fill out the form to get your template.

Whether the proposal is solicited or unsolicited, the steps to create your proposal are similar. Make sure it includes three main points:

  • A statement of the organization's problem
  • Begin with a title page.
  • Explain your why with an executive summary.
  • State the problem or need.
  • Propose a solution.
  • Share your qualifications.
  • Include pricing options.
  • Summarize with a conclusion.

Before writing your business proposal, it's crucial you understand the company. If they've sent you an RFP, make sure you read it carefully, so you know exactly what they want.

I recommend having an initial call or meeting with any new clients to ensure you fully understand their objectives. Ask open-ended questions to understand not just what they want, but why they want it.

Once you've done your research, it's time to begin writing your business proposal. While there's no one-size-fits-all approach to writing a business proposal, there's several elements most proposals include. (I designed this example business proposal using Canva .)

1. Begin with a title page.

You have to convey some basic information here. Introduce yourself and your business. Be sure to include:

  • Your company's name
  • The date you submitted the proposal
  • The name of the client or individual you're submitting the proposal to

Your title page should reconcile engagement with professionalism. I think of it as your first tone-setter, so you need to make sure yours is sleek, aesthetically appealing, and not too "out there."

Here's an example of what a business proposal template looks like when done right:

How to Write a Business Proposal: Business Proposal Example Title Page

The executive summary details exactly why you're sending the proposal and why your solution is the best for the prospective client.

Specificity is key here. Why are you the best choice for them?

Like a value proposition, your executive summary outlines the benefits of your company's products or services and how they can solve your potential client's problem.

After reading your executive summary, the prospect should offer a clear idea of how you can help them, even if they don't read the entire proposal. Here's what one should look like:

How to Write a Business Proposal: Sample Executive Summary

3. State the problem or need.

This is where you share a summary of the issue impacting the potential client. This is your opportunity to show them you understand their needs and the problem they need help solving.

How to Write a Business Proposal: Example Event Overview

In the example above, I included several signals to showcase my expertise – that I've been in the photography biz for 10 years, that I've worked with over 500 clients, and that I've been featured a number of publications. 

As you approach this section, focus on presenting yourself as an authority. Consider leveraging tools like:

  • Case studies
  • Client testimonials
  • Relevant awards
  • Industry accreditations

6. Include pricing options.

Pricing is where things can get a bit tricky, as you don't want to under or over-price your product.

How to write a business proposal: Include Pricing Options

The pricing section of your proposal could include:

  • A detailed pricing breakdown, including packages, tiers, and add-ons or optional services
  • How product features and benefits align with pricing choices
  • Pricing for different needs and budgets
  • How your pricing compares with competitors
  • An FAQ section to respond to anticipated objections and explain your pricing strategy

7. Summarize with a conclusion.

After sharing the above information, simplify it all into one final section.

  • First, briefly summarize the proposal. Be sure to share your qualifications and why you’d serve as the best choice.
  • Then, to prompt further conversation, confirm your availability to go over the next steps.
  • At the end of the proposal, the goal is to have the client ready to work with you. So, be sure to offer your contact information for easy follow-up.

In need of some inspiration before you begin writing? Here are example business proposal templates from popular business proposal software companies you can use to help create your proposal.

1. HubSpot's Free Business Plan Templates

HubSpot Business Proposal Template

Download these Templates

We know how crucial a great business proposal is to your and your client’s success. That's why we've compiled 2 Free Business Proposal Templates for you to use and customize for any of your projects.

You'll gain access to a concise, one-page template (pictured above), as well as a longer template for you to refine your plan and proposal.

Download the templates now to get started on building your proposal.

What We Like

The one-page template is clear, straightforward, and easy to read — without skipping on the key elements of a business proposal. This format is especially useful for busy clients who appreciate brevity and clarity.

2. Web Design Proposal

Business Proposal Templates: Web Design

With advertising on social networks projected to reach $82.23 billion dollars in 2025 , it's in your business's best interest to have a plan for growing your client's social media presence.

To help you in that effort, the information in this social media marketing proposal includes an executive summary to help introduce your high-level ideas, an assessment of the client’s company to show your diligence, and a breakdown of billing to show how your company charges for posting, content creation, and analytics.

This template includes all the bells and whistles of a social media proposal packaged in a fun yet professional design. It also includes helpful writing instructions under each section.

