Client Proposal template
Pitch new work with a link that looks the part - and tells you exactly when the prospect is reading, so you follow up at the perfect moment.
- What we heard
- The phased approach
- The investment
- Accept / book a call
Built for any agency pitching new work.
How to use the client proposal template
Ask your agent
One line to install, then say what you want sent.
It writes your version
This layout, your work, your brand guide.
Send the tracked link
See the moment your client opens it.
Questions
How do I send a client proposal to a client?
Ask your agent to write it in your brand and publish it to Foliyo. You get one link to send, locked with an email gate or a PIN, and a report of who read it and what they read. No design or hosting setup.
Can I remove the Foliyo branding (white-label)?
Yes. On the Pro plan your client proposal is fully white-labeled. Your logo and brand only, with the option of a custom domain.
Will I know if my client opened it?
Yes. Foliyo tracks opens, repeat views, and timing, so you know the moment your client reads it, so you can follow up at the right time.
Is it free?
You can build and send a client proposal for free. Pro ($29/mo) adds white-label and per-client open tracking.
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