# How to Write a Proposal Email Clients Reply To (2026): 5 Parts, Examples and Follow-Ups

> How to write a proposal email: a subject line they can find, five parts in about 100 words, example wording, when to send it and two follow-ups that get a reply.

Canonical: https://clientworkhq.net/blog/how-to-write-a-proposal-email/
Last updated: 2026-11-02

[← Workflows](https://clientworkhq.net/topics/workflows/)

WORKFLOWS · 14 MIN READ

![Photo of Simon Dziak](https://clientworkhq.net/images/simon-dziak.jpg)[Simon Dziak](https://simondziak.com/)Editor, [Client Work HQ](https://clientworkhq.net/about/)Published Oct 18, 2026 · Updated Nov 2, 2026

[![Video companion: How to Write a Proposal Email Clients Reply To (2026): 5 Parts, Examples and Follow-Ups](https://clientworkhq.net/images/lf305.webp)**▶** Watch the walkthrough **8:00**](https://clientworkhq.net/watch/how-to-write-a-proposal-email/)

[Short answer ↓](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#short-answer)[Compare plans ↓](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#quick-comparison)[Watch video ↗](https://clientworkhq.net/watch/how-to-write-a-proposal-email/)[Trial worksheet ↓](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#trial-worksheet)

THE SHORT ANSWER

A proposal email that gets a reply has five parts in about 100 words: a specific subject, the client's problem in their own words, three priced options with your pick marked, one dated next step with a single link, and a short sign-off. Send it within two days of the call, then follow up on day 2 and day 5.

**Next step:** [Proposals in Workspace369 ↗](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email&utm_content=answer). Plans start at $29 a month ($23.25 billed yearly). Cadet through Commander start with a 14-day free trial; a card is needed to start.

Our #1 pick is Workspace369. [Our editorial approach ↗](https://clientworkhq.net/about/#disclosure)

### In this guide

[What a proposal email is for](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#what-a-proposal-email-is-for)[The 5 parts of a proposal email](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#the-5-parts-of-a-proposal-email)[Proposal email template](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#proposal-email-template)[Proposal email subject line examples](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#proposal-email-subject-line-examples)[How long should a proposal email be?](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#how-long-should-a-proposal-email-be)[When to send a proposal email](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#when-to-send-a-proposal-email)[Follow-up email after sending a proposal](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#follow-up-email-after-sending-a-proposal)[If they say it’s too expensive](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#if-they-say-its-too-expensive)[How to email a revised proposal](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#how-to-email-a-revised-proposal)[Proposal email mistakes to avoid](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#proposal-email-mistakes-to-avoid)[Sending proposals and automating follow-ups in Workspace369](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#sending-proposals-and-automating-follow-ups-in-workspace369)[Proposal email checklist](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#proposal-email-checklist)[Frequently asked questions](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#frequently-asked-questions)[Quick comparison](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#quick-comparison)[Visual handoff test](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#workflow-test)[Printable trial worksheet](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#trial-worksheet)

[▶ Watch the 8:00 video](https://clientworkhq.net/watch/how-to-write-a-proposal-email/)

THE BUYING DECISION

## Compare the plan you would use.

Best fit is our editorial judgment. Prices below are regular USD monthly billing, unless stated otherwise; annual commitments and temporary offers are different.

### Workspace369

Our #1 pick

Connected client work

### Relevant plan

Cadet / Voyager / Specialist

### Subscription

$29 / $74 / $149 per month

### Access

1 / 2 / 10 seats; extra seats $10/month from Voyager

Client portal, proposals with deposits, invoices, retainers, time tracking and Requests on every plan. Texting and calls start on Voyager; self-booking pages on Specialist. 14-day free trial.

[Vendor source ↗](https://workspace369.com/pricing/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email)Source checked Oct 8, 2026

### PandaDoc

Proposal documents for a sales team

### Relevant plan

Starter / Business

### Subscription

$35 / $65 per seat per month

### Access

Both plans priced per seat; free plan with 5 documents a month

Billed annually $19 (Starter) and $49 (Business) per seat a month. Business adds custom quotes, a content library and approval workflows; CRM integrations need usage credits or a paid add-on. 14-day trial.

