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LEAD GENERATION PROPOSAL
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
LEAD GENERATION PROPOSAL
A proposal from Northwind Studio outlining the outbound and inbound lead generation program, targets, and investment.
PREPARED FOR
Acme Co
PREPARED BY
Northwind Studio
DATE
August 18, 2026
Northwind Studio
LEAD GENERATION PROPOSAL
This proposal outlines the lead generation program Northwind Studio will run for Acme Co. It covers ICP-driven outbound, inbound conversion support, meeting qualification, and the weekly reporting that keeps your sales team in the loop.
MEETINGS BOOKED
25 / month
Qualified meetings placed on your team's calendar.
CONTACTS TOUCHED
2,000 / month
Prospects reached across email, LinkedIn, and calls.
REPORTING
Weekly
Pipeline updates plus a live meetings dashboard.
Northwind Studio
LEAD GENERATION PROPOSAL
The program runs across three phases. Each closes with a written deliverable and a review meeting before the next begins.
PHASE 1 · ICP + STRATEGY
Interviews with your sales team, ICP and buyer persona definition, messaging workshops, channel mix, and a written outbound playbook with sequences ready for launch.
PHASE 2 · ONGOING OUTREACH AND QUALIFICATION
List build against the ICP, multi-channel outbound across email, LinkedIn, and calls, inbound triage, meeting qualification, and calendar handoff to your account executives.
PHASE 3 · OPTIMIZATION AND EXPANSION
Quarterly review of sequence performance, messaging iteration based on reply and meeting data, and expansion into new segments or channels once the core motion is producing to target.
Not included: paid ad spend, CRM and sales engagement tooling costs, list purchases beyond the included volume, and closing or account management once meetings are handed off. New scope can be added in writing at any time.
Northwind Studio
LEAD GENERATION PROPOSAL
The program is a fixed monthly retainer, plus a one-time strategy and setup fee to kick off and quarterly optimization sprints. Line items below map to the phases in the scope of work.
| Item | Rate | Qty | Amount |
|---|---|---|---|
| Strategy and setup (one-time) | $5,500 | 1 | $5,500 |
| Monthly retainer: outreach and qualification | $6,500 | 6 | $39,000 |
| Quarterly optimization sprint | $2,500 | 2 | $5,000 |
| Total | $49,500 | ||
| Milestone | Share | Amount |
|---|---|---|
| On signature (setup fee) | Upfront | $5,500 |
| Monthly retainer | 1st of each month | $6,500 |
| Duration | 6 months | Renewable |
Invoices are due within 15 days. Kickoff is scheduled within 2 weeks of signature, subject to the target start month you provide on the acceptance page.
Northwind Studio
LEAD GENERATION PROPOSAL
To proceed, complete the fields below and sign. This proposal is valid for 30 days from the date on the cover.
PURCHASE ORDER NUMBER
TARGET START MONTH
CLIENT
Acme Co
PROVIDER
Northwind Studio
The Lead Generation Proposal template is a five-page document for putting your engagement on paper before it starts. It carries an overview with stat cards, objectives, a three-phase scope of work, an investment table with a computed total, and an acceptance page with inputs and signatures.
It is intentionally simple: rename what needs renaming in Bonsai, list your actual deliverables, and set the price. Merge fields handle the client details and date, and the last page collects a PO number, start date, and both signatures.
Everything below comes pre-configured. Turn sections on or off, edit the copy, or add your own — Bonsai remembers your choices for next time.
Can I edit every section? Yes — every heading, paragraph, stat, table row, and signature block is fully editable in Bonsai.
Can I add more pages? Yes — add, reorder, or duplicate pages once the template is open.
Do merge fields auto-fill? Yes — Sender, Receiver, and Date pull from your client contact and the current date automatically.