Your work is strong. Your proposal shouldn’t be why they stall.

From discovery notes to a sendable proposal, in one sitting. Ready to Send is a connected close kit for independent consultants — not a pile of unrelated templates.

Get the kit — $39 Editable Word and Excel files. Instant download.

One set of facts, all the way through

Most proposal kits give you five disconnected documents and leave you to copy the same details by hand. In Ready to Send, the facts you capture on a discovery call use the same field names in the pricing sheet, the proposal, the statement of work, and the follow-up emails. You fill them in once, then send.

The kit assumes you already do good work. It is here so a late, vague, or self-centered proposal is not the reason a good project waits — or walks.

What’s in the kit

Discovery call script and notes worksheet A 45-minute agenda and a live notes sheet. The questions map onto the proposal, and there is a place to capture the client’s own phrases — plus a short section on when not to send a proposal at all.
Pricing workbook Build a private floor from your hours and rate, then package two or three client-facing options. The floor stays on a private tab. This workbook is never sent to a client; you paste the offer language into the proposal.
Proposal template, plus a worked example A 2-to-4-page, decision-ready proposal that opens with their situation, not your bio. A fully written sample is included so you can see how a finished one reads. The sample uses fictional names and figures.
Statement of work template Scope, deliverables, exclusions, revision rounds, payment, and a change-request process, in plain language. This is a sample, not legal advice — have a lawyer in your jurisdiction review it before you use it.
Follow-up email sequence Ready-to-adapt emails and short LinkedIn notes: a same-day send, a bump after a few days, a reply when they need to think, and a graceful close. Written as a helpful adult, not a chase.

How you use it

Run the discovery call with the script. Capture answers — and the client’s own wording — on the notes sheet.
On the pricing workbook, set your private floor, then build two or three packaged options. Copy the recommended offer into the proposal.
Drop the same facts into the proposal and, when they are ready to proceed, the statement of work. Delete the instructional notes before you send.
If they go quiet, use the follow-up sequence. If they decline, close the loop and stop.

Who it’s for

A good fit if you

Are an independent B2B consultant or freelance specialist
Sell projects or retainers in the $3,000–$15,000 range
Already do strong work, but proposals take too long or start in the wrong place
Want a system you can run after a single call

Not a fit if you

Have a dedicated sales team that already owns this process
Want a pack of “100 proposal templates”
Expect the kit to write the proposal without you — you still do the thinking
Need a signed contract that has already been reviewed for your jurisdiction

Get Ready to Send

$39 one-time, USD

You get all five pieces, including the worked proposal example, as editable Word and Excel files. Use and adapt them for your own client work. Please don’t resell the templates as a product.

Get the kit — $39

14-day refund if it isn’t useful. The statement of work is a sample and is not legal advice.

Questions

What format do I receive?

Editable .docx files for the guide, discovery worksheet, proposal, statement of work, and follow-up emails, plus an .xlsx pricing workbook. A fully written proposal example is included so you can see the template in use. Open them in Microsoft Word and Excel, or in Google Docs and Sheets after uploading.

Is the statement of work a legal contract?

No. It is a sample, written in plain language, to help you draft a scope. It is not legal advice. Have a lawyer in your jurisdiction review it before you send it to a client.

Will this write the proposal for me?

No. You still run the call, decide the offer, and write in the facts. The kit gives you the structure, the field names that carry through every file, and language you can adapt — so you are not starting from a blank page, or from your company bio.

What is the refund policy?

If the kit isn’t useful, email us within 14 days of purchase and we’ll refund you. Please don’t resell or share the files.

What language is it in?

The kit is in US English, written for consultants who sell to English-speaking clients.