When starting new employees in your company, there are certain things you need to do first up to ensure they're successful. This means you need to onboard them properly.
In today’s fast-paced world, every company has their unique way of onboarding employees to get them up to speed quickly. Some companies don’t even bother with an onboarding process. Others spend hours upon hours creating detailed manuals and guides that overwhelm new employees.
What if you could cut all that time out by using a simple employee onboarding template or checklist?
An effective new employee onboarding template will help new hires get started quickly and efficiently.
If you're looking for ways to improve your business, consider adding an employee onboarding template to your workflow. If you don't already have one, use the Nimbus new employee onboarding template as your checklist to start your new hires the right way.

How to Use the Nimbus Client Proposal Template

Add in the following details:

Client Details

    The details you need to include:

  • Name of the client, along with any personal details, including the date of the proposal.
  • The purpose of the proposal.
  • The problem statement or the client's pain points.
  • Any resources your client may use or need.
Your Solution, The Plan, and The Price

    Include details such as:

  • What you are offering.
  • What your client will need to do.
  • What the investment is for your client.
Next Steps
  • Detail what your client needs to do next and what they can expect when they do. Also, include a link or button for them to accept the proposal.

What is a Client or Business Proposal Template?

Also referred to as a business proposal template, it's a document that outlines the services or products you want to provide to a particular customer. Client proposal and business proposal is usually used interchangeably.

    It can be used for different purposes, such as:

  • Pitching investors on an idea that will provide a return on their investment.
  • Offering a product or service.

A client proposal template can be used by businesses to showcase what they offer and convince the reader to choose them over others.

What Are the Different Business Proposal Types?

    The different types of business proposals include:

  • Product proposal — This is used to describe a new product your business intends to produce.
  • Service proposal — This is used to describe the services you or your business plan to provide.
  • Project proposal — This is used to describe a project that needs to be started to achieve an outcome, and what the scope of the project will be.
  • Solution proposal — This is used to detail the solutions your business offers to solve your customer's problem.
  • Benefit proposal — This is used to describe benefits that clients will receive when they work with you and your business.

The person you send a proposal to will affect what you include in it. If it's solicited, which means someone has asked for one, you'll need to tailor your business proposal so that it includes all the details requested.

If it's unsolicited, meaning no one has asked for one, you can still write a good one. You need to do your research and use a similar format you have used successfully.

Format for a Business Proposal

A good business proposal has many components. Here are a few of them.

1. The purpose of the proposal

This describes why you created the proposal. Is it a solicited or unsolicited proposal? You will have a better chance of success if it's solicited, which means a prospective customer has specifically asked for it.

2. What problem you can solve

You're in business to solve problems and make your customer's lives better. If they don't believe your business can solve their problem, they won't hire you. State what problem you can solve and why you believe you can solve it.

3. The products or services you intend to provide

Describe the solution you can offer to solve your customer's problem and how long they should hire you for. Also, mention the benefits they will receive when they deal with your business.

4. Who you are and what you do

Mention the credentials of your business, your experience, qualifications, and how long you've been in business. You can also share testimonials from other clients, success stories, and include case studies. Social proof is a critical component of any proposal.

5. The cost of your product or service

Ideally, you want to pitch your product or service as an investment rather than a cost. Reinforce how the client's life will be easier after your product or service solves their problem and what it will mean to them.

These are just a few components of an effective business proposal. You can change it to fit your needs.

How to Write an Effective Business Proposal?

There are many business proposal templates available today. An effective business proposal should present a strong case for why it should be accepted by those reading it. It's your business plan for executing what you say you will.

These are the components to include in your business proposal.

1. A title page

This should include the name of the person or company it's intended for and your business details.

2. Table of Contents

This is a quick index of the different sections of the proposal and usually includes page numbers.

3. A Cover Letter

The cover letter is your executive summary. It should summarize the key points from all the other components of the business proposal. This is usually the last thing you write, after you've completed all the other sections.

4. The Hook

Your hook should name the problem the client is facing, how it may be making them feel about it, and why it's wrong that they are dealing with that problem.

5. Your Solution

Here, you need to position your product or service as a solution to the client's problem. Describe the benefit your client will experience if they hire you or buy your product. Avoid using language that might confuse your client.

6. The Plan

It's best to mention a three-step plan for how easy it is for the client to work with you. Let them know what the three steps are. Once again, avoid using language that could confuse your client.

7. The Price

Frame the cost of your product or service as an investment. Clearly state the price and payment terms your business offers. Also, include a deadline to drive action. An example could be that the price you're offering is only valid for the next 14 days.

8. Your Business Credentials

This is where you mention your business credentials and anything that will position you as a leader or authority in your field. Position yourself as a guide who has experienced what the client is experiencing, which will show you empathize with them and their problem. Share success stories that will cause them to trust your business as the solution to their problem.

9. The Call to Action

Reinforce the deadline and tell the client what you want them to do next. Avoid using passive language. Instead, use active language that will drive action.

Ready to Create a Client Proposal Template?

It's time to create your client proposal template. You can use the Nimbus client proposal template to get started. You can add components that are relevant to your business and your client.

If others could also benefit from using this business proposal template, please share it with them.