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WordPress Development Proposal Template
Win more WordPress projects with a professional proposal that showcases your development expertise, migration capabilities, and ongoing support options.
Proposal Template Sections
Executive Summary
Start with a compelling overview of the WordPress project scope and value proposition.
Thank you for considering [Agency Name] for your WordPress development project. Based on our discovery conversations, we understand that [Client Name] needs a [new build/redesign/migration] that delivers [specific goals]. Our proposed solution leverages WordPress's flexibility and our development expertise to create a site that is performant, secure, and easy to manage. We will deliver a fully responsive website with [key features], built on a solid foundation that supports your growth. This proposal outlines our approach, technical recommendations, deliverables, timeline, and investment required. We're committed to delivering a WordPress site that not only meets your immediate needs but is built for long-term success.
Project Scope & Technical Approach
Detail the WordPress build approach, theme strategy, and technical architecture.
Our technical approach is built on WordPress best practices and your specific requirements. We will develop a [custom theme/child theme of X/premium theme customization] that ensures unique design while maintaining WordPress standards. The site architecture will include [number] pages, [custom post types if any], and integration with [platforms/tools]. Our plugin strategy prioritizes lightweight, well-maintained solutions—we will use [key plugins] for [functionality] and develop custom functionality where off-the-shelf solutions don't fit. All development will follow WordPress coding standards, prioritize Core Web Vitals for performance, and implement security hardening including regular updates and proper user role configuration. For migrations, we employ a staged approach with testing environments to ensure zero data loss and minimal downtime.
Deliverables & Timeline
List all deliverables with specific timelines and milestones.
Phase 1 (Weeks 1-2): Discovery and planning—content inventory, site architecture, design direction, and technical specification. Deliverable: Project brief and sitemap approval. Phase 2 (Weeks 3-5): Design and development setup—wireframes, visual design approval, development environment setup, and theme foundation. Deliverable: Design mockups and dev environment. Phase 3 (Weeks 6-8): Core development—page builds, custom functionality, content migration (if applicable), and plugin configuration. Deliverable: Staging site for review. Phase 4 (Weeks 9-10): Testing and launch—QA across devices and browsers, performance optimization, security scan, and production launch. Deliverable: Live website with documentation and training. Post-launch: We recommend a 30-day support period and offer ongoing maintenance plans from $[amount]/month for updates, backups, and monitoring.
Migration Plan (If Applicable)
Detail the migration process for existing sites including content, data, and DNS.
For your migration from [current platform], we have developed a comprehensive plan to ensure a smooth transition. Our process includes: Full content audit and inventory of pages, posts, and media; Content export and transformation to WordPress format with SEO preservation; Database migration with relationship integrity; Media library migration with optimization and CDN setup; URL structure mapping and 301 redirect implementation to preserve search rankings; Staged testing in staging environment with client approval before go-live; DNS cutover during low-traffic window with rollback plan; Post-migration verification of functionality and search indexing. We anticipate [X] hours of downtime during the final cutover, scheduled for [recommended time]. All work is backed by comprehensive backups at each stage.
Investment & Maintenance Options
Present pricing clearly and outline post-launch maintenance plans.
The total investment for this WordPress project is $[amount], structured as follows: 40% ($[amount]) upon contract signing to begin discovery and design; 30% ($[amount]) upon design approval to begin development; 30% ($[amount]) upon launch and final delivery. This includes all deliverables outlined in the scope, [X] rounds of revisions, and 30 days of post-launch support. We offer three maintenance tiers: Essential ($[amount]/month)—core updates, security monitoring, monthly backups; Growth ($[amount]/month)—adds performance monitoring, uptime alerts, and 2 hours support; Premium ($[amount]/month)—adds priority support, content updates, and quarterly optimization. Payment terms are net 15. We require a 3-month minimum for maintenance plans to ensure proper site care.
How to use: Copy each section above and customize it for your client. Replace placeholders (like [Client Name], [Agency Name], etc.) with your actual information. Adapt the content to match your specific services, pricing, and client's needs.
Key Features of This Proposal Template
Site Build Scope Definition
Clearly defines the scope of WordPress development including site structure, page count, custom post types, and functionality requirements. Prevents scope creep and sets clear expectations for both parties.
Theme Development & Customization
Outlines approach to theme development whether custom, child theme, or premium theme customization. Demonstrates technical expertise and understanding of WordPress best practices.
Plugin Strategy & Custom Development
Details plugin selection strategy and any custom plugin development needed. Shows clients you evaluate solutions for maintainability, performance, and security.
Migration & Data Handling
Explains the migration process for existing sites, content transfer, and data integrity. Addresses downtime minimization and rollback strategies for complex migrations.
Performance & Security Standards
Outlines performance optimization approach (caching, CDN, image optimization) and security hardening measures. Demonstrates commitment to building robust, secure WordPress sites.
Maintenance & Support Plans
Presents post-launch maintenance options including updates, backups, monitoring, and support tiers. Helps clients understand ongoing care requirements and keeps the relationship active.
Pro Tips for Writing Proposals
- Specify the theme approach clearly—custom vs. child theme vs. premium. Clients often don't understand the implications of each.
- Include performance and security as explicit deliverables. These are increasingly important to clients and differentiate quality work.
- For migrations, be transparent about potential downtime and have a clear rollback plan. This builds trust.
- Offer maintenance plans—they provide recurring revenue and ensure client sites stay healthy.
- Document your plugin choices and rationale. Clients appreciate knowing why you recommend specific solutions.
Frequently Asked Questions
How long does a typical WordPress build take?
A standard WordPress build (8-15 pages) typically takes 8-12 weeks from kickoff to launch. Complex builds with custom functionality, migrations, or extensive content can take 14-20 weeks. We provide detailed timelines in the proposal and can adjust based on your priorities and availability for reviews.
Do you use page builders or custom development?
We tailor our approach to the project. For content-heavy marketing sites, we may use Gutenberg blocks or a lightweight page builder for client editing flexibility. For custom functionality and unique designs, we prioritize custom development. We'll recommend the best approach for your specific needs and explain the tradeoffs.
What happens to my site after launch?
We include 30 days of post-launch support for bug fixes and questions. We strongly recommend a maintenance plan for ongoing WordPress core, theme, and plugin updates—essential for security. Our maintenance plans also include backups, monitoring, and optional content support. We can hand off to your team with full documentation and training.
Can you migrate my existing site to WordPress?
Yes, we specialize in migrations from WordPress, Wix, Squarespace, and custom platforms. We preserve content, implement redirects for SEO, and minimize downtime. The migration scope and timeline depend on your current site's complexity—we'll assess during discovery and include a detailed migration plan in the proposal.
What's included in the revision process?
We include [X] rounds of revisions per major deliverable (design, key pages). Revisions cover design refinements, content adjustments, and functional tweaks. Major scope changes—new pages, additional features, platform changes—require a change order. We consolidate feedback within defined timeframes to keep the project on schedule.
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