Business proposal templates

Find free, customizable proposal templates you can edit, tailor, and implement instantly. Use the search bar below to quickly locate a specific proposal or browse the full collection.

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Direct mail campaign proposal: Free template

Proposes a direct mail campaign, outlining target audience segmentation, creative design, mailing logistics, and response tracking to drive engagement and conversions.

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Case study development proposal: Free template

Proposes case study development services, detailing client interviews, narrative structure, design elements, and approval workflows to showcase successful outcomes and build credibility.

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Sales funnel audit proposal: Free template

Proposes a sales funnel audit, outlining lead analysis, conversion metrics, bottleneck identification, and optimization recommendations to improve sales performance.

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CRM customization proposal: Free template

Proposes a CRM customization plan, outlining workflow adjustments, feature enhancements, data migration, and user training to align the system with business needs.

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Customer retention program proposal: Free template

Proposes a customer retention program, detailing engagement strategies, loyalty initiatives, feedback loops, and performance tracking to increase repeat business and reduce churn.

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Competitive-analysis report proposal: Free template

Proposes a competitive analysis report, outlining market research methods, competitor benchmarking, SWOT analysis, and strategic recommendations to inform business decisions.

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Sales enablement toolkit proposal: Free template

Proposes a sales enablement toolkit, detailing content creation, training resources, CRM integration, and performance tracking to improve sales team effectiveness.

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LinkedIn ads campaign proposal: Free template

Proposes a LinkedIn ads campaign, outlining audience targeting, ad creatives, budget allocation, and performance tracking to drive B2B lead generation and brand awareness.

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Credit risk assessment proposal: Free template

Proposes a credit risk assessment plan, outlining evaluation criteria, scoring models, data analysis methods, and reporting procedures to support sound lending and investment decisions.

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Financial KPI dashboard proposal: Free template

Proposes a financial KPI dashboard, detailing key metric selection, data integration, visualization design, and real-time reporting to support informed financial decision-making.

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