Checklist

Proposal Review Checklist

Review proposals before sending — catches errors that cost deals.

Summary

A proposal with a typo in the client name, an outdated fee, or a missing section hurts credibility. Run this list before every send.

Client & scope

Client name and company spelled correctly, everywhere
Scope matches what was discussed, not what you wish it was
Deliverables listed clearly (what they get, in what form)
Assumptions explicit (client availability, decisions needed)

Pricing

Numbers match internal calculations
Currency stated
Taxes treatment clear (inc / ex)
Payment schedule defined (milestones, dates)
What's NOT included called out

Timeline

Realistic start date
Key milestones with dates
Dependencies on client called out

Terms

Change order process defined
Revision rounds capped
IP ownership stated
Confidentiality / NDA reference
Proposal validity period (e.g. 30 days)

Presentation

Company branding consistent
No "TODO" or "[CLIENT NAME]" placeholders left behind
PDF readable on mobile
File name sensible (not "Proposal_v12_FINAL_FINAL")

Before sending

Second pair of eyes has reviewed
Cover email drafted with next-step call to action
Calendar link or specific follow-up time included

Frequently asked questions

How long should proposals be?

Short enough to read in 10 minutes. 5-10 pages max for SME service work. Anything longer loses momentum.

Next step

Keep exploring related resources to strengthen this area of the business.

Use Proposal Pricing Estimator

Phase 2 content slot (ads / affiliate)