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Design Proposals

UX Research and Product Design Proposal

UX research and design proposal with interviews, usability tests, a tested prototype and three one-time options.

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A clear structure

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About this template

A UX research and product design proposal for a software company whose new customers stop during setup. It covers setup numbers from the client’s own tools, interviews and usability tests, the deliverables, a ten-week timeline, a similar client’s results and three one-time options.

What’s in the UX Research and Product Design Proposal

11 parts, in the order your client reads them. Every part is editable: keep what fits the job, rewrite the rest and add your own.

  1. Overview

  2. Introduction

    You want more new customers to finish setup and schedule their first job in week one.

  3. Your situation

    From your product analytics, help desk and billing for the last 90 days.

  4. How we work

    Watching customers shows why they stop. Testing the new design shows whether it fixes that, before your developers spend a sprint on it.

  5. What is included

    Everything in the recommended option, Research and redesign.

    Covers: Not included

  6. Timeline

    Kickoff, a review of your analytics and recruitment of 20 participants from your customer list.

  7. Who you will work with

    Research and design for 22 B2B software products since 2018, including scheduling, field service and finance tools.

  8. Results for a similar client

    A scheduling app for cleaning companies, and what changed in two quarters.

    Covers: The client, The work, The result

  9. Options and fees

    Three options. We recommend Research and redesign.

  10. Questions

    Two rounds on the prototype before the second set of tests, and one after them. Further changes are quoted first.

  11. Next steps

    Pick an option and any extras, then accept on this page.

Frequently Asked Questions

What should I change before sharing?

Replace sample names, scope, dates and prices with your client details. Review the terms and remove any section that does not apply.

What should I include?

Include the scope, deliverables, timing, pricing and next step your client needs. Keep each section focused on the decision rather than a fixed page count.

Can I customize sections and branding?

Absolutely. You can edit copy, reorder sections, and apply your logo, colors, and fonts directly inside Propovo's editor. Full customization is available.

How do I use this template?

Preview the template here, then create a Propovo account to customize it. Check the pricing page for current trial terms and plan limits.

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Add your scope, pricing and brand. Preview the client experience before sharing.

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