SOP Writing System
A template, a mapping worksheet and four written-out examples, for teams whose procedures exist only in one person’s head.
Consultant Proposal & Scope Pack
A proposal skeleton with the scoping worksheet that has to come first, for independent consultants and small firms.
€35
Total price.
01 What's inside
What's inside
- 01proposal-skeleton.docxWordThe proposal itself: nine sections in order, each with a margin guidance note on what belongs there and what is usually left out. (9 sections)~220 KB
- 02scope-and-assumptions-worksheet.docxWordThe document you complete before writing the proposal: what is in, what is explicitly out, what you are assuming, and what happens if an assumption fails.~140 KB
- 03change-request-note.docxWordOne page for recording a change to agreed scope, with space for the revised fee, the revised date and the client’s written agreement.~90 KB
- 04follow-up-emails.pdfPDFThree drafts — after sending, after silence, after a scope question — each with a note on the sentence to cut if it reads as pressure. (3 drafts)~120 KB
- 05proposal-pack-google-docs-copy-links.pdfGoogle DocsCopy links for the Google Docs versions of the proposal, the worksheet and the change-request note. (3 documents)~110 KB
- 06worked-example-proposal.pdfPDFThe proposal completed for a fictional six-week engagement, so the finished shape is visible before you write your own.~380 KB
6 files
02 Specification
Specification
- File formats
- Google Docs, Word, PDF
- File size
- ~1 MB total
- What you need
- Requires Word 2016 or later, or a free Google account for the Docs versions.
- Compatibility
- Word 2016 and later on Windows and macOS, including Microsoft 365. Opens in LibreOffice Writer and Pages, where the margin guidance notes appear as ordinary comments.
- The Google Docs versions are copy links; "Make a copy" puts them in your own Drive.
- Guidance notes live in margin comments, so deleting all comments removes every instruction in one action.
- No macros, no locked fields, no password protection, no watermark. Contents are in English.
- Language
- English
- Technical protection
- No DRM. Files are not password-protected.
- Licence
- Commercial licence — what you may and may not do with these files.
- Version
- 1.0
- Updated
- 18 July 2026
- Delivery
- Download link on screen and by email as soon as your payment is confirmed. See how buying works.
03 Suited to / not suited to
Who this is for
Suited to
- Independent consultants writing proposals between €2,000 and €50,000
- Small firms who want every proposal to make the same promises in the same order
- Anyone who has delivered work that was never agreed in writing and paid for the difference
Not suited to
- Anyone who needs a contract, an SOW with legal force, or terms reviewed for their jurisdiction
- Public-sector or formal tender responses, which have their own mandated structure
Note
These are working document skeletons, not legal documents and not contracts. Nothing in them has been reviewed for your jurisdiction, and a signed proposal is not a substitute for legal advice.
04 More previews
More previews
Included in
Included in a bundle
This product is part of Freelance Starter Bundle — 4 products for €89.
05 Licence
Licence
Commercial licence — what you may and may not do with these files.
06 Buying, delivery and refunds
Buying, delivery and refunds
Note
Because the files are made available immediately at your request, the 14-day withdrawal right ends then. Your rights if a file is faulty are separate and last two years. See Refunds & Withdrawal.
Download link on screen and by email as soon as your payment is confirmed. See how buying works.
07 Version and changes
Version and changes
- Version 1.0Initial release.
08 Questions about this product
Questions about this product
Can I send the proposal to a client as it is?
Not as it is — delete the guidance comments first, which is one action in Word and in Google Docs. After that it is your document and you can send it under your own name and branding.
Is the fees section a payment-terms clause?
No. It states the fee, the schedule and what triggers each invoice, in plain language. It is not drafted as an enforceable term and has not been reviewed by a lawyer anywhere.
Does it handle retainers as well as project work?
The fees section has a retainer variant with guidance on scoping a monthly commitment. The rest of the structure is written for defined-scope engagements and needs trimming for open-ended work.
How long is a typical finished proposal from this?
The worked example runs to five pages. The structure supports more, but the guidance argues consistently for less — the exclusions list is the section worth expanding, not the approach.
Related products
Related products
Pitch Deck Structure Kit
Twenty-four slide layouts in the order a deck usually needs them, with the reasoning kept in the speaker notes.
Product Launch Runbook
Eighty-eight items across five phases, for small teams who would rather not improvise launch week.
← Back to Documents & Decks