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.
Generate from this structure
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