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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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