Agency proposal outline
An agency proposal outline that sets up delivery.
9 sections, 2 tables, 5 checklist items
A BETTER STARTING POINT
Useful structure. Room for your own way of working.
Eight editable templates for the moments where agency work needs a clear handoff. Preview each document, then download the Markdown, copy it into Google Docs or Word, or print it.
- Eight documents, from proposal to handoff.
- Full previews before you download anything.
- Markdown, Docs and Word copy, or print to PDF.
Win the work
Agree what is being bought before anyone starts.
Agency project brief
A project brief your delivery team can use.
9 sections, 4 tables, 5 checklist items
Start well
Confirm access, owners and the budget behind the fee.
Client onboarding checklist
A client onboarding checklist with clear ownership.
6 sections, 3 tables, 13 checklist items
Run delivery
Keep decisions and new requests visible every week.
Scope-change request
A scope-change request that makes the tradeoff clear.
5 sections, 1 table, 4 checklist items
Review and close
Check the fee against the work, then hand over cleanly.
Project handoff checklist
A project handoff that leaves a usable record.
5 sections, 3 tables, 7 checklist items
01 / A BETTER STARTING POINT
Choose the handoff that is currently unclear
A template should solve a recurring problem, not create paperwork for its own sake. If delivery begins with missing context, start with the project brief or onboarding checklist. If scope changes disappear into chat, use the change-request template. If a monthly agreement keeps drifting, use the retainer review. Each page explains when the template is useful, how to adapt it and what should happen after it is completed.
02 / A BETTER STARTING POINT
Replace examples with actual agreements
The downloadable files contain prompts and example structure, not client commitments. Replace sample names, dates, amounts, owners and assumptions before using a template externally. Where a document touches commercial terms, link it to the approved agreement rather than treating generic wording as a substitute. A useful template makes the required decision visible; it does not make that decision on behalf of the team or client.
03 / A BETTER STARTING POINT
Assign an owner and a completion point
Documents become useful when someone is responsible for completing them and the next step is clear. A brief needs an owner before kickoff. A budget needs a reviewer before the fee is approved. A handoff checklist needs acceptance criteria before the project is closed. Add the owner and review date to your copy, and decide where the finished version will live so contributors are not working from competing drafts.
04 / A BETTER STARTING POINT
Keep the structure small enough to use
Remove prompts that do not apply to your service, and add fields only when they improve a real decision. A ten-page template that no one maintains is less useful than a concise document attached to the right project. Review the template after a few uses: which questions prevented confusion, which fields stayed empty and which missing detail caused rework? Improve the shared version based on those observations.
05 / A BETTER STARTING POINT
Connect the document to the delivery record
The files are editable Markdown so you can use them in a text editor, document workflow or project workspace. Copy the content when that is more convenient than downloading. When a proposal becomes a project, bring the approved scope and assumptions with it. When a change is accepted, update the relevant tasks and budget. The value comes from carrying the decision into delivery, not merely saving the file.
THE PRACTICAL DETAILS
Questions, answered.
Are the downloads editable?
Yes. Every template has a Markdown download you can edit anywhere. You can also copy the formatted document straight into Google Docs or Word, or print it and save it as a PDF.
Are these legal contracts?
No. They are operating templates. Use the appropriate approved agreement for contractual terms and obligations.
Can I use them outside Flowboard?
Yes. They are portable text documents and do not require an account or a particular application.
Start with one real project.
Good work.
Healthy margins.
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