A project proposal template with the plan on one page.

What is in the template

• Background. The client's situation in three or four sentences, so they can see you listened.
• Objectives. Three at most, each one measurable, each one the client's rather than yours.
• Scope, as cards. One card per workstream: what it covers, what it produces, roughly how long. Cards read faster than a list and are easier to remove when the budget moves.
• Approach. How you work, in the order the client will experience it: discovery, design, build, launch, or whatever your version is.
• Timeline. Phases with dates. Real dates, not "week 3", because the client is reading this against their calendar.
• Investment. A table with a total, and a note on what is billed when.
• Team. Who is on it, one line each.
• Next step. What you need from them, by when, to hold the start date.

How to use it

1. Publish it with the button. It lands in your account as a private page, nothing public.
2. Fill it in. Edit the HTML directly, or open your editor and ask Claude Code or Cursor to fill each section from your brief, or give the template and your notes to Claude or Cowork and ask for a first draft in this structure. Publish the result to the same link.
3. Check the numbers. The investment table has to add up and the dates have to be possible. A model draft gets both wrong more often than it gets the prose wrong.
4. Send the link with a passcode, or limited to the client's email domain, and watch for the open.
5. Revise in place. The client asks for phase two to start later. Change the page. Their link shows the new plan.

What the client sees

A page that opens on a phone, from a link that is not listed anywhere. No download, no login, no account. If you have set a passcode, they type it once. If you have limited it to their company, they confirm their work email once. Then the plan, and if you switch it on, a question box at the foot so they can ask the page what "discovery" covers instead of emailing you.

When the plan is agreed

Turn it into a statement of work: the same scope, now with what is out as well as what is in, milestones tied to payments, assumptions, change control, and a sign-off block. File both under the client's space, so the proposal, the statement of work and every report that follows sit at one address behind one passcode.