CLIENT PROPOSAL & PITCH CHECKLIST

Ready to impress potential clients and seal the deal with confidence? This Client Proposal & Pitch Checklist is your ultimate guide to crafting polished, persuasive, and professional proposals that convert.

Perfect for freelancers, service providers, and creative entrepreneurs, this checklist walks you through every step—from researching your client to structuring your pitch, presenting your offer, and confidently following up. Whether you're sending a PDF or presenting live, this tool will help you stand out and win more clients.

What’s Inside:

•  Pre-pitch research checklist
•   Proposal layout and content must-haves
•   Visual and branding touchpoints
•   Email & delivery guidance
•   Follow-up tips for closing the deal

Use it to:

• Craft irresistible proposals
•   Have time with a repeatable process
•   Boost your pitch success rate
•   Turn inquiries into paid clients faster

Perfect for:
Service-based businesses, virtual assistants, coaches, consultants, designers, marketers, and creatives

Format: Printable PDF – ready to download and use instantly