First-offer worksheet

Write your first offer.

Keep it small enough to explain in a conversation and specific enough for a buyer to understand.

You don’t need perfect answers. Fill in what you know, then use the gaps to guide your next conversation. This is a planning note, not a contract or a demand forecast.

Your entries aren’t sent or saved. Keep private client details out of the worksheet and print a copy before leaving.

The buyer and the work

Who might buy this?For example, an independent consultant who already sends a newsletter. Pick someone whose work you understand. What do they need help with?Describe the task or problem in their everyday language. What will you deliver?Be specific: one formatted newsletter issue, or updates to three website pages and a short change record.

How the project will work

What do you need from the client?For example: approved wording, files, account access, and one person who can approve the work. What isn’t included?Write down extra tasks, revisions, or responsibilities you would quote separately. What are the deadlines and approvals?Include the starting conditions, turnaround, approval steps, and time zone. When can you be available?Include meeting hours or response times you can reliably keep.

A sample, a price, and a conversation

What can a buyer inspect?A permitted client example or a clearly labeled practice project. Note what you still need to make. How will you quote the price?An amount in USD or a clear estimate process. Use the price calculator to check the hours and direct costs. What is your next conversation?Who could you speak with, what will you ask, and when? Avoid private contact details here.

Your entries stay on this page. They aren’t sent or saved. Print a copy before leaving or reloading.

Next, test the offer in a real conversation and check the price against the time involved.

1The buyer and the work

2How the project will work

3A sample, a price, and a conversation

The buyer and the work

How the project will work

A sample, a price, and a conversation