Budget Proposal Template
Easily customize this Budget proposal template and send it online to impress your clients and get more proposals signed.
Prepared for Sam Daniel
The budget is the backbone of your [business/project]. At its core,
plans live or die by the budget. A budget is the thing that keeps you
from overspending and getting yourself in trouble, and keeps your
eye on the things that you can accomplish. That’s why [My Company]
wants to work with you to develop a budget solution that is practical
and easy for you to implement.
My goal will be to provide you with a budget that are personalized to
your [business/project]’s needs. We’ll sit down together and discuss
what you need, how much money you have, and what the best uses
are for your money, so you are set up for success in the years to
I can provide you the best budget possible, and | want to
talk to you about why.
1. [have experience with [businesses/projects] like yours and have
helped a number of other people create budgets to suit their needs.
Want to hear from some happy customers? Click here. [link to
2. With my background in money-management, | can provide a
detailed budget tailored to you, with your goals in mind — not just a
3. Our first goal is your satisfaction. If you aren’t satisfied with the first
draft, we’ll work until we have a budget that works for your business.
Here is a full list of the deliverables involved with budget development:
|Initial Financial Assessment||[price]|
|Expenses Review/Goal Sheet||[Price]|
While you and I are developing your budget together, we will be
meeting along the way for several milestones to discuss progress.
Here are a list of the milestones involved; if you see something
missing and would like to add it, please contact me ASAP.
|Initial Financial Assessment||ASAP|
|Delivery of Expenses Review/Goal Sheet||[timeframe]|
|Delivery of Final Budget||[timeframe]|
We’ve agreed to the project, great! Wondering what comes next? First
off, please feel free to contact me with any questions you might have.
My email address is [email] and I can be contacted there at any time
of day, or you could calll [phone number] and reach me between the
hours of [x] and [x]. I will always respond within 24 hours.
After you approve this document, we’ll schedule our financial assessment with you. During this assessment, we’ll discuss your income, your expenses, and where you want to go in the future. Using this information, we’ll develop your in-detail budget and help bring you the best product
As soon as the first payment is complete, we’ll start
developing your budget, and get you on your way to financial
1. The payment structure: 50% upfront, 50% after project completion.
The methods are PayPal, Bank Transfer, and Credit Card.
2. The client will submit full financial records and acknowledges all
information submitted is true and correct.
3. Any information received from the client will be subject to a
confidentiality agreement from [My Business].
4. Any documents submitted to [My Business] remain the property of
the client. Any documents provided to the client by [My Company]
remain the property of [My Company].
5. If any work is requested outside the scope of this document, it will
be subject to an entirely new needs evaluation and separate
6. Work hours begin counting the first business day after payment is
7.In the case of project cancellation by the client, the client agrees to
pay [My Business] for all work hours already completed.