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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Free Business Proposal Template

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents
Business Proposal Template
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Everything you Need to Know About your Business Proposal Template

In the freelance world, business proposals are greetings cards and business cards wrapped into one. They’re a firm hello for a potential client that showcases what you can do and why your client should go for your proposal over everyone else’s. 

In this article, we’ll guide you through everything you need to know when putting together your next business proposal. We’ll cover everything from what to include in your proposal template and some best practices for writing a winning business proposal. 

We’ll close out with a free template you can use for future proposals and some frequently asked questions on the topic. 

Let’s get into the details of your business proposal and get you winning that client! 

What is a Business Proposal Template?

A business proposal is a formal document that introduces and outlines who you are, what you do, and what that can do for your potential client. 

A business proposal template is your go-to skeleton structure for all future business proposals. It includes all of your business essentials you can rinse and repeat and leaves you space to adapt the template as per each client and their needs. 

But, what do you need to keep in your business proposal template? We’re pleased you asked. Read on. 

Note: If you’re looking to up your business game and start delivering on the fundamentals quicker than ever before, sign up for Bonsai for free and get instant access to everything you need. 

woman working on her desk while having tea

What to Include in the Business Proposal Template

Every business proposal is different. However, there’s a lot of information about your business and skillsets that can be reused. The good thing about a business proposal is that it’s not a publicly available document, it doesn’t affect your business’s SEO, and the only people who see it are those you send it to. 

This means you can keep a relatively large amount of information the same and leave yourself space to make any tweaks. Just don’t forget to do them! There’s nothing worse than receiving a proposal and seeing another company’s name halfway through the document. 

Here’s what you need to include: 

Cover page

Say hello with a bang using a cover page your client will remember you with. This cover page is truly your first impression. It helps build trust, build brand awareness, and get things started on the right foot. 

Keep your cover page short, include a relevant visual if you can, and make sure you include everyone’s contact details. It’s also not a bad idea to include your company’s tagline to start showcasing your mission and getting your brand remembered. 

Win readers’ attention with your cover page, and give them just enough info and excitement to keep reading. 

Sample cover page of a business proposal template

A unique way to introduce yourself and your business in a business proposal

Executive summary

Your executive summary is your TL;DR = too long; didn’t read. It briefly wraps up the contents of your business proposal. It should include a table of contents, letting clients know where they need to go for what information. 

There’s a high chance your business proposal will change hands in the decision-making process, so make it easy for readers to bring themselves up to speed with what’s on the table and jump to the section relevant to them.

About us & company overview 

Now we’ve got that covered, a short paragraph or two giving the reader a better overview of who you are and what you do is a great trust and relationship builder. 

Don’t go into too much detail here; this proposal still needs to revolve around your client. However, let them know there are humans behind the branding, let them know the mission and vision of your business, and inspire them with any CSR initiatives you may be running. 

Team members 

Continuing on the human-to-human theme—it’s a good one, trust us. It’s time to introduce your team if you work with one. Headshots are a good idea at this point. 

People can relate to faces over fonts, so match those headshots up with names, roles & responsibilities, and perhaps a line or two from the team member. At the same time, if you’ve got quite a large agency going, you don’t need to introduce everyone on your team. Introduce those team members that are relevant to the project at hand, and those that are most likely to have face-time with your client. 

Portfolio of work 

This chapter of your business proposal template needs to be in flux. We recommend that you switch out your portfolio of work to reflect the business you’re proposing to, what that business does, and what services they’re interested in. 

Showcase work relevant to the project at hand, but avoid showcasing any work that may be a conflict of interest. 

If you’re sending your business proposal digitally then it’s always a good idea to include links out to your portfolio, with a short summary of your work within the proposal itself. Give potential clients just enough information to understand and appreciate your portfolio, but don’t overwhelm them with information. If they want to read more, make sure the CTA to do so is clear. 