[Vendor source ↗](https://www.pandadoc.com/pricing/)Source checked Oct 18, 2026

### Better Proposals

Low-cost proposals for one person

### Relevant plan

Starter / Premium / Enterprise

### Subscription

$19 / $29 / $49 per user per month

### Access

Starter: 1 user; Premium and Enterprise priced per user

Billed annually $13 / $21 / $42 per user a month. Monthly sends: 10 on Starter, 50 on Premium, no limit on Enterprise. Premium adds automatic expiry dates and CRM integrations. 14-day trial.

[Vendor source ↗](https://betterproposals.io/pricing)Source checked Oct 8, 2026

### HoneyBook

Guided setup and booking experience

### Relevant plan

Starter / Essentials / Premium

### Subscription

$36 / $59 / $129 per month

### Access

Essentials: up to 2 team members; Premium: no team-member cap

Billed yearly $29 / $49 / $109 a month. Starter includes invoices, proposals, contracts and the client portal; Essentials adds the scheduler, automations, SMS reminders and QuickBooks Online. 30-day trial.

[Vendor source ↗](https://www.honeybook.com/pricing)Source checked Oct 8, 2026

### What changed in this guide

- Nov 2, 2026 — Corrected a Workspace369 plan fact: Cadet through Commander start with a 14-day free trial (Workspace369 pricing page and its FAQ, read 2026-11-02).

The companion video reflects its original recording. This article carries the updates listed here.

To write a proposal email a client replies to, use five parts in about a hundred words: a subject line with the project name, the word “proposal” and one specific detail; an opening line with the client’s problem in their own words; the options in three lines, each with its price and your pick marked; one next step with a date and a single link to the proposal; and a short sign-off that invites a reply. Send it within two days of the call, follow up in the same thread on day 2 with something new and on day 5 with a yes-or-no question, and stop the moment they answer.

The example emails, names, dates and prices in this guide are illustrative. Prices checked October 22, 2026: Workspace369 plans on its own pricing page (workspace369.com/pricing), in US dollars billed monthly. This is practical guidance, not research data.

Jump to [the 5 parts](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#the-5-parts-of-a-proposal-email), the [copy-paste template](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#proposal-email-template), [follow-up emails](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#follow-up-email-after-sending-a-proposal), [replying to “too expensive”](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#if-they-say-its-too-expensive) or the [checklist](https://clientworkhq.net/blog/how-to-write-a-proposal-email/#proposal-email-checklist).

## What a proposal email is for

The proposal does the selling: the problem, the scope, the options, the timeline and the terms. The email that carries it has a smaller job. It gets the proposal opened, gives the client enough to start deciding, and makes saying yes one click. Think of the email as the trailer and the proposal as the movie.

So your company story, your process and the fine print stay in the proposal. The email holds the client’s problem, the choice in front of them and the next step. Still writing the proposal itself? Start with our guide on [how to write a business proposal clients sign](https://clientworkhq.net/blog/how-to-write-a-business-proposal/).

A formal cover letter still fits tenders and grant applications. For client work after a sales call, a short email does the job.

## The 5 parts of a proposal email

### 1\. A subject line they can find later

Skip “Proposal” on its own. Use the project name, the word “proposal” and one specific detail:

> Website redesign proposal: 3 options

The client’s inbox fills with email, notifications and texts, and new messages pile on top. A bare “Proposal” sinks. Days later, when they want to find it again, they will search for the project name, so put it first. Keep the line short enough to read on a phone. Follow-ups reply in the same thread, so a good subject keeps working for you.

### 2\. Open with their problem, in their words

Skip the warm-up (“I hope this finds you well”) and the introduction. Start with the problem they described on the call, using their phrases, then one line that points to the fix:

> On our call you said leads go cold because nobody follows up in time. Here’s how we’d fix that.

