Client Proposal template
Give your proposal a clear, branded handoff. Share one link, keep revisions in place and use readership signals to inform your follow-up.
- What we heard
- The phased approach
- The investment
- Accept / book a call
Built for any agency pitching new work.
See the complete example.
Open full example →Scroll through the client proposal below. It uses fictional content and illustrative media, with the Foliyo bar shown on Free. Reader tracking is off. Your agent can adapt the layout, design and content to your own work.
Make it yours in your AI tool.
Connect Foliyo, then paste this starting prompt. Replace the sample content with your approved work and choose the client’s design separately from the sender.
Create a Foliyo client proposal from my approved material. Include: What we heard; The phased approach; The investment; Accept / book a call. Do not invent results, fees, testimonials or evidence. Ask me which format, design guide, sender and access settings to use, with numbered choices for missing details. Replace sample resources with my approved links and remove anything I have not supplied. Show me the complete draft before publishing. Do not email anyone.
Follow the walkthrough for Claude Code or Codex, or see all supported connection methods.
Connect Foliyo and create yours →How to use the client proposal template
Ask your agent
Connect Foliyo and provide your approved source material.
It writes your version
Choose the format, client design and sender, then review every section.
Publish and share
Check the recipient view. Free has a read receipt; Pro adds detailed engagement.
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, with PIN protection, or a Pro email gate. Free includes a basic read receipt; Pro adds recipient and section engagement reports. 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 own sender logo replaces the Foliyo branding. Published pages use a Foliyo-hosted address.
Will I know if my client opened it?
Yes. Foliyo provides a basic read receipt on Free and more detailed recipient and section engagement on Pro. Activity is not proof of identity or understanding, and personal links can be forwarded.
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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