RFM169 – My tried and tested Website Project Proposal Template (and Process)

RetainFM – Build your Digital Agency on Recurring Revenue
15/08/2023 20 min Episodio 169
RFM169 – My tried and tested Website Project Proposal Template (and Process)

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Episode Synopsis

Main talking points include:Prefer to watch this show? Subscribe to the YouTube Channel! Process:Pre-Discovery SessionLead comes inBrief 20min phone call to validate lead / project – outcome is to present Discovery Session as next best step1 Page Agreement / Checkout for Discovery Session Post Discovery Session: Project Specification Document PreparedProject Proposal Prepared Proposal Delivery: Proposal Call Booked AHEAD of sending proposalOn the morning of the call, send the proposal through Adobe SignHave the call, answer all questions, and ask for a signed document  Document Templates:Proposal TemplateCover PageIntro Letter (personalised)SnapshotBusiness Needs (aka Project Outcomes)Solution (overview – Spec document has full details)TimelineInvestment (inc payment schedule)Future considerationsHow do we get started? (Project Agreement)Terms Specification DocumentCover PageThe Brief (in detail)Business RequirementsProject OutcomesDesign SpecificationDevelopment SpecificationTechnical RequirementsMilestones  Join the Facebook Group

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