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Basic proposal templates of every type can be intimidating. You are asking a prospect or company to choose you or at least hoping they understand why you are the best fit. Hence, in crafting your proposal, you must convincingly articulate your understanding of your potential client's problem. Also, you must give logical reasons why your service is the perfect choice to benefit your client.

But before you start writing anything, you must know what goes into a proposal. A basic proposal template online is a good starting point to learn about the relevant information that must be covered in a proposal. Bonsai’s free proposal templates, for instance, are designed by experts who know what works - and what doesn’t from several years of experience. 

Basic Proposal Template Example
Image Credits: wondershare.com

Writing a well-thought-out proposal begins just like writing anything else- by gathering relevant information. You can revisit your data if you’ve already crafted a custom solution to solve a similar problem for your potential client. If not, you should ask your prospect questions about the problem and desired outcome before writing or editing your basic proposal template.

This way, you will have all the information to tailor the template in a way that answers your client's questions and meets their requirements. 

The structure of a basic proposal template

Just like the structure of a building varies with location, architect, and the owner's preference, a basic proposal template may vary in length, structure, usage, or industry. In any case, a solid proposal should always include 3 essential elements - company information, problem definition & pricing. Think of these elements as a foundation, walls, and the roof of your proposal because your client will be looking for them in your letter. 

1. Business information

At the very least, this section should include your business name and contact address, email, and phone number. It should also carry the details of your client to show the document is rightly addressed to them. 

2. Problem definition 

A proper demonstrated knowledge of the problem shows to your client that you’ve listened and also done adequate research. This is where you state the problem and highlight the steps to provide a solution that will meet the client's goal.

3. Pricing & methodology 

Methodology deals with the way you are going to handle the problem. Discuss your strategy, tools, and pricing model. Let the client know how much it would cost them by giving a break down for each sub-activity.

Basic Proposal Template Sample
Image Credits: sampletemplates.com

Tips for creating basic proposal templates 

A proposal can be won or lost in the introduction. The structure and arrangement of facts also matter in the letter. Below are crucial tips for creating a winning proposal template.

1. Keep it simple

Except for technical proposals requiring statistics and lots of information, make your proposal brief. Provide just enough information in your basic proposal template needed to help your client make a decision. 

2. Estimate & make hypotheses

Avoid being too general about your plans. Provide an estimated outcome by painting a picture of what to expect.

3. Align goals with that of your client

Ensure your proposal's goal aligns with that of your client. Include one goal for better tracking and treat others sub-goals as milestones. 

4. Include schedules and deadlines

Set realistic expectations so that your prospect will know what and when to expect results.

5. Include performance metrics

It would help if you include a method for your client to track your progress and measure results. 

6. Include an appendix

Include other information relevant to the proposal in the appendix.

7. Customize your proposal

It is not unlikely that you have a basic proposal template for your projects. You will get better results by tailoring the proposal's content to address the client's specific needs. 

8. Outline the budget

Budget presentation should be as clear as possible to your prospect because it will help your prospect to make a decision.

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Basic Proposal Template

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Basic Proposal Template

Basic proposal templates of every type can be intimidating. You are asking a prospect or company to choose you or at least hoping they understand why you are the best fit. Hence, in crafting your proposal, you must convincingly articulate your understanding of your potential client's problem. Also, you must give logical reasons why your service is the perfect choice to benefit your client.

But before you start writing anything, you must know what goes into a proposal. A basic proposal template online is a good starting point to learn about the relevant information that must be covered in a proposal. Bonsai’s free proposal templates, for instance, are designed by experts who know what works - and what doesn’t from several years of experience. 

Basic Proposal Template Example
Image Credits: wondershare.com

Writing a well-thought-out proposal begins just like writing anything else- by gathering relevant information. You can revisit your data if you’ve already crafted a custom solution to solve a similar problem for your potential client. If not, you should ask your prospect questions about the problem and desired outcome before writing or editing your basic proposal template.

This way, you will have all the information to tailor the template in a way that answers your client's questions and meets their requirements. 

The structure of a basic proposal template

Just like the structure of a building varies with location, architect, and the owner's preference, a basic proposal template may vary in length, structure, usage, or industry. In any case, a solid proposal should always include 3 essential elements - company information, problem definition & pricing. Think of these elements as a foundation, walls, and the roof of your proposal because your client will be looking for them in your letter. 

1. Business information

At the very least, this section should include your business name and contact address, email, and phone number. It should also carry the details of your client to show the document is rightly addressed to them. 

2. Problem definition 

A proper demonstrated knowledge of the problem shows to your client that you’ve listened and also done adequate research. This is where you state the problem and highlight the steps to provide a solution that will meet the client's goal.

3. Pricing & methodology 

Methodology deals with the way you are going to handle the problem. Discuss your strategy, tools, and pricing model. Let the client know how much it would cost them by giving a break down for each sub-activity.

Basic Proposal Template Sample
Image Credits: sampletemplates.com

Tips for creating basic proposal templates 

A proposal can be won or lost in the introduction. The structure and arrangement of facts also matter in the letter. Below are crucial tips for creating a winning proposal template.

1. Keep it simple

Except for technical proposals requiring statistics and lots of information, make your proposal brief. Provide just enough information in your basic proposal template needed to help your client make a decision. 

2. Estimate & make hypotheses

Avoid being too general about your plans. Provide an estimated outcome by painting a picture of what to expect.

3. Align goals with that of your client

Ensure your proposal's goal aligns with that of your client. Include one goal for better tracking and treat others sub-goals as milestones. 

4. Include schedules and deadlines

Set realistic expectations so that your prospect will know what and when to expect results.

5. Include performance metrics

It would help if you include a method for your client to track your progress and measure results. 

6. Include an appendix

Include other information relevant to the proposal in the appendix.

7. Customize your proposal

It is not unlikely that you have a basic proposal template for your projects. You will get better results by tailoring the proposal's content to address the client's specific needs. 

8. Outline the budget

Budget presentation should be as clear as possible to your prospect because it will help your prospect to make a decision.

Create your own
Basic Proposal Template
GET STARTED NOW

Create your own

Basic Proposal Template

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