Most inboxes show the first line as a preview, so it decides whether the email gets opened now or later. A few variations:

- **No call notes?** Use the problem they wrote in their inquiry form or first email.
- **They gave you a number,** such as leads lost each month? Use their number, not your estimate.
- **A repeat client?** Swap the problem line for the result of your last project together.

### 3\. The options in three lines

“Please see attached” makes the client open a file before they know what is in it. Instead, give one line per option: its name, its total price and what it adds over the one before. Mark the one you recommend; you are the expert they are hiring.

> Essential, $6,000: the new site
> 
> Growth, $8,400: site + booking page (my pick)
> 
> Premium, $10,800: + 3 months of care

Three lines let the client start deciding inside the email, then open the proposal to confirm. Three options is enough. Two works for a small job; four starts to feel like homework. Keep the details in the proposal and the totals identical in both places.

### 4\. One next step with a date

“Let me know your thoughts” gives the client homework. “Pick one by Friday” gives them a move. Ask for one action, give one date and include one link:

> If Growth looks right, accept it from the link by Friday and we start Monday the 2nd.

- **Link to the proposal itself,** not an attachment they have to download, open and find again on a phone.
- **One link, one button.** Two links split their attention.
- **Tie the date to something real,** such as their start date or how long the price holds, and match it to the valid-until date in the proposal so the two never disagree.

### 5\. A short sign-off

End with an easy way to ask questions, then your name:

> Questions? Just reply here.
> 
> Alex · Northline Studio

A reply is easier than booking a call, so make replying the easy path. Put your phone number under your name for anyone who would rather call.

## Proposal email template

Here are the five parts put together. Copy the outline, then write the problem line fresh from your call notes every time.

> **Subject:** \[Project name\] proposal: \[3 options / valid until date\]
> 
> Hi \[Name\],
> 
> On our call you said \[their problem, in their words\]. Here’s how we’d fix that.
> 
> \[Option 1\], \[total\]: \[what it covers\]
> 
> \[Option 2\], \[total\]: \[what it adds\] (my pick)
> 
> \[Option 3\], \[total\]: \[what it adds\]
> 
> If \[Option 2\] looks right, accept it from the link by \[day\] and we start \[start date\]: \[proposal link\]
> 
> Questions? Just reply here.
> 
> \[Your name\] · \[Business name\] · \[Phone\]

The filled-in example from this guide reads:

> **Subject:** Website redesign proposal: 3 options
> 
> Hi Dana,
> 
> On our call you said leads go cold because nobody follows up in time. Here’s how we’d fix that.
> 
> Essential, $6,000: the new site
> 
> Growth, $8,400: site + booking page (my pick)
> 
> Premium, $10,800: + 3 months of care
> 
> If Growth looks right, accept it from the link by Friday and we start Monday the 2nd: \[link\]
> 
> Questions? Just reply here.
> 
> Alex · Northline Studio

Address it to the person who decides, and copy anyone else who was on the call.

## Proposal email subject line examples

Each of these names the project, so the client can search for it later:

| Use it when | Subject line |
| --- | --- |
| You offer options | Website redesign proposal: 3 options |
| Several projects are in play | Brightway Dental: website redesign proposal |
| You want the choice up front | Website redesign: 3 options inside |
| The price or start date expires | Your website redesign proposal, valid until \[date\] |
| It’s a revision | Revised proposal: Website redesign |

Skip subjects that could be about anything, such as “Following up”, “Quick question” or “Checking in”. One tip that saves time: write the subject first. If you can’t sum the proposal up in one line, the proposal isn’t clear yet.

## How long should a proposal email be?

About a hundred words: short enough to read on a phone without scrolling. If an option needs a paragraph to explain, that paragraph belongs in the proposal, not the email.

On a big project, present the proposal live on a short call instead of letting the email do the work. Then send the email the same day as the recap, with the same three lines and the same link.

