Curb-side pickup implementation proposal: Free template

Customize this free curb-side pickup implementation proposal with Cobrief

Open this free curb-side pickup implementation proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the client’s store format, operational model, and customer experience goals. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for pitching curb-side service rollouts, pickup logistics upgrades, or contactless fulfillment programs. Whether you're advising a single-location store or a national retail chain, this version gives you a structured head start and removes the guesswork.

What is a curb-side pickup implementation proposal?

A curb-side pickup implementation proposal outlines your plan for helping a retail or service-based business set up a seamless curb-side experience — from order workflows and staffing to signage and customer communication.

This type of proposal is typically used:

• In response to a client looking to expand fulfillment options beyond in-store shopping
• After an initial audit or operations review identifies customer friction or missed revenue
• To pitch operational changes that drive convenience, speed, and safety

It helps clients understand what’s required to implement curb-side effectively — and how it can increase conversion, reduce cart abandonment, and improve customer satisfaction.

A well-structured proposal helps you:

• Clarify the scope of work — from digital setup to physical signage and team training
• Align internal stakeholders across operations, marketing, and customer service
• Position curb-side pickup as both a competitive advantage and a process investment
• Set expectations on launch timing, dependencies, and responsibilities

Why use Cobrief to edit your proposal

Cobrief makes it easy to draft, edit, and refine this proposal with the help of built-in AI — right in your browser.

• Edit the proposal directly in your browser: Skip formatting issues and work in a live, customizable editor.
• Rewrite sections with AI: Instantly improve tone, simplify explanations, or tailor examples to the client's business.
• Run a one-click AI review: Let AI flag unclear language, missing context, or opportunities to sharpen your messaging.
• Apply AI suggestions instantly: Accept edits one by one or apply all improvements in a single click.
• Share or export instantly: Send through Cobrief or download a clean, client-ready version in PDF or DOCX format.

You’ll spend less time editing and more time closing deals.

When to use this proposal

Use this curb-side pickup implementation proposal when:

• Pitching curb-side as a new service offering to boost convenience and conversion
• Responding to a business that struggled with fulfillment speed or in-store congestion
• Quoting a logistics or operations engagement tied to omnichannel retail strategy
• Recommending a pickup workflow as part of a website or mobile app upgrade
• Pairing with a broader customer experience or service design project

It’s especially useful for clients who want to act quickly but need structure and guidance to implement curb-side smoothly.

What to include in a curb-side pickup implementation proposal

Use this template to walk the client through your approach clearly and with confidence — even if they’ve never offered curb-side before.

• Project overview: Summarize the client’s challenge and how curb-side pickup will improve customer experience, reduce wait times, or increase flexibility.
• Goals and success metrics: Define what success looks like — e.g., reduced fulfillment time, increased order volume, or improved satisfaction scores.
• Scope of work: Outline what you’ll handle — such as location assessments, process mapping, digital ordering setup, signage, staff training, or pilot testing.
• Customer flow design: Describe the end-to-end pickup experience from the customer’s perspective, including notifications, parking flow, and hand-off process.
• Technology and integrations: If relevant, explain how existing POS, e-commerce, or CRM systems will connect to curb-side operations.
• Timeline and milestones: Break the project into phases — planning, setup, testing, and launch — with realistic time estimates for each.
• Pricing: Present clear pricing — whether flat-fee, phased, or per-location. Highlight any optional add-ons like staff training or equipment sourcing.
• Next steps: End with a clear CTA, such as scheduling a kickoff, confirming scope, or selecting locations for the first rollout.

How to write an effective curb-side pickup implementation proposal

This kind of proposal should feel grounded, actionable, and tailored to the realities of retail or service delivery.

• Speak to real-world friction: Frame curb-side as a fix for known customer or operational pain points — not just a trendy feature.
• Be process-minded: Show that you’ve thought through staffing, scheduling, signage, and hand-off — not just digital setup.
• Use simple language: Avoid logistics jargon and make it easy for business owners or ops leads to understand.
• Focus on the customer journey: Highlight what the end user experiences and how your solution improves it.
• Clarify team responsibilities: Make sure the client knows what they’ll need to provide — whether it’s parking spots, POS access, or store staff availability.
• Keep it tight and forward-moving: End with a strong CTA that builds momentum and invites quick alignment.

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.