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Client Proposal Generator

Write a complete client proposal with an overview, numbered approach, deliverables, a priced investment table with tax, timeline, and next steps.

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CurrencyUsed for every money amount.

1Who

Your businessShown on the cover line.Client nameThe person or company you are sending this to.

2Project

Project titleA short name for the work.The problem you will solveTwo or three plain sentences.Your approach, one step per lineEach line becomes a numbered step.Deliverables, one per lineEach line becomes a bullet.TimelineWhen the work happens.ToneHow the words should feel.

3Money

Prices, one per lineWrite: item, how many, price each.TaxSales tax added to the subtotal.Proposal valid forDays until the price expires.

Proposal total

CA$1,672.40

Staff Wellness Program, Fall 2026 for Maple Grove Dental: 3 priced items, $1,480.00 CAD before tax and $1,672.40 CAD in total. Valid until 2026-09-21.

Total with tax: CA$1,672.40
Line items: 3
Valid until: 2026-09-21
Deliverables: 3

Transparent breakdown

Subtotal: CA$1,480.00
Tax: CA$192.40
Approach steps: 4
Tone: warm

Investment
Item	Qty	Unit price	Line total
Group session	6	CA$180.00	CA$1,080.00
Take-home guides	25	CA$6.00	CA$150.00
Results report	1	CA$250.00	CA$250.00
Subtotal	—	—	CA$1,480.00
Tax 13%	—	—	CA$192.40
Total	—	—	CA$1,672.40

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PROPOSAL: Staff Wellness Program, Fall 2026
Prepared by North Star Wellness for Maple Grove Dental
Date: 2026-08-22   Valid until: 2026-09-21

OVERVIEW
Thank you for talking with us about Staff Wellness Program, Fall 2026. We enjoyed learning about Maple Grove Dental and put together this plan to help.

The team is reporting high stress and sick days are up 20% this year. Leadership wants a simple program that fits into the work week.

OUR APPROACH
1. Meet the leadership team to agree on goals
2. Run a 10-minute staff survey
3. Deliver six weekly on-site sessions
4. Share a short results report

WHAT YOU GET
• Six 45-minute group sessions
• Printed take-home guide for every staff member
• Results report with next-step ideas

INVESTMENT
Group session — 6 × $180.00 CAD = $1,080.00 CAD
Take-home guides — 25 × $6.00 CAD = $150.00 CAD
Results report — 1 × $250.00 CAD = $250.00 CAD

Subtotal: $1,480.00 CAD
Tax (13%): $192.40 CAD
Total: $1,672.40 CAD

TIMELINE
Kick-off the week of October 5, sessions through mid-November, report by November 27.

NEXT STEPS
1. Review this proposal and ask us anything that is unclear.
2. Accept by signing below or replying in writing.
3. We send the first invoice and confirm the kick-off date.

This proposal is valid until 2026-09-21. Prices may change after that date.

We would love to work with you. Reply to this proposal or book a quick call and we will get started.

ACCEPTANCE
Accepted for Maple Grove Dental
Name: ______________________________
Signature: __________________________
Date: ______________

256 words · 1556 characters

Use the result well

A clear answer, with the assumptions visible

These recommendations turn the result into an operational next step without hiding the inputs behind a score.

1
Keep the overview to three sentences: their problem, your plan, the result they can expect.
2
Make every deliverable something the client can see or hold, so there is no argument about what was promised.
3
Follow up a few days before 2026-09-21 if you have not heard back.
4
Collect a deposit on acceptance and book the kick-off date straight away.

How this tool works

Turn each approach line into a numbered step and each deliverable line into a bullet.
Read price lines as item, quantity, and unit price, then add them in whole cents so totals never drift.
Add tax to the subtotal and count the validity date forward from today.
Change the opening and closing wording to match the chosen tone.

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A clear answer, with the assumptions visible

How this tool works

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