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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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 fundamental issues that appear trivial, but are often overlooked
by competing proposals].
[Describe opportunities available now for qualified applicants, such as yourself, and relate them to what
you have to offer.]
[Describe how your capabilities and proposed solution align with the client’s mission and goals for the
project.]


<CustCompany> has a well-deserved reputation for quality customer service. However, faced with
changes in distribution systems, the economic impacts to transportation and logistics, and the inability to
take full advantage of improvements in technology, <CustCompany> faces the possibility of decreasing
sales revenues due to customer perceptions of slow delivery and services.
We have developed solutions for businesses who want to stay ahead of the customer satisfaction trends,
and propose that <CustCompany> implement a logistics solution focused on order management and
automation of many manual steps in <CustCompany>’s delivery process. Our solution easily integrates a
wide range of off-the shelf CRM solutions to allow <CustCompany> full realization of the benefits of
improved productivity and efficiencies throughout the entire sales cycle. Most importantly, we provide
the training and support for your new implementation that ensures your staff can ramp up quickly and
realize concrete improvements in sales closure, customer satisfaction, and repeat sales metrics.


Rationale
[Describe your reasons for developing the project as you have proposed. You may have to justify why
you have chosen your unique approach. Some points that can be included in the rationale could include:


       Research;
       Market Opportunities;
       Alignment with Mission; and
       Current resources/technology.




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Execution Strategy
Our execution strategy incorporates proven methodologies, highly qualified personnel, and a highly
responsive approach to managing deliverables. What follows is a description of our project methods,
including how the project will be developed, a proposed timeline of events, and the reasons why we
suggest developing the project as described.
[Summarize your strategy based on your research into the client’s needs, your experience in providing
similar services to other clients, etc.]


Technical/Project Approach
[Describe the details of how the project will be created and managed from start to finish. This will
include your specific methodologies from completing deliverables, project management tools and
techniques, communications with the client, methods to evaluate and mitigate risk, and how the project
will be evaluated].


Resources
[Describe the resources you have in place or plan to acquire, such as qualified personnel, facilities, and
technology]


Project Deliverables
The following is a complete list of all project deliverables associated with <Project> for <CustCompany>:

  Deliverable                             Description

  Deliverable 1                           Brief description




Timeline for Execution
[Describe the time line for events within the scope of the project from start to finish.]
Key project dates are outlined below. Dates are “best guess” estimates and are subject to change before
being locked in by a binding contract.




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[Include all important dates related to the project and break them down by date and duration in the table
below. The descriptions shown are for illustration purposes only; replace them with meaningful
descriptions related to your project. Dates can include payment and project milestones, installation
schedules, meetings, reviews, deadlines, etc.]



 Description                                               Start Date         End Date           Duration

 Project Start
 Milestone 1
 Milestone 2
 Phase 1 Complete
 Milestone 3
 Milestone 4
 Phase 2 Complete
 Milestone 5
 Milestone 6
 Project End



Supplied Material
The following material is to be supplied by <CustCompany> for this project. In order for the project
milestones to be met, this material must be supplied on schedule. The following due date(s) represent our
best estimates of same based on current proposed project dates.



 Material to be Supplied by <CustCompany>                                                               Due Date*




*We cannot be responsible for cost overruns caused by failure to deliver materials by agreed-upon due dates.

Notes:




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                                                                                              Proposal for Services



Expected Results
[Describe the results expected from the project and why your approach should achieve those results.]
Our analysis of <CustCompany>’s needs combined with our proposed solutions is expected to have the
following end results:
Financial Benefits
       <Insert result #1 here>—<Insert description of desired result here>.
       <Insert result #1 here>—<Insert description of desired result here>.
       <Insert result #1 here>—<Insert description of desired result here>.


Technical Benefits
       <Insert result #1 here>—<Insert description of desired result here>.
       <Insert result #1 here>—<Insert description of desired result here>.
       <Insert result #1 here>—<Insert description of desired result here>.


Other Benefits
[“Other Benefits” is a good section to describe less tangible benefits such as increased morale, improved
customer satisfaction, etc.]
Pricing
The following chart details the pricing for delivery of the services outlined in this proposal. Pricing is
valid for <##> days following the date of this proposal.


  Services Costs <Category #1>                                                Price
  <break out the primary services costs here>


  <Insert cost types here.>                                                   <Insert cost>
  <Insert cost types here.>                                                   <Insert cost>
  <Insert cost types here.>                                                   <Insert cost>

  Total Services <Category #1> Costs:                                         <Insert total>

  Services Costs <Category #2>
  <break out the some of the standard services costs here>




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                                                                                            Proposal for Services



  Facilities                                                                <Insert cost>
  License Fees                                                              <Insert cost>
  Equipment Rental                                                          <Insert cost>
  Training                                                                  <Insert cost>
  Travel                                                                    <Insert cost>
  Marketing                                                                 <Insert cost>
  Shipping/Handling                                                         <Insert cost>


  Total Services <Category #2> Costs:                                       <Insert total>

  Services Costs <Category #3>

  <Insert cost types here.>                                                 <Insert cost>
  <Insert cost types here.>                                                 <Insert cost>
  <Insert cost types here.>                                                 <Insert cost>

  Total Services <Category #3> Costs:                                       <Insert total>

                                 TOTAL AMOUNT                               <Insert total >



[Standard] Disclaimer: The numbers represented above are to be used as an estimate for the services
discussed. The above Summary in no way constitutes a warranty of final price. Estimates are subject to
change if project specifications are modified or costs for outsourced services change before being locked
in by a binding contract.



Qualifications
When searching for a high quality/guaranteed product/service, <Company> has continually proven to be a
leader in this industry. This is demonstrated in the following ways:
[Insert your unique selling proposition (USP) here. i.e., what sets your company apart from your
competition. List some specific points below].
       <Insert Unique Point #1>.
       <Insert Unique Point #2>.
       <Insert Unique Point #3>.
[Delineate the strengths of your company focusing on those that are desired characteristics for this
project, and including, where appropriate, additional strengths that the customer may not have articulated,
but which provide benefits and justifies your USP].
<Company> has specialized in <your field of expertise> since <year>. Well-known firms such as
<independent reference here> cite our performance and expertise in commending our leadership in the



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field. Our staff, more than <count> worldwide, specialize in <related field of expertise> and devote
themselves to continuous improvement, innovation, and service.
[Restate the specific need(s) and identify exactly how you can meet or exceed the requirements].
       <Need #1>
    [Create statement about how you are qualified to meet this need].
       <Need #2>
    [Create statement about how you are qualified to meet this need].
       <Need #3>
    [Create statement about how you are qualified to meet this need].


[Show areas of specialization that are relevant to this project].
[Show how you can meet the goals set forth in the required schedule. You may want to include current
staff, your capacity to quickly add temporary or full-time staff, and the percentage of your time that will
be devoted to the client’s project.]


Conclusion
[Close out the proposal with a statement that demonstrates your concern for the client and their needs,
your expertise, and your willingness to help them solve their problem. Include any expected next steps
and re-iterate the ways in which they can get in touch with you].
We look forward to working with <CustCompany> and assisting your efforts to improve your sales cycle
with an <integrated CRM, JIT Inventory management, and training and support services>. We are
confident that you will meet the challenges ahead, and stand ready to partner with you in delivery the IT
solution support you need. If you have questions regarding this proposal, feel free to contact me at your
convenience by email at <name@company.com> or by phone at<###-###-####>. I’ll be in touch with
you next week to arrange a follow-up chat discussion on the foregoing.
Regards,


Name




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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