Thank you for the opportunity to propose our services to [Client Company].
This proposal outlines our recommended approach, the investment involved, and how we’ll work together to achieve your goals. We look forward to partnering with you.
Best regards,
[Your Name], [Your Title]
[Your Contact Information]
Scope of Work
Our goal is to help [Client Company] achieve [outcome] through [service approach].
The engagement is structured around three core deliverables, each designed to move the needle on the objectives outlined in our discovery conversations.
A thorough review of your current state - processes, systems, and performance data - to establish a clear baseline and surface quick wins alongside longer-term opportunities.
A structured strategy document outlining prioritised recommendations, implementation roadmap, and KPls. Delivered as a written report with a live presentation session.
Hands-on support through the initial implementation phase, including team onboarding, process setup, and a post-launch review to ensure everything lands as planned.
Approach & timeline
We use a structured engagement model to ensure clear communication and measurable outcomes at every stage. Work is organised into three phases with defined milestones and sign-off points.
PHASE 1
Discovery & audit
Duration: 2 weeks
Completion: [Date]
PHASE 2
Strategy & recommendations
Duration: 3 weeks
Completion: [Date]
PHASE 3
Implementation support
Duration: 4 weeks
Completion: [Date]
Responsibilities
[Your Company Name]
Quality deliverables on agreed timelines
Bi-weekly progress updates
Dedicated project lead
Revisions within agreed scope
1 business day response time
Client responsibilities
Timely feedback within 3 business days
Access to relevant systems & data
Nominated point of contact
Attendance at key milestone reviews
Prompt approval of deliverables
Your Investment
Packages
Basic
$3,000.00 / month
1
Users
Discovery & audit
1 strategy session
Written recommendations
Email support
2 revision rounds
Recommended
Standard
$6,500.00 / month
1
Users
Full discovery & audit
3 strategy sessions
Report + live presentation
Implementation support
Slack & email support
3 revision rounds
Premium
$10,000.00 / month
1
Users
Everything in Standard
Unlimited strategy sessions
Full implementation support
Team onboarding workshop
Priority support (4hr)
Unlimited revisions
Sample Add-ons
Subtotal
$0.00
Subtotal
$0.00
Description
Item
Quantity
Price
Additional consulting session
$500.00
Rush delivery (48hr turnaround)
$250.00
Extended support (3 months post-delivery)
$250.00
Total Recurring
$6,500.00 / month
Total Due Today$6,500.00
RETURN OF INVESTMENT
25hrs
Monthly time saved
Connect Stripe to Enable Payments
To collect your retainer payment when this proposal is accepted, you’ll need to connect Stripe to your Qwilr account. QwilrPay collects payment via credit card, ACH direct debit (US), BECS direct debit (Australia), or SEPA direct debit (Europe). Once connected, enable payment collection in the Accept block below.
To pass Stripe’s processing fees on to your client, set up a custom tax item in your Qwilr tax library — for example, a “Credit Card Fee” line at 2.9% which will automatically calculate against the quote total.