8. Content Marketing Proposal

Business Proposal Templates: Content Marketing

Business proposal templates are helpful places to get started, but what should your business proposal look like when it's complete? This template should inspire you.

When pitching your content marketing services to clients, this template can help you organize your ideas. While it walks you through initial objectives and how to communicate your prospected results, one of the most helpful parts of this template is the pricing ideas it gives you when charging for your services.

In the business template example below, Social Portal Consulting (SPC) pitches a marketing proposal to Graphic Bean. At first sight, this proposal appeals to the creative. I recommend going a step forward and designing the layout in your or your client’s brand colors.

Business Proposal Example: Social Media

Besides the design, the social media icons quickly tell the prospect what platforms Social Portal is pitching. Because we see Facebook, Twitter, Instagram, and Pinterest icons, the client instantly knows that this proposal doesn’t include LinkedIn, YouTube, or other platforms.

While maintaining its design, this example outlines Social Portal Consulting’s plans efficiently. It begins by providing insight into Graphic Bean and its goals before elaborating on how SPC can leverage its expertise to help them achieve them.

This business proposal template includes an easy-to-follow timeframe for goals and objectives while keeping the client abreast of how payment will happen across the project.

Overall, this is an excellent example of how to combine the elements of social media marketing into a creative and concise business proposal. Finally, we'll leave you with some business proposal ideas to get you started on your own.

  • Start with an outline.
  • Keep it simple.
  • Stay on brand.
  • Quality control.
  • Include data and visuals.
  • Add social proof.
  • Use a call-to-action.
  • Create a sense of urgency.
  • Make the decision for them.
  • Incorporate video into your proposal.
  • Include up-sell and add-on opportunities.
  • Clarify your terms and conditions.
  • Include a space for signatures to document agreement.
  • Create a table of contents.

1. Start with an outline.

If you want to produce a thoughtful, effective business proposal, you need to have some idea of what you're hoping to achieve with it.

Before I dive into writing a proposal, I always outline the major sections of the proposal that I want to include. That way, I can stay focused and make sure my message stays intact as I write.

Use these free business proposal templates to make sure that your outline includes everything you need.

2. Keep it simple.

Ultimately, there's no definitive blueprint for how long a business proposal has to be. Yours should be however long it takes to convey the information you want to get across.

That said, I'm a firm believer in quality over quantity, especially when it comes to business proposals. Keep your sentences short and simple, and avoid including too much business jargon.

You want anyone who picks up your proposal to make sense of it. So, be straightforward and don't get too fancy. Aim for substance over flash.

3. Stay on brand.

Don't be afraid to let your company's personality shine through in your proposal. Stay true to your brand and show the client what sets you apart from your competitors.

4. Quality control.

I've made it a habit to add an editing/QA step in my writing process. During this step, I do a quick spelling and grammar check before hitting send.

So, as you draft your proposal, and after checking for the basics, keep scanning this document until it's just right.

Check to make sure your proposal:

  • Meets client needs and expectations
  • Highlights your value proposition
  • Is well-structured and easy to read or skim
  • Complies with legal, ethical, and regulatory requirements
  • Looks professional and engaging

5. Include data and visuals.

You want your business proposal to capture your prospect's attention and help set you apart from any other ones they might have received. One of the best ways to do that is to include hard, quantitative data that helps stress the value of your business.

Use relevant, compelling figures that highlight what you have to offer. This can establish authority and make your proposal more convincing. It also helps to include visuals such as charts and graphs to enhance your proposal.

6. Add social proof.

From my experience, you can only be so convincing when you're personally talking up how great your business is — which is why adding social proof is key to establishing credibility.

At the end of the day, prospects are skeptical. They may not take you at your word. But they'll likely trust peers and fellow customers. That's why including elements like customer quotes and testimonials can go a long way.

7. Use a call-to-action.

I've learned that the best proposal in the world can only take you so far if you don't clearly define the next steps. That's why you have to make sure the reader knows what to do after reading your proposal.

A clear call-to-action is the best way to get there.

Define and highlight exactly what they should do to act on the interest your proposal has generated. Without that guidance, you might leave your reader in limbo.

HubSpot customers : Use this CTA builder to create powerful customized CTAs.

