What Should Be Included in a Proposal

What Should Be Included in a Proposal to Make the Client Say “Yes”?

The success of any freelance proposal begins not with the text itself but with the reputational and visual audit the client conducts before reading the first word of the bid. The decision to collaborate is a process of evaluating risks and reliability, where the client selects a contractor based on professional reputation and overall impression. Thus, proposal conversion is driven by two axes: trust and relevance. A freelancer must simultaneously minimize perceived risk (through trust) and prove they are the most suitable solution (through textual relevance).


Managing the First Impression

Although the profile photo holds only moderate priority in the overall evaluation system, it is a key element that shapes the first impression and establishes personal connection. Professional profile design requires adherence to several important rules: the face must be fully visible, the appearance should be semi-formal, and the image quality should be high. It is important to understand that people trust people, not abstract symbols, so using logos or icons instead of a personal photo is strongly discouraged.
Reviews have a much higher priority in the decision-making process. They serve as the most important social proof confirming a freelancer’s ability to deliver high-quality work. Even a single negative review can significantly complicate winning new projects. This creates a strategic need for careful reputation management: a freelancer should be selective, declining projects they cannot execute or avoiding potentially toxic clients to prevent damage to their profile. Experience shows that ignoring ratings and reviews is a mistake, even if a strong portfolio is present, because reputation remains a constant trust factor.

Portfolio: Relevance Over Volume

The portfolio functions as a visual element that helps a freelancer’s bid stand out. The strategic approach is to showcase not the quantity of completed work but its quality and relevance. Only the best and most representative examples should be highlighted.
The portfolio must also be convenient and logically structured. A client or employer should be able to quickly view the necessary examples without navigating confusing layouts or waiting for large files to load. If a client follows a link to a sample included in the proposal, they should land on a page with a detailed project description, which increases the chances of making a positive impression.

The Conversion Hook Strategy

After passing the trust audit, the critical moment becomes the proposal text itself. This section holds the highest priority because most freelancers fail during the evaluation of the first lines. The goal is to instantly capture attention and prove relevance.


Instant Relevance: Reverse Copywriting

The first 5 to 15 lines of a proposal are decisive: they determine whether the client stops to consider the freelancer’s bid. In a highly competitive freelance environment, clients scan proposals looking for confirmation that the freelancer understands their need.
The most effective introduction uses the technique of problem validation. It begins with a quick, clear greeting followed immediately by a concise restatement of the client’s main need or problem. This approach shows that the freelancer carefully read the task and immediately understood its essence, making the proposal stand out from template responses. It creates the impression that the freelancer is already halfway to the solution. The absence of such personalization is a common and fatal mistake.

A Result-Oriented Headline

A commercial proposal should begin with a headline that captures attention, is clear and specific, and immediately explains the essence.
The strategy is to replace process-oriented headlines with headlines that promise a concrete result and benefit. Instead of merely naming the service, the headline should promise a solution and speed. For example, “High-quality business content: unique texts in 3 days” is far more effective than “Copywriting services.”

A Short but Convincing Presentation

After establishing relevance through problem validation, the freelancer should present themselves in just two or three sentences. This should be a clear statement that the freelancer can solve the client’s problem and is ready to start immediately.
The presentation must briefly explain why this freelancer is the ideal candidate, referencing relevant experience such as working in a similar niche or collaborating with well-known brands. This approach turns the proposal into a quick diagnostic tool: by demonstrating an understanding of the task in the opening lines, the freelancer shifts the client’s attention from ratings to personal expertise.


Justifying Value and Expertise

Once the freelancer has captured the client’s attention, they must confirm their expertise by demonstrating process transparency and understanding of business goals. This positions the contractor as a strategic consultant rather than just a hired worker.

Methodology Transparency

One of the key factors influencing the client’s choice is the quality of proposals and presentations, as well as the overall impression the consultant makes. For this reason, the proposal should include a short but detailed description of the methods and processes that will be used in the project.
Transparency adds weight to the proposal because it reduces uncertainty for the client. By outlining clear steps, the freelancer demonstrates professionalism and planning. It is also advisable to include links to the portfolio or work samples that illustrate these methods in practice.

Transforming Skills into Benefits

An effective proposal must clearly articulate value. This requires shifting the focus from listing skills (such as “I know Python and Photoshop”) to the concrete business benefits the client will gain. The freelancer should explain how their service will improve the client’s business, increase sales, or generate measurable profit. For example, a CTA should promise “earn $1000 a day” instead of simply “read my blog.”

Countering Undervaluation of One’s Work

Professional positioning requires proper valuation of one’s services. A common mistake, especially among beginners, is low self-esteem, which leads to underpricing. Freelance work, especially in the creative sphere, requires significant effort and is not “free creativity,” so compensation must reflect this. Low pricing not only harms income but may also signal low quality to the client, contradicting any value-based strategy.

Financial Strategy: Value-Based Pricing and Risk Minimization

The financial section of the proposal should be written from the position of an expert who sets the terms, not from the position of a requester. This requires a strategic approach to pricing and mandatory financial risk management.

Value-Based Pricing

Value-based pricing is the most complex but most profitable approach. Under VBP, the price is set according to how much the client is willing to pay for the final result, not based on cost or time spent. This model allows freelancers to raise prices to the highest level of perceived value.
To succeed with VBP, the freelancer must effectively articulate the value of their services and accurately assess how impactful their solution is for the client’s business. However, VBP requires constant market monitoring: the freelancer must track competitors and market conditions. Setting a price that is too high at the wrong time may reduce the number of clients, even if perceived value is high.

Financial Transparency and Security

A proposal must include clear terms of collaboration, including an exact timeline and cost. Unclear terms reduce client trust.
A critical element is requiring an upfront payment. Working without a deposit is a major mistake because it can lead to delays, underpayment, or complete refusal to pay. Professionalism requires financial guarantees. A recommended deposit ranges from 20% to 50% of the project cost. If a client is unwilling to provide a deposit, the use of escrow services becomes mandatory. A confident request for an upfront payment signals the high value of the freelancer’s services and reinforces their professional position.

Crafting a Strong Call to Action

Even a perfectly structured proposal may fail if it lacks a clear Call to Action (CTA). A CTA overcomes client inertia and encourages an immediate response.
An effective CTA focuses on what the client will gain, not on the mechanical action. Instead of urging “Click here,” it should explain the benefit, such as “Sign up to improve your personal life” or “Sign up to earn $1000 a day.”
Additionally, urgency significantly increases response rates. Time limits or limited availability push the client to act quickly. Phrases such as “Call us today” or “Only 5 spots left” encourage faster decisions. The best CTAs mask the direct request behind an attractive offer, for example, “Get a free gift” instead of “Buy.”

Power Words and Consistency

Clients usually scan proposals rather than read them thoroughly. To capture their attention, freelancers should use power words in subheadings and key phrases that spark curiosity and encourage reading.
The tone of the CTA must be consistent with the overall brand and service style. If the service is highly professional and reserved (such as legal services or high-end fashion), the CTA should be calm, professional, and not overly emotional.

Therefore, a high-converting freelance proposal is built on four strategic pillars: impeccable reputation, instant relevance, a clear justification of value, and a strong call to action. Optimizing all these elements, even those with moderate priority, is essential for achieving high conversion.

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