Free proposal and follow-up templates

Copy, fill in the details in curly braces, and send. Every template is written for leads who found you through a DM.

Proposal templates

Coaching programme

Proposal for a coaching package: outcomes in the client's words, session cadence, chat support between sessions, investment and start date. End with a clear yes to book and invoice.

Freelance project

Scope, deliverables, timeline, revision rounds, fee and deposit — reply approved to receive the first invoice.

Consulting engagement

Approach steps, outcome document, time frame and fee billed monthly or in two parts.

Monthly retainer

What each month includes, response time, monthly fee and notice period.

Service package

Salon, trainer or local service package: included visits, validity period, price and booking reply.

Follow-up message templates

1. After no reply to your first message — check the message reached them.
2. Two to three days after sending a proposal — ask if anything needs adjusting.
3. Using their own words — reconnect to the goal they mentioned.
4. After a call or viewing — share the promised link and next step.
5. When they said not now — check if timing still works.
6. Polite invoice reminder with due date and link.
7. Re-engaging an old lead with something new.
8. Closing the loop politely when timing is not right.

Keep track of who you've followed up with

In Onevyu, set a reminder on each lead and send these from the chat. Free during early access.

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Common questions