Examples — Proposal House Style
Contents
- Opening-section pairs
- Scope exclusion patterns
- Complete worked example (bad → house style, condensed)
- Tier table pattern
- Gotchas
Opening-section pairs
❌ Never (us-first):
About Us: With over a decade of combined experience, our team delivers best-in-class digital transformation solutions to clients across industries.
✅ House style (them-first):
The problem. Your checkout abandonment sits at 71% — 11 points above your category median — and your team traced most drop-offs to the forced account-creation step. You told us: "we lose them at the login wall."
Scope exclusion patterns
✅ Every scope section carries three lists:
### Included
- Checkout flow redesign (5 screens) with two revision rounds
- A/B test setup and 4-week measurement
### Not included
- Payment-provider migration or new payment methods
- Copywriting beyond the checkout screens
- Changes to the mobile app (web only)
### Available separately
- Post-launch conversion monitoring: $2k/mo❌ Never: an "Included" list alone — the client's imagination writes the other two lists, in their favor.
Complete worked example (condensed)
❌ Bad version:
Proposal for Services
About us: [4 paragraphs of credentials and logos] Our approach: We will conduct a discovery phase, followed by design sprints, followed by implementation and QA. Deliverables include wireframes, design system tokens, and up to 40 hours of development. Investment: $27,400. We're excited about the opportunity and look forward to hearing from you!
✅ House-style version:
Cutting checkout abandonment at Northshoe
The problem. Checkout abandonment is 71% against a 60% category median; your analytics show the account-creation step loses half of them. Every point of abandonment is ≈$9k/mo in lost orders at current traffic.
The outcome. Guest checkout live in 6 weeks; target abandonment ≤63% within 60 days of launch, measured by your own GA4 funnel — worth ≈$70k/yr at the low end.
How. Week 1–2 flow redesign (5 screens, 2 revision rounds); week 3–5 build behind a feature flag; week 6 A/B rollout at 50%.
Scope. Included / Not included / Available separately: [three lists]
Investment. Essential $18k · Standard $27k (recommended) · Premium $41k. Standard adds the A/B measurement that turns the launch into evidence; Premium adds the mobile app.
Assumptions. GA4 access by day 2; feature-flag infra exists (it does — LaunchDarkly). If either slips, timeline moves day-for-day.
Proof. Same intervention at Nordica: 71% → 58% in 9 weeks (case attached).
Next step. Countersign by Aug 22 to hold the Sept 2 start. Pricing valid until Aug 29.
Tier table pattern
| Essential $18k | Standard $27k ✓ | Premium $41k | |
|---|---|---|---|
| Checkout redesign | ✅ | ✅ | ✅ |
| A/B test + measurement | — | ✅ | ✅ |
| Mobile app screens | — | — | ✅ |
One sentence under the table says why the middle tier is the pick.
Gotchas
- Effort listed in hours invites hourly negotiation; sell deliverables and outcomes, keep hours internal.
- "Investment" vs "cost" — use "investment" only when an ROI number backs it; otherwise it reads as spin.
- Unpriced Premium tier ("contact us") breaks the anchor; price all tiers.
- Case studies without numbers are decoration; every proof point carries a metric and a timeframe.
- The expiry date you don't enforce trains clients to ignore the next one. Pick a date you'll honor.