[Company’s Name] Service Proposal

DELETE AFTER READING: Here's a generic template that you can outline and share with Scribe.

• Prepared for:

  • Client’s company name

  • Address

  • Contact person 

• Prepared by:

  • Your company name

  • Address

  • Contact person

• Date:

Background Information

Describe your company, including your experience, specialties and vision statement. Remember to add relevant certificates and reviews from previous clients here.

Executive Summary

Briefly explain the purpose of your proposal, including a description of your potential client’s needs and your available services. To help readers absorb the information more easily, place these items in a bulleted list. 

Service Description

Write a persuasive message highlighting what makes your company the best choice. To kickstart inspiration, ask yourself these questions:

• What are this client’s main problems?

• What do we offer that our competitors don’t?

• How does our pricing compare to the industry standard?

Scope of Services

Here, you’ll outline your project plan and milestones.

Scope of Work

Describe the tasks involved in the project, detailing the deliverables and quality standards. Specify your exclusions and limitations here, too. For example, a web development proposal might explain that maintenance and updates aren’t included.

Timeline

Outline your expected schedule and completion dates for key milestones. This section should include specific details to give the client confidence in your business, so ask your operations team to help you build a thorough calendar.

Pricing

List the costs of your services, such as materials and employee wages. For full transparency, include a detailed table or a link to a complete cost estimate.

Terms and Conditions

Outline the terms both parties must follow after accepting the proposal. This often includes invoicing and payment terms, deliverable quality guarantees and cancellation details. 

We recommend linking to additional resources for more in-depth information. For example, include a service level agreement that explains what to do if there’s a conflict between you and the client.

Resources

Provide the client with supplementary links, including case studies, reviews and testimonials. To encourage prospective customers to work with you, choose references that are highly relevant to the reader’s industry and needs.