How to Win More Clients- Proposal Template for Professional Services

As a professional services organization, your primary objective is to provide services that solve your clients' problem(s). At QorusDocs, we’re laser-focused on helping you create personalized, on-brand proposals that showcase your services and clearly demonstrate how you can alleviate your prospects’ pain points to help them achieve their goals.

To consistently acquire new clients, your proposals should combine key company information (with an emphasis on team members and their relevant expertise), your unique value proposition, and other details (e.g., deliverables, milestones, client references) that will set the stage for further negotiations and, ultimately, help you close the deal. 

A helping hand

We want to make it as easy as possible for you to create winning proposals. To this end, we’ve put together a handy free Proposal Template for Professional Services. Use this template as a guide to creating professional proposals that stand out from the crowd, while clearly highlighting how your services solve your prospect’s problem.

Our professional services proposal template is based on the following framework: 

1. Cover Letter
   
   Include a personalized cover letter thanking the client for considering the services of your organization. 

2. Executive Summary
   
   Provide a brief overview of the project and how your team and services will address the client’s challenges.

3. Client Challenge
   
   Demonstrate a clear understanding of the prospect’s industry, business, and specific pain points.

4. The Team
   
   Your people—and their skills and experience—are essential for winning client business. Shine a spotlight on the project services and delivery team, including a team chart and a short description of each team member.

5. Project Overview
   
   Paint a picture of how your services/solution will solve the client’s challenges, using real-world data and statistics to support your strategy.

   • Solution
   • Deliverables
   • Expected ROI
   • Timeline
   • Case studies and/or client testimonials

6. About Your Organization
   
   Share details about your firm’s culture to give prospects an idea of what it would be like to work with your team. Highlight any awards, partnerships, and customer support that set your organization apart from competitors. 

7. Professional Fees + Terms and Conditions

8. Approval signature page

9. Appendix (e.g., detailed team bios)

At QorusDocs, we’re committed to helping your professional services organization increase new and existing client work, maximize billable hours, and maintain cash flow with proposals that consistently close deals.

Check out our handy Template Hub to download a range of complimentary proposal templates, our RFP Response Kit + decision matrix, SoW template, RFQ Response Kit, and our guide to understanding Security Questionnaires. The QorusDocs Template Hub has the templates, tools, and resources you need to accelerate and streamline your response process to create winning proposals and response documents.

If you’re looking to dive even deeper into the amazing and transformational world of templates, download our guide to using AI-powered QorusDocs Smart Templates to create and instantly personalize new presentations and documents from your existing Office 365 content in minutes!