Creating a project proposal for an agency in Notion

JuanCarlos Chavez
JuanCarlos Chavez
Posted underEntrepreneurship

I have been using Notion for all list keeping including clients for the web design agency I am working to build over at omadesign.co

My objective was to create a template “Project Proposal” plan for my future clients. I’ve looked at other samples and watched a few explanations on YouTube can came up with my own a 7 part project plan:

  1. Project Overview
  2. Why My Design Agency
  3. Project Costs
  4. Milestones
  5. What’s Next
  6. Terms
  7. Signature

Each section only has a sentence or a paragraph but no more than 2 paragraphs of text.

Doing this in Notion has been awesome since I can modify this document each time I need to tweak it for a new revision and save it as a template. Then I can easily create a “new client” page, duplicate the project proposal, edit the content, and export as a PDF so that I can forward it to my client to approve sign.

If you would like a copy of my template project proposal, send me an email at hey@juancchavez.com

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