Agency Scope & Proposal Builder
Build a client proposal from actual delivery scope, time, costs, and responsibilities.
When to use it
Build a client proposal from actual delivery scope, time, costs, and responsibilities.
Prepare these inputs
Team hours and loaded cost, direct expenses, responsibilities, workload, term, and agreed service boundaries.
A practical workflow
- 01
Confirm the question and the decision this workflow should support.
- 02
Replace example fields with current account or business inputs.
- 03
Follow the review steps and record sources, dates, and unknowns.
- 04
Estimate resources per deliverable, calculate from chosen assumptions, and review scope, exclusions, and obligations.
- 05
Compare outcomes using a consistent baseline and definition.
What the toolkit contains
A bilingual proposal template, blank cost inputs, and negotiable clauses for media spend and service levels.
Review boundaries
No market rate or recommended margin is asserted. Examples are not client engagements; have contract and tax terms reviewed by qualified professionals.