8. Create a sense of urgency.

No one wants to feel as if they missed out on a great opportunity. From my experience, prospect tend to drag their feet and put off making a decision if there isn't a sense of urgency.

So, as you create your business proposal, your goal should be to add a degree of urgency. When prospective clients read your business proposal they should feel that the best time to sign up for your service is now .

One way I accomplish this is by stating short and long-term goals for their business. They'll have to wait for the long-term goals, but I make the short-term goals so enticing that they'll be ready to begin a collaboration.

9. Make the decision for them.

Craft your copy in a way that seems like saying "no" to the proposal would be stepping over dollars to pick up pennies. Your offer should go above and beyond their expectations. Do everything in your power to remove friction and objections along the way.

10. Incorporate video into your proposal.

If you're creating an online proposal using document file formats like PDF, add multimedia elements. This will enhance the proposal experience, make your document richer, and keep them engaged.

Try adding a video at the beginning as an intro to your proposal. Or, put a video in the project breakdown to verbally discuss some of the more confusing parts.

Extras like this can make an impression. This tip works especially well with prospects who are visual or auditory communicators.

Pro tip : HubSpot Video makes it easy to record and embed video into a website or email for a big proposal boost.

11. Include up-sell and add-on opportunities.

They say you won't receive unless you ask. And readers won't explore the upper tiers of your solutions if you don't give them the opportunity.

So, share some upsells and add-ons about your business that they can act on. Call out a specific pain point and how this extra can add value.

With this step, balance is important. Show them everything your business has to offer without overwhelming your recipient.

12. Clarify your terms and conditions.

Your business proposal should include details on your project timeline and payment schedule. This summary is basically what you and the client agree to if they accept your proposal.

How to write a business proposal: Example Terms and Conditions

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Marketing Proposal Template for Word, PDF

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Template Highlights

  • Briefly describe your company and team, then summarize the marketing, branding, and/or advertising services you provide
  • Give your potential client some background on the talented team you've put together, including any skills or qualifications that will be valuable on this project
  • Sketch out the project, including its objectives, challenges, and target audience. Then explain how you'll meet the target goals and what your proposed outcome is
  • Use the project schedule section to explain key project stages and deliverables
  • Next, outline any related costs. This ensures the client won't be taken aback by the bill at the end
  • Provide contact information so the client can easily get in touch with you
  • Use the Appendix section to include any other information, such as case studies or testimonials
  • Download it as a PDF or Word file
  • Print it, email it, go to town with it.

Template Preview

Marketing Proposal Template

Whether you are pitching a branding, marketing, or advertising campaign, you need to create a proposal that explains how you will help your client promote and expand their business. You can adapt this template to suit just about any marketing project.

HubSpot Tip: Every proposal should be client-centered, so be sure to update this template to meet the specific needs of your customer.

Our Company and Team

Whether you are submitting this proposal to a long-time or brand new client, it is always a good idea to provide a brief introduction to your company and team. No more than a paragraph is needed. Include key information like when and by whom your marketing firm was founded, what your major strengths are, and any similar work that you have completed in the past.

Our Services

Provide a summary of the marketing, branding, and/or advertising work that your company does. Be broad. Include all of the kinds of services you offer, even ones that you might not be proposing to this client at this time. You can organize them in a bulleted list like the one below.

• Service 1

• Service 2

• Service 3

The Proposed Team

In this section, you should provide information on the relevant skills and experience of your proposed team members. Provide brief profiles of each of the staff who will work on this project, indicating their name, title, role on the project, special skills, relevant qualifications, and education. You can also mention successes on similar work in the past. Consider organizing this section with bullets, as shown below.

• Team Member 1, Title – Profile

• Team Member 2, Title – Profile

• Team Member 3, Title – Profile

HubSpot Tip: You can include professional headshots for each of your team members to personalize your proposal. Be sure that the look of the photographs is uniform across the team members and matches the overall design of the proposal.

Project Scope

Now that you have introduced your company and team, you should indicate your understanding of the client’s needs and the project you will conduct in order to meet their specific requirements.

Begin by giving an overview of the project. Items you might discuss include the situational analysis, challenges and issues, and the target market and customers. This section should set the stage to introduce your proposed solution.

