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Operations

Client Proposal

Sending a proposal is often the first impression a potential client gets of how you run your business. An unprofessional or incomplete proposal can cost you the gig before you even start. You want your proposal to communicate:

a) that you understand the potential client’s needs,
b) that you can fulfill those needs
c) how much it will cost.

The Toolbox

This template gives you a professional proposal structure, so you can customize it for your business.

Choose a proposal template from either a Canva template or a Google Doc. Then use the Claude skill or AI prompt in the .md file to populate the template directly in your AI tool.

Canva Template Open in Canva and customise with your own details. A free Canva account is enough. Open in Canva
Google Doc Make a copy and fill it out at your own pace. Make a copy
Claude Skill Download the file and save it to a Claude project.
Watch: how to install a Skill →
Download
AI Prompt Paste it into any AI tool (like ChatGPT or Gemini) to build a proposal from your template. Download

Further reading

The latest posts on marketing from the blog.

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