Fee proposal checklist
Tick off each part of your next fee proposal as you write it. You see what is still missing, and you can download the structure as a proposal skeleton to start from. Built for engineering, building, planning and advisory consultancies.
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parts covered
Tick each part once your draft covers it.
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The ten parts of a fee proposal
How to use the checklist
Keep the same order in every proposal, so clients learn where to find things and your team knows what goes where. The director’s real work is in four parts: our understanding, scope, exclusions and assumptions, and the fee. The rest should come from a library of approved wording, past projects and team bios.
The skeleton is a plain-text markdown file. It opens in any text editor, and you can paste it into Word or your proposal template. Parts you have not ticked are marked as still to do.
This is a checklist, not advice. Your own terms, insurance and professional obligations come first. We explain the structure in more detail in how to write fee proposals faster.
Writing several proposals a month?
A checklist helps with one proposal. For a steady flow of them, the library, the proposals in progress and every follow-up date belong in one place, with agents that draft the repeatable sections from your own past work for the person whose name is on the proposal to check. We build CRMs for consulting firms that do this.
A cover note, your understanding of the project, the scope of services, exclusions and assumptions, deliverables, program, the fee and its basis, the team, relevant projects and your terms. Keeping the same order every time makes proposals faster to write and easier for clients to compare.
Book a 20-minute call.
Tell us how proposals get written at your firm today. We will tell you what we would set up first.