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Posted on Aug 18, 2020
Freelance Proposal Templates for Signing More Clients
About the author
Reedsy's editorial team is a diverse group of industry experts devoted to helping authors write and publish beautiful books.
More about the Reedsy Editorial Team →About Linnea Gradin
The editor-in-chief of the Reedsy Freelancer blog, Linnea is a writer and marketer with a degree from the University of Cambridge. Her focus is to provide aspiring editors and book designers with the resources to further their careers.
Learn more →Beyond setting your own freelance rates, working independently also means that you’ll have to send proposals to potential clients all the time. In this case, it’s easier to have a tried-and-true freelance proposal template for professional offers than to whip one up every time you receive a request.
Luckily, we’ve put some together that you can download for free! But first, let’s make sure that we’re all on the same page regarding what a freelance proposal actually is.
What is a freelance proposal?
A freelance proposal, also known as a freelance quote, is what a freelancer sends to a potential client to outline the project and the estimated price. The recipient will evaluate the quote on the basis of the exact services offered and the funds they are willing to invest, before deciding to decline or accept said price.
❗ Note: A proposal is not an official contract. Once your client accepts your proposal, you send them a contract that’s more detailed and concrete.
As a freelancer, you’ll extend quotes and send out proposals so often that it helps to have a template on hand. And publishing professionals, you can download a ready-made freelance proposal template that suit your needs here. Our templates also include some helpful communications tip according to your occupation!
💡 These templates can also be customized to work for any publishing or freelance writing profession.
Download: Freelance Proposal Templates
If you’re working as a ghost and writing books on behalf of others, you’ll want to cover your process in your proposal and account for how much you'll charge for them. Get the perfect freelance writing proposal template sent to your inbox here.
FREE RESOURCE
Ghostwriting Proposal Template
Lay out your rates, deliverables, and timeline with a professional template.
And if you’re a freelance editor, you may wish to download this template. It’ll impress your clients whether you work on their story structure or do line-by-line edits.
FREE RESOURCE
Quote Template for Editors
Lay out your rates, deliverables, and timeline with a professional template.
Tips for creating your own freelance proposal template
Of course, there are other types of freelancing out there that require a proposal template — or perhaps you’d like to strengthen your brand image by designing your own quote template. Either way, we’ve got you covered: here is everything you need to know about creating a flawless template.
How to write a freelance proposal
Regardless of your trade, a comprehensive and professional freelance proposal will include the following:
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- Your name and contact details
- Your potential client’s name and contact details
- The date the proposal was sent
- A breakdown of the problem and objectives
- Project deliverables
- A project timeline
- A proposed price for the service
- Payment terms and schedule
- Space for both your and your client’s signatures
Other than these elements, there are several pieces of information you can choose to add to your quote. These include:
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- A “valid until” date, or a deadline for the customer to accept your offer
- Information about taxes applicable to the service
- Terms and conditions for revisions of the price
While a proposal is not an official contract, there are some terms here that would closely reflect contract terms. These help both sides understand what can be expected of the collaboration (and thus avoid misunderstandings or even scams). Beyond clarifying the scope of the project, you also want to set the tone for your working relationship and outline ensuing payments.
That said, keep this document brief: one should stick to the point during a proposal, and save all the details for the wedding vow. Only include information what you think is important to the client.
Q: What key elements do you always include in a project proposal?
Suggested answer
The optimum editing process (in an ideal world with bottomless pockets!) and where I fit in as a copyeditor
Alex is available to hire on Reedsy ⏺
I like to present the client with all the key elements of our collaboration. Many are not sure of what translation requires, exactly, so I delineate the whole process for them; I ask if they already have a deadline and if not, I suggest a feasible one; for longer projects, I propose at least a couple of meetings for updates, to ask questions if I have any and to answer the client's if they have doubts or enquiries to make. Another aspect I like to target from the very beginning is any expectation about the target audience, since knowing that from the start ensures smooth sailing for the translation itself, and if the client will enlist the services of an editor or if that's something they wish me to take care of as well - that will not only change the quote for my services but also impact the timeline. I discuss in advance sensitive topics like cultural aspects I need to make sure not to miss or specific references to other works I need to familiarize myself with. And I leave ample space for the client's questions, the more we get to know each other the better we'll work together.
Mariafelicia is available to hire on Reedsy ⏺
Demonstrate your competence
Clients can get a sense of your work by looking at your profile, but they’ll also get an idea of how you’ll work together from the clarity and presentation of your proposal. How organized and reliable are you? Do you have the straightforward communication skills needed to realize their project?
Show that you are an orderly and reliable partner by keeping your freelance proposal template neatly designed, with clear headings and sections. Use tables and bullet point lists to explain the task at hand and your work process. This way, you’ll account for the proposed cost and demonstrate your expertise while showing that you’re a trustworthy partner!
Anticipate and answer questions clients may have
In addition to sending a professional and succinct proposal, you can also win clients over by being thorough and answering their questions before they realize they need answers.
Put yourself in the shoes of a client who’s never hired a freelancer before — then answer all of the questions you might have about the service in a concise, informative, and friendly manner. Proactively communicate with potential clients and attach a brief document answering questions about your work. The fewer questions you leave unanswered, the fewer hurdles you need to jump before you get the job!
Personalize your communications to show that you care
Finally, remember that people are human: we all love to feel like we’re speaking to another human, not a robot or an automatic email. This is especially true for projects like these, where most of the communication happens online. To show a client that you’re really invested in their project, you can add personalized messages along with your proposal. Ask them specific questions about their vision and mentioning any relevant experience you have.
💡 Consider attaching samples of your previous work related to the client’s project to show that you understand what they’re looking for.
Below are some questions you may consider asking potential clients (but bear in mind that we strongly advise you to make your questions specific to the project at hand):
- What are you hoping to achieve with this project?
- Who are your target audiences?
- When do you want to start?
FAQs and personalization are optional extra touches — you can add them to help yourself stand out from the crowd. Most of the time, if you stick to well-formatted and reasonable quotes, you’ll get clients just fine. Good luck!
Q: How do you follow up with potential clients after submitting a proposal?
Suggested answer
I send a message every 2-3 days for the first week. Then I give it a week and check in again. Most reply by then.
If potential clients aren't replying within 24 hours, they usually end up apologizing and saying that they are no longer are pursuing the project.
If they don't reply but don't cancel, I leave the job up and check back in a month. If they don't answer within a week from then, or if they say they finally do but aren't interested, I cancel the offer and decline the project.
Clients that aren't actively communicating either aren't serious about the project (whether attitudinally or financially) or are bad communicators in general, which is a huge red flag. It indicates how the process would probably go, should they want to proceed. If there is a long, unexplained delay from proposal to project commencement, I tread very carefully. I keep my words transparent and clear so if the client has any issues down the line, there is proof that their issues are on them.
Chad is available to hire on Reedsy ⏺