The full template
Words in brackets, like [Client Name], fill in automatically from your client's details when you use the template in Clientary.
In the editor, you can change any section and package options. Once you send it, your client picks a package and signs online. Edit this template online
Thank you for inviting [Company Name] to work on [Client Name]'s brand. This proposal covers what we heard, how we'll get from strategy to finished identity, what you'll receive, and three packages to choose from.
What We Heard
[Summarize the brief in the client's words, for example: the company has outgrown a logo made at founding, is moving upmarket, and needs an identity that feels credible to enterprise buyers while keeping its warmth.]
How We Work
1. Discovery and strategy. A workshop with your team, a review of your market and competitors, and interviews with a few customers. We agree on positioning, personality, and audience in a short strategy brief before any design begins.
2. Concept directions. We present distinct creative directions, each with a logo, color, type, and a few applications that show how it would live in the world. You choose one to develop.
3. Refinement. We refine the chosen direction over two rounds of feedback, testing it at every size and in every place it needs to work.
4. Guidelines and handoff. We deliver the final files and a guidelines document so your team, printers, and partners use the brand consistently.
Packages
Every package includes discovery, the strategy brief, two rounds of refinement, and final files in print and digital formats.
| Discovery workshop and strategy brief | $2,500.00 |
| Logo design (two concept directions) | $4,500.00 |
| Color palette and typography | $1,200.00 |
| Final files and a one-page usage sheet | $800.00 |
| Total | $9,000.00 |
| Discovery workshop and strategy brief | $2,500.00 |
| Logo design (three concept directions) | $6,000.00 |
| Color palette and typography | $1,200.00 |
| Graphic elements, patterns, and iconography | $2,500.00 |
| Brand guidelines (20 to 30 pages) | $3,000.00 |
| Total | $15,200.00 |
| Discovery workshop and strategy brief | $2,500.00 |
| Logo design (three concept directions) | $6,000.00 |
| Color palette and typography | $1,200.00 |
| Graphic elements, patterns, and iconography | $2,500.00 |
| Brand guidelines (20 to 30 pages) | $3,000.00 |
| Business cards and stationery | $1,500.00 |
| Social media templates | $1,800.00 |
| Presentation template | $2,000.00 |
| Total | $20,500.00 |
Timeline
Most identities take eight to ten weeks from kickoff: two weeks for discovery and strategy, three for concept directions, and three to five for refinement and guidelines. We'll confirm dates at kickoff, which can be scheduled within two weeks of your signed approval.
What We Need From You
- One decision-maker who gives consolidated feedback at each stage
- Feedback within five business days of each presentation, so the schedule holds
- Access to customers or partners for the discovery interviews
Revisions
Two rounds of refinement are included for the chosen direction. A round is one set of consolidated feedback. Further rounds, or a new direction after one has been chosen, are billed at $150 per hour with your approval first.
Ownership and Licensing
Once the project is paid in full, [Client Name] owns the final logo and identity created for it, including the right to register them as trademarks. Concepts that weren't chosen remain ours. Fonts and any stock imagery are licensed from their makers under their own terms, and we'll tell you about any licenses you need to buy. We may show the finished work in our portfolio once it's public.
Payment Terms
50% of the selected package is due on signing to reserve your place in our schedule, 25% when you choose a concept direction, and 25% on delivery of the final files. Invoices are due within 15 days.
Acceptance
Choose a package and sign below to accept this proposal. We'll be in touch within one business day to schedule discovery.
How to use this template in Clientary
- Edit it online. Change any section, add your own, and add a fee table with packages the client can choose from. No account needed.
- Preview it as your client will see it. Fill in who it's for and pick a design.
- Start your free trial to send it. Confirm you'll have it reviewed, since templates aren't legal advice, and your proposal is waiting in your new account with your client's details filled in.
- Send it to be signed. Your client reviews, chooses a package, and signs online, and you can see when it's viewed and signed.
Learn more about proposal software in Clientary.