Project scope 

Next up, all of your business proposal templates need to include project scope. What’s included in your scope of work for the prospective client, and what isn’t. Known as ‘scope creep,’ if you skip on what’s not included within your agreed service package, then you run the risk of your client pushing you for more work you weren’t accounting for, and feeling obliged to deliver.

If you provide a niche service, then there’s a high chance that your project scope will remain roughly the same. So, streamline your proposal process by leaving in the essential information you can transfer from one potential client to the next.   

Project schedule 

Every business proposal needs to include a project schedule. In what timeframe can you deliver your proposed solution, and what are the project milestones along the way? Although a business proposal is your chance at winning a client, you need to keep this chapter as realistic as possible. 

It’s all well and good raising eyebrows with an impressive project timeline for your business project. However, if you can’t deliver on those timelines, then you’ll lose clients down the road and damage your brand’s reputation. 

How to show a project timeline in a business proposal

The visual example we’ve provided above makes your project schedule scannable, and avoids any confusion. The whitespace helps the reader concentrate, and it perfectly manages expectations on each project milestone. 


This brings us to deliverables. What are you delivering with your business proposal? All of your business proposals need to cover the end deliverable, as well as any KPIs or micro-deliverables that will showcase you’re well on your way to a result. 

Try to assign a way to track the success of your deliverables and quantify your efforts into data. 

For example, if your prospective client wants to “build trust” with their target audience, then your business proposal ideas for building trust need to be accompanied by quantifiable ways to show you’re hitting that goal. In this case, this could look like fewer negative reviews, more sales flow completions, or a larger social media following. 

Business proposals pricing and payment 

All business proposal templates need a chapter on pricing and payment. Whether you’re sending unsolicited business proposals or a requested business proposal outline by your potential client, you need to include your pricing and payment methods.  

An effective business proposal is a part of your business’s sales process, and it needs to be treated as so. You wouldn’t have a sales process without actually discussing cost with any other product or service, so don’t do yourself the disservice here. 

Be upfront about what you charge, be firm in your payment terms, and stick to your word. Your client will respect you for it and have more faith in your services because of it. 

We’re big fans of the below example for its productization of services. Here, you’re giving your clients options, broken down clearly, so that they can find something within budget, and worth your time. It’s important to get your costs in your proposal so you know that you’re at least pitching in the same ballpark as your clients and can avoid any awkward conversations further down the line. 

How to structure your business pricing packages

Next steps 

The “next steps” chapter is not something unique to a business proposal template. It should be a must-have chapter in every proposal template you write: from a sales proposal template to marketing proposals, solicited proposals or not—they all need this CTA. 

What do you want your potential clients to do next? What does your onboarding process look like for new clients? Give a clear overview of what’s next, so the client knows that the ball’s in their court. 

set up your next steps at the end of your business proposal template

That’s everything you need to know to include in your proposal template to help sway potential clients. However, it doesn’t stop there, whether you’re putting together unsolicited proposals, or writing one for a particular project, there are best practices worth noting. Read on. 

How to Write a Business Proposal Template

A few best practices emerge with every well-written business proposal sent on Bonsai. To understand these best practices, we looked at some of the following templates:

  • SaaS sales proposal template
  • Video production proposal template 
  • Sponsorship proposal template 
  • Web design proposal template
  • Writing proposals 
  • SEO proposal template

Business proposals need a mix of quality writing, alongside succinct story-telling, statistics, and visuals. New clients look for a sturdy business plan, a trustworthy company, and someone that can go beyond ‘talking the talk.’ 

Here’s what we found as a common success factor for business proposals: 

Find out exactly what the client wants

A solid business proposal understood the potential client’s problem and addressed it head-on with a unique value proposition. People don’t hire nice-to-haves; they hire need-to-haves, so frame your proposal template as a must-have solution to a business problem the client perhaps didn’t even know existed. 