## When to send a proposal email

Three timing rules:

1. **Within two days of the call.** Right after the call, the problem still feels urgent. A week later, it has competition.
2. **On the day you promised.** Tell the client on the call when the proposal is coming, then hit that date. A proposal on time is the first proof that you deliver on time.
3. **In their working hours,** so it lands near the top of the inbox instead of under a night’s worth of messages.

Running late? Send a one-line heads-up with the new day before you miss the old one:

> Hi \[Name\], the proposal needs one more day to get the timeline right. You’ll have it by \[day\] morning.

## Follow-up email after sending a proposal

Silence for a few days is normal. Follow a schedule instead of your nerves: the proposal email, a first follow-up on day 2, a second on day 5, then their answer.

**Follow-up 1, day 2: add one thing they didn’t have.** Reply in the same thread, keep it to three lines, and include the link again.

> Hi Dana, any questions on the three options? One more detail: the booking page also sends reminders before each appointment. Here’s the proposal again: \[link\]

Skip “just checking in”. It asks for attention and gives nothing back. Good things to add: an answer to a question they are likely to have, a similar result from another project, or a date.

**Follow-up 2, day 5: a yes-or-no question with an easy out.**

> Hi Dana, should I hold the week of November 2 for kickoff? If now isn’t the right time, just say so.

An easy out makes replying painless, and a clear no beats weeks of silence. If you already text with this client, this one can be a short text instead of an email.

**Still nothing after day 5?** Send one last short note on the day the proposal expires, then stop:

> Hi Dana, the proposal is valid until today. Should I close it out, or keep it open for you? \[link\]

**When they reply, stop.** A reply such as “Growth looks right” ends the sequence. Nobody likes being chased after a yes, so make sure any scheduled follow-up is cancelled the moment they accept.

## If they say it’s too expensive

Don’t drop the price in your reply. Point to the smaller option, move extras to later, and agree on a day to check back:

> Thanks for being straight with me. Essential covers the site, at $6,000, and the booking page can come later as its own small project. Would it help to start with Essential and talk again in \[month\]?

Cutting scope keeps your rate intact. Cutting the price teaches the client to ask again, and makes the next proposal harder.

## How to email a revised proposal

When a proposal changes after their feedback, the email has four jobs:

1. Put “Revised” in the subject: “Revised proposal: Website redesign”.
2. List what changed in three lines.
3. Give one new date for the decision.
4. Say plainly that it replaces the earlier version, so nobody accepts the old one by mistake.

> **Subject:** Revised proposal: Website redesign
> 
> Hi Dana, thanks for your notes on Tuesday. Here is the updated version. What changed:
> 
> Growth stays at $8,400
> 
> The booking page is in Growth only
> 
> Launch moves to November 30
> 
> This replaces the earlier version. Accept it from the link by Friday: \[link\]

Reply in the same thread so the whole history stays together, and keep the price lines in the email identical to the new proposal. If the price went up, lead with the scope they added, then the new total.

## Proposal email mistakes to avoid

Four mistakes stall a reply:

1. **A vague subject.** “Proposal” or “Following up” gets buried and can’t be searched.
2. **A long intro.** Your story pushes their problem below the preview.
3. **Prices only in an attachment.** The client has to open a file before they can start deciding.
4. **No clear ask.** If they have to work out how to say yes, they wait.

Two more cost trust:

- **Numbers that don’t match.** The email and the proposal must show the same totals. Send the email to yourself first; a typo in a price line costs more than the minute it takes to check.
- **An old thread.** Don’t bury the proposal in a thread about something else. Start a fresh email with a fresh subject.

