Proposal templates: B2B services

Recurring contracts live or die on what is written: scope, response time and what happens when the scope grows. These templates put that in the proposal, where the signature turns it into a closed deal.

Recurring service with SLA

Suggested introduction: "[company] hires ongoing capacity with a guaranteed response: a defined monthly scope, an SLA in writing, and a report that proves it was met."

• Monthly scope: [describe].
• SLA: response within [N] business hours.
• Monthly report of service and consumption.

Suggested terms: 12-month term with automatic renewal; annual adjustment by [index]. Monthly billing; the first cycle is charged on acceptance.

Fixed-scope project

Suggested introduction: "Defined delivery, fixed price: survey, execution and delivery against a written acceptance criterion, with a [30]-day warranty."

• Survey and execution plan.
• Execution: [describe the delivery].
• Delivery against a written acceptance criterion.
• [30]-day warranty after acceptance.

Suggested terms: [30]% deposit on acceptance, balance on approved delivery. What is not in the items is not in the price: new scope is a new version of this proposal.

Hour pack

Suggested introduction: "A block of [N] hours to use when needed, with a defined validity and a consumption statement: predictability for both sides."

• Block of [N] hours of [service].
• Valid for [90] days.
• Consumption statement at every use.

Suggested terms: full payment on acceptance. Hours unused within the validity expire. A new block is a new proposal.