A service proposal is a document that you use to pitch your company’s services and solutions to potential clients. It acts as a sales proposal, demonstrating that you understand your new clients’ problems and you know how to solve them. You can use this service proposal template as a construction proposal, a catering proposal, a cleaning proposal, or to pitch any other kind of service-oriented business.
Your cover page should be professional and streamlined, but also custom to your company. You can include images from your business, such as a logo or a past event, to draw in the reader and make the design feel more personal.
For long service proposals, it’s a good idea to add a table of contents to help your client navigate to the sections that interest them. Digital services proposal templates like this one can hyperlink each item, while physical copies should include a page number instead. If your proposal is only a few pages long, you can remove this section entirely.
Introduction Our Background Executive Summary Purpose Opportunity Solution Our Proposal Scope of Work Rationale Pricing Delivery Terms and Conditions ApprovalOnce your proposal is accepted, our Service Contract Template is essential for formalizing the agreement between you and your client. Use it to cover essential aspects such as project scope, terms and conditions, payment details, intellectual property rights, and other legal considerations.
The introduction sets the tone for your service proposal. The cover letter below is relatively casual and designed to be sent to someone with whom you’ve had prior discussions. Feel free to edit the template’s introduction to make it more personal or more professional, depending on your company’s needs and brand voice.
This document is our formal proposal for the services you and I have discussed in previous conversations. In this service proposal, you’ll find a bit of background on [Sender.Company] , an executive summary, details regarding the results we hope to deliver for your company, pricing details, a tentative delivery timeline, and our terms and conditions.
If you are responding to a request for proposal (RFP) and not following up on a specific conversation, you can edit the above to reference the RFP instead.
Should you have any questions, comments, or concerns once you’ve reviewed the service proposal in its entirety, feel free to use the comment menu to the right of the proposal to contact me directly.
This template is written to be sent digitally. Should you choose to print it out and mail it, revise the comment above with language such as “feel free to reach out at [PHONE NUMBER] or [EMAIL ADDRESS] to contact me directly.”
When clients request an estimate for your services, our Service Quote Template is a valuable resource.
[Sender.Company] has been in business for NUMBER years, providing high-quality SPECIALITY to companies large and small. Our goal is COMPANY VISION STATEMENT by COMPANY MISSION STATEMENT.
Since we opened in YEAR, we have provided SPECIALITY to more than NUMBER customers throughout SERVICE AREA. We take pride in our ability to help our clients achieve the results they want. We’ve received INDUSTRY AWARD because of our reliability and quality.
If you’re working with a new business, it’s a great idea to introduce yourself and your company. You can provide useful and necessary information about how your company operates and anything else that may be useful for a client to know. On the other hand, if you’ve already built a business relationship with the other company, you can use this section to remind the reader about your prior interactions.
Because we focus so heavily on providing outstanding service and support, we’ve found that our existing clients are often our greatest salespeople. Here are just a few of the glowing recommendations from current [Sender.Company] customers!
“ [Sender.Company] ’s team has remained extremely loyal to us throughout our relationship. Whenever we require training or support, we’ve found that they are our most supportive and responsive vendor.”
“We’ve had great success since choosing [Sender.Company] . They made what we thought were unattainable promises in the beginning, but they’ve proven themselves by keeping those promises and delivering more than we ever expected.”
This section of the service proposal template serves to position your company as a trusted service provider. Including customer testimonials communicates to your prospect that you are capable of delivering on your promises.
In response to [Client.Company] ’s request for a proposal, we at [Sender.Company] have produced a bid for the requested services and products. We propose the following services:
To accomplish these tasks, we also propose that [Client.Company] purchase:
Not every proposal will require the purchase of products alongside services. While cleaning services may require clients to purchase supplies to keep on-site, event planning companies often provide all materials themselves. Design services may not require any supplies at all. Edit the above to fit the nature of your business.
The deliverables will include:
DELIVERABLE 1 DELIVERABLE 2 DELIVERABLE 3 DELIVERABLE 4It’s important to differentiate between deliverables and services. In a marketing proposal, the services are general tasks like “providing social media support” and ‘improving SEO.” Deliverables, on the other hand, are specific results, like “producing 10 Facebook posts per month” and “achieving a top 3 SERP ranking on Google.” Make sure your services and deliverables alike align with your client’s requests.
The purpose section of a proposal is where you explain your understanding of your prospect’s problems. In this section, you should only discuss the problems your clients face. For example, if the client needs web design services, they need to improve their front-end interface. The method by which they want to improve their site will go under the next header.
As per our discussion, [Client.Company] is facing PROBLEM and is in need of SOLUTION.
