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

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Manage episode 376810908 series 3510896
Konten disediakan oleh Pete Everitt. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Pete Everitt atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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 episode

Artwork
iconBagikan
 
Manage episode 376810908 series 3510896
Konten disediakan oleh Pete Everitt. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Pete Everitt atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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 episode

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