ISO certification preparation proposal: Free template
Customize this free ISO certification preparation proposal with Cobrief
Open this free ISO certification preparation proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your client’s industry, current systems, and target certification. You can also use AI to review your draft — tighten language, clarify deliverables, and spot missing steps 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 companies preparing for ISO 9001, ISO 27001, ISO 14001, or similar certifications. Whether you're offering full lifecycle support or targeted gap analysis, this proposal helps you clearly outline your value and build client confidence.
What is an ISO certification preparation proposal?
An ISO certification preparation proposal outlines how you’ll help a client get ready for an external ISO audit. It includes a step-by-step roadmap to meet the selected ISO standard’s requirements — from documentation and internal audits to training and final audit support.
This proposal is commonly used by compliance consultants, quality managers, and ISO implementation specialists working across sectors. It differs from a general compliance or operations proposal by focusing on helping a company align with internationally recognized standards for quality, security, or sustainability.
It’s especially relevant for businesses preparing for their first ISO certification or going through re-certification after internal or regulatory changes.
Why use Cobrief to edit your proposal
- Edit the full proposal instantly: Skip formatting headaches — just open and start customizing.
- Use AI to tailor scope and content: Match your proposal to the specific ISO standard, client size, and readiness level.
- Run a full AI-powered review: Catch missing deliverables, unclear audit steps, or scope gaps.
- Apply edits in one click: Accept section-by-section or apply all at once.
- Save, send, or download: Export a clean, professional PDF in seconds.
When to use this proposal
- When guiding a client through ISO 9001 (quality), ISO 27001 (information security), ISO 14001 (environmental), or similar certification
- When responding to an RFP or inquiry for ISO implementation services
- When bundling documentation, audit prep, and training as one engagement
- When supporting an organization through a compliance refresh or post-growth restructure
- When offering ISO readiness as part of a broader risk, operations, or quality improvement program
What to include in an ISO certification preparation proposal
- Project overview: Summarize the client’s goal — such as achieving ISO 27001 certification for information security, or ISO 9001 for quality management. Tailor this to their current maturity and regulatory or customer requirements.
- Scope of work: List the steps you’ll take — such as gap assessment, policy drafting, process mapping, risk assessment, internal audits, staff training, and pre-certification review. Be clear about which phases are included.
- Timeline: Provide a clear schedule — from kickoff and gap analysis to document delivery, training, and external audit coordination. Include phase gates if applicable.
- Deliverables: Specify what the client will receive — typically a full documentation pack, risk register, audit checklists, staff training materials, and a readiness report.
- Pricing: Show your pricing — flat rate, per phase, or milestone-based. Clarify if the proposal includes certification body fees or if those are handled separately.
- Call to action / next steps: Close with a direct action — approve the proposal, confirm scope, or schedule a discovery session. Keep it frictionless and professional.
How to write an effective ISO certification preparation proposal
- Speak to audit confidence: Emphasize how your support helps clients pass first time and avoid costly delays.
- Customize to the standard: Be specific about whether this is for ISO 27001, ISO 9001, ISO 14001, etc.
- Break it into phases: Help the client understand what happens during each part of the prep process.
- Align with business needs: Highlight how certification supports growth, trust, and regulatory approval.
- Keep it practical: Avoid overly technical language — focus on what the client gets and how it works.
- End with clarity: Always close with a next step to drive momentum.
Frequently asked questions (FAQs)
What’s included in ISO certification preparation?
It typically includes a gap assessment, documentation support, process improvements, internal audits, training, and pre-certification readiness checks. You can tailor based on the standard and client readiness.
Can this proposal be used for any ISO standard?
Yes — just update the scope and deliverables to reflect the requirements of the specific standard (e.g., ISO 9001, ISO 27001, ISO 14001, etc.).
Does this include the external certification audit?
No — most clients work with an external certification body. You can help coordinate but the actual audit is handled separately.
Can I include training for internal teams?
Absolutely. Many proposals include staff workshops, onboarding materials, or awareness training as part of the package.
Is this suitable for startups or only larger organizations?
It’s suitable for both — just tailor the depth of documentation and process work based on the client’s size and complexity.
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.