Crafting The Perfect Proposal - WordCamp Asheville 2019
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Learn some tips and techniques for writing client proposals
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Crafting The Perfect Proposal - WordCamp Asheville 2019
- 2. Who Am I? • Co-owner of Adcock Creative Group • Full-time Freelancer for over 9 years • Speaker at WordCamps (Atlanta, Miami, Birmingham) • melanie@adcockcreativegroup.com
- 4. Why? • Honestly, I hate writing proposals. • I’d avoid it or spent hours on them • I wanted to automate and expedite the process • Share what I have learned.
- 5. Proposal vs. Quote • A quote is a list like an invoice or shopping list • Proposal can position you as an expert. • Presents the value of the service you provide
- 6. What Not to Include • Avoid technical terms • Don’t list plugins by name • Don’t itemize costs unless you are breaking the project down into phases.
- 7. What To Include • Business Snapshot • Business Needs / Target Audience Needs • Scope of Work • Investment • Process • Contract *
- 8. Let The Client Write It • Interview - have a list of questions to ask during the client interview • Website Worksheet • Only write a proposal if you have a chance. ASK ABOUT THEIR BUDGET.
- 9. Proposal Contents • Business Snapshot • Business Needs • Audience Needs • Solution (Scope of Work) • Investment • Agreement (Contract) • Next Steps (sign and pay)
- 10. Contracts • Have a lawyer look at it • Time Frames • Suspended/Abandoned Projects • Fees, Payments, Refunds, Late Payments, Collections • Termination • Process • Browser Compatibility • Changes after launch • Third Party Images • Legal Pages • Intellectual Property • Plugin Licenses • Security • Hosting
- 11. Contracts • Updates and Backups • Care / Maintenance Plans • Third Party Services • Email Deliverability • Disclosure to Law Enforcement • Marketing and Attribution Link • Indemnification • Choice of Law and Forum • Refusal or Discontinuation of Service • Disclaimer of Warranty • Limitations of Damages or Liability
- 12. Tools For Proposals • Word or Pages • Better Proposals (http://bit.ly/2LwU42L)* • BidSketch • Proposify • 17 Hats • Plutio
- 13. Guide the Client • Optional: Offer to go over the proposal with the client via phone, Skype, or Zoom • Get the deposit before doing ANY work
- 15. Resources • WP Elevation - wpelevation.com | Proposal Template • Advanced Coaching - nathaningram.com • Adcock Creative - adcockcreativegroup.com/proposal • Contact Me - melanie@adcockcreativegroup.com • Slides - adcockcreativegroup.com/wcavl