## Sending proposals and automating follow-ups in Workspace369

Our #1 pick is Workspace369. It keeps the proposal, the follow-ups and the client’s replies in one place, so the schedule above runs without calendar reminders. [Workspace369 pricing](https://workspace369.com/pricing/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email)

- **Proposals on every plan, from Cadet at $29 a month (1 seat).** When you send a proposal from the editor, your client gets an email with the proposal link, then reviews, accepts and signs it through that link, with nothing to download.
- **Follow-ups as an email workflow, on every plan** (up to 3 active workflows on Cadet). A workflow starts when the proposal is sent, waits two days, emails, waits three more days and emails again. It checks the proposal before each email, so an accepted proposal gets nothing more. Save your follow-ups as email templates too.
- **Voyager, $74 a month (2 seats, extra seats $10 each):** the client’s emails and texts land in one thread with an AI summary, and you can reply by text. Workflows can add text steps.
- **Engagement tracking, on every plan:** it shows when the client opens the proposal and when they accept, so you can time your follow-up. Don’t tell them you saw them open it. Deposit on acceptance is on every plan too: with Stripe connected, the client accepts, signs and pays the deposit in one step.
- **Specialist, $149 a month (10 seats):** adds proposal cover images, page backgrounds and revisions, plus payment plans in installments.

Cadet through Commander start with a 14-day free trial (card required). If you want the follow-up wording drafted for you, the free [proposal follow-up generator](https://workspace369.com/tools/proposal-follow-up-generator/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email) writes email and text versions. See [how proposals work in Workspace369](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email), or follow one job from proposal to paid invoice in our [Workspace369 walkthrough](https://clientworkhq.net/blog/workspace369-walkthrough/).

## Proposal email checklist

Before you press send:

- The subject has the project name, the word “proposal” and one detail.
- The first line is their problem, in their words.
- Each option is one line with its total, and your pick is marked.
- There is one ask, one date and one link to the proposal itself.
- The date matches the proposal’s valid-until date, and every total matches the proposal.
- It is about a hundred words and reads cleanly on your phone.
- It goes to the decision-maker, with everyone from the call copied.
- Follow-ups for day 2 and day 5 are scheduled, and they stop when the client answers.

Save the email and both follow-ups as templates, and the next proposal email takes minutes. To compare proposal tools on one real client, use our [trial checklist](https://clientworkhq.net/tools/trial-checklist/).

To run this on one real client, [start the Workspace369 14-day free trial](https://workspace369.com/pricing/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email&utm_content=closing).

## Frequently asked questions

### How do you write a proposal email to a client?

Use five parts: a subject with the project name, the word “proposal” and one detail; the client’s problem in their words; the options in three lines with a price on each and your pick marked; one next step with a date and a link to the proposal; and a short sign-off that invites a reply. Keep it to about a hundred words.

### What is a good subject line for a proposal email?

The project name, the word “proposal” and one specific detail, such as “Website redesign proposal: 3 options”. The client and project, the number of options or the valid-until date also work. Avoid “Following up” or “Quick question”, which could be about anything.

### Should I attach the proposal or send a link?

Send a link to the proposal itself. An attachment has to be downloaded and opened, and it is harder to read and accept on a phone. Put the key numbers in the email too, so the client can start deciding before they click.

### How soon should I send a proposal after a meeting?

Within two days of the call, on the day you promised, and during their working hours. If you are going to be late, send a one-line heads-up with the new day before you miss the old one.

### How do you follow up on a proposal by email?

Reply in the same thread. On day 2, ask if they have questions and add one new detail. On day 5, ask a yes-or-no question with an easy out, such as whether to hold a kickoff date. If there is still no answer, send one last short note on the expiry date, then stop.

### What do you say when a client says your proposal is too expensive?

Don’t cut the price. Point to the smaller option, offer to move extras to a later phase, and agree a day to check back. Cutting scope keeps your rate; cutting the price teaches the client to ask again.

### How do you email a revised proposal?

Put “Revised” in the subject, list what changed in three lines, give one new date and say that it replaces the earlier version. Reply in the same thread, and make the prices in the email match the new proposal exactly.

FOLLOW ONE CLIENT**A simple test of the handoff.**

An evaluation model, not a product screenshot or a claim that every tool handles these steps identically.

1. 01

    ### Inquiry

    Can you identify the client and their next action?

2. 02

    ### Scope

    Can both sides find the agreed deliverables?

