Free template from Nexora Studio for freelancers, consultants and small agencies.

Keep each proposal’s stage, deadline and next action in one place.

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A small daily habit

Review Follow-ups due, check for a reply, and record your next action before closing the workspace.

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Start here

1. Duplicate this template into your workspace.
2. Replace or delete the fictional example records.
3. Add one record for each proposal and enter a next action.
4. Set a follow-up date only when further contact is appropriate.

Proposals

Use All proposals for details, Pipeline for stages, Follow-ups due for today’s work, and Proposal deadlines for the calendar.

Examples are fictional. Their dates demonstrate the workflow and are not real client commitments.

Proposals

Daily review

• [ ] Check for replies before sending another message.
• [ ] Review open proposals with a follow-up date today or earlier.
• [ ] Record the response and the next action.
• [ ] Move confirmed wins to Won and declined opportunities to Closed.
• [ ] Respect requests for no further contact.

Before sending a proposal

• [ ] Confirm the goal and intended audience.