Proposal template
Agency Proposal Template
Agencies have a special problem: the proposal is the first deliverable. A flat Word doc undercuts a creative pitch before the first page turn. This template keeps the persuasion and the paperwork together — the idea and the objectives up front, scope and deliverables underneath, investment by phase at the end — in a web document that looks like your studio made it.
Verde: Brand relaunch
Scope, timeline, and investment for Verde Botanicals, prepared by Studio North.
Overview
This statement of work describes the engagement between Studio North and Verde Botanicals: what we will deliver, when, what it costs, and how we will know it is done.
We've structured the work in phases so you see progress early and can adjust scope between milestones.
Objectives
What success looks like for Verde Botanicals at the end of this engagement.
- 01
A brand that matches the product
Reposition Verde Botanicals from farmers-market favorite to national shelf contender.
- 02
A system, not just a logo
Identity, packaging, and guidelines the in-house team can apply without us.
- 03
Launch-ready by Q4
Everything delivered in time for the fall retail reset.
Scope & deliverables
Everything below is included. Anything not listed is out of scope (see Assumptions).
Discovery & positioning
Stakeholder interviews, competitive audit, and a positioning platform you sign off before design starts.
Identity design
Two creative concepts, two revision rounds on the chosen route, and the final identity system.
Packaging & applications
Primary packaging for three product lines plus core brand applications.
Guidelines & handover
A practical brand book and working files, with a handover session for your team.
Milestones
Dates assume kickoff within two weeks of signature.
- Weeks 1–2
Phase 1: Discovery
Interviews, audit, and plan. Milestone: plan approved by Verde Botanicals.
- Weeks 3–6
Phase 2: Build
Implementation with weekly demos. Milestone: UAT sign-off.
- Weeks 7–8
Phase 3: Launch & handover
Go-live, training, documentation. Milestone: acceptance.
Assumptions & out of scope
Verde Botanicals will provide timely access to systems, data, and stakeholders; a single decision-maker will be available for approvals within two business days.
Out of scope: anything not listed under Scope & deliverables, including new integrations, ongoing managed services after the support window, and third-party licence costs. Changes are handled through a short written change order with revised effort and dates.
Investment
Fixed fee per phase, invoiced at the start of each phase. Optional items are quoted separately.
Fixed-fee engagement
All three phases as scoped above.
- Phase 1: DiscoveryInterviews, audit, plan$6,000
- Phase 2: BuildImplementation, weekly demos, UAT$18,000
- Phase 3: Launch & handoverGo-live, training, docs, 30-day support$6,000
- Extended support · Monthly, after the included 30 days+$1,500/mo
Prices exclude taxes and third-party costs. Valid for 30 days.
Your team
Leo Marchetti
Engagement lead and your day-to-day contact.
Next steps
- 1
Approve this SOW
Reply to confirm, or use the button below.
- 2
Kickoff
We'll schedule kickoff within 5 business days of approval.
- 3
Phase 1 begins
Discovery interviews start the week after kickoff.
Questions? Leo Marchetti · leo@studionorth.example
Acceptance & terms
Each phase is accepted when its milestone criteria are met; feedback not raised within five business days is deemed acceptance. Fees are invoiced per phase, net 15. Either party may terminate for convenience with 14 days' notice; work completed to date is billable. Master services terms apply.
A live render of this template with a sample deal — not a mockup. Your version uses your brand, pricing, and proof.
Who this template is for
- Creative, brand, and digital agencies pitching project work
- Retainer pitches that need scope guardrails from day one
- Teams tired of rebuilding the same proposal in InDesign
Deck'd drafts the played-back brief from your call notes, matches proof from your portfolio library, and applies your studio's brand kit automatically — so the document that scopes the work also demonstrates the taste the client is buying.
What's inside
The sections, and the job each one does
The brief, played back
Open by proving you understood the assignment — the client's goals and constraints in their language.
Our approach
How your studio thinks about this problem, and the shape of the work — enough to excite, not enough to give the strategy away for free.
Scope & deliverables
Exactly what the client gets, phase by phase — concepts, rounds of revisions, final assets. The revision-count line pays for itself.
Timeline
Milestones from kickoff to launch, with the client's review windows built in — because their delays are the usual delays.
Investment
Phased pricing tied to deliverables, with optional add-ons as separate line items the client can say yes to.
Next steps
How to green-light the work and what happens in week one.
FAQ
- What should an agency proposal include?
- The client's brief played back, your approach, precise deliverables (including revision rounds), a timeline with client review windows, phased investment, and next steps. Persuasion first, precision second, both in one document.
- How do agencies handle scope creep in proposals?
- Name the deliverables and revision rounds explicitly, list assumptions, and price add-ons as optional line items. It's easier to point at a line item than to renegotiate a paragraph.
- Should the proposal look designed?
- For an agency, yes — it's evidence. Deck'd renders proposals as web pages in your brand system, so the document itself makes the case that your studio ships polished work.
Templates are the start, not the point
Your deal writes the rest.
Join the waitlist and Deck'd will draft this template for one of your real deals — your brand, your pricing, your proof.