Proposed Solution

Explain to the client the activities you will undertake in order to meet their needs. If possible, break the activities into phases. You should also indicate any deliverables that will be submitted to the client under each phase. Organize these items in a table like the one below.

Deliverables

• Activity 1 • Activity 2

• Deliverable 1

• Activity 3 • Activity 4 • Activity 5

• Deliverable 2 • Deliverable 3

• Activity 6

• Deliverable 4

In some cases, just a table may suffice, but you might also consider including additional narrative to explain your methods more fully.

Projected Outcome

In a paragraph or two, describe what your proposed solution will achieve for the client. Try to ensure that your outcomes are measurable. Provide a brief explanation of how you will evaluate success on this project.

HubSpot Tip: If there are key parts of the project that the client will be responsible for, be sure to indicate them in your proposal. Don’t surprise your client with requests for work once the project has started!

Project Schedule

After describing the steps in your project plan, you should align them to a timeline to show the customer how the project will unfold and when each step will occur. Including a schedule boosts your credibility and shows the client that you have a plan for executing the project on time. You can use a simple table, like the one that follows, to depict the project schedule.

Completion Date

HubSpot Tip: Be sure to set reasonable deadlines. It is much better to turn in a product early than to set an unreasonable deadline and be forced to make a late submission!

Your Investment

This section should outline the cost to the client of all of the necessary activities and items to complete this marketing project. Some of your costs might be billed with an hourly rate and others might be charged as a flat fee. Keeping with the same organization by Phase and Activity that you have used throughout the proposal, present all of the costs clearly in a format like the one below.

Activity/Item

Hourly Rate/Flat Fee

Estimated Hours/Quantity

HubSpot Tip: Accuracy is important! Consider reproducing this table in a spreadsheet program like Microsoft Word and doing the calculations there, then copying them into the template. Nothing looks more unprofessional than a math error in the middle of your proposal!

Make your contact information impossible to miss, in case the client has any questions as they review your proposal. Include multiple ways to get in touch with you quickly, for example, an email address and a phone number.

HubSpot Tip: Make getting in touch as easy as possible for the client. If you know your client’s preferred method of communication is email, then be sure to provide your email address and be ready to respond quickly. If they prefer to speak by phone, give them a number at which they can reach you anytime during the workweek.

Contract and Signatures

Explain the next steps required to approve the proposal. You most likely need your client’s signature, so include customized signature lines for everyone who needs to sign, like shown below.

________________________

[Name], [Role]

You should also include your company’s contract details indicating the specific terms and conditions for this project.

HubSpot Tip: Including signature lines directly in the document can speed up the approval process by limiting the number of documents that need to change hands.

Additional Materials

If you have additional information you would like to provide to the client, you can include it in an Appendix. Some examples might include case studies of past work, a portfolio of your branding or advertising work, or sample products that you have created for past clients.

HubSpot Tip: Past experience is the best indicator of future success! Including examples of your best past work at the end of your proposal provides evidence of your knowledge and capabilities.

Frequently Asked Questions

How do i write a marketing proposal, is this template free, can i edit this template, related tags:.

  • Proposals, Estimates & Quotes

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How to Write a Dog Grooming Business Plan + Free Sample Plan PDF

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Download a free one-page dog grooming sample business plan

The bond between humans and their canine companions has always been strong. But spurred by increases in dog ownership across the U.S. , household spending on pets has risen in recent years.

The $5.4 billion global pet grooming services market is projected to grow at a 7% annual rate through 2030, creating new opportunities for dog-loving entrepreneurs to turn their passion into a business opportunity.

Whether you’re starting a boutique grooming salon or a mobile grooming service—a business plan can significantly increase your chances of success.

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  • What should you include in a dog grooming business plan?

Here are the common sections to consider when writing your dog grooming business plan.

  • Executive summary
  • Market analysis
  • Services and products
  • Marketing and sales strategy
  • Operations plan
  • Company summary
  • Financial plan and forecasts

The details of your plan will differ based on factors like the services you offer, whether you hire full-time employees or contractors, and whether your business is based in a brick-and-mortar building or goes to clients’ homes.

Check out our step-by-step guide to writing a full business plan for more details.

A sample dog grooming business plan outline.

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  • The 8 elements of an effective dog grooming business plan

Don’t make your dog grooming business plan longer than it needs to be . If you’re writing it for yourself, stick with a few pages and cover the aspects that will help you run your business.

