Project details
Our product team works with implementation partners on new client accounts. Model expected receipts, payroll and supplier payments in a spreadsheet. Make it easy to update weekly and compare actual cash against forecast. In your proposal, outline the inputs you would need from us and the first deliverable we could review.
What to include in your proposal
Outline the first deliverable, the inputs you need and how the client can check the result. Separate the work included in the budget from optional additions.