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Client Proposal & Follow-up Kit
Turn a client enquiry into a clear proposal and a practical next step. This Madeizzy toolkit helps freelancers, consultants and small service businesses gather requirements, explain what is included, present fees and follow up professionally. You receive seven editable Word documents: a start guide, client discovery brief, two-page proposal template, completed fictional proposal example, eight follow-up messages, client proposal tracker and scope change template. Replace the prompts with your own business details, use the example to guide your writing, and export your completed proposal to PDF before sending it. The tracker helps you record each decision and next action, while the scope change template helps you discuss extra work before starting it. English-language digital download. Suitable for Microsoft Word and import into Google Docs. No AI subscription required. This is a business communication toolkit, not a legal contract, and it does not guarantee sales. Licensed for your own business and internal team use; resale or redistribution of the templates is not permitted.
- Gather the information needed before preparing a quote
- Define deliverables, exclusions and completion checks clearly
- Present fees and payment milestones in a structured proposal
- Adapt professional messages to follow up on client decisions
- Record proposal status and the next action for each client
- Document the price and timing of additional work before starting it
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Everything you’ll receive
- FileResourceFile
What you’ll need
Delivered as one ZIP containing seven English-language DOCX files. Unzip on your device, then open in Microsoft Word or import into Google Docs. Check layout after editing or importing. A Google account and internet access are needed for Google Docs. The tracker is a manual Word template; it has no automatic calculations. No AI tools are required.
How you’ll get started
Download and unzip the kit. Open 00-Start-here.docx, complete the client brief and read the worked example. Duplicate the proposal template, replace every bracketed field, check your fees and dates, then export the completed proposal to PDF. Record the proposal and your next action in the tracker.
Is this right for you?
Freelancers, consultants and small service businesses that prepare client proposals, quote project work and manage their own follow-ups. Particularly useful for designers, photographers, marketing providers and technology service businesses.
How will I access my purchase?
After confirmed payment, verify your email to open My Library. You can come back to your account any time to download your purchases again.
Can I use it on my phone?
You can read PDF guides on your phone. Editing spreadsheets and documents may be easier on a computer. Check the included file types before buying.
What if my payment is taking longer?
Keep your order reference and check its status from your account. Don’t pay again while the first attempt is unresolved — if money left your account but access hasn’t appeared, contact support and we’ll check it against the payment record.
What about refunds?
The refund policy must be finalised before sales open. View policy status