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The first pages of the Discovery Phase Proposal template

Discovery Phase Proposal

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Modern
Difficulty
Beginner
Updated
November 6, 2026

Every page (7)

Overview

Clients often ask for a build price before anyone knows what should be built. This seven-page proposal lets a consultancy sell a short, paid discovery phase first: why it pays off, what the team will do, what the client keeps, how long it takes and what it costs, with three fee options.

The sample is written by a fictional studio, Kettleby Labs, for Brightwater Housing: a four-week discovery for a repairs app, priced at £36,000 against a build estimate of about £190k. Replace the client, activities, outputs, dates, rates and fees with your own.

Useful for

  • A consultancy turns a vague enquiry into a paid four-week discovery
  • A software agency shows a client what they will receive before any code is written
  • A freelance lead offers a focused, standard or extended discovery and lets the client choose

What's included

  • A cover page and a title block with client, version, key figures and three reasons for discovery
  • An activity checklist with owners and dates, grouped by week
  • A scope page comparing outputs included and not included, with plain-English definitions
  • A roadmap with key dates and a 12-week Gantt from discovery to go-live
  • A fee page with three options, a cost summary and a validity warning

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Rewrite the client name, the problem and the opening figures using what the client told you.

  3. 3

    Replace the activities, outputs and Gantt rows with your own plan, owners and dates.

  4. 4

    Enter your rates, fee options, contingency and validity date, and list the assumptions behind them.

  5. 5

    Delete the Make it yours guide page, then share the proposal with the client.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Why sell discovery separately from the build?

It lets the client pay a small, fixed amount to reduce risk before committing to a large one, and it gives you the facts you need to price the build properly.

Can I change the three fee options?

Yes. Edit the names, prices, hours and features, or delete a plan card. Keep the recommended option clear so the client knows what you suggest.

Are the companies and prices real?

No. Kettleby Labs, Brightwater Housing, every person and all figures are fictional sample content. Replace them with your own details before sending.

  • #discovery-phase
  • #software-proposal
  • #project-proposal
  • #consultancy-proposal
  • #google-docs
  • #agency-proposal
  • #fixed-price-quote

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