Provide a summary of what your proposal includes and a synopsis of the project and your role in it
Give details about what you will be doing for your client. Be specific! Take care to spell out exactly what services you’ll provide. The last thing you need is for the client to assume you’ll be doing something that you assumed they’d be doing.
This is critical to address because the method of collaboration (face-to-face meetings, phone calls, email, etc.) can significantly impact the amount of time you’ll invest exchanging information with your client.
Provide a schedule to identify deadlines for different components of the project and for bringing the project to its conclusion. It's also important to highlight that your timeline will be dependent upon the client’s responsiveness—or lack of—in providing you with the information and answers you need.
Make sure your client understands your rate structure and pricing so there are no surprises—or pushback—when you send your invoice.
This, too, should be crystal clear to your clients. Will you request a down payment? Are your billing terms net 7, net 20, net 30 or some other arrangement? How do you accept payments?
Never underestimate the power of being polite. Always take the opportunity to let your clients know you appreciate them.
That’s right…ask them to sign off on your proposal to indicate they understand, agree with, and accept what you’ve presented.