Proposal and Quote
Last updated
Last updated
To be completed within two days of initial client call
| Title | When | Proposal Template |
|---|---|---|
Walkthrough of creating a proposal:
Edit the assumptions
Add any new assumptions based on sales call or additional information.
Remove any that are not necessary.
This part is the most important to ensure a smooth running of the project for the team. As long as the client is informed of exactly what they're getting, there is no room for conflict.
1) Send to the client via email. You can normally find their email from the sales call calendar invite. You can use the text in the quote and proposal introduction.
2) Make sure the Notion link is publicly accessible.
3) Set a reminder to follow up if you don't receive a reply.
Unless the client has expressed urgency, please wait at least seven working days before a follow-up. If the client is interested, it's unlikely they will forget and repeated chase-ups appear like a pressure sales tactic.
4) Suggest a call in the proposal email if there are alternative options for the client or you believe more details around the deliverables are required to update the quote.
It may be necessary to have a second call to iron out the details, adapt the process to a new budget or confirm the client is happy.
It is up to the person who started the process to continue the negotiation and take responsibility for the client - this may move into a future week that is not assigned - in this case you can ask for help from the 'on duty' creative director.
There may be a negotiation with the client and a second call to clarify points. If the client is committed you may need at this stage to skip ahead and start finding a team so you can clearly define the start date for the client. If the client is not committed, do not start the team process until they have confirmed the quote and proposal.
If the client doesn't respond within 10 days, feel free to send them a reminder email:
Hey [client name], hope you’re doing well.
Did you have a chance to look through the proposal?
Let me know if you have any questions or when you made a decision, it will help us coordinate our teams among other projects.
Have a nice rest of the week!
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