01 / Free agency template
Start with the decision the client is making
A proposal should help the client decide whether the planned work is worth buying and whether the agency understands the problem. Open with the situation you observed or the client described. Separate known facts from assumptions instead of presenting a discovery hypothesis as a settled diagnosis.
Use a short summary of the intended outcome and approach. Explain why the proposed work addresses that problem. Avoid making the client read a capability catalogue before finding the recommendation relevant to their situation.
02 / Free agency template
Make the offer concrete
List deliverables, quantities or formats, review stages and what acceptance means. State which inputs the client must supply and who provides final approval. If an item is optional, label it and separate its effect on the fee or schedule.
Include exclusions in the same readable voice as the deliverables. Saying that new photography is outside a website package is more useful than placing a broad limitations sentence where nobody will notice it. The goal is informed agreement, not creating a surprise after the client signs.
03 / Free agency template
Use an illustrative scope comparison
Consider two options for a service website. One includes discovery and design handoff. The other adds implementation and launch support. Show the difference in deliverables and responsibilities before showing two prices. These options are illustrative; they are not Flowboard service packages.
If the budget is too small for the full scope, reduce the commitment in an explicit way. Do not imply that the same deliverables can be provided at a lower effort cost without changing the plan. The outline includes assumptions so the delivery lead can assess whether the offer is operationally credible.
04 / Free agency template
Connect price to the work and risk
Use delivery estimates, cost assumptions and the agency's commercial judgment to evaluate the offer. Distinguish a target margin from markup. A cost-based calculation can help identify an unsustainable quote, but it does not by itself determine what the market or client will value.
Explain the fee structure, payment timing and treatment of approved changes in plain language. Use the appropriate agreed legal terms rather than treating this generic outline as legal drafting. Do not invent refund, liability or intellectual-property provisions from an example downloaded on the web.
05 / Free agency template
Add proof that can be checked
Include only relevant work and evidence you have permission to share. Describe the actual scope of your contribution and the limits of any result. A screenshot, design concept or illustrative example should not be labeled as a live implementation or customer outcome.
The template has a field for evidence sources and a place to name dependencies. If a capability requires access, approval or another provider, state that condition. Clear evidence helps a buyer assess the offer without creating promises the delivery team cannot meet.
06 / Free agency template
Make acceptance become a useful handoff
Close with a specific next step and the person who owns it. Once accepted, transfer the scope, assumptions, approver and commercial model into the project brief. Record unresolved questions as decisions with owners rather than letting them disappear between sales and delivery.
Flowboard supports proposals and signatures, but this Markdown download is an editable outline, not an automatically signed document. Review it, apply your approved terms and use your normal acceptance process. A signature is only useful when the scope it approves is clear.
THE PRACTICAL DETAILS
Questions, answered.
Is the download a legal contract?+
No. It is an editorial and operational outline. Apply the terms appropriate to the actual agreement through your established review process.
Should I include several options?+
Only when they represent meaningful scope choices. Explain their operational differences so the client can compare more than price.
Can I use a calculator to set the final fee?+
Use it to understand cost and margin assumptions. Commercial value, delivery risk and the agreement still require judgment.
What happens after acceptance?+
Create a project brief from the accepted offer, confirm inputs and approval owners, and check the first delivery stage before starting.
