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Service Proposal Template

Prepared for:
[Client.FirstName][Client.LastName]
[Client.Company]
Prepared by:
[Sender.FirstName][Sender.LastName]
[Sender.Company]

Table of Contents

  • Introduction
  • Our Background
  • Executive Summary
  • Purpose
  • Opportunity
  • Solution
  • Our Proposal
  • Scope of Work
  • Rationale
  • Pricing
  • Delivery
  • Terms and Conditions
  • Approval

Introduction

[Client.FirstName],

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.

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.

Regards,

[Sender.FirstName][Sender.LastName]

[Sender.Title], [Sender.Company]

Our Background

[Sender.Company] has been in business for [NUMBER] years, providing high-quality [SPECIALTY] to companies large and small. Our goal is [COMPANY VISION STATEMENT] by [COMPANY MISSION STATEMENT].

Since we opened in [YEAR], we have provided [SPECIALTY] 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.

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.”

Executive Summary

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:

  • [SERVICE 1]
  • [SERVICE 2]
  • [SERVICE 3]

To accomplish these tasks, we also propose that [Client.Company] purchase:

  • [PRODUCT 1]
  • [PRODUCT 2]
  • [PRODUCT 3]
  • [PRODUCT 4]

The deliverables will include:

  • [DELIVERABLE 1]
  • [DELIVERABLE 2]
  • [DELIVERABLE 3]
  • [DELIVERABLE 4]

Purpose

As per our discussion, [Client.Company] is facing [PROBLEM] and is in need of [SOLUTION].

To accomplish this, [Client.Company] must:

  • [NEED 1]
  • [NEED 2]
  • [NEED 3]

Opportunity

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 [DATE]

Solution

To 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 [RESULT]

Our Proposal

[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.

Scope of Work

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:

  • [SOLUTION 1]: [Sender.Company] will provide staff to perform [TASK]
  • [SOLUTION 2]: [Sender.Company] will develop and institute protocols to [TASK]
  • [SOLUTION 3]: [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:

  • [SOLUTION 1]: [Sender.Company] will provide staff to perform [TASK]
  • [SOLUTION 2]: [Sender.Company] will develop unique systems to [TASK]
  • [SOLUTION 3]: [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:

  • [SOLUTION 1]: [Sender.Company] will provide staff to assist with [TASK]
  • [SOLUTION 2]: [Sender.Company] will perform [TASK]
  • [SOLUTION 3]: [Sender.Company] will ensure that [RESULT]

To accomplish these tasks, we also propose that [Client.Company] purchase:

  • [PRODUCT 1]: This product will allow [Sender.Company] to [RESULT]
  • [PRODUCT 2]: This product is necessary for [Sender.Company] to [RESULT]
  • [PRODUCT 3]: This tool ensures [Client.Company] may make the most of [SERVICE 3]
  • [PRODUCT 4]: This tool assists with the process of [SERVICE 2]

Deliverables from these services will include:

  • [DELIVERABLE 1]: [Describe deliverable]
  • [DELIVERABLE 2]: [Describe deliverable]
  • [DELIVERABLE 3]: [Describe deliverable]
  • [DELIVERABLE 4]: [Describe deliverable]

Rationale

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], [SERVICE2], 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.

Pricing

The table below details the costs associated with this service proposal.

Name Price QTY Subtotal
Subtotal$0.00
Discount$0.00
Tax$0.00
Total$0.00

CHART 1

Should [Client.Company] choose to pay with a credit card, there will be an additional [NUMBER]% fee in addition to the above costs. No credit card is exempt from this policy.

Delivery

Time is always a factor when implementing a new solution in your organization. I’ve met with my operations team to develop an implementation schedule for this project, detailed in the table below. Should the project start on [DATE] (the “Start Date), it should end on [DATE] (the “Completion Date”).

StageDescriptionCompletion date

CHART 2

Terms and Conditions

The following terms and conditions will apply to the service agreement should [Client.Company] choose to accept this proposal. These terms and conditions may be subject to negotiation.

1. Payment Terms

1.1 Invoicing and Payment. Payment shall be made to [Sender.Company] on or before the first day of each month. [Client.Company] shall pay the first month’s payment in full upon acceptance of this proposal, prorated to reflect the remaining days of the period.

1.2 Overdue Payments. If any invoiced amount is not received by the due date without a written waiver provided by [Sender.Company] excusing [Client.Company] for late payment, [Sender.Company] reserves the right to halt the provision of all services unless and until payment is received in full.

2. Withdrawal If Not Accepted

[Sender.Company] reserves the right to withdraw this proposal if not accepted by [Client.Company] within [NUMBER] days of delivery to said company.

3. Limitation of Liability

[Sender.Company] shall not be held liable for any damages resulting from [Client.Company]’s use of [Sender.Company]’s services and solutions unless [Sender.Company] has acted or failed to act in knowing violation of the law or with intentional misconduct.

Neither party shall be held liable for breach-of-contract damages that the breaching party could not have foreseen upon entry into the agreement, nor for breach-of-contract damages that are speculative or remote.

4. Modification

Any and all modifications to this Agreement must be provided in writing and signed by both parties to be considered legally binding.

5. Termination

This proposal shall become a contract in effect upon receiving both parties’ signatures. It shall continue to be in effect until terminated by either party. Termination notices must be delivered to either party at least [NUMBER] days prior to the intended termination date.

Should [Client.Company] choose to terminate this agreement, [Sender.Company] will continue to provide services through the last day of the month in which termination is to take place. [Client.Company] accepts that [Sender.Company] will not return prorated payments and halt services prior to the end of the month upon receiving a termination notice.

6. Warranties

[Sender.Company] warrants that should [Client.Company] accept this proposal, [Sender.Company] shall perform the professional services listed herein in a manner consistent with industry standards and in a timely fashion.

Should [Client.Company] determine that services were not rendered according to the agreement, it may provide written notice to [Sender.Company]. Should [Sender.Company] determine that services did not conform to the timeline or proposal agreed upon by both parties through its own fault, [Sender.Company] shall re-perform or refund such services as necessary at no cost to [Client.Company].

7. Severability

Should any provision of this agreement be found to be illegal or unenforceable, that provision is severed from this Agreement and is to be replaced with a provision that is substantially similar while in accordance with governing law. No severed provision shall affect any other, and all other provisions shall remain in effect.

8. Governing Law

This proposal shall be governed by and interpreted under the laws of the State of [STATE].

Approval

By signing this service proposal, you indicate your approval of the proposed solution and pricing. Once I receive your signed copy of this proposal, I’ll create a formal service agreement and schedule a time to cover it with you.

[Sender.Company]

Signature

MM / DD / YYYY

[Client.Company]

Signature

MM / DD / YYYY

Service Proposal Template

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