A clear proposal checklist
Last updated October 10, 2026
Define deliverables, fees and next steps before a client approves your work.
Describe the outcome
State the customer problem, what you will deliver and what is excluded. Replace broad promises with specific deliverables the client can review.
Make pricing understandable
List services, quantities, currency, discounts and tax. Explain the payment schedule. In LeadPilot, line items determine the proposal total.
Agree on the next step
Set a realistic timeline, revision limits and who approves the work. Save the proposal before downloading a PDF or sharing its private link.