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Templates Proposals Service Proposal Template

Rhegell Arcos
rhegellarcos@gmail.com
Service Proposal Template

Used 6,403 times Rhegell Anne Arcos

rhegellanneb.arcos@gmail.com

Reviewed by Dmitry Ivanouski

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

What is a service proposal? 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.

Use
Your cover page should be this template
professional and — free
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.

Table of Contents

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

Approval

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Introduction

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.

[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.

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.”

Regards,

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[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.

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.
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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]

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 4] Use this template — free

 It’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.

Purpose

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:

[NEED 1]

[NEED 2]

[NEED 3]

Opportunity

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.

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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]

A 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.

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
Use goals.
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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.

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]

Use thiswill
[SOLUTION 2] : [Sender.Company] template
perform—[TASK]
free
 [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]

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.

Rationale

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 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] , [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.

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.

Pricing

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.

Name Price QTY Subtotal

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 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

Product delivery, onboarding, customization, and training are common concerns

amongst B2B buyers. This section of the service proposal template allows you to
demonstrate that you’ve taken the time to develop a detailed implementation
strategy.

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”).

Stage Description Completion date

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CHART 2

Terms and Conditions

Every service proposal should include a collection of terms and conditions. These
are the rules that both parties will need to follow if the client chooses to sign the
proposal. The terms and conditions in this business proposal template are a basic
collection. You can substitute your company’s standard language or work with an
attorney to write a new set from scratch.

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.

Depending on why you are submitting a proposal, you may have been provided with
a set of preferred terms and conditions your client company wants you to provide.
For example, RFPs commonly include a set of terms and conditions to be followed
by bidders. You can choose to match those or provide new ones.

1. Payment Terms Use this template — free

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.

This project proposal template states that the services are to be paid for on a
subscription basis, with monthly charges. If your company does not operate on
monthly payments, you can edit this clause to reflect your actual payment structure.
For example, if you only require a single payment up front, you can substitute
language like, “Payment in full must be made to [Sender.Company] within the next
30 days of acceptance of this proposal.”

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 priortemplate
Use this to the intended
— free 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.

If your company does not operate on a monthly subscription basis, then you can
edit the paragraph above. Substitute language like “Should [Client.Company]
choose to terminate this agreement, [Sender.Company] will halt services
immediately and provide [Client.Company] full access to completed and partially
completed deliverables. [Sender.Company] shall return prorated payment for any
deliverables that have not yet reached at least 50% completion.”

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] .

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 If both you and your client company are located in the same state, then that is the
location you will use in this clause. However, if you are located in different states,
you may choose what laws govern your proposal. Many businesses prefer to operate
under their local state laws, but your client may request that their home state’s laws
are used instead. Research the laws regarding service proposals in all relevant
states before making a decision.

Approval

Once your prospect e-signs this service proposal template, you’ll receive a
notification via email so that you can plan your next steps. Should you choose to
print it instead, edit the following clause appropriately to fit your delivery solution.

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] [Client.Company]

Signature Signature

MM / DD / YYYY MM / DD / YYYY

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FAQ

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What is the format for a proposal?

What is the purpose of a service proposal?

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