Layer 1

Professional Services Proposal

Prepared for [Client Name]

[Date]

Introduction

Dear [Client’s Name],

Thank you for the opportunity to propose our services to [Client Company].

This proposal outlines our recommended approach, the investment involved, and how we’ll work together to achieve your goals. We look forward to partnering with you.


Best regards,

[Your Name], [Your Title]

[Your Contact Information]

Scope of Work

Our goal is to help [Client Company] achieve [outcome] through [service approach].

The engagement is structured around three core deliverables, each designed to move the needle on the objectives outlined in our discovery conversations.

Approach & timeline

We use a structured engagement model to ensure clear communication and measurable outcomes at every stage. Work is organised into three phases with defined milestones and sign-off points.

PHASE 1

Discovery & audit

  • Duration: 2 weeks
  • Completion: [Date]

PHASE 2

Strategy & recommendations

  • Duration: 3 weeks
  • Completion: [Date]

PHASE 3

Implementation support

  • Duration: 4 weeks
  • Completion: [Date]

Responsibilities

[Your Company Name]

  • Quality deliverables on agreed timelines
  • Bi-weekly progress updates
  • Dedicated project lead
  • Revisions within agreed scope
  • 1 business day response time

Client responsibilities

  • Timely feedback within 3 business days
  • Access to relevant systems & data
  • Nominated point of contact
  • Attendance at key milestone reviews
  • Prompt approval of deliverables

Your Investment


Packages

Basic

$3,000.00 / month
1
Users
  • Discovery & audit
  • 1 strategy session
  • Written recommendations
  • Email support
  • 2 revision rounds
Recommended

Standard

$6,500.00 / month
1
Users
  • Full discovery & audit
  • 3 strategy sessions
  • Report + live presentation
  • Implementation support
  • Slack & email support
  • 3 revision rounds

Premium

$10,000.00 / month
1
Users
  • Everything in Standard
  • Unlimited strategy sessions
  • Full implementation support
  • Team onboarding workshop
  • Priority support (4hr)
  • Unlimited revisions

Sample Add-ons

Subtotal
$0.00
Subtotal
$0.00
Description
Item
Quantity
Price

Additional consulting session

$500.00

Rush delivery (48hr turnaround)

$250.00

Extended support (3 months post-delivery)

$250.00
Total Recurring
$6,500.00 / month
Total Due Today$6,500.00

RETURN OF INVESTMENT

25hrs
Monthly time saved

Connect Stripe to Enable Payments

To collect your retainer payment when this proposal is accepted, you’ll need to connect Stripe to your Qwilr account. QwilrPay collects payment via credit card, ACH direct debit (US), BECS direct debit (Australia), or SEPA direct debit (Europe). Once connected, enable payment collection in the Accept block below.

Connect Stripe →

To pass Stripe’s processing fees on to your client, set up a custom tax item in your Qwilr tax library — for example, a “Credit Card Fee” line at 2.9% which will automatically calculate against the quote total.

Set up your tax library →

This block is intended to be deleted by the sender before sharing with their client.

Ready to Get Started?