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NT-092 / Focused tool

Proposal readiness checklist

Check the proposal before it becomes a promise.

Check scope, assumptions, price basis, acceptance and delivery dependencies against source records. Make unresolved essentials visible before sending the proposal.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which essential proposal inputs still need confirmation?

Freelancers and service sellers preparing a scoped proposal.

From input to next step.

  1. 01

    List the essentials

    Start from the customer decision and your actual service. Include deliverables, exclusions, dependencies, price basis and the authorised approver.

  2. 02

    Verify the reference

    Link the current evidence and mark the confirmation state. Do not substitute a previous customer’s terms without reviewing them.

  3. 03

    Resolve before sending

    Allocate open essentials to an owner. If an assumption remains, label it in the proposal and explain what happens if it changes.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Proposal input
Deliverables
Essential?
Yes
Evidence reference
Scope note
Confirmed?
Yes
Owner
Owner
Resolution
Listed
Open essential
0

Before you use the result.

  • The workbook does not review legal terms.
  • A price must match the actual scope and currency.
  • Do not hide a delivery dependency in notes.

An editorial and commercial preparation check, not legal review or proposal approval.

A few useful answers.

All questions →
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No. The planned shop sells each product separately for a one-off price. You will not need a membership, a bundle or a credit balance.

What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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