What We Discussed
During our conversation on [date], you shared that [summarize their specific pain point in their own words — e.g. "your team has been manually tracking client onboarding in spreadsheets, which has led to missed follow-ups and inconsistent compliance documentation"]. This proposal outlines how I'd approach solving that.
Scope of Work
✓
[Deliverable 1 — pull from the matching Service Package Tier]
✓
[Deliverable 4 — add or remove rows as needed for the tier]
Timeline
| Project Start | [Date — typically within 2-3 business days of approval] |
| Estimated Duration | [3-5 days / 2-3 weeks / 4+ weeks, per tier] |
| Check-in Point | [Midpoint update — date or milestone] |
| Delivery & Handoff | [Date + live walkthrough call if applicable] |
Investment
Total Project Investment
$[Amount]
Based on the [Tier Name] package · See Payment Terms below
Deposit to Begin
50% — $[Amount]
On Completion
50% — $[Amount]
Why This Approach
I bring 10+ years of financial services experience — including roles at HSBC, Lightspeed Commerce, and SimplyFunded across UK and AU markets — to operations work most freelancers are still learning on the job. That means fewer rounds of revision, faster understanding of compliance-sensitive requirements, and a system built to hold up under real scrutiny, not just look organized on the surface.
Next Steps
1
Reply to confirm you'd like to proceed, or share any questions about scope
2
Send the deposit invoice (sent separately upon confirmation)
3
Project kicks off within 2-3 business days of deposit received