FREELANCE PROPOSAL CHECKLIST
Indie Work Stack

Use this before sending a proposal. Replace or remove every bracketed item.

1. CLIENT AND CONTEXT
[ ] Client or company name is correct.
[ ] The problem or desired outcome is stated in the client's language.
[ ] Relevant constraints, deadlines, and stakeholders are recorded.
[ ] Assumptions are clearly identified.

2. SCOPE
[ ] Deliverables are specific and countable where possible.
[ ] Work that is not included is stated.
[ ] The number of revisions or feedback rounds is defined.
[ ] Client responsibilities and required materials are listed.
[ ] The process for scope changes is explained.

3. PROCESS AND TIMING
[ ] Project stages are listed.
[ ] Start date and target completion date are included.
[ ] Feedback and approval deadlines are included.
[ ] Dependencies that can change the schedule are stated.

4. PRICE AND PAYMENT
[ ] Price and currency are clear.
[ ] Taxes or additional expenses are explained.
[ ] Deposit, milestones, and final payment dates are listed.
[ ] Payment method and payment terms are included.
[ ] The proposal validity date is stated.

5. OWNERSHIP AND OPERATIONS
[ ] Ownership or license terms for final work are clear.
[ ] Confidentiality requirements are addressed.
[ ] Access, accounts, files, and data handling are defined.
[ ] Cancellation or postponement terms are included where appropriate.

6. NEXT STEP
[ ] The exact approval action is stated.
[ ] The proposal includes a contact for questions.
[ ] The proposal has been proofread.
[ ] Links and attachments have been tested.
[ ] A follow-up date is recorded in the lead tracker.

FINAL CHECK
[ ] The proposal explains the decision without unnecessary detail.
[ ] The client can identify scope, timing, price, and next step quickly.
[ ] No service or result is promised beyond what can be delivered.

Proposal valid until:
Follow-up date:
Notes:

Guide:
https://seiyafromjapan.github.io/indie-work-stack/freelance-proposal-checklist.html