Client Intake Form and Proposal

$15.00

Learn what a client really needs, then send a clear one-page proposal: goal, approach, what is and is not included, timeline, investment and next steps. An editable .docx document and a printable PDF, in one ZIP file.

Description

Learn what a client really needs, then send a clear one-page proposal: goal, approach, what is and is not included, timeline, investment and next steps.

What’s inside:

  • Client intake form with ten discovery questions and your after-call notes
  • Seven-part proposal with package options and acceptance
  • Change request message and form for out-of-scope work
  • Editable Word file and a printable PDF

Files: An editable .docx document and a printable PDF, in one ZIP file. Works in Word and Google Docs (also opens in LibreOffice).

Nothing is locked. Edit, rename and adapt every part to fit your business.

Laws vary by state. Check the rules where you live and work, and ask a qualified professional when you are not sure.

Goes with the course: Freelancing and Selling Services Online ($79). The course teaches the steps; this template gives you a ready-made place to do them.

Save with a pack: this template is part of the Marketing and Sales Template Pack and the All Templates Pack.

Instant download after purchase, with 30 days to download. For use in your own business or job. Please do not resell or share the files.

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