Data analytics proposal template

Prepared for [Client Company] by [Your Name], [Date].

Thank you for considering me to build [Client Company]'s analytics. This proposal covers connecting your scattered data into a dashboard your team actually opens, and turning it into a monthly rhythm of insights, with honest terms about the one thing analysts inherit rather than control: the quality of the source data.

[Client Company] runs on data spread across [sources: the CRM, Stripe, ad platforms, spreadsheets], and answering '[key question]' currently takes [describe: hours of exports, asking one person, guessing].

Success means the numbers that run the business ([metrics]) live in one place, update themselves, and get read, with a monthly insight rhythm that turns them into decisions.

1. Phase 1, Discovery and data audit. We define the questions that matter, then I audit the sources behind them: what exists, what is reliable, and what is quietly wrong. You get a findings note before anything is built on sand.
2. Phase 2, Pipeline and cleaning. I connect the sources into [tool / a reporting layer], with cleaning and definitions documented in a data dictionary, so 'revenue' means one thing everywhere.
3. Phase 3, Dashboard build. I build the dashboard in [Looker Studio / Power BI / Metabase] around the agreed questions: one page per audience, decision-first layout, no vanity walls of charts.
4. Phase 4, Insights rhythm. I train your team on it, and [monthly] I deliver a short written analysis: what moved, why it likely moved, and what is worth acting on.

• A data audit note: sources, reliability, and gaps, before the build
• Automated connections from [sources] into [tool]
• A documented data dictionary defining every metric
• A dashboard answering the agreed questions, per audience
• A training walkthrough for your team, recorded
• [Monthly] a written insights report with recommended actions

• Fixing source systems (I flag data-entry and tracking problems; fixing them happens in those systems)
• Data engineering at warehouse scale (this is business analytics; heavy infrastructure is quoted separately)
• Tool subscription fees (licenses stay in your name)

Prices are placeholders. Set your own before sending.

• The audit comes first, so you find out what the data can honestly answer before paying to visualize it
• Every metric is defined in writing, which ends the meeting where two dashboards disagree
• Dashboards built to be read by the people who decide, not admired by the person who built them

This proposal is valid for [30] days. A deposit of [amount or %] is due to begin, with the balance due [on delivery / per the schedule]. Work outside the scope above is quoted separately before it starts.

Analysis is only as good as the source data: I will flag quality problems plainly rather than paper over them, and findings carry the caveats the data deserves. I access only the data needed, handle any personal data under [your data policy / applicable law], and never reuse your data elsewhere. Dashboards, queries, and documentation are yours on payment; insights inform your decisions but the decisions, and their results, are yours.

To move forward, approve this proposal in writing and I will send the agreement and the deposit invoice. We can begin as soon as the deposit is received.

Accepted by: ______________________________ Date: ____________