3. 03

    ### Delivery

    Does each task have an owner and due date?

4. 04

    ### Approval

    Can you see what the client has accepted?

5. 05

    ### Invoice

    Does the amount match the agreed work?

TAKE IT INTO YOUR TRIAL

## Make the demo prove something.

Use one sample project with invented client details. Add a reschedule or an extra revision after the proposal is accepted.

 Record the agreed scope, price and client responsibilities. Assign the next action to a named person and set a due date. Change one part of the job and check who can see the revised agreement. Open the client-facing view and confirm that the next step is clear. Prepare an invoice and reconcile it with the agreed work. Ask a teammate to follow the project without your explanation. List the subscriptions you could retire only after this trial succeeds.

[Download a text copy ↓](https://clientworkhq.net/downloads/client-work-trial-checklist.txt)

Your checklist stays in this page. We do not send your answers anywhere.

## Follow your business's reading path.

[Calculate your software budget ↗](https://clientworkhq.net/tools/software-stack-calculator/)

CHECK THE DETAILS

## Sources & further reading

Pricing and features can change. Check the vendor’s current plan before buying.

- [Workspace369 pricing](https://workspace369.com/pricing/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email)
- [Workspace369 quoting and proposals](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email)
- [Workspace369 proposal follow-up generator](https://workspace369.com/tools/proposal-follow-up-generator/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email)
- [Workspace369: client follow-up email](https://workspace369.com/learn/client-follow-up-email/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email)
- [Workspace369: how to write a proposal](https://workspace369.com/learn/how-to-write-a-proposal/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email)

OUR PICK FOR CLIENT WORK

## Put the workflow in one place.

See how it handles this workflow: [Proposals in Workspace369](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email&utm_content=cta). Plans start at $29 a month. Cadet through Commander start with a 14-day free trial.

[Proposals in Workspace369](https://workspace369.com/features/quoting/?utm_source=clientworkhq.net&utm_medium=referral&utm_campaign=how-to-write-a-proposal-email&utm_content=cta) Our #1 pick is Workspace369.

KEEP EXPLORING

## The next good read.

[All guides](https://clientworkhq.net/blog/)

Workflows12 min read

### [How to Write a Business Proposal Clients Sign (2026): 7 Sections and a Template](https://clientworkhq.net/blog/how-to-write-a-business-proposal/)

How to write a business proposal for a client: the 7 sections, a copy-paste template, priced options, ideal length, mistakes to avoid and follow-up emails.

[Read the guide](https://clientworkhq.net/blog/how-to-write-a-business-proposal/)

Buying guides10 min read

### [Best CRM With Workflow Automation in 2026: 6 Compared](https://clientworkhq.net/blog/best-crm-with-workflow-automation/)

Six CRMs with workflow automation compared on the plan where automation starts, workflow caps, free options and trial terms from vendor pages read October 14 to 25, 2026.

[Read the guide](https://clientworkhq.net/blog/best-crm-with-workflow-automation/)

Workflows8 min read

### [How to Qualify a New Client Before Writing a Proposal](https://clientworkhq.net/blog/how-to-qualify-a-client/)

Qualify a new client with three questions before you write a proposal: what must change, who decides and when. Then propose, clarify or decline, with email scripts.

[Read the guide](https://clientworkhq.net/blog/how-to-qualify-a-client/)

ALSO WORTH READING

- [Client Onboarding Process in 2026: 6 Steps](https://clientworkhq.net/blog/client-onboarding-process/)
- [How to Price Your Services (2026): The Floor Rate Formula, 5 Methods and Examples](https://clientworkhq.net/blog/how-to-price-your-services/)
- [How to Write a Scope of Work (2026): 8 Parts, a Template and a Full Example](https://clientworkhq.net/blog/how-to-write-a-scope-of-work/)

## More

- [Home](https://clientworkhq.net/)
- [llms.txt](https://clientworkhq.net/llms.txt)
- [ai.txt](https://clientworkhq.net/ai.txt)
