WordPress Website Design Proposal Template
Here’s how to use Indy’s Proposal Template to get started:
- 1. Sign up for a free Indy account
- 2. Launch Indy’s Proposals tool
- 3. Edit your proposal template
That’s it! Your new proposal is ready to save, send, and use right away so you can land your next client sooner.
Not ready to sign up? Download a non-editable PDF template here:
Thank you for contacting me. I put this proposal together based on our conversations.
Here are a few quick observations. Your company wants to launch a new website for their family counselling services. I will design each page in the theme chosen and launch the website with the hosting provided by you. The goal is to launch the website within two weeks of starting the project. This aggressive timeline relies on the client to be responsive to requests for feedback so any editing and adjustments can be done quickly.
WordPress is the largest CMS in use today. I’ve been helping clients launch successful WordPress sites for over ten years. My work includes small sites, like yours, and much larger ecommerce sites with several hundred pages. Every project receives the same care and attention to detail, regardless of size.
Based on your information, your company wants to launch a new website for their family counselling service. The website will be just a few pages that cover the details about the counselling services on offer. No online purchasing is needed, but a plugin will be used to facilitate an online booking system for new clients who want an initial session.
Social media links will be included on each page of the website and a blog template will be created for your company to use to create blog posts in the future.
As you continue through this proposal, you will see how my website design services can help you meet your goals and your deadlines.
Why Indy?
Your work may start with sending a proposal, but it doesn’t end there. Sign up for Indy to manage all your admin in one place.
- Take the next step in your workflow with contract and invoice templates.
- Connect your client information to projects, time tracking, invoicing, and messaging, all in one place, for a smoother project workflow.
- Manage your schedule, to-do's, and get feedback and approval on your work.
- Find support, build your team, and network with other freelancers by creating an Indy Profile.
WordPress Website Design Proposal Template FAQ
What is a WordPress Website proposal template?
A proposal template is a document you prepare in advance with reusable blocks of information to help you write proposals faster and more efficiently. Customizing the template takes only minutes, since all the relevant details for your project are already included on its pages.
Freelancers and independent contractors use proposals to bid on new work, secure clients, and win jobs. For freelancers who want more projects in the pipeline or for people looking to make a career change into self-employment: writing great proposal is one of your most powerful job search tools.
You can invest time in creating a beautiful template for your proposals. This will include business information, logo and any other brand elements you want to add. There are sections of reusable content that cover topics such as the portfolio, common terms and conditions etc., and feedback from previous customers.
Creating a template is one of the most important steps in establishing yourself as an expert and maintaining consistency throughout your brand. Every new proposal will have professional design quality, making great impressions on clients you want to win.
How to write a WordPress Website proposal template?
Writing a WordPress Website proposal template is simple. We'll show you a process for making your own with the help of this guide.
First, you need a few things:
- You’ll be using a document editor. You could use a separate app such as Word, Google Docs, Adobe InDesign, or Pages.
- When you use our Proposals tool, it’s really easy to connect your proposal to client records, a job contract, time tracking and invoices later.
- You should also have access to any external files or media you want to include. For example, you will want your logo and pictures of landing pages you have already finished.
Now that you have those things, you can begin writing your WordPress Website proposal template.
If you have a previous proposal to look at, then start by copying or noting all the information that can be reused. For example, if you have customer success stories in your portfolio, add this entire section into your template.
If you don't have a complete template, then writing your own proposal from scratch using Indy's template is easy. Simply create a new one and start editing!
Here are the basic steps:
- In your new proposal template, add your company information and branding.
- Review the sections in the template and add or remove sections as you need them.
- Add information to each section. Focus on what you can reuse for every client.
- Once you have added all the reusable information, save your work.
That’s it! Your new proposal template is finished.
The best way to test the template is by using it to create a full proposal. While writing one, you can make note of what's missing from your template and go back later for updates.
What should be in a WordPress Website proposal template?
Building confidence is vital for getting clients in the competitive WordPress Website design industry. As a professional, your proposal needs to have an attractive design and clear structure.
Here are the elements we think you should include in every WordPress Website proposal:
- Beautiful Cover Page. Let's remember you are creating a website intended to make an impression for your client. Your cover page should do the same thing for your business, making sure you leave them with a great first impression when they read your proposal.
- Service Description. This section is where you describe what your client should expect from working with you. You can include any specific approaches that are based on previous conversations or research.
- Design Process and Milestones. In this section, help your client understand what will happen throughout the process by explaining each step of development. Be sure to explain when you'll be working on something and for how long so that they know exactly where their project is in its lifecycle at all times during the journey.
- Social Proof. You are beginning to reel in your client, now it’s time to start landing them. Add a portfolio section here and utilize case studies, customer testimonials, and feedback as evidence of the quality work you can deliver.
- Costs and Pricing. Don't be tempted to move this section any earlier in your proposal. By now, you may have already caught the attention of potential clients and they are likely leaning towards hiring you. This is an important time where prices should be clear without being too pushy about money.
From here, you can wrap up the proposal template with next steps the customer can take. These can include:
- A digital signing service for making the approval process happen much faster.
- A standard contract your client can review. Your contract can reference your proposal to make the client-specific sections relevant.
- You can also include a payment method here to help your client get started quickly.
Your proposal will send a message of professionalism and dedication to the work you do. From its stunning cover page, all the way down to payment options at back it is clear that your clients can rely on you for their needs as well as have access to services beyond those listed in your proposal should they need them later.
How Can a Free WordPress Website Proposal Template Help You Win More Clients?
