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Home/Templates/Generic Discovery Proposal Template

Generic

Generic Discovery Proposal Template

Problem understanding -> relevant proof -> next steps -> clarifying question.

Generic
Beginner

Template content

It sounds like you need [outcome], but the important part is [specific concern]. I have helped with [similar work or result], and I would approach this by [step one], [step two], and [step three]. To make sure the proposal is scoped correctly, what does a successful result look like for you?

When to use

Use this for website leads, email inquiries, and general consulting conversations.

Common mistakes

  • Trying to cover every possible service.
  • Skipping discovery.
  • Using the same CTA for every lead.

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