But if you’re writing the plan because you’re seeking a bank loan or investment , it will likely need to be more detailed.

1. Executive summary

The executive summary is a concise overview of your dog grooming business plan. The executive summary should briefly touch on your company overview target market but shouldn’t be more than 2 pages long.

Its purpose is to highlight the mission and unique aspects of your business, whether that’s to provide superior pet care or introduce innovative grooming techniques to your market. 

2. Market analysis

What’s the opportunity that exists for your business? 

The market analysis section is a detailed assessment of the market you’re entering. In this case, you should cover current trends in the dog grooming industry, such as increasing pet ownership rates and a growing emphasis on pet care and wellness.

You must also identify your primary customer segments . Include demographics that help define who your customers are and what they want. Maybe you target pet owners in urban areas, busy professionals, or families seeking convenient and comprehensive grooming services.

Be sure to list out key competitors in your region, noting their service offerings, pricing, and market positioning. This analysis will help you identify opportunities to differentiate your business. For instance, your research might lead you to realize there are a lack of options in your area for mobile grooming services, or specialized care for anxious pets.

3. Services and products

The products and services section is where you detail the full range of grooming services and products you plan to offer. 

Consider writing them out as a list, like this example:

Basic services

  • Washing and drying
  • Hair trimming
  • Nail clipping
  • Ear cleaning.

Specialty services

  • Breed-specific grooming
  • Skin care treatments
  • Flea and tick treatments

Also, consider incorporating related products for sale, such as dog shampoos, conditioners, brushes, and other grooming tools. Whatever mix of products and services you choose to offer, connect them to your market opportunity. At its most basic, running a successful business is about identifying customer problems and providing solutions .

Detailing these services and products gives your customers a clear understanding of what your business provides and its value proposition .

4. Marketing and sales strategy

Your marketing and sales strategy turns your market research into a set of marketing strategies you can execute to attract customers. 

Through your research, you should understand how your target customers find dog grooming services — online, in print advertisements or commercials, through social media or word of mouth, etc.

Based on what you think are the most relevant marketing channels , develop strategies to make your business more visible. Strategies to consider include:

  • Advertising online or in local publications
  • Creating a website and establishing a social media presence
  • Interacting with the public at community events
  • Pursuing partnership opportunities with local pet stores

You may also want to consider discounts or special offers for repeat customers to build loyalty. 

Whatever tactics you deploy, it’s crucial to measure the impact of your marketing efforts through key performance indicators, and adjust your strategies based on what delivers value.

5. Operations plan

The operations section outlines how you will run your dog grooming business efficiently day to day. 

Whether you’re operating out of a brick-and-mortar building, a mobile van, or in clients’ homes, include details on the physical setup of your grooming salon, equipment needs, and staff requirements.

You should also discuss the process for booking appointments and managing customer relationships. Detail any software or systems you’ll use for scheduling and record-keeping. Also, outline your plan for meeting regulatory requirements and maintaining a clean, safe environment for pets.

6. Milestones

Outlining the key milestones for your business can help you determine how long it will take to meet your goals. You can keep these brief, even writing them in bullet points. Milestones for a dog grooming business could include:

  • Obtaining initial financing
  • Securing relevant permits
  • Initiating marketing efforts
  • Acquiring a certain number of clients
  • Reaching specific revenue benchmarks

Each milestone should have an estimated completion date and designated team members responsible for achieving them.

7. Company summary

Summarize the history of your business, including its legal structure and location. Also, highlight your background in pet grooming and your reasons for wanting to start a dog grooming business.

If you’re just starting out, discuss the initial startup costs required to get the business off the ground. If you’re writing your business plan to secure a bank loan, state how much funding you need, what you will use it for, and how it will benefit your grooming business.

8. Financial plan

The financial plan is where you provide a look into your dog grooming business’s financial projections, including sales , costs , and profitability .

Remember, financial forecasts are really just educated guesses created to give you a sense of how your business can be profitable over the long term. 

They’re meant to be adjusted over time as your actual financial numbers come in, helping you determine which aspects of your business are performing as expected and where you might need to adjust your strategy.

Your financial plan should include a cash flow statement , income statement , and balance sheet .

