So...Your prospective client asks to provide them with a quote.
You just send them the quote, right?
❌Wrong
If you do, you will be missing out on a massive opportunity 💪
Follow these great tips below 👇
1. The Pre-Proposal Phase
Ask your client these 10 questions:
-> What does your business do?
-> Who is your ideal target market?
-> What is the desired action you would like a website visitor to do?
-> What makes you unique from your competitors?
⬇️
-> What is an average client/customer worth to your business?
-> How do you currently get new clients/customers?
-> How many clients/sales do you get on an average month?
-> Do you have professional images and a brand identity?
⬇️
-> When would you like the project completed by?
-> Is there anything else you would like me to know about?
🔥 Bonus Tip:
If you feel like the client has a limited budget, you can ask them:
“Do you have a budget set aside for this project and is it at least over $X?"
X is your desired minimum amount.
This will justify further questioning ⬇️
Get the information, now create the proposal 👌
Let's start with:
2. What is a Proposal Template?
- Intro/Cover Page
- Project Overview (what they want)
- Quote Options (always provide 3 options)
- Terms of Agreement (payment and delivery terms)
This shows:
You understand the project, the business needs can provide the solution for them.
3. Breaking Down the Project Overview
- Highlighting the Problem
- Showcasing the Solution
a) Highlighting the Problem 🚫
Mention company goal
“…to improve your existing website to focus on generating more free consultations which will result in more paying clients.”
Show the Problem
“According to your data, only 2% of website visitors result in free consultations and 10% of free consultations result in paying clients.”
👆You are showing that there is a major problem that needs to be solved, which leads us on to the solution.
b) Showcasing the Solution: ✅
How do you know what the solution is?
1. Read case studies - show examples of good and bad websites