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

RetainFM – Build your Digital Agency on Recurring Revenue

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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