『RFM169 – My tried and tested Website Project Proposal Template (and Process)』のカバーアート

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

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

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 Main talking points include:

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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

 

 

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