Highlight what sets you apart 

If you want your business proposal to be picked over the rest, then you’ll need to stand out, time and time again. Look at your proposal template as a good branding campaign. Drive home your company name, your name, and your USPs. 

You can do this with your copy, visuals, and an innovative structure to your proposal template. Remember, once is not enough. Drive your brand home and leave your business at the top of your clients’ minds when they walk away from their desks. 

Keep an ‘executive summary’ frame of mind  

Remember the executive summary we mentioned at the beginning of this article. It’s an important part of every proposal template, but it’s more than that. It should be a frame of mind for your entire proposal. 

Remember, you’re only pitching your business at this point; you’re not laying down the full plan of action. 

It’s a fine line, we know, between under and over-delivering. But, if you can keep this mindset throughout the piece, you’ll give the client just enough to have faith in your services and won’t lose too much time putting together your proposal.  

a man wearing his headphone and designing on his computer

Use visual aids 

No matter how great you are with words, visual aids will always be able to lift them further. Seriously consider where you can use visual aids within your proposal to express your point, highlight an example, break up your copy, or leave a strong brand presence. 

You can also transform what would usually be blocks of copy into visual blocks. Things like pricing, testimonials, or ‘meet the team’ sections will all benefit from a graphic element to help your proposal ping, while remaining on brand. 

Pitch with personality 

Successful proposals are personal. That means they’re personal to you, and they’re personal to the client. Remember to keep it this way throughout your proposal workflow. It’s best to use the company’s name wherever possible, alongside the person you’re addressing it to. 

Take things a step further by showcasing you’ve done your research on the company, mention noteworthy things they’ve worked on in the past that are relevant to the project at hand, showcase you’ve done your homework on their competition, and win more business by staying true to your client’s problem. 

Right! That’s all you need to know on winning potential clients over with quality proposals. Take these best practices into account when writing your next proposal and you’re onto a winning recipe for a healthy, profit-bound business. Next up, let’s take a look at how to create a proposal with Bonsai. 

Creating Business Proposal Templates is Simple with Bonsai 

Whether you’re looking for a sales proposal template, a business proposal template, or something else, Bonsai has got it all. In a few clicks, you’ll get access to over 400 free proposal templates, and there’s no limit to the amount you can use. 

Sign up to Bonsai today to download your free project proposal template and more, save yourself time, look professional, and keep winning those clients you deserve.

Plus, Bonsai is so much more than proposal software. When you sign up to Bonsai, you’ll also get access to invoice templates, contract templates, agreement templates, time-tracking tools, everything you need to take your business up a gear. 

Business Proposal template FAQs

Whether you’re writing a solicited proposal, project proposal, sales proposals, or something else, here are the top questions we see on proposal templates. 

How do you write business proposals? 

A business proposal must be short, sweet, and give just enough information to leave your potential client wanting more. New business can be hard to win; however, once you nail writing a project proposal, you’ll find that new business comes easier every time. 

What’s the format of a proposal?

A simple proposal template can be as little as a one-page proposal. However, one page rarely provides enough space to add any real depth to your proposal. Keep your proposal around 5-10 pages, and ensure there’s plenty of white space within those pages, so you don’t overwhelm your reader with text. 

How do you create a proposal template? 

Business proposal templates are simple to create if you’re using Bonsai. In fact, they’re already created for you. All you need to do is select the type of template you need, fill in the blanks, and send it to your client—all without ever leaving the Bonsai platform.

Frequently Asked Questions

Questions about this template.

What is the format of a proposal?

The general structure of a proposal consists of: concise description of the issue, the solution, the fee, and the benefits the client would receive. Use Bonsai's pre-made templates as a reference for a business proposal.

How many pages is a business proposal?

Generally, it shouldn't be no longer than 15 to 20 pages. Keep it brief and direct. Your business plan should be concise and easy to understand regardless of who you are writing it for.

What are the 4 types of business plans?

The 4 types of business plans are: very short plans or 'mini-plans', presentation plans or decks, working plans, and what-if plans.