PROFESSIONAL SERVICES PROPOSAL

Professional Services Proposal

A proposal from Northwind Studio outlining an ongoing professional services engagement with a dedicated senior team, defined monthly deliverables, and a predictable retainer.

Engagement Overview

This proposal outlines the ongoing professional services engagement Northwind Studio will run for Acme Co. It covers the retainer model, the dedicated team assigned to your account, and the cadence of delivery, reporting, and quarterly reviews that keep the work aligned with your business.

Objectives

• Deliver predictable, on-schedule work every month against a shared plan.
• Assign a dedicated senior team who understand your business end to end.
• Align on success metrics up front and revisit them at each quarterly review.
• Provide transparent monthly reporting on activity, outcomes, and hours used.

Scope of Work

The engagement runs across three phases. Each closes with a written deliverable and a review meeting before the next begins.

What is included

• Dedicated project manager as your single point of contact
• Defined monthly deliverables agreed in the baseline plan
• Monthly review call with written status report
• Quarterly business review with leadership
• Defined escalation path for time-sensitive issues

Not included: hardware, third-party software licenses, out-of-scope custom work, and urgent after-hours support (billed at 1.5× the standard rate). New scope can be added in writing at any time.

Investment

The engagement is a fixed monthly retainer, plus a one-time onboarding fee and quarterly business reviews. Line items below map to the phases in the scope of work.

Payment Schedule

Invoices are due within 15 days. Onboarding is scheduled within 2 weeks of signature, subject to the kickoff month you provide on the acceptance page.

Acceptance

To proceed, complete the fields below and sign. This proposal is valid for 30 days from the date on the cover.

PURCHASE ORDER NUMBER

PREFERRED KICKOFF MONTH