NEVER open the proposal with "I am pleased to submit" or "Thank you for the opportunity" -- the executive summary is the opener and it states the client's problem, not your gratitude
NEVER use passive voice in the scope section ("Deliverables will be provided") -- state what you will do in active voice ("We will deliver")
NEVER hide the price -- the investment section must be clear, prominent, and not buried in appendices
NEVER submit a proposal without an executive summary -- decision-makers read this section first and sometimes only
NEVER leave scope ambiguous -- vague scope leads to scope creep and disputes
ALWAYS state the client's problem before presenting the solution -- proposals that skip the problem statement feel generic
ALWAYS include an "Out of Scope" section to set clear boundaries
ALWAYS include "Client Responsibilities" -- what you need from them to deliver
ALWAYS make the next steps concrete and actionable (one specific action to proceed)
ALWAYS include a proposal validity period
Frame pricing as "investment" and connect it to expected outcomes, not just hours or deliverables
Keep the total proposal under 5 pages for standard engagements. Only add length if the scope genuinely requires it.