The secret to winning more clients as a freelancer is to build your client’s confidence in your abilities. Proposal templates helps you do this in a few ways:
- A template saves you time and makes your work look amazing. If you are on the ball, you can chat with a potential client about their work, hang up the phone, and finish a new proposal for them in ten or twenty minutes. Your new proposal won’t look rushed or half-done because it has so much useful information from previous templates that made this one just as great! Clients will be impressed by both your speed and efficiency.
- A well-designed proposal template is going to turn into a proposal that impresses clients. You will look better because you are more efficient, but also your work looks attractive. Taking the time to customize a template so it looks good sets you apart from others who send simple emails or ugly proposals.
- Finally, a proposal template will help you win more clients by freeing up your time to work on projects that are even bigger deals. If turning your template into a live proposal takes just fifteen minutes, you can use the time saved for other things like going back and forth with leads or finding new ones altogether.
Those are three ways your proposal template can help you land more jobs. Get started with one as soon as possible to begin reaping the benefits.
Introduction
Say hello to your potential client. This is a great space to mention how you engaged with the client, what you understand about their plans, and any other information you know about this project. The main goal of your proposal is to connect with the client about your website design services.
Thank you for contacting me. I put this proposal together based on our conversations.
Here are a few quick observations:
- {CLIENT NAME} wants to launch a new website for their family counselling services.
- {YOUR NAME} will design each page in the theme chosen and launch the website with the hosting provided by {CLIENT NAME}.
- The goal is to launch the website within two weeks of starting the project. This aggressive timeline relies on the client to be responsive to requests for feedback so any editing and adjustments can be done quickly.
As you continue through this proposal, you will see how my website design services can help you meet your goals and your deadlines.
Why {YOUR NAME} for website design services?
Every business needs to show off sometimes. Use this space in your proposal to talk about your past work and competitive advantages. You could include pictures, links, and customer quotes to build up some proof about your skills.
WordPress is the largest CMS in use today. I’ve been helping clients launch successful WordPress sites for over ten years. My work includes small sites, like yours, and much larger ecommerce sites with several hundred pages. Every project receives the same care and attention to detail, regardless of size.
Here are some testimonials from previous clients:
- {YOUR NAME} was great to work with. She understood our business and how we wanted to present the website and created a beautiful website for us on the first try. We love her work!
- {YOUR NAME} is a brilliant professional. She received the website brief from us, created the site, and delivered excellent training to our staff to help us with ongoing maintenance as well.
My clients value my professionalism, commitment to deadlines, and the results I give them.
Project description
You introduced yourself to the client. Now, it’s time to show them you understand what they need and can deliver it for them. Write a paragraph or two in your proposal about the WordPress website design services they need and how you can deliver them.
Based on your information, {CLIENT NAME} wants to launch a new website for their family counselling service. The website will be just a few pages that cover the details about the counselling services on offer. No online purchasing is needed, but a plugin will be used to facilitate an online booking system for new clients who want an initial session.
Social media links will be included on each page of the website and a blog template will be created for {CLIENT NAME} to use to create blog posts in the future.
Objectives
In this section, you can be even more specific about your WordPress website design services. Your proposal can include specific targets to be met, software and equipment to be used, and reporting structure can be included. Cost and deadlines will be covered later.
Here is the plan for how my WordPress website design services will meet your goals. Let me break down the specific targets and how they will be met.
- The plan is to launch the website within two weeks of this project commencing. With this in mind, the design process will be very compact.
- In the first week, rough plans for each page will be created. You will be able to view these drafts and suggest changes to the type of content that will appear on each page.
- In the second week, the content on each page will be completed. As we discussed, a copywriter will be subcontracted to produce the specific copy for each page.
- As each page is completed, the client will review them and make suggestions.
With such a fast turnaround, all parties accept the website may be launched while still requiring minor editing.
Any adjustments to the plans can be made by sending me a message via the Slack channel or by email at {YOUR EMAIL}.
Deadline and deliverables
You should commit yourself to reasonable deadlines. Be sure to allow plenty of time for the website design work to be completed. Specific delivery formats can be highlighted in the proposal if this is relevant to the project.
I am committed to meeting your deadlines and delivering quality business work on schedule. Here are the milestones for this project:
- During the first week, all of the pages will be created and placeholders added for the content.
- Here is a list of the pages we discussed:
- Home Page
- Services Page
- Counselors Page
- Free First Session Landing Page
- Contact Us Page
- In the second week, the subcontracted copywriter will create the content for the pages.
- By the end of the second week, the entire website will be ready to publish. If minor changes are still needed, these will be made ASAP to the live version of the website.
My services have a reputation for organization, follow through, and prompt delivery. I take pride in this reputation and look forward to delivering exceptional results for {CLIENT NAME}.
Payment terms
Structuring your payments is important for your cash flow and the client’s clarity. List specific payments and dates in your proposal to avoid any confusion. You should also include details about any extra work or extra charges for your WordPress website design services.
Projects such as this one start and finish very quickly. To facilitate these projects, I offer a schedule of payments. Here are the payment milestones:
- 50% initial payment due upon signing the contract and before any work begins.
- Payment of the remaining 50% will be due prior to the website going live and admin passwords released to {CLIENT NAME}.
All the pages should be reviewed twice during the process. If further changes are required, these will be billed at a rate of $45 per hour.
Electronic invoices will be sent once the contract has been signed and milestones passed. Each invoice is payable within 10 business days of receipt. Late payments may result in suspension of work and/or late fees as specified in the contract.
Agreement
Once you agree to this proposal, I will prepare a simple contract for this business project. The contract will reference the terms of this proposal, including any amendments you suggest. If you agree to these terms, please sign below, and return this proposal to me.
Thank you very much. I look forward to working with {CLIENT NAME}.
Signed _____________________________________________________________
{CLIENT NAME}
Date: ______/______/____________
The Independent Worker
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