  • Tips for writing a dog grooming business plan

Understanding pet owners’ needs and how you can best serve them is vital for writing a dog grooming business plan that you can actually use to help your business grow.

As you write the plan, give some attention to these key points.

1. Consider your business structure

Choosing the right structure is pivotal. When writing the company overview section, consider factors like taxation, liability, and business growth potential to determine whether an LLC, sole proprietorship, or corporation best suits your needs. This decision will influence your operational flexibility, financial management, and legal obligations.

2. Develop a pricing strategy

Establishing a pricing strategy that balances market competitiveness with profitability is essential. As part of your market analysis, take the time to explore pricing tiers and client expectations. Offering a variety of service packages can cater to different customer needs and enhance revenue streams. Connect those packages and pricing tiers to your projected revenues and expenses as you create your financial forecasts.

3. Create an online presence

A strong online presence is non-negotiable. So, even if you plan to leverage traditional marketing channels, you will still want to have digital marketing efforts be part of your plan. 

At a minimum, invest in a professional website, optimize for local search , and engage actively on social media platforms. This visibility attracts new clients and serves as a platform for showcasing your work and customer testimonials.

4. Highlight your credentials and training

Highlighting your credentials and commitment to ongoing professional development can set your business apart. 

Regular training in new grooming techniques, customer service excellence, and pet safety reassure clients of the quality and reliability of your services. Start by mentioning the qualifications of you and your team and include any supporting documentation, like resumes or awards, in your appendix.

5. Build on success with client referrals and reviews

Encourage satisfied customers to refer others and leave positive online reviews . Word-of-mouth and digital endorsements can significantly impact your business’s reputation and trustworthiness. Consider implementing a referral program to incentivize clients to share their positive experiences.

  • Download your free dog grooming one page sample business plan

Download your dog grooming business plan sample now for free. You can also explore Bplans’ collection of over 550 sample business plans to find other examples.

Writing a business plan for your dog grooming business helps you stand out in a crowded market. It’s one of numerous reasons that a business plan increases your chance of success. 

The plan is essential for getting your business funded. But even if you don’t need a bank loan, thinking through each aspect of your business will help you make the best strategic decisions and use your limited resources effectively.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Content Author: Elon Glucklich

Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

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Painting Business Plan PDF Example

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  • February 24, 2024
  • Business Plan

the business plan template for a painting business

Creating a comprehensive business plan is crucial for launching and running a successful painting business. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your painting business’s identity, navigate the competitive market, and secure funding for growth.

This article not only breaks down the critical components of a painting business plan, but also provides an example of a business plan to help you craft your own.

Whether you’re an experienced entrepreneur or new to the healthcare industry, this guide, complete with a business plan example, lays the groundwork for turning your painting business concept into reality. Let’s dive in!

Our painting business plan is meticulously structured to address all fundamental components crucial for a thorough strategic outline. It details our company’s operations, marketing tactics, market landscape, competitors, leadership team, and financial predictions.

  • Executive Summary: Offers an overview of the Painting business’s concept, market analysis, management team, and financial strategy.
  • Services & Location : Describes the range of painting services, including interior and exterior painting, surface preparation, and custom finishes, and the benefits of the chosen service area.
  • Service List & Pricing : Lists the painting services provided, detailing customization options and pricing structure.
  • Key Stats: Shares industry size, growth trends, and relevant statistics for the painting market.
  • Key Trends: Highlights recent trends in eco-friendly paints and advanced application techniques.
  • Key Competitors: Analyzes main competitors in the service area and differentiates the business from them.
  • SWOT: Conducts a strengths, weaknesses, opportunities, and threats analysis specific to painting services.
  • Marketing Plan : Outlines strategies for attracting new customers and retaining existing ones, including showcasing past projects and leveraging social media.
  • Timeline: Sets out key milestones and objectives from business launch through the first year of operation.
  • Management: Introduces the management team, detailing their experience in painting techniques, project management, and roles within the business.
  • Financial Plan: Forecasts the business’s five-year financial performance, covering revenue projections, expense breakdowns, funding requirements, and financial statements (profit and loss, cash flow, balance sheet).

the business plan template for a painting business

Painting Business Plan

Download an expert-built 30+ slides Powerpoint business plan template

Executive Summary

The Executive Summary introduces your painting business’s business plan, offering a concise overview of your company and its services. It should detail your market positioning, the range of painting and decorative services you offer, its location, size, and an outline of day-to-day operations.