To accomplish this, [Client.Company] must:
This section is where you describe the client’s goals. This is where you can start quoting hard numbers, such as improving load times on a website by 50%. You can rely heavily upon your client’s request for proposal or your past conversations to fill out this section.
As per their business plan, [Client.Company] ’s goals for PROJECT are as follows:
To achieve NEED 1 within NUMBER days of PROJECT START DATE To improve NEED 2 by 50% by DATE To monitor NEED 3 to determine success until DATETo achieve the results [Client.Company] needs, our team at [Sender.Company] has developed a collection of recommendations. The recommendations are as follows:
Implement SERVICE 1 to RESULT Begin SERVICE 2 to RESULT Institute SERVICE 3 to RESULTA service proposal should focus on your client, not on your company. Use this section of the template to demonstrate that you have a firm understanding of what your client needs and that you’ve developed a service solution that will benefit them.
[Client.Company] ’s reputation for COMPANY SPECIALTY is well-deserved. In order to maintain that reputation in the face of PROBLEM , it’s essential that [Client.Company] take steps to improve NEEDS.
At [Sender.Company] , we’re proud to help our clients stay ahead of the competition and maintain high levels of customer satisfaction by [Sender.Company] SPECIALTY. Our services allow businesses like yours to fully realize their potential, from achieving NEED 1 to staying on top of NEED 3 . We’re with you every step of the way, so you have support from onboarding and set up through the realization of your goals.
With this in mind, I offer the solution below. I am confident that this solution will overcome the challenges you face while helping you achieve your goals with ease.
A short introduction to your scope of work can help clarify how your company will help your clients. This introduction is written from the perspective of a salesperson who’s had one-on-one interaction with the client company. You can rewrite it to be in the third person if you haven’t actually had contact with the other business.
Regarding NEED 1, [Client.Company] requires a service that can achieve GOAL by DATE. [Sender.Company] offers the use of SERVICE 1. This service includes:
[Sender.Company] will provide staff to perform TASK
[Sender.Company] will develop and institute protocols to TASK
[Sender.Company] will provide [Client.Company] with access to its proprietary technology to TASK
Regarding NEED 2, [Client.Company] requires a service that can both improve and monitor results. [Sender.Company] recommends SERVICE 2. This service includes:
[Sender.Company] will provide staff to perform TASK
[Sender.Company] will develop unique systems to TASK
[Sender.Company] will make use of its proprietary technology to TASK
Regarding NEED 3, [Client.Company] requires a service that can track and analyze results effectively. [Sender.Company] recommends SERVICE 3. This service includes:
[Sender.Company] will provide staff to assist with TASK
[Sender.Company] will perform TASK
[Sender.Company] will ensure that RESULT
To accomplish these tasks, we also propose that [Client.Company] purchase:
This product will allow [Sender.Company] to RESULT
This product is necessary for [Sender.Company] to RESULT
This tool ensures [Client.Company] may make the most of SERVICE 3
This tool assists with the process of SERVICE 2
Deliverables from these services will include:
The Scope of Work section is the place to go into depth about your services and what you’ll provide to your customers. Focus on how you can solve the client’s problems and relieve their pain points in your descriptions. You can use your standard boilerplate for your services, but personalizing it to address your specific client’s needs will be more convincing.
The Rationale section is your opportunity to explain why you believe your proposed services are the correct choice for your prospective client. If you’re responding to an RFP or otherwise believe the client company has received many proposals, a rationale section can help you stand out from the pack. If you have a page limit you must meet, however, you can remove this section and mention the most relevant facts elsewhere.
With years of experience working with companies like yours, [Sender.Company] has built a broad dataset about what makes a business successful. According to our experience, businesses who implement SERVICE 1 see RESULTS.
That’s not all. Companies like yours who begin using SERVICE 2 and SERVICE 3 see RESULTS. You can learn more about how [Sender.Company] has improved results for its clients by reading the case studies posted on our website.
This is backed up by external research, too. According to STUDY, SERVICE 1, SERVICE 2, and SERVICE 3 can lead to PERCENT% improvements in revenue and PERCENT% increase in customer retention. By working with [Sender.Company] to implement these strategies, you can achieve better results with less work on the part of your staff.
If you choose to send this proposal digitally, you can simply hyperlink any research and sources you want to include. Otherwise, edit the above to include links to your sources. You can also include graphs and charts directly in the proposal to add visual interest.
Use the template’s pricing table to convey any project costs. You can also include taxes and discounts. Customize it as necessary to provide your clients with detailed pricing breakdowns. The more specific you can be, the better your client will be able to compare your proposal to other bids.
The table below details the costs associated with this service proposal.