# Client Project Proposal Template

**[Your Company Name]**  
**[Company Address]**  
**[City, State, ZIP]**  
**Phone:** [Phone Number] **Email:** [Email Address] **Website:** [Website URL]  

---  

## 1. Proposal Overview  

**Date:** [Month Day, Year]  
**Prepared for:** [Client Company Name]  
**Prepared by:** [Your Name], [Your Title]  

**Project Title:** *[Descriptive Project Name]*  

**Executive Summary**  
Provide a concise (150‑250 words) summary of the project, its objectives, and the value it will deliver to the client. Emphasize how your solution aligns with the client’s strategic goals.

---  

## 2. Client Background  

- **Industry:** [Client Industry]  
- **Current Situation:** Briefly describe the client’s existing environment, challenges, or opportunities that prompted this proposal.  
- **Key Stakeholders:**  
  - [Stakeholder Name] – [Title/Role]  
  - [Stakeholder Name] – [Title/Role]  

---  

## 3. Project Objectives  

List up to five clear, measurable objectives that the project will achieve.  

1. **Objective 1:** *[e.g., Reduce processing time by 30%]*  
2. **Objective 2:** *[e.g., Increase online sales conversion rate to 4%]*  
3. **Objective 3:** *[e.g., Implement a new CRM system]*  
4. **Objective 4:** *[e.g., Provide staff training for new workflow]*  
5. **Objective 5:** *[Optional]*  

---  

## 4. Scope of Work  

### 4.1 In‑Scope Deliverables  
- **Deliverable 1:** *[Description, format, and acceptance criteria]*  
- **Deliverable 2:** *[Description, format, and acceptance criteria]*  
- **Deliverable 3:** *[Description, format, and acceptance criteria]*  

### 4.2 Out‑of‑Scope Items  
- *[Items explicitly excluded to manage expectations]*  

---  

## 5. Project Timeline  

| Phase | Milestone | Start Date | End Date | Responsible Party |
|-------|-----------|------------|----------|-------------------|
| Phase 1 | Project Kick‑off | [Date] | [Date] | [Your Company] |
| Phase 2 | Requirements Gathering | [Date] | [Date] | [Your Company] / [Client] |
| Phase 3 | Design & Development | [Date] | [Date] | [Your Company] |
| Phase 4 | Testing & QA | [Date] | [Date] | [Your Company] |
| Phase 5 | Deployment & Training | [Date] | [Date] | [Your Company] |
| Phase 6 | Project Close‑out | [Date] | [Date] | Both Parties |

*Note: Adjust dates and phases to fit the specific project.*  

---  

## 6. Project Team  

| Role | Name | Company | Responsibilities |
|------|------|---------|------------------|
| Project Manager | [Name] | [Your Company] | Overall coordination, timeline, budget |
| Lead Designer/Developer | [Name] | [Your Company] | Technical solution delivery |
| Business Analyst | [Name] | [Your Company] | Requirements elicitation |
| Client Liaison | [Name] | [Client] | Communication, approvals |
| QA/Test Engineer | [Name] | [Your Company] | Quality assurance |

---  

## 7. Budget & Pricing  

| Item | Description | Quantity | Unit Price | Total |
|------|-------------|----------|------------|-------|
| Labor – Project Management | [Hours] hrs @ $[Rate]/hr | [Qty] | $[Rate] | $[Total] |
| Labor – Development | [Hours] hrs @ $[Rate]/hr | [Qty] | $[Rate] | $[Total] |
| Software Licenses | [License Name] | [Qty] | $[Rate] | $[Total] |
| Travel & Expenses | [Details] | – | – | $[Total] |
| Contingency (10%) | – | – | – | $[Total] |
| **Grand Total** | – | – | – | **$[Grand Total]** |

*All prices are in USD and are valid for 30 days from the proposal date.*  

---  

## 8. Payment Terms  

- **Deposit:** 30% of Grand Total due upon signing the agreement.  
- **Milestone Payments:** 40% due upon completion of Phase 3 (Design & Development).  
- **Final Payment:** 30% due upon project acceptance and sign‑off.  

Payments are payable by **[Bank Transfer / Check / Credit Card]** to:  

**Bank:** [Bank Name]  
**Account #:** [Account Number]  
**Routing #:** [Routing Number]  

---  

## 9. Acceptance Criteria  

The project will be considered complete when the following criteria are met:  

1. All in‑scope deliverables are submitted and approved by the client sign‑off.  
2. Acceptance testing results meet the agreed‑upon success metrics (e.g., performance, functionality).  
3. Documentation and training materials are delivered.  
4. Final invoice is issued and paid in accordance with the payment terms.  

---  

## 10. Terms & Conditions  

1. **Confidentiality:** Both parties agree to keep all proprietary information confidential.  
2. **Intellectual Property:** Upon full payment, ownership of deliverables transfers to the client, except for pre‑existing third‑party components.  
3. **Change Requests:** Any modifications to scope, schedule, or budget must be documented via a Change Order and signed by both parties.  
4. **Termination:** Either party may terminate with 15 days’ written notice. Fees for work completed up to termination will be invoiced.  
5. **Limitation of Liability:** Neither party shall be liable for indirect, consequential, or punitive damages.  
6. **Governing Law:** This proposal shall be governed by the laws of the State of **[State]**.  

*Full contract terms will be detailed in the final Service Agreement.*  

---  

## 11. Signature  

By signing below, both parties acknowledge acceptance of the proposal terms and authorize commencement of work.

**[Your Company]**  

Signature: _______________________________  
Name: **[Your Name]**  
Title: **[Your Title]**  
Date: **[Date]**  

**[Client Company]**  

Signature: _______________________________  
Name: **[Client Representative Name]**  
Title: **[Client Representative Title]**  
Date: **[Date]**  

---  

## How to use this template  

1. **Replace all bracketed placeholders** (e.g., `[Your Company Name]`) with your specific information.  
2. **Tailor sections**—add, remove, or modify deliverables, phases, or terms to match the unique needs of each project.  
3. **Review the budget** to ensure all cost items are accurate and reflect your pricing model.  
4. **Consult legal counsel** if you need to adjust the Terms & Conditions or add jurisdiction‑specific clauses.  
5. **Save a master copy** of the completed proposal as a PDF before sending it to the client.  

*Disclaimer: This template is provided for general informational purposes only. It may not address all legal or regulatory requirements applicable to your specific situation. You should adapt the content to fit your business needs and seek professional legal or financial advice where appropriate.*