We've provided example proposals for your industry. They're a great place to start and ready to send, with real scope, phases, fee options and terms. You can edit any of these online and see how it looks to your client.
Use it after a discovery call, when a small business is deciding whether to hand its bookkeeping and monthly close to your firm.
Use it to propose design services for a residential or small commercial project after your first site visit.
Use it when a company is naming, launching, or rebranding and is choosing a studio to create its identity.
Use it whenever the owner asks for something outside the contract, a hidden condition turns up, or an allowance selection costs more than its budget.
Use it when a business is leasing, moving, or refitting an office and wants a designer to plan the space and see it through to move-in.
Use it when a brand asks you to quote a product, lifestyle, or campaign shoot for its website, ads, or packaging.
Use it after a walkthrough and measure, when a homeowner is comparing bids for a remodel or renovation.
Use it after a discovery call, when a business is deciding whether to bring you in to diagnose a problem and recommend what to do.
Use it after a discovery call, when a company is choosing a planner for a conference, offsite, launch, or other corporate event.
Use it after a chemistry call, when an organization is deciding whether to invest in coaching for one of its leaders.
Use it when an owner is deciding whether to buy, develop, or renovate a property and needs to know what it can hold.
Use it after a first call with a new client, for a defined project with a clear start and finish.
Use it after an initial consultation for a residential project, when the client is deciding how much of the work to hand over to you.
Use it when a company asks you to run a workshop for its managers or leadership team on a skill such as feedback, delegation, or decision making.
Use it when a business without in-house counsel asks how your firm would handle its day-to-day legal work, and what it would cost.
Use it to turn a project client into an ongoing marketing partnership, or to pitch monthly services to a new client.
Use it when an architect or owner asks you to propose building systems design for a new building or a major renovation.
Use it when a company wants an animated explainer or product video for its website, sales team, or social channels.
Use it when a brand is launching a product, extending a line, or refreshing its packaging and is choosing a studio to design it.
Use it when a business wants more traffic and leads from search and is choosing an agency or consultant to run its SEO.
Use it when a business wants an agency to plan, create, and manage its social media channels each month.
Use it when an architect asks you to propose structural services, once you've seen the program and preliminary drawings.
Use it when a business owner asks you to prepare their company's return and their own, before you send the engagement letter.
Use it to propose a brand film, promo, or social campaign after the client shares their brief.
Branded invoice designs you can customize down to the HTML and CSS.
Estimate designs that match your invoices.
The designs that give every proposal and contract its look.
Five reminder emails to copy, from friendly to final.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
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Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
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