Proposal Outline and Checklist

The skeleton of a proposal that wins.

A free outline and checklist for your next proposal. Just your email.

Free

DOCXPDF

Instant download. Pay with M-Pesa or card.

Free version vs paid version

Free version

Client Proposal

Section headings and what each must do

The full editable proposal document

No example

A complete filled example proposal

A send checklist

Prompts in every section, plus a final send checklist

No pricing help

Scope builder and fee page with pricing options

One PDF

Word and Google Docs formats with a quick guide

See the Client Proposal, KES 950

What this helps you do

  • Structure a proposal in minutes
  • Check nothing important is missing

What's included

  • The editable document
  • The filled example
  • The guided version
  • The quick guide
  • The final checklist
  • Start here

See the filled example

A filled outline for a fictional training proposal.

Guidance where you need it

“Every section should answer a question the client will ask.”

Is it right for you?

Who it's for

  • Anyone writing a proposal

Who it's not for

  • People who want the full proposal (see Client Proposal)

How it works

  1. 01

    Pay

    M-Pesa or card. Just your email.

  2. 02

    Download instantly

    Your files are on the next screen and in My Library.

  3. 03

    Edit with the example beside you

    Open both and work section by section.

New to these files? How to open your files

Questions

What do I get?

The editable file, a filled example, guidance in every section, a quick-start guide and a final checklist.

Can I edit it on my phone?

Yes. It opens in Word or Google Docs on a phone. Longer documents are easier on a laptop.

Do I get updates?

Yes. When we improve it, the new version appears in My Library at no extra cost.

How do I pay?

With M-Pesa or a Visa or Mastercard card. You only type your email. No account, no password.

How do I get my files?

You download them on the success screen straight after paying. We also email you a link, and everything stays in My Library.

Can I get a refund?

[Placeholder] Refund wording to be confirmed. See the refund policy.

Details

Version
1.0
Last updated
1 October 2026
Edition
Kenya edition
Software needed
Microsoft Word or Google Docs

For your own use, as many times as you like. Not for resale. Read the licence

Proposal Outline and Checklist

Free