This section should also explore how your painting business will integrate into the local market, including the number of direct competitors within the area, identifying who they are, along with your company’s unique selling points that differentiate it from these competitors.

Furthermore, you should include information about the management and co-founding team, detailing their roles and contributions to the company’s success. Additionally, a summary of your financial projections, including revenue and profits over the next five years, should be presented here to provide a clear picture of your company’s financial plan.

Make sure to cover here _ Business Overview _ Market Overview _ Management Team _ Financial Plan

Painting Business Plan executive summary1

Dive deeper into Executive Summary

Business Overview

For a Painting business, the Business Overview section can be effectively divided into 2 main slides:

Services & Location

Briefly describe the studio’s physical environment, emphasizing its design, functionality, and the overall atmosphere that inspires creativity and trust in your clients. Mention the business’s location, highlighting its accessibility and the convenience it offers to clients, such as proximity to residential areas or ease of parking. Explain why this location is advantageous in attracting your target clientele, focusing on how it caters to the needs of homeowners, businesses, or art enthusiasts in the area.

Service List & Pricing

Detail the range of painting services offered, from interior and exterior house painting to decorative and mural painting. Include commercial painting services if applicable. Outline your pricing strategy, ensuring it reflects the quality of services provided and matches the market you’re targeting. Highlight any special packages, bulk deals, or loyalty programs that provide added value to your clients, encouraging repeat business and customer loyalty. Discuss any unique techniques, eco-friendly paints, or customization options that set your painting business apart from competitors.

Make sure to cover here _ Services & Location _ Service List & Pricing

business proposal free template pdf

Market Overview

Industry size & growth.

In the Market Overview of your painting business plan, start by examining the size of the painting services industry and its growth potential. This analysis is crucial for understanding the market’s scope and identifying expansion opportunities.

Key market trends

Proceed to discuss recent market trends, such as the increasing consumer interest in eco-friendly and sustainable painting solutions, the growing demand for personalized and custom painting services, and the rise of smart technology in color selection and visualization tools. For example, highlight the demand for services that cater to specific aesthetic preferences, environmental concerns, and innovative application techniques.

Key competitors

Then, consider the competitive landscape, which includes a range of painting businesses, from large-scale commercial contractors to local residential painters, as well as DIY painting trends. For example, emphasize what makes your painting business distinctive, whether it’s through superior craftsmanship, a commitment to eco-friendly practices, or specialization in certain types of painting services (e.g., murals, faux finishes). This section will help articulate the demand for painting services, the competitive environment, and how your business is positioned to thrive within this dynamic market.

Make sure to cover here _ Industry size & growth _ Key competitors _ Key market trends

Painting Business Plan market overview

Dive deeper into Key competitors

First, conduct a SWOT analysis for the painting business, highlighting Strengths (such as high-quality materials and skilled painters), Weaknesses (including seasonal fluctuations in demand or limited market reach), Opportunities (for example, a growing interest in home renovations and custom artwork), and Threats (such as economic downturns that may decrease spending on non-essential home improvements).

Marketing Plan

Next, develop a marketing strategy that outlines how to attract and retain clients through targeted advertising in local home improvement outlets, promotional discounts for first-time customers, an engaging social media presence showcasing before-and-after projects, and community involvement through sponsoring local events or mural projects.

Finally, create a detailed timeline that outlines critical milestones for the painting business’s launch, marketing initiatives, client base growth, and expansion objectives, ensuring the business progresses with clear direction and purpose.

Make sure to cover here _ SWOT _ Marketing Plan _ Timeline

Painting Business Plan strategy

Dive deeper into SWOT

Dive deeper into Marketing Plan

The Management section focuses on the painting business’s management and their direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the painting business toward its financial and operational goals.

For your painting business plan, list the core team members, their specific responsibilities, and how their expertise supports the business.

Painting Business Plan management

Financial Plan

The Financial Plan section is a comprehensive analysis of your financial projections for revenue, expenses, and profitability. It lays out your painting business’s approach to securing funding, managing cash flow, and achieving breakeven.

This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs and capital expenditures.

For your painting business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. number of customers and prices, expenses, etc.).

Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds

Painting Business Plan financial plan

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