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

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Manage episode 374291314 series 2130323
Content provided by Pete Everitt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete Everitt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Main talking points include:

Prefer to watch this show? Subscribe to the YouTube Channel!

Process:

Pre-Discovery Session

  • Lead comes in
  • Brief 20min phone call to validate lead / project – outcome is to present Discovery Session as next best step
  • 1 Page Agreement / Checkout for Discovery Session

Post Discovery Session:

  • Project Specification Document Prepared
  • Project Proposal Prepared

Proposal Delivery:

  • Proposal Call Booked AHEAD of sending proposal
  • On the morning of the call, send the proposal through Adobe Sign
  • Have the call, answer all questions, and ask for a signed document

Document Templates:

Proposal Template

  • Cover Page
  • Intro Letter (personalised)
  • Snapshot
  • Business Needs (aka Project Outcomes)
  • Solution (overview – Spec document has full details)
  • Timeline
  • Investment (inc payment schedule)
  • Future considerations
  • How do we get started? (Project Agreement)
  • Terms

Specification Document

  • Cover Page
  • The Brief (in detail)
  • Business Requirements
  • Project Outcomes
  • Design Specification
  • Development Specification
  • Technical Requirements
  • Milestones

Join the Facebook Group

  continue reading

176 episodes

Artwork
iconShare
 
Manage episode 374291314 series 2130323
Content provided by Pete Everitt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete Everitt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Main talking points include:

Prefer to watch this show? Subscribe to the YouTube Channel!

Process:

Pre-Discovery Session

  • Lead comes in
  • Brief 20min phone call to validate lead / project – outcome is to present Discovery Session as next best step
  • 1 Page Agreement / Checkout for Discovery Session

Post Discovery Session:

  • Project Specification Document Prepared
  • Project Proposal Prepared

Proposal Delivery:

  • Proposal Call Booked AHEAD of sending proposal
  • On the morning of the call, send the proposal through Adobe Sign
  • Have the call, answer all questions, and ask for a signed document

Document Templates:

Proposal Template

  • Cover Page
  • Intro Letter (personalised)
  • Snapshot
  • Business Needs (aka Project Outcomes)
  • Solution (overview – Spec document has full details)
  • Timeline
  • Investment (inc payment schedule)
  • Future considerations
  • How do we get started? (Project Agreement)
  • Terms

Specification Document

  • Cover Page
  • The Brief (in detail)
  • Business Requirements
  • Project Outcomes
  • Design Specification
  • Development Specification
  • Technical Requirements
  • Milestones

Join the Facebook Group

  continue reading

176 episodes

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