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Website proposal and scope of work outline

The sections a clear website proposal needs: summary, what is in and out of scope, revisions and timeline, client dependencies, price, deposit and milestone payments.

CSK-11

PDF, 1 page, 7 KB

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Summary

  • Client: [name]. Prepared by: [you]. Date: [date]. Valid until: [date].
  • The problem in their words: [one or two sentences from the discovery call].
  • The outcome this project delivers: [goal, and how success will be measured].

In scope

  • Pages: [list, with sections per page]. One-off setup: [design system, templates].
  • Features: [forms, booking, shop with up to X products, blog, search].
  • Design and copy: [who supplies each]. Migration: [X] items from the old site.
  • Technical: [hosting setup, SSL, redirects from the old site, analytics, backups].
  • Accessibility target: [for example WCAG 2.2 AA] and browsers and devices tested.
  • Training: [one session of X hours] and a handoff document.

Not in scope

  • [Copywriting, photography, logo design, translations, ongoing SEO].
  • [Third-party fees: domain, hosting, licenses, stock images, paid plugins].
  • Anything not listed above, handled by a written change request.

Process, revisions and timeline

  • Phases: discovery, design, build on staging, review, launch, aftercare.
  • Revision rounds per phase: [number]. Extra rounds at [rate].
  • Timeline: [weeks per phase]. Assumes feedback within [X] business days.
  • Client provides: content by [date], access to [accounts], one decision maker.

Price and payment

  • Total: [amount] ([fixed price / estimate with a range]).
  • Deposit [X] to start, [X] at design approval, final [X] before launch.
  • Ongoing care after launch: [plan name, monthly price, what it covers].
  • Payment terms: [due in X days]. Late fees: [as allowed and agreed].

Next steps

  • Accept in writing, sign the contract and pay the deposit to book a start date.
  • Kick-off call within [X] days, then the content collection checklist.
  • [Designer note, delete before sending: the project estimator prices every line and prints a client estimate, /design-field-kit/project-estimator/ on webdesignsurvivalist.com.]

More templates

The rest of the kit

CSK-12
PDF, 1 page, 7 KB

Website project contract outline

The topics a website design contract usually covers, from scope and payment to ownership, licenses, warranty and termination. An outline for your lawyer, not legal advice.

CSK-14
PDF, 1 page, 5 KB

Care plan tier sheet

Turn your care plan prices into tiers a client can compare: what each tier includes, task credits, add-ons and who may buy them, backups and response times.

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