Made for Freelancers
Send a Proposal That Protects Margin
Also useful for: people in Freelancers
75 min
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Boundaries
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Talking About Money
Turn a qualified opportunity into a clear, client-ready proposal with strong options, firm boundaries, and a specific path to approval.
Create a free account to save your progress and use this Playbook.
Use this when
You have enough discovery information to propose paid work, but the scope, options, responsibilities, or terms still need to be turned into a clear offer.
You'll need
- Client and project context
- Client priorities
- Scope and deliverables
- Offer structure
- Pricing constraints
- Timeline and dependencies
- Responsibilities
- Commercial terms
- Proof points
- Non-negotiables and risks
- Proposal voice
You'll get
- The client's business case connected to the recommended work
- Every option checked against margin and capacity limits
- Deliverables, limits, review rounds, and exclusions stated
- Client and service responsibilities assigned
- Timeline dependencies and delay effects documented
- Payment, change-control, and acceptance terms included
By the end of this playbook
You will have:
- The client's business case connected to the recommended work
- Every option checked against margin and capacity limits
- Deliverables, limits, review rounds, and exclusions stated
- Client and service responsibilities assigned
- Timeline dependencies and delay effects documented
- Payment, change-control, and acceptance terms included
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
I am proposing a six-week website conversion audit and redesign plan for a software company preparing for a September launch. The recommended fee is $18,000 with a 40/30/30 payment schedule. The scope includes analytics review, stakeholder interviews, competitor review, findings, page priorities, and three wireframes. I need firm review windows, one revision round, and protection against delayed access or added pages.
Sample assembled prompt
PROPOSAL: WEBSITE CONVERSION AUDIT AND REDESIGN... This engagement will identify the highest-impact... Recommended engagement: Conversion audit plus priority... Change control New requests will be... Work begins only after written approval... Payment 40% at signing, 30% after... Next step Approve the recommended engagement...