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Proposal for Services

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					This is a template for a comprehensive proposal that any independent contractor can
use when responding to a Request for Proposal ("RFP") or when they are advertising
their services. The template sets forth the objective of the proposal, the proposed
solution, the execution strategy, an estimate of the deliverables, an estimate of the
budget, and much more. The proposal for services is a vital tool for an independent
contractor because it helps market and advertise services that are offered. This
document should be used by small businesses or individuals who operate as
independent contractors and want to advertise the services they offer.
Sample Proposal for Services

For Independent Contractors




[The proposal for Services is at the heart of an independent contractor’s sales tool kit. It combines key
company information, messages that serve as your unique selling proposition, and your knowledge of a
client’s needs and wants in a single document that also serves as a basis for contract negotiations when
accepted. The following sample proposal provides a solid outline for developing your own proposals to
deliver services to existing or prospective clients.]
[Gray-shaded bracketed information is instructional in nature, and should be deleted prior to submission.
<Angle-bracketed> information is meant to be replaced by your own information.]




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                                                                                       Proposal for Services



Overview
[The overview provides a brief summary of the reason for the proposal and sets forth how you can best
support the client’s needs by providing your services. This summary is expanded upon throughout the
rest of the proposal.]
<Your company> is pleased to submit this proposal for services to support <CustCompany> in achieving
its goals for improving customer satisfaction by <providing training and post-sales support for its new
order entry and fulfillment system. We have partnered with dozens of small businesses throughout the
<______>—businesses committed to improving the customer experience through convenience, accuracy
of orders, and timely delivery.>


The Objective…
[Include a purpose statement that covers the problem and the key theme around your solution. Restate the
client’s needs as determined by reading their RFP or your previous interview process.]
       <Need #1>: <slow response to customer questions>
       <Need #2>: <weaknesses in up-sell/cross-sell volumes>
       <Need #3>: <need for rapid training for CSR staff on new system>


The Opportunity…
[Include the major points of analysis and identify the opportunity.       Restate the client’s goals you
identified previously (via RFP, interview, etc.).]
       <Goal #1>: <Train all CSRs on new system within ___ (__) weeks of go-live date>
       <Goal #2>: <Integrate sales training with functional training on new system>
       <Goal #3>: <Monitor sales volume, return rates, and key satisfaction metrics for __ (__) weeks
        following training>


The Solution…
[Include recommendations leading to your proposed solution. Summarize what you are proposing to do
and how you propose to do it to meet the goals desired. Expand on the details of your solution within the
Our Proposal Section.]
       Recommendation #1: <Insert recommendation # 1 statement>
       Recommendation #2: <Insert recommendation # 2 statement>
       Recommendation #3: <Insert recommendation # 3 statement>




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                                                                                           Proposal for Services



Our Proposal
[Describe the background information regarding the proposal. This Section should incorporate a brief
background of the client’s company, your understanding of the client’s needs, and the specific problems
to be addressed by your solution. It may include the results of any research into the background or history
of the project and the company and/or larger factors impacting the need for a solution—such as socio-
economic trends, impending regulations, etc.]
[Restate the need or problem your client faces and describe the reason(s) you believe the needs are
currently unmet.]
[Show your understanding of the benefits the client can expect. Describe the risks—what might be lost—
if appropriate action is not taken. Identify or create areas of concern to which the client should, or already
is, paying attention. Such items may be fu
				
DOCUMENT INFO
Description: This is a template for a comprehensive proposal that any independent contractor can use when responding to a Request for Proposal ("RFP") or when they are advertising their services. The template sets forth the objective of the proposal, the proposed solution, the execution strategy, an estimate of the deliverables, an estimate of the budget, and much more. The proposal for services is a vital tool for an independent contractor because it helps market and advertise services that are offered. This document should be used by small businesses or individuals who operate as independent contractors and want to advertise the services they offer.
This document is also part of a package Independent Contractor Starter Kit 21 Documents Included